Shares of Intel are plagued by worries about growth. To some extent, these worries are overblown. Intel even managed growth in a declining PC market. And they have plenty of growth sectors to invest in, like the Internet of Things, which also drives growth for many of their core products. The downside is that this […]
Entries Tagged as 'INTC'
March 15th, 2017 · No Comments
March 1st, 2017 · Comments Off on Is Intel Forfeiting Its Process Leadership?
Intel’s process lead is the most important variable that underpins almost everything at Intel. There are signs that Intel is slowly losing that advantage. While we think these concerns are a little premature, the development of its foundry business actually provides some reasons for concern. Is Intel Forfeiting Its Process Leadership?
February 18th, 2017 · Comments Off on Intel: Ready For The VR/AR Revolution?
Many foresee a (near) future where VR/AR solutions will emerge as the next computing platform. Intel has a three pronged strategy to have a meaningful presence. We look how that is developing and are especially impressed with Intel’s original Project Alloy. Intel: Ready For The VR/AR Revolution?
December 19th, 2013 · Comments Off on Intel Corporation INTC: Intel Faces Many Hurdles – Seeking Alpha
We never fully understood the bulls on Intel INTC as for us, for all their technological and process prowess, there seems to be a simple but inescapable truth: Intel is moving from a dominant near monopoly position in a market with high margins PC’s that is actually shrinking to an expanding market tablets and smartphones […]