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Arnold Frisch  

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  • Resonant: Be Greedy When Others Are Fearful Following Dramatic Selloff [View article]
    I guess Benjamin and Brian are just too embarrassed to respond to any of these postings.

    Or, maybe they feel they have already done their job?
    Apr 25, 2015. 11:13 PM | 1 Like Like |Link to Comment
  • Intel Conference Call: Much Ado About Nothing [View article]
    @Cincinnatus
    "Maybe since SA seems to be putting everything behind a pay wall now, even article summary bullets, they can afford to pay editors to enforce some basic fact checking guidelines."

    Since it appears that a lot of what was written by the author was apparently based upon an inaccurate transcript, this article should be withdrawn and either corrected or trashed!
    Apr 21, 2015. 09:24 PM | 7 Likes Like |Link to Comment
  • How Taiwan Semiconductor Has Bet Big On IoT With 10nm Nodes [View article]
    @oak8282
    "Are the charts in you article for volume production or are they for foundry customers? The EDA tools for 10nm have just been certified for use by TSMC in April 2015."

    Yes that's a really good question, and it's another way that is used to justify being late. So what you usually hear is "We will be in high volume production on February 1 of 2015." And then when March 1, 2015 comes around, that has changed to "We started volume production on February 1 and we will have volume product output in June." And when June comes and goes "We expect to peak out on yield and output volume in September". And so forth.
    Apr 18, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • AMD A Value Trap: Stock Has Further Downside [View article]
    As I have repeatedly said, but not using the following words,

    AMD is terminal!
    Apr 17, 2015. 10:33 PM | 1 Like Like |Link to Comment
  • AMD Q1: On The Ropes Yet Again [View article]
    @NYNICK
    "If they go under $2.00 I'll buy in again."

    So far they have freefalled through every resistance level that has been imagined.

    "Get the message", it's over!
    Apr 17, 2015. 04:22 PM | 5 Likes Like |Link to Comment
  • Resonant: Be Greedy When Others Are Fearful Following Dramatic Selloff [View article]
    @Benjamin Padnos

    Following is a cross posting from my comment on your earlier article on Resonant


    "The first time I commented on this company (March 8), I was pretty negative. Then I got a lot of flack from the author, and I said I wasn't going to comment further until I could crow about what I said.

    At the time of my first comment, the stock was at nearly 12. Now its below 4.4 - I think it's time to crow!"
    Apr 17, 2015. 12:03 PM | 2 Likes Like |Link to Comment
  • How Taiwan Semiconductor Has Bet Big On IoT With 10nm Nodes [View article]
    @Brian Wu
    "TSM has established a good track record of delivering on its promises."

    For a concrete assessment about how well TSM has delivered on its promises, see http://seekingalpha.co... .

    This includes coverage of Global Foundries also.
    Apr 16, 2015. 05:02 PM | Likes Like |Link to Comment
  • Is Resonant On Avago's Radar After Missing Out On Freescale? [View article]
    @lamillerz

    Thanks!
    Apr 15, 2015. 09:08 AM | Likes Like |Link to Comment
  • Is Resonant On Avago's Radar After Missing Out On Freescale? [View article]
    @Iqbal

    You are welcome!

    The first time I commented on this company (March 8), I was pretty negative. Then I got a lot of flack from the author, and i said I wasn't going to comment further until I could crow about what I said.

    At the time of my first comment, the stock was at nearly 12. Now its below 4.4 - I think it's time to crow!
    Apr 13, 2015. 07:18 PM | 2 Likes Like |Link to Comment
  • Why IBM's New IoT Cloud Could Be A Game-Changer For The Company [View article]
    @ Brian Wu
    "The concept of networking things and layering analytics on top is not one that has been explored by many companies."

    No, only by every company that is serious about IoT. What the heck do you think IoT is about?
    Apr 13, 2015. 05:23 PM | 3 Likes Like |Link to Comment
  • Intel's $150 Windows Compute Stick arrives; new reporting detailed [View news story]
    @MattZN2
    "There is no 'niche' for these devices to fill."

    How about people who have "dumb" large flat panel TV. They can covert to "smart" TV for $150, and save that much on their first Comcast bill.
    Apr 7, 2015. 04:20 PM | 1 Like Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    The closer we get to availability, the more that reality sinks in. I think they are slightly too high.
    Apr 4, 2015. 09:34 AM | 7 Likes Like |Link to Comment
  • Why It Is An Intelligent Move To Acquire Altera [View article]
    @ Just Some Guy
    'I'm still wondering just exactly what it is that an FPGA is supposed to do faster than the CPU. There are probably some limited things, but I don't see the widespread application, I can give you twenty reasons why there isn't any.'

    Here is an example - a very good example: Certain tasks require the construction of histograms from large data samples. Software debugging often makes use of real time histograms to isolate bugs.

    Construction of histograms from binary data is slowed down by the need to add one to the number stored in each bin of the histogram being constructed, when that bin location has a hit. the problem is that this can generate a very large number of carries and that makes the addition slow.

    Alternatively one can store an artificial number in each bin, a pseudo random number from a sequence of pseudo random numbers and access this number, and replace it with the next number in the sequence - then decoding the number to binary after the histogram is done. This task can be done with memory (no more than is needed to store the answer), a barrel shifter, and ONE additional gate. And this will be 2 orders of magnitude faster than any processor can do the same job, and requires 3 orders of magnitude fewer gates than the processor will use.
    Apr 1, 2015. 10:29 PM | 5 Likes Like |Link to Comment
  • Apple Watch: Revenue Projections [View article]
    @ J. M. Manness

    And here's what's wrong with your argument.
    A $30,000 watch is a status symbol. it's worn to be seen, not used.
    A $10,000 iWatch will also be mostly worn to be seen; the Rolex will outclass all of the people who wore the iWatch to be seen!
    Mar 30, 2015. 10:11 PM | Likes Like |Link to Comment
  • Apple Watch: Revenue Projections [View article]
    The super rich wear Rolex President. They weigh a ton and they are solid 18K gold. You can see one on the wrist of Jack Niklaus in the Rolex commercials. Anyone who has one and wears one is not going to buy an Apple Watch.
    Mar 30, 2015. 07:56 PM | 1 Like Like |Link to Comment
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539 Comments
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