Seeking Alpha
  • Ashraf Eassa
    $INTC Bay Trail Benchmark! http://bit.ly/1dGywYw
    9/4/13
    Reply (37)
    • wigit5: Is it good?
      9/4/13
    • Ashraf Eassa: This is a tablet chip in a ~2W envelope that scores as well as a 15W AMD low power chip. It is a beast.
      9/4/13
    • jsteinm1: For those of us less familiar with bench numbers, can you give us an idea of the competition?
      9/4/13
    • wigit5: That is an internal benchmark though if I'm not mistaken so it should be taken with a grain of salt no?
      9/4/13
    • wigit5: not sure if this is why $INTC seems to be going up today or not... if that bench holds up in real world application.... wow
      9/4/13
    • Ashraf Eassa: I am firmly convinced that Silvermont/Bay Trail is going to fundamentally change things.
      9/4/13
    • Studying_The_Game: Ashraf, what do you mean by fundamentally change things? Or should I just wait for the article?
      9/4/13
    • Ashraf Eassa: Studying_The_Game: I mean that I believe Intel will have a meaningful performance/watt lead in tablets and then later phones.
      9/4/13
    • Ashraf Eassa: The "Intel can't do mobile" thing is now all but debunked, and I expect significant mkt share gains over the next few years.
      9/4/13
    • Studying_The_Game: Thanks for clarifying. I agree with you on the performance/watt lead, what troubles me is the LTE capabilites near-term (6months - year).
      9/4/13
    • Studying_The_Game: I intend to take a position in INTC but am contemplating when to do so. I'm worried about the QE tapering and Syria's effect on the market.
      9/4/13
    • barleycapital: We're all worried about these effects...
      9/4/13
    • Bob987654321: That link doesnt say much, why all the exitement ?!
      9/4/13
    • Rose_Colored_Glasses: Thanks Ash - sounds as if they could gain on some LTE would be a freight train.
      9/4/13
    • Ashraf Eassa: LTE is shipping today and even better versions coming in 2014! I think we are FINALLY at the inflection point!
      9/4/13
    • Rose_Colored_Glasses: @Studying - I am sure of 1 thing. Syria will be hit and hit hard. Not much of a contingency there - feel free to wait for that impact.
      9/4/13
    • Bob987654321: http://bit.ly/17EBKpi this should accelerate the LTE time to market for Intel
      9/4/13
    • Justin Jaynes: @Ashraf - what are some google search terms I can use to get to the bench? Hyperlinks don't work for me.
      9/4/13
    • Ashraf Eassa: Go to Francois Piednoel's twitter feed!
      9/4/13
    • Bob987654321: My prediction is Intel Inside iPad next week and Inside iWatch or Galaxie Gear ;)
      9/4/13
    • wigit5: intel inside an ipad would be amazing I won't hold my breath though... very bold prediction sir...
      9/4/13
    • Bob987654321: Yes sir, back in 2005 it was because of the road map they switch to Intel, with a 1 year cadence and the perf/watt lead... Choice is easy
      9/4/13
    • SKS1586: http://bit.ly/14byBOM
      9/4/13
    • Rose_Colored_Glasses: @Ash - have always heard $INTC generations behind the Q. Truth or rubbish?
      9/5/13
    • Justin Jaynes: @Ashraf - I won't deny Bay Trail's impressiveness - but Intel still uses a 2w 'SDP' - we have no idea what TDP is.
      9/5/13
    • Justin Jaynes: you may - but there's no public information or third party testing done - i may be wrong here, but I'm guessing the chip is burning
      9/5/13
    • Justin Jaynes: more than 2W during these benchmarking scenarios.
      9/5/13
    • Justin Jaynes: one point - TDP/SDP deals with cooling not power consumption http://bit.ly/11T1GIM "between 3.4 to 4.6 Watt in Cinebench R11.5"
      9/5/13
    • Justin Jaynes: a6-1450 uses about 4W and scores 1.02 in cinebench. my guess since it's a 2w 'SDP' is power consumption will be roughly equal
      9/5/13
    • Justin Jaynes: but BT has a decent little performance/watt advantage as i had stated previously
      9/5/13
    • Ashraf Eassa: "decent little"? lol...okay.
      9/6/13
    • Ashraf Eassa: Why is the A6-1450 not in any 7-8" or even 10" fanless tabs?
      9/6/13
    • Justin Jaynes: 8W is a max TDP. AMD has the ability to adjust TDP. http://bit.ly/15680mS They could adjust it down to 5W and had these tabs
      9/6/13
    • Justin Jaynes: on the market a few months ago when Acer launched the V5-122p - they had chips in hand - ask the OEMs why they didn't.
      9/6/13
    • Justin Jaynes: http://bit.ly/17tY7MH and your 15w kabini comment is way off. after adjusting for platform power consumption it probably
      9/6/13
    • Justin Jaynes: consumes somewhere between 4.5 to 6.5W - anand didn't isolate the SoC - we don't know what bay trail's power consumption is
      9/6/13
    • Justin Jaynes: if Bay Trail is 2w during cinebench then i'll change my decent little comment.
      9/6/13