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  • Northland: Intel taking iPhone modem share from Qualcomm with 6S launch [View news story]
    Great. Only a little more needed.
    Aug 12, 2015. 01:26 PM | Likes Like |Link to Comment
  • Northland: Intel taking iPhone modem share from Qualcomm with 6S launch [View news story]
    Nice. $1 billion is starting to get meaningful.
    Aug 12, 2015. 12:51 PM | 2 Likes Like |Link to Comment
  • Micron: Fear, Uncertainty And Doubt [View article]
    You're welcome, Peter.
    Aug 9, 2015. 08:47 PM | Likes Like |Link to Comment
  • U.S. Tech Companies And The Chinese Indigenous Innovation Policy [View article]
    biolookx,

    >>Now I understand everyone is upset that Chinese will place a cyberpolice at every Chinese internet company.<<

    The Chinese already cyber-police the internet inside the borders of China. New York Times, and other respectable news outlets that publish material the communist party considers inappropriate are blocked. There are workarounds though.

    Things might have changed, though, since the last time I was there about three years ago.
    Aug 9, 2015. 08:46 PM | Likes Like |Link to Comment
  • Micron: Fear, Uncertainty And Doubt [View article]
    Peter,

    >>Also, could you comment on section 4.1? It seems like Intel has the power to stall any production by Micron of the products that are part of this joint venture, by the way of requiring production proportionate to sharing interest? Do I read it correctly? <<

    I don't read it that way. I believe that 4.1 simply obligates Intel to take the production that the joint venture produced at its request or pay for the costs of producing it. That seems fair to me.


    See section 3.1. You will have to make educated guesses at the words redacted for confidentiality reasons but you should be able to get the idea.
    Aug 8, 2015. 09:49 PM | 1 Like Like |Link to Comment
  • Micron: Fear, Uncertainty And Doubt [View article]
    Here is the IMFT joint venture supply agreement, with redactions for reasons of confidentiality, as filed with the SEC in January of 2006:

    http://1.usa.gov/1Dx0cOv

    Enjoy.

    I'll look for the joint venture agreement itself when I get home Monday.
    Aug 8, 2015. 03:36 AM | 6 Likes Like |Link to Comment
  • U.S. Tech Companies And The Chinese Indigenous Innovation Policy [View article]
    Exactly.

    So does "duplicate exactly".
    Aug 7, 2015. 11:15 AM | 1 Like Like |Link to Comment
  • U.S. Tech Companies And The Chinese Indigenous Innovation Policy [View article]
    Well said, William.

    I do not believe that this Chinese "solution" will allow the communist party to survive in its present form as the ruler of China.

    Once you tell a lie, you either have to move to a formerly uninhabited island, or tell two more lies to prevent yourself from getting caught in the first lie. Then four more; twenty-two more; one hundred eighty-six more, and so on. The progression is more than geometric in nature.

    Fixing reality so that you do not have to lie about it, however, goes one thing at a time. First (or fifth, you pick), you "fix" corruption by convicting and imprisoning some bribe takers whose sons are in US universities driving Ferraris. Then you "fix" it some more by going after those whose sons are driving Porsches. Then you "fix" it some more by going after those who don't have children to embarras them. Then you "fix" it some more by going after those who went underground and are taking taxis but wearing Rolexes. Then you "fix" it some more by going after those who put it all underground.


    When you finally get to work on item number two (say, complete cities devoid of a single human being), item one has resurfaced.


    Sure, you can "fix" the stock market. And the real estate market. And the overly leveraged investor. And the shadow lending system. And the mosquitos. Darn those mosquitos.
    
    Aug 6, 2015. 09:39 PM | 7 Likes Like |Link to Comment
  • New Customer Disclosure Rules Will Mean Major Headwinds To Leading Residential Solar Financiers [View article]
    Nice job, CA. I largely agree.
    Aug 5, 2015. 04:19 PM | 1 Like Like |Link to Comment
  • Intel Real Drivers: Advertising For Windows 10, Next Stop Skylake [View article]
    Very nice job, Bruce. Thank you.

    It's also worth revisiting some of your earlier work on Intel.
    Aug 5, 2015. 11:04 AM | Likes Like |Link to Comment
  • Intel And 3D XPoint Processors [View article]
    Nice job, Bruce, especially in the comments.
    It is difficult to put so many probabilities together end to end.
    Aug 2, 2015. 12:01 AM | Likes Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    Thanks, William.
    I see the distinction. More significantly, I am beginning to see many nice implications of the distinction.
    Jul 31, 2015. 03:57 PM | 1 Like Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    Thanks, Bruce. Now I get it.
    Jul 31, 2015. 03:55 PM | Likes Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    Thanks, William.

    I must be missing something. I don't see the applications for which this will be cost disruptive.
    Jul 31, 2015. 09:59 AM | Likes Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    Nice job again, William. More jokes and obscure quotes next time.
    Jul 29, 2015. 10:47 AM | 4 Likes Like |Link to Comment
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