Will Haswell Make Intel Stock a Screaming Buy?

It's no big secret that global semiconductor leader Intel (NASDAQ: INTC  ) wants to break desperately into the growing parts of its industry. However, in our increasingly mobile world, things like power consumption matter just as much as, if not more than, performance. And although Intel has seen the error in its ways to an extent, there remains an uphill battle to unseat many of the entrenched players. Its Haswell line of chips, representing Intel's next great attempt to solve this problem, certainly seems promising. However they might not be the game-changer Intel would have investors believe. Check out the following video for more details.

Haswell aside, when it comes to dominating markets, it doesn't get much better than Intel's position in the PC microprocessor arena. However, that market is maturing, and Intel finds itself in a precarious situation longer term if it doesn't find new avenues for growth. In this premium research report on Intel, a Motley Fool analyst runs through all of the key topics investors should understand about the chip giant. Click here now to learn more.

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  • Report this Comment On June 01, 2013, at 11:04 AM, techy46 wrote:

    No, but Silvermont already has made Intel a screaming buy.

  • Report this Comment On June 01, 2013, at 4:06 PM, stretcho44 wrote:

    Trefis indicates that Desktop PC CPUs are 15.5% of Intel revenue. Those devices are what IDC was talking about "cratering" as Andrew Tonner describes. Notebooks and servers are 60%.

    IDC indicates as of MAY 2013 that notebook volumes are still growing in revenue and profits. IDC counts a notebook system with a detachable keyboard like a Microsoft Surface Pro as a tablet. 10% to 15% of the tables are going to be Portable PC with detachable keyboards (tablets). IDC defined the device to make the market grow.

    Servers are now 27% of Intel business with a good chunk of that being HPC which doubled last year. HPC (per IDC) will be growing at an 8.9% CAGR through 2020, reaching $47bil market.

    Andrew ignores the server and HPC markets.

    Andrew ignores the foundry customers that will be contributing to the bottom line.

    Premier tablet design win.

    Samsung Galaxy Tab 3 10.1 will have Intel processor

    Desktop gaming system becomes a portable PC.

    Razer Announces Haswell-based Blade, Blade Pro Gaming Notebooks


    The power consumption of Haswell is so low that some older power supplies cannot operate when Haswell is put into its low power mode. The users would have to not set that BIOS mode if they used that power supply.

    If low power is a game changer and Haswell does this good, imagine what Intel was able to do with Silvermont. It is so good that the silicon foundries, TSMC et al, have had to take risky leaps to try to enable advanced Intel competitive technologies.

    Andrew's analysis is too narrow and does not reflect the company or its prospects.

  • Report this Comment On June 02, 2013, at 9:36 AM, russfischer1013 wrote:

    Another empty Motely Fool Article trying to sell subscriptions to the poor to awful investment service.

    Haswell will re-ignite the PC insustry with new players since HP and Dell have chosen to go brain dead.

    One that might surprise on PCs is Toshiba. Toshiba jumped on Ultrabooks early and made some nice hardware. They also are the master of their own destiny on NAND memory for solid state drive which will become much more important in 2013-2015.

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