Any stock lovers here? What are your thoughts as a Mac rumor fan about intel stocks? They pay out decent dividends but what do you think the future holds for them? Does the fact that Broadwell is possibly being skipped on the 15' 2015 rMbp bother you?
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Intel Stock
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I don't there's anything wrong with talking about strategies, hints, tips. I just wanted to convey that asking strangers on the internet opens the doors to all sorts of headaches and risks
I totally agree, of course i would not make a huge decision from advice without doing the proper research. It is however fun to be able to chat about stocks and finances. Do you know of any forums like macrumors that are available for speculative and real talk?
In my experience those so called professionals are of little more use.I would think asking for investing advise is best served with your broker and not with strangers on the internet
Personally I think the profit margins are bound to shrink. Intel makes a lot of money with expensive core i processors. They cost hundreds of dollars and they sell a lot and command almost the whole market. But that market isn't growing anymore but even shrinking. The new mobile market with smartphones/tablets yields much much lower prices for a single SoC. Even if Intel would finally gain some ground and grab a significant chunk of the market they won't get the revenue they are used to.
Which means Intel is bound to well not grow much. Even expanding into new markets they won't be really growing their market value much. It doesn't even matter how successful they are with Broadwell or anything after that. It only matters if someone like AMD gets competitive again to take some market share back, but if they stay out of reach they will just stay as they are but not actually grow.
Intel Stocks got their divident but I don't see them making huge headway into the mobile space with Atoms beyond tablets. They would need huge volume (market share) because profit margin just isn't the same as with core ix. The core ix market just isn't growing anymore. I don't see much growth potential. But it is a secure stock that isn't likely to loose much value either and will yield good dividends. Not a bad investment per se in the near future they will hold their own I think but that is all. Not likely to surprise with stock price increases I think.
AMD could surprise with Zen and 16nm GPUs next year but if they fail they are worthless and go down completely. Risky and already quite pricy for how big the chance of failure is. With HBM memory their APUs might finally become a thing that is sought after with decent Zen cores and all the power efficiency improvements they already put in Carrizo. 14/16nm and even 10nm not far out. They still got a chance to turn it around. It will probably be their last. If they fail and go broke maybe they will sell for pieces and Intel buys them for their graphic division.
Huwai buys the CPU division or someone else in China.Love this post! it is important to note that intel needs to maintain the huge volume in order to continue to go on the way they have been.In my experience those so called professionals are of little more use.
Personally I think the profit margins are bound to shrink. Intel makes a lot of money with expensive core i processors. They cost hundreds of dollars and they sell a lot and command almost the whole market. But that market isn't growing anymore but even shrinking. The new mobile market with smartphones/tablets yields much much lower prices for a single SoC. Even if Intel would finally gain some ground and grab a significant chunk of the market they won't get the revenue they are used to.
Which means Intel is bound to well not grow much. Even expanding into new markets they won't be really growing their market value much. It doesn't even matter how successful they are with Broadwell or anything after that. It only matters if someone like AMD gets competitive again to take some market share back, but if they stay out of reach they will just stay as they are but not actually grow.
Intel Stocks got their divident but I don't see them making huge headway into the mobile space with Atoms beyond tablets. They would need huge volume (market share) because profit margin just isn't the same as with core ix. The core ix market just isn't growing anymore. I don't see much growth potential. But it is a secure stock that isn't likely to loose much value either and will yield good dividends. Not a bad investment per se in the near future they will hold their own I think but that is all. Not likely to surprise with stock price increases I think.
AMD could surprise with Zen and 16nm GPUs next year but if they fail they are worthless and go down completely. Risky and already quite pricy for how big the chance of failure is. With HBM memory their APUs might finally become a thing that is sought after with decent Zen cores and all the power efficiency improvements they already put in Carrizo. 14/16nm and even 10nm not far out. They still got a chance to turn it around. It will probably be their last. If they fail and go broke maybe they will sell for pieces and Intel buys them for their graphic division.