Don't forget 14nm was a 1.5 node jump from 22nm. (16nm would have been a single node jump from 22nm)
With that mentioned, it is true than 14nm to 10nm is only a single node jump.
They found that in Tablets and phones..
Don't forget 14nm was a 1.5 node jump from 22nm. (16nm would have been a single node jump from 22nm)
With that mentioned, it is true than 14nm to 10nm is only a single node jump.
Brian M Krzanich , CEO of Intel Corp sold 201,547 shares on Jun 3, 2015. The Insider selling transaction was disclosed on Jun 5, 2015 to the Securities and Exchange Commission. The shares were sold at $32.61 per share for a total value of $6,571,722.00.
A quick analysis point to those results heading the stock value about 1/3 lower than its current 30$ level on the mid term.
This is assuming that the current results are not priced by the market, wich i dont think they are, a net income 30% lower mandate generaly the same variation for a stock unless there s an exceptional outlook, wich is not the case at all.
The staff doesnt seem to be bullish...
https://semiaccurate.com/forums/showthread.php?t=8766
My previous post about this issue, fully validated by the above :
Krzanich was paid a total of $9.6 million last year, including $887,500 in salary, $6.58 million in stock and option awards and $1.87 million in non-equity incentive compensation, the company said today in a filing.
Still, he of course had the option to keep the stocks. If he was bullish on Intel he probably would have, but he decided to sell instead.
But maybe you are suggesting that he is short on cash so he had to sell.
It's almost as if he had to pay $4,000,000+ in income tax in a year in which he got $900,000 of cash salary.Still, he of course had the option to keep the stocks. If he was bullish on Intel he probably would have, but he decided to sell instead.
But maybe you are suggesting that he is short on cash so he had to sell.
The only reason Intel continues with this Tablet charade is to keep their fabs utilization high because of the Desktop/Laptop volume decline. They already admitted a 2.5 year cadence between new process (14nm and 10nm), without those tablet volumes they would go to 3 year cadence or even more.
Still, he of course had the option to keep the stocks. If he was bullish on Intel he probably would have, but he decided to sell instead.
But maybe you are suggesting that he is short on cash so he had to sell.
Still, he of course had the option to keep the stocks. If he was bullish on Intel he probably would have, but he decided to sell instead.
But maybe you are suggesting that he is short on cash so he had to sell.
Still, he of course had the option to keep the stocks. If he was bullish on Intel he probably would have, but he decided to sell instead.
But maybe you are suggesting that he is short on cash so he had to sell.
Maybe AMD should follow suit. They seem to having a problem with fab orders.
AMD is fabless, why should they care about fab utilization ?? Thats the job of TSMC and GloFo.
Three words:
Wafer Supply Agreement
Vivek Arya - Bank of America Merrill LynchThanks for taking my question. On the Wafer Supply Agreement with GLOBALFOUNDRIES, I believe it was for $1 billion-plus or so this year. And so far you were done with $367 million. I'm just curious, Devinder, do you think you will be able to fulfill this obligation this year? And if not, are there any financial implications we should be taking into account?
Devinder Kumar - Chief Financial Officer & Senior Vice PresidentYes, Vivek, I think on the Wafer Supply Agreement, we have taken about $400 million-plus for the year against the commitment we made earlier this year. But we are working actively to re-profile our wafer purchase commitment with GLOBALFOUNDRIES, in particular, given the business outlook.
Vivek Arya - Bank of America Merrill Lynch
So do you anticipate any financial implications that we should be taking into account when we look at your cash flow model?
Devinder Kumar - Chief Financial Officer & Senior Vice PresidentI think other than re-profiling the wafer purchase commitments, when you re-profile obviously there is a linkage to the cash from an outflow standpoint because the purchases happen and then the cash is paid out. But other than that, that would be I don't anticipate any financial implications.
Another stupid post that proves you know nothing about finance.
When options are exercised you have to pay the tax on those options. Do you know many people that a few million dollars liquid?
Maybe AMD should follow suit. They seem to having a problem with fab orders.
In this case Kraznich opinion is that the stock value will decrease in the coming months, otherwise he wouldnt have sold his stocks.
They already said they will re-profile the agreement.
Another stupid post that proves you know nothing about finance.
When options are exercised you have to pay the tax on those options. Do you know many people that a few million dollars liquid?
And you think he only owns Intel stocks?
He could sell any asset he's got to pay for the tax, but he decided to sell Intel stocks.
And you think he only owns Intel stocks?
He could sell any asset he's got to pay for the tax, but he decided to sell Intel stocks.
Did Apple stocks decline the last 5 years? I mean Tim Cook and the rest of the management in Apple is dropping stocks left and right every year. He sold for 35 million stocks last time. Clearly a company going down....right? I mean thats what your "logic" dictates.