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Alex Cho

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  • There Won't Be An Apple TV [View article]
    hahahhaha
    Dec 11 02:23 AM | Likes Like |Link to Comment
  • Apple May Earn $46 Billion In Annual Profit From TV By 2020 [View article]
    Steve Jobs and banks don't mesh, because banks aren't cool, and iPhones are. If there was such a thing as a Steve Jobs bank, I'm sure Apple would sue the bank for ruining the Apple brand.
    Dec 11 02:12 AM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Moore's law will pretty much no longer apply in 10 more years. The topic of fitting silicon along a line of 6 atoms cannot be broken without quantum computing, which may not even materialize. Even then, at the lowest nm process feasible according to the laws of physics, it's doubtful that silicon will utilize the extra horsepower until the web becomes semantic, ie. web 3.0, which would imply that programming code can replicate human logic, ie. not feasible for quite a while.

    So it's highly doubtful that we'll come up with some more miraculous use for extra CPU horsepower. To put this context not even the latest games are pushing the envelope on NVIDIA and ATI graphics technologies. So unless we can create apps that can use the extra horsepower, the CPUs of tomorrow might as well be more power efficient rather than powerful. But if we want power efficiency we find that ARM architecture running on SOCs to be far more effective than a motherboard x86 set-up.

    If anything, CPUs should be clocked lower so there life cycle last longer and consume even less energy on the consumer end. That way we have less PC failure and better utility bills. Heh, which I doubt average PC users even pay attention to.
    Dec 11 02:03 AM | Likes Like |Link to Comment
  • Lululemon Athletica: Who Could Be The Next CEO? [View article]
    I'm not sure about his credentials as of the moment. Of course, I haven't actually met him to determine... but, I don't know about how well he can operate businesses that are growing at the rate LULU is. If the guy can't execute the stock could fall lower.

    On the upside he's a pretty young dude. That's good for shareholders because we won't have to deal with another exec shuffle unless the dude blows up the company like Ron Johnson did with JC Penney.

    The stock is down by 1.73% today, so it's likely that investors had their mind set on a more talented employee. Sure, he's got experience on a smaller scale. But this is LULU we're talking about, the fastest growing apparel chain that is publicly traded on the stock market. He's got big shoes to fill, so no I'm not really impressed, but I'll give him some time to prove himself.
    Dec 10 11:27 PM | 1 Like Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Developers are trying to use CPU power more efficiently by creating apps for smartphone devices.
    Dec 10 11:17 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Well RSA, there are some dedicated uses for server farms that may never be outsourced like banks for example. They have important data that could be worth a lot of money, so they're never going to go virtual. I get that point.
    Dec 10 11:16 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    http://ubm.io/IOv1Sz

    It only has 20% of global share, and we're not sure how Intel will be able to keep up with other more established players in the market. Sure it's nice that it's growing at pretty high rates, but Intel earns way higher margins on server CPUs than on NAND Flash, plus NAND tends to go down in price, so..... we could have periods of diminishing returns for investors.
    Dec 10 08:16 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    You now the Dow Jones returned 20% for investors this past year, and Intel only had a 3.6% TTM return. Intel is a dog of the Dow, I wonder why Ashraf.
    Dec 10 07:55 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Yeah I saw that presentation, they only had a year out guidance. I used that data point for data centers as a starting point for my forecast. Thanks for mentioning that point though.

    Clearly Ashraf you doubt my ability to do research. I know your industry well enough to have an educated opinion on it. So understand that when I say that an investment is terrible, I mean it. It's not "poorly researched", I have written more about the cloud than you have Ashraf, and unfortunately it's not looking good for Intel. Thanks.
    Dec 10 07:40 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Yeah, but the cloud vendors are more efficient with the use of hardware.
    Dec 10 07:38 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Ah, thanks for making that point. Yeah I definitely could have said it like that.
    Dec 10 07:38 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Sofaking, that's not how well managed data centers work. You put low performing parts on low usage tasks and high performing parts on high usage tasks.
    Dec 10 01:29 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Cube Monkey, I understand how defensive you can be over the topic. But there's no denying that cost savings on the part of personal cloud consumers translates into lower hardware usage and better efficiency with pre-existing parts which would extend hardware life cycles. Then of course you have pre existing performance improvement in the hardware as software applications are being more efficiently written to use less not more processing power.
    Dec 10 01:23 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Computing programs couldn't really keep up with hardware advancements from 2007 onwards. So most of the hardware that is being created by Intel has no real practical application beyond gaming. People are shifting computer programs to be less power hungry so they can work on smaller form factor devices diminishing the demand for power intensive server architecture. Sure we could argue that with more web capable devices coming online that there may be need for more server class processors, but that's already being nicely offset by efficiency in cloud managed servers and the year-over-year performance improvements that Intel makes on its Intel Xeon processors.
    Dec 10 01:19 PM | Likes Like |Link to Comment
  • Intel's Data Center Business Will Decline By 5% Annually [View article]
    Yeah but no one is buying until the cost per GB drops and drops significantly. Even if you could forecast rising demand for drives, you're talking about after the fact prices fall and margins are pretty compressed. Intel doesn't really have that much of an edge in the computer storage space. There are better SSD's out there than Intel's.
    Dec 10 01:17 PM | Likes Like |Link to Comment
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