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To: SonnyListon who wrote (1466)5/12/2011 12:08:48 AM
From: neolib
of 12263
 
INTC, like MSFT, can't seem to deploy their cash to innovate.

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To: j3pflynn who wrote (1467)5/12/2011 12:11:47 AM
From: neolib
of 12263
 
...and will be able to almost match Intel Corp.'s...

Likely about all that can be hoped for given the long delays BD has suffered.

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From: neolib5/12/2011 12:18:36 AM
of 12263
 
In addition, the power brownout policy will raise the price of semiconductor materials in the second half as supply volumes are lower than expected. Semiconductor players including Taiwan Semiconductor Manufacturing Company (TSMC), Nvidia, Qualcomm and AMD are all expected to see rising quotes.

From digitimes here:

digitimes.com


And another one on Apple related demand/shortages:

digitimes.com

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To: neolib who wrote (1468)5/12/2011 2:08:10 AM
From: SonnyListon
of 12263
 
It only seems that way because they are so profitable.

Less profitable firms try to make a virtue of not paying dividends, but they often have little choice.

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To: neolib who wrote (1469)5/12/2011 7:32:27 AM
From: j3pflynn
of 12263
 
Gives some cause for hope, at least. We'll have to see what ultimately comes out in the real world.

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To: SonnyListon who wrote (1471)5/12/2011 10:06:23 AM
From: neolib
of 12263
 
Like Apple no doubt?

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To: neolib who wrote (1473)5/12/2011 10:32:44 AM
From: SonnyListon
of 12263
 
One is a components maker, the other is a consumer products maker, so I wouldn't see it as an Apples to Apples comparison(no pun intended).

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To: SonnyListon who wrote (1474)5/12/2011 12:29:39 PM
From: neolib
of 12263
 
I agree, its hardly Apples to Apples. One is doing a dynamite job of innovating away from its historical business, while the other is milking its historical cash cow without a clue what else it can do, other than shovel its profits to owners. Such constipation generally ends up badly. INTC, MSFT, CSCO. What a trio of tech powerhouses they used to be...

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To: neolib who wrote (1468)5/12/2011 12:40:20 PM
From: gugie
of 12263
 
"INTC, like MSFT, can't seem to deploy their cash to innovate."

Whatcha talkin' 'bout, Willis?

First to HMG, First to the last several process nodes, first to trigate, I could go on and on... You think THOSE innovations grow on trees?

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To: neolib who wrote (1475)5/12/2011 1:00:32 PM
From: SonnyListon
of 12263
 
If Intel wasn't ramping up it's 22nm process for an attack on phones, perhaps your assessment would be meritorious, but instead, well . . . . .

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