Seeking Alpha
View as an RSS Feed

John Helzer  

View John Helzer's Comments BY TICKER:

Latest  |  Highest rated
  • Energy Stocks: The Opportune Time Is When Both A And B Occur [View article]
    Way too early to buy oil and gas stocks in my opinion because of articles like this. Just too many of them. I may be wrong, but this is looking like 1986. All us Texans are shaking in our boots because we have been here personally before. Another 3 to 4 months and then and only then would I recommend buying Oil and Gas Stocks and only if you have a long term horizon. A $3 WTI bounce does not make up for a another $10 to #15 plunge in WTI. Heck yesterday oil wellhead price in North Dakota hit $31.66. LOL
    Jan 7, 2015. 10:08 PM | 13 Likes Like |Link to Comment
  • Nvidia: A Tale Of Two Businesses [View article]
    Sold today 2/18/14 at 17.92 for the record.
    Feb 18, 2014. 07:39 PM | Likes Like |Link to Comment
  • Nvidia: A Tale Of Two Businesses [View article]
    Bought today 2/7/14 at $15.60 for the record.
    Feb 7, 2014. 07:40 PM | Likes Like |Link to Comment
  • Does Intel's New CEO Have What It Takes? [View article]
    Ashraf, another excellent current events article. Nobody writes them better than you and I mean that sincerely.
    Having retired from the semiconductor industry, I have to weigh in. The new CEO of Intel worked his way up through manufacturing. There are three common themes all successful manufacturing manufacturing managers have:
    1) They hit their numbers or they are gone.
    2) They hit the deadwood in management quickly: "Sorry, it's not personal just business".
    3) They are very reluctant to lay off the lower level employees. Suspect the bulk of the 5000 Intel employees to be laid off in 2014 will be mid to high level employees who just don't quite measure up anymore.
    Note: Intel and a host of other semiconductor firms have an up or out policy when it comes to exempts.
    Feb 7, 2014. 06:56 PM | 5 Likes Like |Link to Comment
  • Intel: Google Is Not A Threat [View article]
    "Oh yes, then they would have to license all the IP that that has been developed over the past decade or so, owned by eg; INTEL, AMD, IBM and many others."

    Already done:
    " As part of the effort, IBM is following ARM's lead and opening up its proprietary Power-based hardware and software technologies to outside developers for the first time and will offer licenses for parties wishing to use Power IP in their own products, the company said this week.

    Joining the alliance at the outset were Google, Nvidia, server manufacturer Tyan, and Israel-based chip design firm Mellanox Technologies. IBM has also extended an invitation for other companies to join the OpenPOWER Consortium."
    Dec 16, 2013. 02:01 AM | Likes Like |Link to Comment
  • Intel: Don't Believe Bloomberg's Google Rumor [View article]
    It implies this. Google has two alternatives to Intel, not just one..i.e. ARM as Bloomberg reported and the other is IBM Power 8 technology which they have had access to since August as a founding member of the consortium.

    Clearly something is up, in the server world. I would simply ask yourself why did Google join the IBM Power Consortium as a founding member? In the worst case they are looking for other solutions specific to their needs. In the best case they are looking for a price break from Intel on their server class CPUs.
    Dec 12, 2013. 07:21 PM | 4 Likes Like |Link to Comment
  • Intel: Don't Believe Bloomberg's Google Rumor [View article]
    Google is a founding member of IBM's power consortium.

    "Big Blue will license its Power processors to other companies, enabling them to build their own servers, networking systems and storage appliances based on IBM's architecture, company officials said Aug. 6."
    Dec 12, 2013. 06:59 PM | Likes Like |Link to Comment
  • Intel Turns The Screws On AMD [View article]
    " When Intel decide to go ahead with the massive marketing campaign to promote their room heater (P4 and Pentium D), I was so mad at Intel. "

    We all were. The Pentium 4 was a terrible, terrible processor. I was a pretty big AMD fan back then, although I admit that chipset issues (VIA) made me skeptical of going with the (obviously) superior AMD solutions at the time. I sucked it up and bought the Pentium 4 in many iterations. Northwood was OK, but Prescott and its successors were awful."

    I'm really tickled by your comment above and must ask were you 12 or 13 back then.?

    P.S. - I'm not an AMD booster or fanboy by any means. But you obviously are an Intel Investor or Intel fanboy.

    But perhaps you are just a tech writer looking for clicks. Who knows? More power to you!
    Nov 24, 2013. 09:20 PM | 7 Likes Like |Link to Comment
  • Intel Turns The Screws On AMD [View article]
    I did, And I as many others we're happy that we did not buy into the PR fluff that was presented previously.

    Intel dropped 5.35% the next day.

    Remember Moore's law assumes that there will be product to fill those expensive fabs with die shrinks that have not turned on yet. It's a first for Intel, but it's happened many times in the semiconductor industry in the past.

    P.S. Perhaps Foundry will get Intel out of the jam they are in. But what company in their right mind would sign a contract with them.

    We will know in a few short months. In the mean time we have Intel going after bargin bin PCs what a joke!
    Nov 24, 2013. 08:48 PM | 5 Likes Like |Link to Comment
  • Intel Turns The Screws On AMD [View article]
    Intel is running at capacity and doesn't need the foundry business to fill its fabs

    They have two great big fully equiped in Arzona and one in Oregon. Set to turn on at unbelievable small process node of 14 nm. But alas they are not running production just yet.

    Link to Russ's article:

    Why? Moore's law assumes that there is demand for the increased supply of ICs. Apparently Intel is looking towards foundry operations to fill this demand. Without it none of the wonderful stuff shown at the Intel Developer Presentation can come to fruition. Bargain bin PC's and free samples for tablet application processors will not cut it.

    In the mean time.......We know Nvidia is interested......if the price is right. AMD surely would be too for their game console chips

    Shouldn't be all that long for Intel layoffs. It's happened for the last 3 INTEL CEO changeovers.
    Nov 24, 2013. 08:06 PM | 1 Like Like |Link to Comment
  • Intel Turns The Screws On AMD [View article]
    My two cents Ashraf,

    I skim read your articles but love to read the comments posted underneath. Kudus to you for maximizing your clicks. As a tech writer that's what is all about.

    Now some serious thoughts. AMD was wise to move away from the PC. Excellent move on the game consoles. Of course Sony and Microsoft took advantage of them and they so now they have that Global Foundries $404 take or pay thing this quarter and $250M next quarter. Puts every thing in jeopardy. But perhaps Intel will start fabing for them to keep their fabs open.

    But as you have written Intel is going after the bargain basement PC market. It will be an Epic Fail as AMD surely can attest to.

    And as Intel opens their idled fabs to foundry work. See Russ's article....who do you think will sign on? Well so far only Nvidia has said publicly that they would love to talk. Why?...maybe they can get a better deal from Intel and then leverage that with TSMC. It's business not speeds and feeds, flops, and drops or whatever.

    Intel's growth in the enterprise is in jeopardy too. Enterprise computing is adopting wholeheartedly virtualized CPU and finally GPU virtualization because of Nvidia. In the latest round IBM, Hitachi, HP, Dell, Fujitsu, ASUS, along with everyone else has adopted Nvidia Grid and are out selling it with Citrus, VmWare, and Microsoft's FX software solutions.

    Why should an Intel shareholder be upset with this. It's because most of the virtualization is done with one or two Xeon of the 8 cores with one GPU. An effective reduction in server CPU's by 25%. But a huge increase for Server GPUs where historically there was none! IBM is even re-writing their enterprise software to take advantage of Nvidia Grid using Cuda. Not talking Supercomputing.....just plain old fashion enterprise software. Big, Big Data stuff.

    Remember 40% of all PCs sell into large commercial businesses with huge IT support and they like to hit their budgets. Intel currently owns this market. But if this virtualization trend continues all you will need is a monitor or a mobile device and 25%(OK maybe 30%) of Intel server chips in the data center, plus a whole bunch of GPUs.

    Note: IBM is pushing Power8 chips big time aligned with Nvidia GPUs.

    We live in interesting times....please don't worry about the small inconsequential bargain basement PCs.It's a pimple on Intel's forehead. And AMD is moving away from that business as fast as it can. Just as Nvidia did more than 5 years ago.
    Nov 24, 2013. 07:07 PM | 3 Likes Like |Link to Comment
  • My Takeaways From The Intel Investor Meeting [View article]
    "I take the flat guidance with a grain of salt. The low power Haswell is just now coming on line in a big way. I suspect that we will have a pleasant surprise in the form of a slight PC recovery."

    Why? Hope and Dreams. I remember reading the same thing about Mainframes during IBM's near death experience in the early 1990's.

    Think of it this way. With Cloud computing, public or private. Both CPU and recently with GPUs. What is the need for a high cost Intel chip in a PC when a thin client, IPAD, monitor etc. will run with the full functionality of a PC?

    Note: 40% of PC's are sold to commercial businesses. Looks like they are going back to old IT controlled data center.

    Love to hear your thoughts on this Russ.
    Nov 23, 2013. 06:32 PM | 2 Likes Like |Link to Comment
  • Nvidia: Price-Cuts Will Improve Its Bottom Line [View article]
    "Not sure if price cuts are a good thing"

    780 TI - Thursday

    .AMD's new GPUs are quite competitive.

    Just like Fermi was same temperature same noise level! History repeats.
    Nov 5, 2013. 07:42 PM | Likes Like |Link to Comment
  • Nvidia: Price-Cuts Will Improve Its Bottom Line [View article]
    Do you remember Fermi - 95 degree C heater---warm yourself in the winter. Washing machine noise from the fan too to keep it at 95 degrees. Well the same thing has just happened to AMD with their new cards. Yes of course after market partners of AMD will mitigate the problem somewhat with better coolers like they did with Nvidia's Fermi, but the damage is done. Just like it was with Nvidia's Fermi. Let's hope AMD goes back to the drawing boards as Nvidia did and come up with new design aka like Nvidia's Kepler that runs cooler and quiet.

    In the mean time Nvidia's Kepler GTX 780 TI will be available Thursday. I'm sure you will like the benchmarks.

    Sorry to spoil your parade!
    Nov 5, 2013. 06:30 PM | 1 Like Like |Link to Comment
  • Nvidia: Price-Cuts Will Improve Its Bottom Line [View article]
    Be prepared Thursday morning GTX 780 TI goes on sale at $649 to $699. The benchmarks will justify the price.

    It's been done so many times I can't believe people don't expect it! Sell the top cards at lower clock speed and disabled cores. The competition ups the ante, release the card with less disabled cores that you have stored up for this moment and increase the clock speed. Kepler graphics can do this because it runs cool. Noise is not a factor.

    The web is buzzing about AMD's heat and noise problem with their new cards. Anandtech even said they can't recommend the cards because of the noise generated by the fan.

    Fermi revisited only this time it's AMD.
    Nov 5, 2013. 05:25 PM | 1 Like Like |Link to Comment