Apple: The iPad Faces Unprecedented Competition [View article]
@jeach exactly. He and others are constantly selling this fantasy that non stock IP is a loss for Arm. Its embarrassing. The reality is differentiated silicon from architectural license holders make the model stronger.
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
have you met Apple and Samsung's roadmaps? Next years Galaxy will not feature QCOM, and not because of Intel. Where did all the promised motorola Intel phones go? Oh wait, Google bought them and Nexus phones have to have get the latest Android build faster than anyone else......
and btw, your claim about the 5410 Octa disappointing is yet more baloney. A critical design goal of that SOC in the S4 (and thus how it is clocked, where the quad breakpoints are, etc) was to mimic the performance of the s600 as closely as possible. It would be a marketing disaster for Samsung to have its LTE markets reading stories they were buying an inferior phone to the 3G markets. You really need to do markedly better than point to a few phones overheating in India, it would be hard to have a better example of not seeing the wood for the trees.
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
Agree on almost all fronts except "mobile is already less than half of ARM's revenue, and rapidly shrinking"
It is less than half, not sure about rapidly shrinking. I expect that day will come as iot and m2m revenues really materialize, but that's a way out. In the medium term mobile is holding its own growth wise vs. microcontrollers, living room, networking etc etc.
The benchmark process apocalypse is, as you point out, total fanboy baloney, being repetitively churned out by the same 3/4 people over and over.
One day Ashraf et al. will graduate from pr slides and benchmark frenzies and see the bigger picture as to how the market is evolving.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
"and the share of non-Apple/non-Samsung phones will only increase in the broader market."
Except the literal exact opposite is happening. Nokia, HTC, withering. Samsung is Android and Apple is everything else. Intel has no addressable market in the phone space.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
That really did not address the exact same slide claims as before issue. I am sure having a phone makes you feel special, but not so much apple, samsung, htc etc.
Seeding devices to friendly bloggers is marketing 101. Right there is evidence you don't question enough. You are on the wrong list.
It's good you have asked for a clovertrail+ phone, it will be hard to get one in a store in the US. But the benchmarks rock da house.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Well the problem is it didn't mean anything to share/sales. I'm struggling to believe you can't see the parallels, its like the they are reusing the exact same slide they used for moorestown (which you yourself told me sucked as I recall). Your biggest weakness is instantly rejoicing in PR slides, instead of pragmatically questioning their diagnosticity. If you get a job as an analyst, that won't go down very well.
Bella does have a point, you have been so wrong on arm it's not funny. It's up more, just in the period you have been telling me I am wrong, than Intel could conceivably go up in the next 5 years. Stubbornness is not the path to investing success.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
I just belatedly noticed all those benchmarks are solely based on SPEC* CPU2000 with the hilarious disclaimer that it is a retired benchmark. Retired is putting it mildly. What does a 1999 CPU benchmark have to do with 2013 SOC's? You may as well just have marketing draw the graph they would like to see and call it a day.
Apple: The iPad Faces Unprecedented Competition [View article]
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
Tell Apple that. TSMC's current problem is building capacity fast enough.
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
oh look, here's an Indian review of the Intel powered XOLO saying it gets rather hot. Omg, this means Intel is doomed!
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
and btw, your claim about the 5410 Octa disappointing is yet more baloney. A critical design goal of that SOC in the S4 (and thus how it is clocked, where the quad breakpoints are, etc) was to mimic the performance of the s600 as closely as possible. It would be a marketing disaster for Samsung to have its LTE markets reading stories they were buying an inferior phone to the 3G markets. You really need to do markedly better than point to a few phones overheating in India, it would be hard to have a better example of not seeing the wood for the trees.
Intel Needs ARM: Strength Through Togetherness - A British Viewpoint [View article]
It is less than half, not sure about rapidly shrinking. I expect that day will come as iot and m2m revenues really materialize, but that's a way out. In the medium term mobile is holding its own growth wise vs. microcontrollers, living room, networking etc etc.
The benchmark process apocalypse is, as you point out, total fanboy baloney, being repetitively churned out by the same 3/4 people over and over.
One day Ashraf et al. will graduate from pr slides and benchmark frenzies and see the bigger picture as to how the market is evolving.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Except the literal exact opposite is happening. Nokia, HTC, withering. Samsung is Android and Apple is everything else. Intel has no addressable market in the phone space.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Nvidia Stumbles On The Next Generation Tegra [View article]
Market taking very short term view rewarding margin over clear LT issues. A little bizarre.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Um, so Samsung and Apple, who totally dominate, and one of whom does not have integrated LTE, would be using Intel if it had integrated LTE?
Really?
I can imagine Samsung will make an Intel phone at some point, but galaxy, not so much.
What else is there?
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Seeding devices to friendly bloggers is marketing 101. Right there is evidence you don't question enough. You are on the wrong list.
It's good you have asked for a clovertrail+ phone, it will be hard to get one in a store in the US. But the benchmarks rock da house.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Bella does have a point, you have been so wrong on arm it's not funny. It's up more, just in the period you have been telling me I am wrong, than Intel could conceivably go up in the next 5 years. Stubbornness is not the path to investing success.
Anyway, check this out
http://bit.ly/11TVEJT
Good read. It's somewhat similar to my arm thesis (which, yet again, I currently don't own).
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
http://bit.ly/10c0eVr
I guess we have literally been down this exact road before.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]