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Sacha May

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  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Agree with the manufacturing part, but just manufacturing is a much lower margin business than Intel's current model. The key to Intel's profitability is combining design + manufacture into a single process.
    Sep 25 01:52 PM | 12 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    The problem is using ARM ip to become a fab business is a much lower margin business. That combined with Intel's lack of brand image in mobile will make it very difficult to retain Intel's current profitability.
    Sep 25 01:56 PM | 7 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    What's your point? If Samsung has the capability to manufacture it, there's no reason it can't boost investment and match or even beat its performance with its own chip design, optimized for its own software and hardware.

    No one here is arguing that the A7 runs/will run Android.
    Sep 25 05:19 PM | 6 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Cash wouldn't even be the main issue - governments would get in the way. Not just HUGE anti-trust issues, but also 0% chance Korean government ever allows this.

    Also, Samsung is a huge conglomerate - much too complex for a good acquisition target.
    Sep 25 02:44 PM | 6 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Samsung is not 3 out of 3 at all. Android is made by Google, and Samsung adds a skin and features on top... I'd say the operating system is a very significant factor in vertical integration.
    Sep 25 03:12 PM | 5 Likes Like |Link to Comment
  • Nokia: The Market Is Missing The Point [View article]
    Thanks, patience is always key for turnaround stocks.
    Mar 1 03:40 AM | 5 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Thanks, I have been long Intel for a while, but am beginning to accept that the industry is moving away way too fast. Intel will survive, but not at the same levels of profitability that it has today. It will eventually have to adapt and adopt a much lower ASP strategy. I don't want to be holding the stock when that begins to happen.
    Sep 25 02:29 PM | 4 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    The A7 is manufactured by Samsung.
    Sep 25 02:17 PM | 4 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Intel could do that, but not as closely as companies like Apple and Samsung that can design chips fully in-house. Also, working this closely with customers would have a negative effect n Intel's margins, since it would have to make customer-specific versions of its chips, which involves more costs and complications.
    Sep 25 02:16 PM | 4 Likes Like |Link to Comment
  • Nokia On Pace For Turnaround Despite Huge Q4 Loss [View article]
    Antitrust laws usually make this illegal.
    Jan 27 01:35 AM | 4 Likes Like |Link to Comment
  • Nokia On Pace For Turnaround Despite Huge Q4 Loss [View article]
    I agree. I think that if Microsoft manages to make Windows 8 work really well for tablets, making great hardware won't be a problem for Nokia. They'll probably come up with an original design (very, very rare in tablets) that's sleek and beautiful. There's a lot of things that need to work well together and be well coordinated for these tablets to have a shot at success, but if they pull it off we could really see a great product.
    Jan 26 04:41 PM | 4 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    My point exactly - and Samsung is going to increasingly feel the pressure to do the same, instead of just buying up Qualcomm's processors. Its international Galaxy S4's have already started this trend.
    Sep 25 06:18 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Because it's not passively cooled.
    Sep 25 05:08 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    That's possible, but the combination of much lower ASP and higher costs associated with this, multiplied by the low probability of Intel succeeding in a significant way (especially with Apple and Samsung, the two biggest players), made me sell the stock.
    Sep 25 02:52 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    The significance of the A7 is how big of a leap it made, at a time when most people thought mobile chip power was stagnating - especially in the case of Apple.

    The idea that a company would use Intel as a savior to beat their competitors and have the most powerful phones on the market is now a distant thought - Apple and Samsung don't need Intel, and everyone else is too small to be very significant/will do whatever Apple and Sammy do.
    Sep 25 02:48 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
151 Comments
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