Intel Corp. (INTC)

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  • commenter
    LJames
    Oct 04 11:24 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    The author makes excellent points, although I think that one possibility that I do not see addressed is a possible increase in internet advertising (both website based, and social networking sites) as marketing budgets shrink, and these departments look for more affordable ways to reach their target audience. Reply
  • commenter
    Geddy
    Oct 04 10:02 AM
    World's Biggest WiMax Bet [view article]
    Let's also take COCOViper's comments with "a grain of salt." He's a Sprextel employee so I imagine bias is relevant. Reply
  • commenter
    Geddy
    Oct 04 10:00 AM
    World's Biggest WiMax Bet [view article]
    And then ask all of us whether we trust anything that AT&T tells us. Might as well rate Bush as the best president ever. If you read Wireless Week & RCR you would see that T-Mobile has tested a cluster of sites along a stretch of highway with LTE already. Verizon Wireless will do the same by end of year.

    Just because Sprint/Nextel/Clearwir... (whatever they're calling themselves this week) launches one market (which by the way was delayed almost an entire year) doesn't make this a coup. Let's revisit this blog again, one year from now to see what we all have to say.     Reply
  • commenter
    User 138602
    Oct 04 09:41 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    excellent views ,many thanks for sharing it with us. Do you have any thoughts on PAYX? I am waiting for CSCO to trade below 20$ ,am I too greedy ? Reply
  • commenter
    Maggie
    Oct 04 09:26 AM
    My Website
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Excellent points to consider. I wonder how it will effect all the small mom & pop businesses that deal in antiques, collectibles, homemade items, etc. that have been investing in their own websites in lieu of eBay. I can see an upside in consumers aquiring these cheaper, used and homespun goods. But a downside in higher end luxury collectibles. Also, those venturing out on their own may be less likely to want to plunk down the money involved to run their own sites while they grow. At any rate, this is certainly going to effect online sales venues one way or another, my own included.
    Reply
  • commenter
    Dan Walker
    Oct 04 07:07 AM
    Options Trader: Friday Outlook - Too Little Too Late? [view article]
    Phillip, wake up and smell the cow patties. Dodd himself described this bailout as a turd with a marshmellow in the middle. He just made sure the marshmellow was larger.

    Of course the commercial paper market seized up. The biggest player in that market was Lehman. If you want to engineer a crisis to scare everyone into passing the biggest bailout in history, of course you want to first bail out FNM, FRE, and AIG and then let the principal CP dealer go bankrupt. It shuffles the pain down to main street to make them think that they should support this nonsense.

    Will this be it? Oh hell no. The CDS issue has not even been mentioned, California is about to ask for a bailout, and GM will have given the $25B we gave them to the unions by next March. Bailout part !! coming to a news outlet near you by early next year (if it takes that long).     Reply
  • commenter
    COCOViper
    Oct 03 04:37 PM
    My Website
    World's Biggest WiMax Bet [view article]
    Quote from Geddy: "Don't be fooled that LTE is that far behind."

    Quote from AT&T's VP of Network Architecture: "LTE technology will not be rolled out for at least another three years--and probably not on a large commercial scale for another five years." -www.fiercewireless.com...

    Thus, those that read his comments might want to take them with a grain of salt (especially when he uses a still in development tech to bash an already launched tech.)     Reply
  • commenter
    LarryH
    Oct 03 02:05 PM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Good points to consider. Thanks. Reply
  • commenter
    User 141585
    Oct 03 01:07 PM
    Options Trader: Friday Outlook - Too Little Too Late? [view article]
    The jobs number is always manipulated. This time it suits the politicians to report a bad number. It's the KY jelly on the $850B jam job. Reply
  • commenter
    Geddy
    Oct 02 04:16 PM
    World's Biggest WiMax Bet [view article]
    I believe since existing carriers already have their customers "heading the data way (i.e.-more ARPU coming from the data than voice offerings)" they have a head start. Backhaul is definitely going to be an issue though for CDMA carriers as I can guarantee most of what they currently have in service (including microwave) is not currently at the multiple DS3's that will be required per cell site. Reply
  • commenter
    ken_s
    Oct 02 01:50 PM
    World's Biggest WiMax Bet [view article]
    The back haul issues pointed out for WiMax will also play a big part of how LTE would get rolled out for CDMA carriers. Is any CDMA carrier ready to run optical circuits for data use to thousands of towers? Each growth strategy has limiting factors. The only real question is, who can get customers to start their cash flowing in the direction of over-the-air data services? Reply
  • commenter
    Geddy
    Oct 02 01:10 PM
    World's Biggest WiMax Bet [view article]
    Don't be fooled that LTE is that far behind. Apparently the word is that T-Mobile has already tested clusters of sites & Verizon Wireless will be doing the same. Per the Lucent internal website, the only equipment that needs to be added to a CDMA Mod 4.0 cabinet (currently used by CDMA carriers) is a single module (in addition to OFDM capable antenna's) which brings time to market down considerably. Reply
  • commenter
    Anto
    Oct 02 12:09 PM
    Semiconductors: Sector in Transformation [view article]
    The two opinions expressed in the conclusion are entirely consistent: chip manufacters must grow through mergers and acquisitions, or shrinking margins and growing capital requirements will drive them to become fabless. Five years from now only the giants of the industry will manufacture their own designs.

    anto     Reply
  • commenter
    AMan
    Oct 02 09:29 AM
    World's Biggest WiMax Bet [view article]
    I'm always amazed at the lack of vision and knowledge from those that desire to publish articles as an expert. If I told you five years ago that many consumers would carry two mobile phones many would have laughed me out of the room. Or you need a GPS device to help you drive the roads you already know 95% of the time. Think of all the technology you have at your finger tips that you pay for that you don't use. So, now experts think many are discipline to wait for another emerging technology when I can have it NOW? WiMax success much like any other product has to have a niche and value prop that's sustainable. Given the endless desire for more bandwidth, it's hard to believe users will wait for the next train in this instant gratification world. They key is showing users what they can do...


    Reply
  • commenter
    Wally Ego
    Oct 02 07:56 AM
    World's Biggest WiMax Bet [view article]
    Epsilon has the ranges correct, though the real restriction is in the consumer unit. A mobile unit with a half watt transmitter and a lossy antenna in the 2.5 MHz spectrum has a very short range.


    If WiMax, when fully developed, becomes a "last mile" provider the range is extended considerably. The consumer would then use a dish type antenna to communicate with the base station. It would operate in a fashion similar to microwave links used today. It would also be subject to the same flaws as microwave, rapid signal loss over distance and "rain fade".

    As a mobile option the downlink speeds are impressive but I think the real value in WiMax will be in reaching a large rural area with broadband speed at a reasonable cost. Look out Hughesnet and Starband!     Reply
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