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  • Intel Should Buy Altera And Then You Should Buy Intel [View article]
    Very nice job. Thank you for writing this.
    May 28, 2015. 07:55 PM | 5 Likes Like |Link to Comment
  • Intel Adds Momentum To Servers: The Growth Story Is Not Over [View article]
    stockalicious,

    >>Big IF - but "IF" Zen comes to be even ballpark competitive "Then" OEM's will give amd some love just to keep Intel from gouging them.<<

    Why should that stop Intel from "gauging" them?
    May 28, 2015. 03:33 PM | Likes Like |Link to Comment
  • AMD's Second Half Guidance Seems Unrealistic: Zen Will Not Topple Skylake [View article]
    Thanks, xxa.
    May 28, 2015. 02:08 PM | 1 Like Like |Link to Comment
  • How Apple Can Meet The Intel SoFIA Challenge And Cut Its Ties To Qualcomm [View article]
    Thanks, David. I have a sense of it.

    And thanks to Cincy, who has conversations from which I can learn something.
    May 28, 2015. 02:06 PM | 1 Like Like |Link to Comment
  • AMD's Second Half Guidance Seems Unrealistic: Zen Will Not Topple Skylake [View article]
    Got it, binartech. Thanks.
    May 27, 2015. 11:11 PM | Likes Like |Link to Comment
  • AMD's Second Half Guidance Seems Unrealistic: Zen Will Not Topple Skylake [View article]
    Thanks binartech,

    Sounds like the uses are right up AMD's alley.
    May 27, 2015. 07:37 PM | Likes Like |Link to Comment
  • How Apple Can Meet The Intel SoFIA Challenge And Cut Its Ties To Qualcomm [View article]
    David,

    >>...whacks routability...>>

    I was sort-of following along until this. Could you please explain "routability" for me? I got lost here.
    May 27, 2015. 07:33 PM | Likes Like |Link to Comment
  • AMD's Second Half Guidance Seems Unrealistic: Zen Will Not Topple Skylake [View article]
    RandSec,

    I can see how this ability of a GPU to execute independently of a CPU is useful in processing videos. What other types of data, if you know, is it useful for?

    Is there any reason Intel could not design this into its APU's if it wanted to?
    May 27, 2015. 05:47 PM | Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Got it.
    May 26, 2015. 05:14 PM | Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    frmrVZguy,

    I am still missing something. How does TSMC's $9B revenue per quarter enter into the discussion?
    May 23, 2015. 03:57 PM | Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Bruce,

    I'm missing the same things.
    May 23, 2015. 02:37 PM | Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    bnitin,

    If you read the article, has already invested that money and made those inroads - but not into phone manufacturers - into tablet manufacturers. Intel is already in 46 million tablets. The article is dated October 15, 2014.

    >>Even if Intel seels 40 million chips, it will be lucky to only lose $4 billion.<<
    You are way behind the times. Intel has already "lost" that $4 billion. By the was, from an accounting point of view, these expenditures are mostly optionally either a deductible expense, which creates a loss, or an investment in a new product, which creates an asset. You could treat it as either. From a tax perspective, the former is the preferred way.

    From a businessman's point of view, they are opening up a new market with an altered product and they have to sell enough to create enough "scale" to get the rest of the ecosystem started. 46 million will do it.

    Also, there is the side benefit of taking share and profit away from a potential competitor in another area. Intel never misses a chance to weaken a competitor.
    May 23, 2015. 12:33 PM | 4 Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Bruce,

    I've been looking at that. Does it work?

    What do you do about recording? Use a DVR you set up yourself?
    May 23, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Vipshop: We Are Not Buying The Financial Statements [View article]
    Mithra,

    Thanks for a well-researched, well-analyzed article.

    As a result of reading your article, I took a look at VIPS five-year comparative financials as reported to the SEC. You can find them on page 3 here: http://1.usa.gov/1JRIBPu

    From 2011 to 2012, fulfillment expenses dropped from 20% of sales to 13.9% of sales. It is otherwise relatively consistent from year to year. I'd like to know why the sudden drop in the cost of fulfillment.

    In the same period, General and Administrative expenses dropped from 37.3% of sales to 3.7% of sales. It is otherwise relatively consistent from year to year. Again, a sudden drop just prior to opening shares up for public trading here. I would expect some reduction due to increased scale but not this much.

    Those two items combined make for a very large reduction in total expenses for 2012. Given that total sales for 2012 was $692 million and net for 2012 was a $12 million loss, this represents a huge qualitative and quantitative difference in results. It is unexplained, as far as I can tell, by any change in the business.

    I am inherently suspicious of unusual items which show up in the financial statement just before a company goes public here. Perhaps it's just my paranoia?
    May 20, 2015. 07:00 PM | 3 Likes Like |Link to Comment
  • Vipshop: We Are Not Buying The Financial Statements [View article]
    177,

    I can't speak for the author but I do thank you for myself for the insight which you have provided to the discussion.
    May 20, 2015. 05:48 PM | Likes Like |Link to Comment
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