Gabriel buys INTC 30: September, historically the worst-performing month of the year, has lived up to its expectations as a rough month for equities.

Of the Dow 30 stocks 28 are set to close higher today and just 2 (PG and VZ) are on track to close lower. The super-major integrated oil company had no specific news today. Gold as settled lower today, down 1% today, down 1.5% for the month, and down 4.8% for the quarter. U.S. crude oil inventories swelled by 4 million barrels last week and that led to a close at $45.09 per barrel, down 0.3% for the day and a whopping 24% for the month of September. He thinks that the stock is a falling knife.


Ali:
He owns the stock in his portfolio.

Mitzi:
I suspect that increased core counts will be attractive to Intel's customers and could help catalyze upgrade activity by virtue of a large improvement in performance relative to the chips that Intel currently sells.

Eugene:
Intel could potentially just use the area savings to make a smaller silicon die and pocket improved margins.

Tanna:
There is definitely area headroom for Intel to stick more cores in, especially for high-performance notebooks and desktops.

Pricilla:
At 10-nanometers, assuming a 0.5x shrink, this chip would be able to fit into an area of just 61 square millimeters.

Edward:
To illustrate, note that a four core Skylake CPU with GT2 graphics takes up about 122 square millimeters of die area.

Laurine:
First of all, at the 10-nanometer node, it should become quite economically feasible to include eight CPU cores onto a reasonably sized die thanks to the significant area shrink that 10-nanometer brings relative to 14-nanometer.

Caroline:
There are several reasons that I can think of.

Rosana:
Why, then, is Intel choosing the 10-nanometer generation to increase its core counts?

Camilla:
For many generations, Intel has kept its CPU core counts at between two and four, spending the majority of the increased transistors afforded to it by new manufacturing technologies on beefing up graphics.

Intel Corp. (NASDAQ:INTC)
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