Intel

Why does Intel need the cow?

August 23, 2010

I was mildly surprised with the Intel purchase of McAfee, which is somewhat better than being bored by the Dell/3PAR deal. At least HP has come along and made the plain girl in the corner appear more interesting. Anyway, moving on to Intel/McAfee… Nobody refutes the fact that security is an extremely important aspect of [...]

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Intel finally blinks in GPU battle.

December 7, 2009

Just as we published a research note highlighting some key takeaways from the recent Gilder Telecosm, we see the news that Intel has suspended their immediate plans to enter the discrete GPU market.  From the day we published our Nvidia note on January 29th “Transition is Opportunity for Nvidia” there as been a measurable increase [...]

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The Tug of War on Nvidia

May 29, 2009

Since we published our report on NVDA back on January 29th the shares have vaulted to $12 then sunk back to near $8 and are now sitting in the middle at $10.50.  Our intrinsic value (IV) estimate remains $15 which is a level we think the stock will see this year.  But the story is [...]

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Intel: Sounds like anti-trust-like behavior to me!

December 26, 2008

Intel is a tough competitor.  Maybe not as ruthless as Microsoft was but they know many of the same plays. For example recently Intel has taken steps to tell manufacturers that it will not "unbundle" their own 945 graphic chipsets from the Atom processor lineup.  This has the fairly simple effect of locking out or [...]

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