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Volcano Steve

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  • 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 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 06:58 PM | 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 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 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 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 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 09:54 AM | 2 Likes Like |Link to Comment
  • Apple Versus Intel: What's Going On Here? [View article]
    Great info Ashraf. All your articles are very informative for their own content and also particularly so for the further information and discussions in the comments they provoke. I get the takeaway from Apple´s moves in CPUs that Apple is not going to go Intel for IOS. What I am thinking ahead to as Apple use their immense resources to bring more in house, at what point do they not need ARM any more?
    Sep 20 10:11 AM | Likes Like |Link to Comment
  • Intel's Bay Trail Arrives And Finally Proves ARM Wrong [View article]
    Tablet OEMs are participating in both the android and windows markets. Until now, they have had to develop 2 different devices. Even if ARM & x86 were neck and neck in performance/watt, there is a HUGE incentive for OEMs to choose Intel. They can be more flexible and responsive with respect to directing product and components to the respective OS markets, and will cut their product development and production costs massively compared to maintaining an ARM business line for android and an x86 business line for Windows.
    Sep 12 12:04 PM | Likes Like |Link to Comment
  • Intel's Bay Trail Arrives And Finally Proves ARM Wrong [View article]
    Hi Ashraf. Now that Apple is set to launch a 64 bit ARM smartphone chip next month, what do you see in terms of imminent launches of 64 bit ARM tablet chips from Apple, TSMC, GF etc. Obviously such chips will appear soon enough but the question is has Intel now pulled ahead with a lead that will increase over time, or is it now a case of leapfrog where the lead will swap betweeb x86 & ARM several times before a clear leader emerges-

    For the record, my take is that 64 bit ARM chips will not pressure Intel due to
    - Intel´s 64 bit Tablet chips are already on the cards and if that is what the OEMs demand, Intel will produce them before or in the same time frame as ARMH.
    - The manufacturing advantage owned by Intel is so huge that now Intel has pulled ahead, they will retain the lead until something happens that is not yet on our horizon, which in the chip industry means at least several years.
    Sep 12 05:05 AM | 5 Likes Like |Link to Comment
  • Intel Mobile: No Credibility On The Street [View article]
    No, the smartphone processor doesn´t have to cover the capital spending. Intel develops the process for the leading edge CPUs that go into servers and workstations, and the technology trickles down to the mobile sector. This is easy to verify by the fact that each process shrink hits the mobile products after the desktop/datacentre products.

    Server/workstation --> Tablet --> smartphone

    Intel has undertaken to speed up this trickle down process so the gap is to be counted in weeks rather than months, but the gap is still there. Mobile gets the process shrink effectively for free.
    Sep 9 07:48 AM | Likes Like |Link to Comment
  • Intel Mobile: No Credibility On The Street [View article]
    We don´t need to wait for IDF. Last week Citi had a "fireside chat" with Intel CFO (transcript on seeking alpha is the only place I have seen this reported at all). CFO said the following:
    - the outlook had improved since 3 months ago
    - design wins were in the bag for tablet and smartphone chips
    - in every sector discussed, PC, tablet, high end server, microserver, smartphone etc etc intel is able to deliver higher performance at lower price with better battery life, due to process technology that is "several years" ahead of the competition.

    CFOs, especially Intel ones including this one, are usually guarded in making optimistic comments for obvious reasons. That fireside chat was about as strong a buy signal as you could get, and more importantly an ARMH sell signal.

    Long INTC. Short ARMH.
    Sep 8 01:15 PM | 2 Likes Like |Link to Comment
  • Intel's Management Presents at Citi 2013 Global Technology Conference (Transcript) [View article]
    Mainstream press seems to have missed this conference, instead attributing INTC´s performance on Wednesday to the Avoton announcement. What´s more amazing is that ARMH hasn´t tanked yet.
    Sep 5 04:19 PM | Likes Like |Link to Comment
  • Intel: This Is Your Last Chance To Buy [View article]
    Ashraf, great points made as always, and agree totally on the bullish case for INTC, with plenty of shares long to put my money where my mouth is. Timing stocks tho is very difficult, regardless of the fundamentals, prices will go according to buyers and sellers, who may be acting on anything from a whim to misinformation to attempted market manipulation. I´m confident enough to hold INTC now and be sure that the price will go up, but nobody can say for sure when. With the market in general pretty lofty at the moment, INTC could easily drop giving a better opportunity to buy next month. Or next year.

    Having said all that, thanks for your continued insight and I hope you are right on the timing.
    Aug 2 11:34 AM | Likes Like |Link to Comment
  • Intel Continues To Prove Naysayers Wrong [View article]
    Good article, nice summary of where INTC is in their push to sell chips into Android devices. What isn´t mentioned here (tho I am aware from his other articles that the author is quite aware of this) is that while this push for Android design wins goes on, INTC are already shipping and making further design wins for Windows devices. Even if the android space is a slow start, there is no question that Intel is already in place via windows to show what it can do in the mobile space, and this will feed into OEM confidence to design Intel into android.
    Apr 4 07:28 AM | 3 Likes Like |Link to Comment
More on INTC by Volcano Steve
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