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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 166.61-0.7%Sep 16 9:30 AM EDT
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To: engineer who wrote (122628)11/2/2014 10:30:45 PM
From: THE WATSONYOUTH   of 189297
 
There is an interesting take on Intel. Notice the design they are competing with is on 40 nm at TSMC and NOT on the highly touted 14 nm worlds leading fab, like everyone postures..

.....no one, except possibly the cheerleaders on this board, ever claimed the Intel designs were on the 14nm Intel process. Intel is far behind having only acquired any communication expertise in the Infineon and Fujitsu deals. It takes a lot of time to redesign these chips into a 14nm FinFET process I do not expect any stand alone or integrated modem on an Intel; process until 2016 at the earliest. But, I believe this board is missing the point. Intel in the short and intermediate term will be very happy to reduce their quarterly loss in mobile to a manageable level of perhaps 300-400 million $ per quarter. Even such a modest result will be heralded as a sure sign of future success to the analysts and they will pump the stock further. Intel's immediate goal is to take share and will do so by selling at cost once they get a fully integrated design for the low end. That will happen next year albeit still on 28nm. As long as they are not challenged in servers and in in PCs (laptops and desktops), they can continue plugging away indefinitely......outlasting any low end competition.. They are not going away..........and will lose billions more to get a foothold. Luckily for QCOM, Intel is painfully slow at bringing a competitive solution to market and will not on an advanced process until 2016 at the earliest. QCOM should use that time well to head Intel off
with additional levels of integration and further cost reductions and quicker times to market.
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