Seeking Alpha

stu_s

stu_s
Send Message
View as an RSS Feed
View stu_s' Comments BY TICKER:
Latest  |  Highest rated
  • The Apple / ARM Disruption Of Intel Gains Momentum [View article]
    Arnold,

    No, this is a biased baseless assertion. Perhaps this has something to do with having worked for Intel. Rather than merely asserting that x86 isn't CISC and ARM isn't RISC, and that the size of the instruction set is irrelevant, how about substantiating with numbers and quotes from objective semi industry analysts and publications?

    You might want to read industry trade press. From SemiWiki, "Intel Lost $1 Billion in Mobile Last Quarter:"

    http://bit.ly/1mksNtC

    Not only did your former employer lose $1bn in Q1, but mobile sales cratered 61% to $156 million.

    I eagerly await Q2 and 2014 results and your future articles and comments.
    Apr 18 05:49 PM | Likes Like |Link to Comment
  • Intel Loses Galaxy Tab 4 Deal But Management Is Still Bullish On Tablets [View article]
    You are absolutely right about the vast majority of sell side analysts, whom I (and Warren Buffet) ignore, except sometimes for interesting info. Unfortunately, the article didn't say which analysts, so they may be industry analysts (eg, Forrester, Gartner), who are a very good (but not infallible) source. So the term analyst, without specifying whether financial or industry, simply should not be used.

    I posted that quote because I think it's accurate, not sell side BS, and because I don't think every SA reader also reads the FT. Don't worry, you didn't offend me. But it would have been better to state why you disagree with the quote and the article.
    Apr 16 10:53 PM | Likes Like |Link to Comment
  • The Apple / ARM Disruption Of Intel Gains Momentum [View article]
    How big is the instruction set of an ARM processor? And of an X86 one?
    Apr 16 10:43 PM | Likes Like |Link to Comment
  • Polaris Is A Phenomenal Dividend And Earnings Growth Stock [View article]
    Very interesting article in today's Las Vegas Business Press: "Las Vegas Off-Road Enthusiasts Hit Trails as Economy Improves."

    http://bit.ly/1jIvGDx
    Apr 15 03:11 PM | Likes Like |Link to Comment
  • Intel Loses Galaxy Tab 4 Deal But Management Is Still Bullish On Tablets [View article]
    What exactly is the source of your superior expertise? Are analysts who support your view also "circus performers?" Did you read the whole article? How about an informed, intelligent critique?
    Apr 15 03:08 PM | Likes Like |Link to Comment
  • Intel Loses Galaxy Tab 4 Deal But Management Is Still Bullish On Tablets [View article]
    Great article in today's Financial Times: "Intel Turns to Chinese Tablet Makers."

    "But analysts say hitting Mr Krzanich’s targets [of 40 million mobile chips] will be a difficult feat. Intel has to beat out the local chip companies, which have far cheaper prices, better relations with nearby manufacturers, and a history of specialising in tablets and smartphones – the types of chips Intel has not historically been known for designing."
    Apr 15 02:34 PM | Likes Like |Link to Comment
  • The Apple / ARM Disruption Of Intel Gains Momentum [View article]
    INTC's processors are CISC while ARM's are RISC. At least some of the cost advantage Intel achieves by manufacturing at a smaller line width is offset by the higher overhead of CISC vs RISC.
    Apr 15 02:31 PM | Likes Like |Link to Comment
  • LinkedIn Will Grind Lower In The Coming 9 Months [View article]
    A momentum stock with a very high valuation and slowing growth rate is likely to keep declining unless growth picks up. Very high valuation stocks have been declining in general.

    A big issue I have with using LNKD is the terrible customer support. Netflix promises to answer the phone within 1 minute (I took me 2 last night). And NFLX is a consumer product, not a service for business professionals.
    Mar 30 11:17 AM | 2 Likes Like |Link to Comment
  • The Buyback Fund [View article]
    Theoretically, but in practice, PKW has way outperformed the S&P. Of course, past performance is no guarantee of future results.
    Mar 27 11:41 AM | 1 Like Like |Link to Comment
  • The Buyback Fund [View article]
    PKW has way outperformed the S&P while VIG has significantly underperformed both. SCHD either matches the S&P or underperforms.

    SYLD and QUAL have performed about the same as PKW, but the volumes of both are a small fraction of PKW's and their spreads are much greater.
    Mar 25 11:37 AM | 1 Like Like |Link to Comment
  • Intel's New Mobile Processors Revealed [View article]
    From "Chip Makers Vie to Power Faster Mobile Network," WSJ 2/24/14, p. B4:

    "But Intel hasn't been able to offer a chip like Qualcomm's Snapdragon that combines processing capability and communications on one piece of silicon."

    I humbly submit that this is a non trivial problem for INTC in attempting to get designed into mobile devices.

    As I've written before, lab bench specs are just table stakes. Nobody chooses a mobile device on the basis of the lab bench specs of the processor. (If I'm wrong, someone please correct me.) What matters is the performance of the complete device, which depends on the hardware circuit, of which the processor is just one component, plus the software (Android or iOS) that runs on top of it.
    Feb 25 12:07 AM | Likes Like |Link to Comment
  • Can ARM Holdings Sustain Its Growth In 2014? [View article]
    ARMH's stock price has absolutely nothing to do with their ability to compete vs Intel, unless they need to sell stock, which they don't.

    20nm is just getting started at TSMC, so you can't say because ALTR doesn't like it that TSMC is stuck there.

    The advantages Intel achieves by producing at a smaller line width is eaten up by the fact that x86 has a CISC vs RISC architecture. Anyway, what counts is the performance of the phone, which is much more than the lab bench performance of the processor, i.e., the rest of the circuit and the software running on it.

    The proof is in which smartphones and tablets Intel is designed into and how many units they sell. Intel's prediction of 40mm units this year vs 10mm has little evidence to support it so far in 2014.
    Jan 27 12:32 PM | Likes Like |Link to Comment
  • Can ARM Holdings Sustain Its Growth In 2014? [View article]
    Thanks for the link. Except for the Samsung Galaxy Tab 3, all these tablets are made by third tier vendors: Acer, Asus, Dell, HP, Lenovo and Toshiba.

    The Galaxy win was announced months ago. Intel hasn't gotten another design win with a top tier tablet maker since then, not a great portent.

    BTW, which top tier smartphones has Intel inside?
    Jan 27 12:25 PM | Likes Like |Link to Comment
  • Can ARM Holdings Sustain Its Growth In 2014? [View article]
    Which tablet models accounted for the 10 million chips Intel says it sold into last year? Which tablets is it designed into that will allow it to ship 40 million units this year?
    Jan 24 03:12 PM | 1 Like Like |Link to Comment
  • Intel: An Intelligent Bet For The Long Term [View article]
    OK, here we go again!

    1) You're the one who dismissed EETimes, and you just did it again! As I previously pointed out, EETimes is a publication for professionals, such as electronic engineers who actually design products. In contrast, SA is a blogging site.
    2) I have been a technology stock analyst for 20 years. That means I had to make buy & sell investment cases to portfolio managers, which require facts and analysis. If I were wrong too many times, i would have been fired. All you do is make baseless assertions--they're not opinions because you have no facts to start with. The term "common sense" is utterly meaningless. Also you should look up the definition of "lip service" because you're using the term incorrectly. I don't feel superior to you--you are being emotionally defensive.
    3) I asked you the first time to list all the mobile devices that Intel has been designed into and how many of each has shipped. You have not listed a single one. If you read "Intel to Try New Strategies on Smartphone Chips" in today's WSJ (p. B4), you'd discover two very important points made by the CEO who "predicted that shipments of chips for tablets would quadruple next year to 40 million." That's right, Intel expects to ship a grand total of 10 million chips for tablets this year. (The article is well worth reading, but there's a paywall for those who want to read it online.)
    Nov 22 01:54 PM | Likes Like |Link to Comment
COMMENTS STATS
929 Comments
180 Likes