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  • Nevada gaming revenue strong in May despite baccarat slide [View news story]
    The drop in profits is from high rollers being turned away in China as part of the Crack down. The casinos have a pretty consistent occupancy rate over the past 2 years. I really doubt people are winning more since we are talking about gambling.
    Jun 29, 2015. 01:02 PM | Likes Like |Link to Comment
  • Apple And Intel: A Marriage Made In P-Code? [View article]
    "Seriously, think about it from Intel's perspective. What is their interest? Assuming they want Apple as a foundry customer (which I'm not sure they do) they are prepared to sacrifice their 65% gm's for 35% gm's and enter a business that, at Apple scale, will do serious damage to their heretofore pristine datacenter-centric business model."

    I think you'd have to ask yourself, does Intel have room to in their fabrication process to stick wafers for Apple?
    A8 is 88mm^2.
    300mm wafers have 70650mm^2 surface area. Assume 90% actual usable area, that leave 63,585mm^2.
    That creates room for ~ 722 processors. Since no one knows what Intels yield rate is, I'm going to guess 90%.
    That is 650 die per wafer.
    With about 170 million iPhones sold in 2014, that would be 261k wafers per year, or about 5,000 wafers per week.
    So ask yourself, do you think Intel has the fab space for that many wafers, or even 50% of that since Apple likes to diversify their suppliers.
    Jun 24, 2015. 12:53 PM | Likes Like |Link to Comment
  • Intel: The Magic Of FPGAs [View article]
    FPGA's are programmed to do things in parallel. So think about it like this. When i add a+b=c in parallel, the computer would see a and b simultaneously and c would be calculated a new nanoseconds later. In serial, the computer would look at a, a few nano seconds later look at b, then a few nano seconds later calculate c.

    Getting the distinction correct is important. When you progam a FPGA, you are creating a new piece of hardware. When you program in C++, C#, Python, etc you are creating software that runs on hardware.
    Jun 3, 2015. 07:55 PM | 7 Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Last month I used 60 gigs of data while on my laptop, my phone data plan allows for 8 gigs. I would love to cut my 180$ cable bill but using 4g for that is unrealistic, for now.
    Jun 1, 2015. 06:40 PM | Likes Like |Link to Comment
  • Nokia Corporation's (NOK) CEO Rajeev Suri on Q1 2015 Results - Earnings Call Transcript [View article]
    Revenue and EPS increase. stock drops 12%.I think this is an over reaction to the news.
    May 1, 2015. 01:56 AM | 5 Likes Like |Link to Comment
  • Microsoft launches $70 Lumia 430 [View news story]
    Targeting a cheap phone for emerging markets may be a good idea. Drive up the user base, which increases demand for apps, which then leads to more app development, which leads to better support for the OS. More apps could translate to better sales.
    Mar 20, 2015. 05:28 PM | 10 Likes Like |Link to Comment
  • Volkswagen February European car registrations: +11.1% [View news story]
    And yet the dropped their dividend. Sell time for me.
    Mar 20, 2015. 05:37 AM | Likes Like |Link to Comment
  • Intel Has Given Dividend And Income Investors A Gift: Qualcomm [View article]
    Time in the market beats timing the market.
    Mar 15, 2015. 06:20 AM | 3 Likes Like |Link to Comment
  • Intel Has Given Dividend And Income Investors A Gift: Qualcomm [View article]
    "I think its disingenuous at best to consider losing revenue streams great news for any type of investor."

    QCOM isn't really loosing a revenue stream. Apple is using Intel modems in new lower priced iPhone models in emerging markets. So this new device never had QCOM modems. New regular iPhones will still have QCOM inside of them. Regardless, a 20% CAGR is amazing. I am putting QCOM on my list of stocks to research.
    Mar 15, 2015. 05:53 AM | 3 Likes Like |Link to Comment
  • Why Is Apple Making A Gold Watch? [View article]
    Its like a one piece mechanic suit. From wikipedia "A boilersuit is a loose fitting garment covering the whole body except for the head, hands and feet."
    Mar 12, 2015. 05:45 PM | 4 Likes Like |Link to Comment
  • Why Is Apple Making A Gold Watch? [View article]
    People buy 300k super cars and those loose quite a bit of value of the years, and at some point they will no longer be drivable.
    Mar 12, 2015. 05:43 PM | 4 Likes Like |Link to Comment
  • You Can Absolutely, Positively, Retire Early... Maybe [View article]
    I wonder what the yield on cost is for that money that has been in the market since the mid 1900's is.
    Feb 28, 2015. 05:33 PM | 1 Like Like |Link to Comment
  • Apple On Track To Buy Back 20% Of Itself By 2017 [View article]
    The house of representatives comes up with the budget, the senate approves, the president signs it. Instead of pointing out how much debt was racked up under each president, point out how much debt was racked up by each political party when they controlled different parts of the legislative branch. You might be surprised what you find. IF bjnflicks thinks Obamas people are trust worthy, perhaps he/she has not heard any of the news of the land theft from the EPA, the collusion of the EPA with radical left wing groups, the IRS singling out right wings groups, the white house sending representative to the funeral of a thug who got shot beating up a cop while sending no one to the funeral of general killed in Afghanistan, IRS and EPA officials using non-government e-mails to get around FOIA requests, and the list goes on and on.
    Feb 23, 2015. 10:24 PM | 21 Likes Like |Link to Comment
  • Early numbers on Gigafactory costs start to come in [View news story]
    "Apple hires great people appropriate to the job. Tesla hires mostly unqualified people"

    This is funny because recently an article came out about Apple trying to poach TSLA workers with huge bump in salaries and massive signing bonuses.
    Feb 14, 2015. 05:24 PM | 11 Likes Like |Link to Comment
  • Wall Street Breakfast: GDP Figures Lead Europe Higher [View article]
    I disagree. Yes.
    Feb 13, 2015. 02:23 PM | 3 Likes Like |Link to Comment