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Justin Jaynes  

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  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    Robert,

    "Not really. They tweak the ISA in unspecified (SFAIK) ways." - Not quite sure why you're debating this. Apple licenses the ISA and designed a processor that implemented the ISA.

    So you're telling me that Apple does not design their CPUs now, and that a licensing agreement for the ARM ISA implies that ARM gives them a CPU design to go with the ISA license?

    source: http://bit.ly/19cL6Id

    "They take ARM designed cores (e.g. Cortex A9, Cortex A15, Cortex A7) and integrate them into custom SoCs. In NVIDIA’s case the CPU cores are paired with NVIDIA’s own GPU, while Samsung licenses GPU designs from ARM and Imagination Technologies. Apple previously leveraged its ARM processor license as well. Until last year’s A6 SoC, all Apple SoCs leveraged CPU cores designed by and licensed from ARM.

    With the A6 SoC however, Apple joined the ranks of Qualcomm with leveraging an ARM architecture license. At the heart of the A6 were a pair of Apple designed CPU cores that implemented the ARMv7-A ISA. I came to know these cores by their leaked codename: Swift."

    A53 and A57 are 64 bit ARM designs. A8 is an Apple design that utilizes the 64 bit ARM ISA.
    Jan 15, 2015. 04:08 PM | 7 Likes Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    ARM doesn't mean AMD - Apple designs their own ARM processors.
    Jan 15, 2015. 01:19 PM | 8 Likes Like |Link to Comment
  • Apple: Ditching Intel Processors Would Be Disastrous [View article]
    http://on.barrons.com/...

    Not that I trust JPM, but just pointing out that another analyst is making similar speculation now.
    Jan 15, 2015. 12:39 PM | Likes Like |Link to Comment
  • Apple: Ditching Intel Processors Would Be Disastrous [View article]
    "All the incumbants laughed at them and got steam rolled."

    My favorite quote was from the old CEO of Intel regarding the iPhone and his conversation with steve jobs. Otellini turned down the iPhone chip, and the rest is history.

    The A8/A8X is a phenomenal chip, and if Apple keeps up with their current cadence we're looking at an iPhone 6S with an A9 by the end of the year, possibly fabbed at 14nm/16nm

    http://bit.ly/1ynErds
    http://bit.ly/1ynEplT

    It demolishes the current atom line (soon to be replaced), and holds it's own against the core m line (I believe core m has the stronger graphics perf by a decent margin though, but not 100% sure, haven't looked too hard).

    http://bit.ly/1ynErdy (Yes, I know this is SemiWiki, but Nenni has at least been more right about what is produced where over some other sources)

    Let's assume (I know this could not pan out) that for the sake of argument at least one other foundry (TSMC, GF, Samsung) is able to yield 14nm/16nm chips by the end of the year for apple. This would mean Intel's process lead has been drastically reduced. Intel's will probably be better, and more dense, but the disparity between Intel and other foundries will be reduced.

    In this scenario, Apple has access to Imagination GPUs, which are arguably better than Intel's. Imagination has also stated their GPUs can scale up to higher powers. Apple has access to a foundry that's closer, but still not equal, to Intel's 14nm. And benchmarks show that Apple can produce absolutely capable CPU designs.

    I absolutely think that Apple would be capable of designing and ARM based product for the high end, be it a MacBook air, pro, iMac, or Mac Mini. I think Intel is safe in the MacPro, and probably the MacBook pro. And, just my speculation, I think we'd be most likely to see an ARM based chip in either something more similar to a MacBook air or mac mini if apple were to develop an ARM based product.
    Jan 15, 2015. 11:38 AM | Likes Like |Link to Comment
  • Can Cars Be The Perfect Home For Nvidia's Chips? [View article]
    JF,
    Thanks for the response.

    The reason I bring up apple specifically is because Apple makes their own SoCs for these types of devices. I've been digging around trying to find if CarPlay requires the use of an Apple A* chip, or if Apple will make the carplay software + licensing agreements for carplay hardware agnostic so it could run on a competitor's chip, but haven't found anything that clarifies this.
    Jan 15, 2015. 01:12 AM | Likes Like |Link to Comment
  • Can Cars Be The Perfect Home For Nvidia's Chips? [View article]
    One thing I've been trying to dig up more info on, to no avail right now, is Apple Car play. Thoughts on Car Play, and if Apple's success would mean Nvidia's struggle? Nvidia has good tech, but Apple has good tech and arguably the best ecosystem for consumers.
    Jan 14, 2015. 08:26 PM | Likes Like |Link to Comment
  • The Intel Compute Stick Is Perfect For Home And Office Computing [View article]
    One thing I have not understood yet is why do OEMs still make such terrible AIO form factor PCs?

    If this dongle is anything like most computer dongles or streaming sticks, it still requires an external micro USB or other similar input for power delivery. You can buy pretty cheap full HD monitors these days. Rather than creating a dongle, just build this functionality straight into the monitor - more room for added USB ports, and no need for external power delivery, so the entire system would look much cleaner.
    Jan 9, 2015. 01:22 PM | 5 Likes Like |Link to Comment
  • Procera Networks: A Cash Rich Small-Cap Gem To Consider [View article]
    @Thesavvy -

    I see what you did there :D
    Dec 17, 2014. 07:23 PM | Likes Like |Link to Comment
  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    Really hope amazon doesn't go anywhere. If it does, I may have to drive to buy stuff again.

    Disclosure: Most of my shopping (except groceries) is done via Amazon.
    Nov 22, 2014. 04:52 PM | 7 Likes Like |Link to Comment
  • Nvidia's Tough 2015: TSMC Delays 16 Nm Production, AMD Introduces New Boards, And Intel Tries To Gain Traction With IGpus [View article]
    Cinc,

    "no need for the character attacks." Nothing in my post was a character attack.

    Pointing out that WCCFTech is nothing more than a rumor site, and giving the author the advice (given this is his first article) of digging through linkedin profiles for more concrete information than what WCCFTech supplies is helpful advice, not a character attack.

    http://bit.ly/1q8zVz9

    Here is a story about a 25nm Phenom IV processor codenamed Baeca. WCCFTech does a good job of polling the internet and collecting rumors, but second order research is necessary to confirm the likelihood.

    In the case of Nicola's article, Linkedin profiles would provide more concrete information than WCCFTech, as you can find some stuff about the next gen GPUs with enough digging. I found the linkedin profile of the 20nm XB1 die shrink about 10 days before anyone else ran the story, and when I was doing the same digging I came across another linkedin profile corroborating the HBM on a GPU story. I would trust the linkedin profile more than WCCFTech.

    Regarding the EETimes article, Nicola uses the TT article to state that the TSMC delay will hurt Nvidia. The EETimes article points out how far ahead of other foundries (excluding Intel) TSMC is:

    http://ubm.io/11pS4gV

    Pointing out conflicting information is not a character attack. It's a discussion.
    Nov 16, 2014. 01:59 PM | 3 Likes Like |Link to Comment
  • Upcoming Stock Moving Possibilities For AMD [View article]
    Fib,

    One time payments absolutely *DO* go to EPS. They're just reconciled out between GAAP and non-GAAP:

    "Non-GAAP operating income was $91 million and non-GAAP net income was $45 million. To derive non-GAAP operating income and non-GAAP net income for Q4 2013, we excluded the impact of:
    ***• Net benefit from patent related legal settlements of $48 million, and***
    • Amortization of acquired intangible assets of $4 million"

    My emphasis added - this is an example of a one time payment factoring into operating and net income. Again, AMD will likely include the payment into non-GAAP earnings, then provide a non-GAAP to GAAP reconciliation
    Nov 15, 2014. 10:53 AM | 1 Like Like |Link to Comment
  • Upcoming Stock Moving Possibilities For AMD [View article]
    Fib,

    They have to be booked at some point. Typically things like one time payments from law suit settlements (or fees from law suits) are booked to effect EPS, but are reconciled between GAAP and non-GAAP.

    Since AMD didn't sale anything to generate those, my guess is that they will be booked as non-GAAP EPS, but regardless it will still add cash to the balance sheet.
    Nov 14, 2014. 09:43 PM | Likes Like |Link to Comment
  • Nvidia's Tough 2015: TSMC Delays 16 Nm Production, AMD Introduces New Boards, And Intel Tries To Gain Traction With IGpus [View article]
    Conflicting reports of delays - EETimes just released an article orthogonal to your tweaktown article.


    Also, citing WCCFTech as a source is akin to using tea leaves, a ouija board, or a magic 8 ball to grab answers from. If you want a better source, dig through linkedin profiles.
    Nov 14, 2014. 11:33 AM | 7 Likes Like |Link to Comment
  • AMD: Patience Could Pay Off, Fair Value Price Target Moved To $3.50 [View article]
    @Musings - thanks for putting together.
    Oct 21, 2014. 03:40 PM | 1 Like Like |Link to Comment
  • AMD: Patience Could Pay Off, Fair Value Price Target Moved To $3.50 [View article]
    I can't even find the paragraph about health care :'(
    Oct 21, 2014. 03:01 PM | 3 Likes Like |Link to Comment
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