What is Intel Fighting to Achieve?
Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.
Category Archives: Stocks
What will happen to Arm now?
If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.
The Reverse Qualcomm Squeeze
The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
Global Foundries IPO!!!
Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.
Intel 2.0’s customer dilemma
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
Spac-a-Mole
Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.
ARM Wrestling
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]
Tsinghua Unigroup Defaults Widen
Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.
Unity Technologies – We Want to Believe
Unity Reported Q3 Earnings – We really like the company’s long-term vision, and want to believe in a more graphical future. But their numbers raise a lot of questions.
How much is Intel Foundries worth?
How much is Intel Foundries worth? – Splitting Intel in two makes a lot of sense from a strictly financial perspective, but would like be an operational nightmare, diminishing that financial value for many years.
Digits to Dollars 