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Volcano Steve  

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  • ARM Holdings net profit +20%, revenue +10% [View news story]
    The elephant in the room was intels power to devastate their smartphone/ business. A couple of analysts on the call gently hinted at this and the responses nervously rambled away without addressing the Intel issue directly.
    Apr 23, 2014. 06:14 AM | Likes Like |Link to Comment
  • Apple's Laptop Opportunity [View article]
    It would be a really bad idea for apple to go cheap/value. Apple isn´t about value, it´s about brand. People buy apple laptops for the same reason people buy LV handbags. If LV started selling handbags for $5, no one would buy the ones costing $00´s. The value/performance proposition is irrelevant.

    If people want value/performance they buy a windows laptop with basically the same components as a macbook but at half the price or less. Apple will not do itself any favours by encouraging its laptop customers to start looking at too many price/performance tradeoffs.
    Apr 13, 2014. 05:16 PM | Likes Like |Link to Comment
  • ARM Holdings: Not So Fast, Bears [View article]
    Yes it has been price war-y between arm licencees, now intel has joined in and arm's profits disappear. I know intel mobile products are not killer compared to arm but they dont need to be in order to make arm have to work a lot harder both in trying to keep ahead/keep up and in terms of giving customers a low enough royalty to keep them on board. Eg who really believes apple are paying a premium royalty to ship armv8 64 bit chips?
    Feb 6, 2014. 10:42 AM | 1 Like Like |Link to Comment
  • ARM Holdings: Not So Fast, Bears [View article]
    I agree with much here about the co being run well, having good products etc. But i disagree about its future prospects being good, either for the company or the stock. They are going to have to wage a bloody price war with intel. I cant see how they can win. Their monopoly good times are over.
    Feb 6, 2014. 10:29 AM | 2 Likes Like |Link to Comment
  • Intel At CES 2014: Lots To Like But No Cake Today [View article]
    Thats not a computer, its a wifi adapter that plugs into the sd slot of a computer
    Jan 7, 2014. 07:06 PM | Likes Like |Link to Comment
  • Intel At CES 2014: Lots To Like But No Cake Today [View article]
    My understanding is that android is virtualised within windows using processor virtualisation. Ie not emulation. This gives the possibility of for example having a windows app and an android app both running and sharing information.
    Jan 7, 2014. 06:58 PM | Likes Like |Link to Comment
  • Microsoft's Google Bash Backfires [View article]
    In this case a power user is someone who buys something based on specifications and functionality rather than what colour it is or whose logo is on it.
    Dec 22, 2013. 09:55 AM | 2 Likes Like |Link to Comment
  • Microsoft's Google Bash Backfires [View article]
    Ashraf, you're right and wrong here. The markets is made of diverse consumers, many (most?) of whom are irrational. The old Microsoft wouldn't pander to fashion but would make products that people need, constantly evaluating, testing and improving with the eyes on functionality. Then apple came from the back with technically crap products that won massive sales, and MSFT decided to rethink. You or I would never buy an RT Surface, because we are power users look at performance and functionality per dollar per kg or per whatever. If I was advising a non-power user on a budget then maybe I would recommend an RT device, tho admittedly not the surface. MSFT is justified keeping it going to encourage other OEMs to make products, to hedge their bets in the Intel vs arm battle and to let intel know they don't have a monopoly. If surface2 didn't have arm inside, then many of those sales woulda gone to Intel, and maybe Intel wouldn't be offering such competitive chips?
    Dec 16, 2013. 07:47 AM | Likes Like |Link to Comment
  • Intel Concedes Defeat [View article]
    Great article. When I read your first paragraph I thought here we go, someone who doesn't know what he's talkin about :p but there was no need for your not an expert disclaimer u have concisely shown a great understanding of intel's current position in mobile. I'm bullish on intc and happy with their strategy. They are positioned to take share thru pricing whilst still making billions each quarter. The foundry thing has a couple of pluses not covered above. Each foundry customer intc takes on, is one less customer for another foundry, and that's less fuel for the ARM ecosystem. There are also economies of scale to consider. Intc has many fabs with differing capabilities. As market dynamics change, product demand doesn't necessarily equal manufacturing capacity. So intel will always have spare capacity, as has been the case in the past. Why not fill it with foundry work? Where Intel makes arm chips - and this is nothing new, its been happening for yrs - its useful insight into arm market and tech, which can't be hurting Intel hone its mobile strategies. Keep the articles coming.
    Dec 8, 2013. 09:22 AM | 9 Likes Like |Link to Comment
  • Intel: Going After Low-End PCs Could Compound Concerns [View article]
    Having been one of those "server guys" you reference for the best part of two decades i find the idea of microservers running the tasks traditionally performed by xeon servers a joke. Not a maybe or a small chance, a complete joke. Go into any datacentre with xeon servers and do a survey on how many have more than one installed cpu. U wont find many single cpu servers. Theres a reason that server guys fill the cpu slots, and its not just for heavy db work. In fact heavy db work needs max number of disk spindles and advanced RAID hardware. Terminal servers, web servers, file & print, app servers account for the bulk of a data centres rack space and they want cpu.
    Nov 26, 2013. 09:41 AM | Likes Like |Link to Comment
  • The Big Winner From Intel's Analyst Day? ARM Holdings [View article]
    familymisc, do you understand why the SoC is being made on someone else´s process?
    Nov 22, 2013. 04:18 PM | Likes Like |Link to Comment
  • The Big Winner From Intel's Analyst Day? ARM Holdings [View article]
    interesting development. I do think that Intel´s given up gains in after hours yesterday and early today is a result of the flat revenue guidance, which is being seen as a failure, rather than my take which is that INTC has decided to enter into a price war with ARMH licencees if that´s what it takes to dominate the mobile market, and surely that is bad for ARMH (assuming Intel succeed with that objective)
    Nov 22, 2013. 09:58 AM | 4 Likes Like |Link to Comment
  • The Big Winner From Intel's Analyst Day? ARM Holdings [View article]
    As far as I know Intel have long since had the publicly stated stance that they are willing to build ARM based chips so long as they are not ARM based smart phone or tablet chips that directly compete with Intel products. Has that competing products caveat been removed, or have they simply repeated the existing stance and it is being misunderstood?
    Nov 22, 2013. 09:54 AM | 2 Likes Like |Link to Comment
  • The Real Reason ARMH Plummeted After Earnings [View article]
    Hi Michael, Intel has the resources and the resolve to succeed in all those markets, and become the high end player. Meanwhile I expect ARM based chip shipments to continue to grow for the foreseeable. But each chip makes pennies for ARM and I believe their ASPs will fall due to both falling ASPs for chips in general, and due to being pushed by Intel further to the low end. ARM is great they will do well. I believe the stock however to be vastly overvalued..
    Oct 28, 2013. 10:58 AM | Likes Like |Link to Comment
  • The Real Reason ARMH Plummeted After Earnings [View article]
    I'm not likening ARMH to RMBS. For a start ARM's IP is their own. I'm saying look what happened to Rambus. I.e. They got greedy, went for a larger part of the DRAM pie and made enemies who previously being customers turned around and became enemies. When OEMs see any IP owner accounting for too large a slice, there will be a movement to find an alternative or at least a second source to keep costs down. See how Samsung dabbled in Intel for the tab 3. This will have played into ARM royalty rate negotiations. Other example android -> tizen. For now ARM has a great business, in ten years maybe who knows. But it is priced in so the risk is to the downside as I see it.
    Oct 28, 2013. 06:29 AM | 1 Like Like |Link to Comment
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