UniPixel (UNXL -26%) crashed today in the absence of major news. Williams Financial's Cody Acree, who rates shares a Buy: "There were a lot of speculative things today, a lot of which probably got blown out of proportion." Among other things, Acree notes a recent Apple patent application for a large-display touch sensor panel (not a competitive threat), and the fact a 13G filed by Goldberg Capital notes the firm's stake in UniPixel has fallen to 5.25% (Acree says this is only due to dilution from the stock offering). Shares still +99% YTD. [View news story]
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
rav55,
We're just pushing around semantics. Your implication is that to maintain "journalistic integrity", I can't extrapolate/make guesses about the future based on how I see things today. If that is the definition of a "journalist", then I am not one. If your definition is different, then I may fit the bill.
The bottom line is that you are exceedingly rude in some of your posts by questioning my "journalistic integrity".
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
If Intel were to "kill" PCIe support entirely, don't you think that the people buying Xeon Phis would be confused?
And once again, you confuse me - somebody trying to analyze the industry with my own opinions and views - with a journalist, whose primary job is to report facts.
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
Intel will not kill PCIe in anything except the very lowest end parts (if it even does). This would be a suicidal move that would lose it plenty of market share in the PC space.
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
"In the last 5 years, ARMH is up about 10X while INTC has been flat. Investing in stocks is about performance, not about continually stating baseless assertions in the face of all evidence."
You are comparing a mature company that saw WELL OVER 10x growth since its IPO to a company that recent went from being dead money for 10 years in the $3-7 range to being a hyped up name.
Do you see the flaw with your argument here? Even if Intel owned the smartphone market entirely, it would at best be a $200B company at the moment. Sure, a better price than it is today for long time holders, but you'd still say, "but <insert small cap stock here> is up 10x!"
By the way, ARM simply got "lucky". This could have gone the other way and Apple could have used MIPS for the iPhone instead of ARM - there's nothing magical here about these low power cores, and at the time it's not like massive R&D was being pumped in aiming at this space specifically. But Apple had ties with ARM from the early days which probably led to the "win" there. Of course, MIPS actually did rally in a very ARM-like fashion before cratering :)
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
rav55,
Please refrain from personal attacks - it's rude. I'm not here to be a journalist, I'm here to give my views on a stock. Perhaps that falls more into the "analyst" camp than "journalist" whose job is merely to report.
Anyway, to try to analyze the semiconductor industry, you really need to be able to understand the products that are coming and to really try to see the competitive landscape *before* it all comes to pass. Right now, from the Temash reviews, it seems that battery life is a problem, TDP is well over 8W in "turbo-dock" mode, and idle power is not there.
It seems pretty clear what Temash was designed for, and it's not an iPad-like tablet.
UniPixel (UNXL -26%) crashed today in the absence of major news. Williams Financial's Cody Acree, who rates shares a Buy: "There were a lot of speculative things today, a lot of which probably got blown out of proportion." Among other things, Acree notes a recent Apple patent application for a large-display touch sensor panel (not a competitive threat), and the fact a 13G filed by Goldberg Capital notes the firm's stake in UniPixel has fallen to 5.25% (Acree says this is only due to dilution from the stock offering). Shares still +99% YTD. [View news story]
OCZ: It's Dead And Done [View article]
OCZ: It's Dead And Done [View article]
This means that anybody who thought it was "cheap" and put $10,000 into the stock yesterday now has an investment worth $9,000.
This is not piling on. It is the cold, hard truth.
OCZ: It's Dead And Done [View article]
Intel: Busting Another False Myth [View article]
Write Jan 2015 calls and be done with it.
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
We're just pushing around semantics. Your implication is that to maintain "journalistic integrity", I can't extrapolate/make guesses about the future based on how I see things today. If that is the definition of a "journalist", then I am not one. If your definition is different, then I may fit the bill.
The bottom line is that you are exceedingly rude in some of your posts by questioning my "journalistic integrity".
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
And once again, you confuse me - somebody trying to analyze the industry with my own opinions and views - with a journalist, whose primary job is to report facts.
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
You are comparing a mature company that saw WELL OVER 10x growth since its IPO to a company that recent went from being dead money for 10 years in the $3-7 range to being a hyped up name.
Do you see the flaw with your argument here? Even if Intel owned the smartphone market entirely, it would at best be a $200B company at the moment. Sure, a better price than it is today for long time holders, but you'd still say, "but <insert small cap stock here> is up 10x!"
By the way, ARM simply got "lucky". This could have gone the other way and Apple could have used MIPS for the iPhone instead of ARM - there's nothing magical here about these low power cores, and at the time it's not like massive R&D was being pumped in aiming at this space specifically. But Apple had ties with ARM from the early days which probably led to the "win" there. Of course, MIPS actually did rally in a very ARM-like fashion before cratering :)
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
Please refrain from personal attacks - it's rude. I'm not here to be a journalist, I'm here to give my views on a stock. Perhaps that falls more into the "analyst" camp than "journalist" whose job is merely to report.
Anyway, to try to analyze the semiconductor industry, you really need to be able to understand the products that are coming and to really try to see the competitive landscape *before* it all comes to pass. Right now, from the Temash reviews, it seems that battery life is a problem, TDP is well over 8W in "turbo-dock" mode, and idle power is not there.
It seems pretty clear what Temash was designed for, and it's not an iPad-like tablet.
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
I seriously doubt that Intel drops PCIe by 2016. Where are you reading this crap?
OCZ: It's Dead And Done [View article]
That's correct, yes.
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
Dual core will indeed be in the power range for "fanless". So 4-5W :)
OCZ: It's Dead And Done [View article]
Went great.