16 Reasons Why Now Is the Time to Buy Intel

[wallisweaver]

1. Intel quantum well technology. Intel could gain a capability as early as 2016 to produce 10nm transistors as much as 200 millivolts lower in power consumption than the rest of the industry.
2. Intel first to EUV Intel buys 15 next-Gen chip machines from ASM
3. Windows 10 to be released in July.
4. Intel Windows Smartphone.
5. Intel Compute Stick coming with Skylake-Y - a huge market for Intel. Initial launch in April.
6. Push into mobile. "The company expects its mobile group to break even in 2016."
7. Intel built-to-order Xeon D chips. Another big success.
8. Micron and Intel Unveil New 3D NAND Flash Memory.
9. Big server, data center and IoT growth.
10. An Intel Altera acquisition would boost foundry business.
11. Skylake coming in October.
12. The death of RT and the revival of the Wintel relationship.
13. Intel's EDR InfiniBand arriving soon.
14. The push into smartphones is beginning to accelerate.
15. Intel is becoming the leading tablet processor provider.
16. The elimination of contra-revenue will provide a major bump in the bottom line.

 

[hist78]

16. The elimination of contra-revenue will provide a major bump in the bottom line.

Did Intel announce that they will stop doing "contra revenue" this year?

Without superior mobile processors, Intel has to use money to persuade manufacturers to accept literally "free" Intel mobile processors. That's why Intel's mobile group can create such a strange "negative" $6 million revenue for 4Q2014. For 2014 Intel mobile division lost about $4.2 billion. This year, Intel mobile division won't lose any money because there isn't such division anymore. Intel folded this group into Desktop/Laptop group. Thanks.

 

[justinfisher]

10nm transistors as much as 200 millivolts lower in power consumption than the rest of the industry.

Power is now measures in millivolts?

Intel first to EUV Intel buys 15 next-Gen chip machines from ASM

From what I understand, TSMC bought EUV gear from ASML a good while before anyone else.

Intel Windows Smartphone

Intel missed the boat. I doubt it can ever recover.

An Intel Altera acquisition would boost foundry business

An FPGA in every device?

 

[patrickjp93]

Did Intel announce that they will stop doing "contra revenue" this year?

Without superior mobile processors, Intel has to use money to persuade manufacturers to accept literally "free" Intel mobile processors. That's why Intel's mobile group can create such a strange "negative" $6 million revenue for 4Q2014. For 2014 Intel mobile division lost about $4.2 billion. This year, Intel mobile division won't lose any money because there isn't such division anymore. Intel folded this group into Desktop/Laptop group. Thanks.

Intel has announced that contra-revenue is slowing down and chips will be sold at-cost from 2016 on. Intel had to give chips away for free to break ARM's stranglehold on the market and sway developers. It's not an uncommon practice for a newcomer to an industry to do this at the start.

 

[patrickjp93]

Power is now measures in millivolts?

From what I understand, TSMC bought EUV gear from ASML a good while before anyone else.

Intel missed the boat. I doubt it can ever recover.

An FPGA in every device?

Yes. 1.2Volts is 1200 millivolts, so having a 200 millivolt advantage is quite substantial and would seriously threaten ARM trying to move into the server space.

TSMC bought test units, but not volume big enough for production. 15 isn't even enough, but it's good for small test runs.

Nah, Intel's recovering nicely with the Zen Phone and versions of HTC One going for Atoms now.

Why not? IBM already does this, and Intel actually makes some E7 Xeons specifically with onboard FPGAs for use in Microsoft and Amazon distributed systems for algorithm acceleration. Frankly it's a great purchase, because it means Intel gets IBM's money.