Intel Breaks ARM, Sends Shares Down 20% [View article]
Panoplos,
I actually spend very little time with INTC engineers, and everything I write is my own. And here I was thinking we'd gotten past the personal attacks and accusations, but I suppose not.
Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season [View article]
QCOM probably won the RT, next gen Nexus 7, next gen Samsung Galaxy S IV (with LTE-Advanced), etc.
Qualcomm already owns the majority of the high end smartphone apps market. Wouldn't be surprised if it owns the high end Android tablet market this holiday season, too.
Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season [View article]
Intel is not far behind. I expect Bay Trail to be very competitive on power, and superior in CPU performance. Expect it to be behind on GPU performance.
Also, Intel has fabs, server chips, PC chips, switches, etc.
Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season [View article]
liahos1,
1. I think it depends on how good perf/watt Bay Trail and Merrifield are. I suspect the QCOM chips may suck a lot of power/run hot at full tilt, so the design win equation for 2014 may be more subtle especially for phones. Bay Trail may still yet do very well on Android as I think it will consume far less power than Snapdragon 800, but at the very high end I do expect Qualcomm to gain sales that were not there previously.
2. Very negative
(a) Yes, eventually I think the SoC race at the high end is QCOM v.s. Intel, so on the CPU side, ARMH loses market share, and GPU side, Mali will not exist at the high end.
This opportunity is incremental and likely to extend far beyond smartphones and tablets, in areas where Nvidia is unlikely to want to play.
You have been bearish on Nvidia for all of this time, urging me to sell my shares, and yet I am sitting on a gain of about 20% on my shares. While I urged people to buy more in the $12's, you kept telling me that it was dead money, and that you'll tell me "I told you so".
You were wrong, and I think you will continue to be wrong, particularly as Nvidia's core hardware businesses continue to grow while this new licensing avenue just soups up the bottom line in a fairly easy way.
The shorts that got massively aggressive just got kicked in the balls today.
How Much Is Intel Spending To Beat Physics? [View article]
Justin,
Bohr does not want to give away the "right" structure for 10nm. If it is disclosed too early, the copycats at the other foundries might try to intercept with powerpoint slides, lol
How Much Is Intel Spending To Beat Physics? [View article]
Justin,
Intel has stated publicly that everything through 10nm is essentially done. It's figuring out how to proceed from there that's the challenge. I believe at 10nm, Intel moves to quad patterning, and they do not expect EUV until at the earliest the 7nm generation.
In a strategy shift, Nvidia (NVDA) is offering to license its Kepler GPU architecture, as well as "visual computing" IP, to other chipmakers looking to power mobile hardware. Kepler serves as the foundation for much of Nvidia's PC/workstation GPU lineup, as well the GPU within its next-gen Tegra 5 (Logan) processor. Nvidia's move puts it into competition with GPU core licensing leader Imagination (IGNMF.PK), and also ARM's (ARMH) fast-growing Mali GPU core business. Potential licensees include Qualcomm (uses home-grown GPUs), Intel (ditto), Apple (Imagination client), and Samsung (Imagination and Mali client). Tough competition for Tegra may have influenced Nvidia's decision. [View news story]
This is really bad for Imagination. Neutral for ARM.
Applied Micro: Upcoming Catalyst Should Drive Significant Downside After Irrational Rally [View article]
Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
Well, good luck to you...
Applied Micro: Upcoming Catalyst Should Drive Significant Downside After Irrational Rally [View article]
Intel Breaks ARM, Sends Shares Down 20% [View article]
I actually spend very little time with INTC engineers, and everything I write is my own. And here I was thinking we'd gotten past the personal attacks and accusations, but I suppose not.
Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season [View article]
Qualcomm already owns the majority of the high end smartphone apps market. Wouldn't be surprised if it owns the high end Android tablet market this holiday season, too.
Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season [View article]
Also, Intel has fabs, server chips, PC chips, switches, etc.
Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
How's the 200 DMA holding? I don't look so amateurish now, do I?
Advanced Micro Devices' Strategic Partnership With ARM Holdings: Negative Implications For Intel? [View article]
$37.17...
So much for your 200 day SMA.
Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season [View article]
1. I think it depends on how good perf/watt Bay Trail and Merrifield are. I suspect the QCOM chips may suck a lot of power/run hot at full tilt, so the design win equation for 2014 may be more subtle especially for phones. Bay Trail may still yet do very well on Android as I think it will consume far less power than Snapdragon 800, but at the very high end I do expect Qualcomm to gain sales that were not there previously.
2. Very negative
(a) Yes, eventually I think the SoC race at the high end is QCOM v.s. Intel, so on the CPU side, ARMH loses market share, and GPU side, Mali will not exist at the high end.
(b) Yes.
(c) Not to my knowledge.
Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season [View article]
Thanks. Glad you found it useful!
3 New Developments For Nvidia [View article]
This opportunity is incremental and likely to extend far beyond smartphones and tablets, in areas where Nvidia is unlikely to want to play.
You have been bearish on Nvidia for all of this time, urging me to sell my shares, and yet I am sitting on a gain of about 20% on my shares. While I urged people to buy more in the $12's, you kept telling me that it was dead money, and that you'll tell me "I told you so".
You were wrong, and I think you will continue to be wrong, particularly as Nvidia's core hardware businesses continue to grow while this new licensing avenue just soups up the bottom line in a fairly easy way.
The shorts that got massively aggressive just got kicked in the balls today.
Applied Micro: Upcoming Catalyst Should Drive Significant Downside After Irrational Rally [View article]
How Much Is Intel Spending To Beat Physics? [View article]
Bohr does not want to give away the "right" structure for 10nm. If it is disclosed too early, the copycats at the other foundries might try to intercept with powerpoint slides, lol
My guess is that at 10nm Intel goes TunnelFETs.
How Much Is Intel Spending To Beat Physics? [View article]
Intel has stated publicly that everything through 10nm is essentially done. It's figuring out how to proceed from there that's the challenge. I believe at 10nm, Intel moves to quad patterning, and they do not expect EUV until at the earliest the 7nm generation.
In a strategy shift, Nvidia (NVDA) is offering to license its Kepler GPU architecture, as well as "visual computing" IP, to other chipmakers looking to power mobile hardware. Kepler serves as the foundation for much of Nvidia's PC/workstation GPU lineup, as well the GPU within its next-gen Tegra 5 (Logan) processor. Nvidia's move puts it into competition with GPU core licensing leader Imagination (IGNMF.PK), and also ARM's (ARMH) fast-growing Mali GPU core business. Potential licensees include Qualcomm (uses home-grown GPUs), Intel (ditto), Apple (Imagination client), and Samsung (Imagination and Mali client). Tough competition for Tegra may have influenced Nvidia's decision. [View news story]