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chrisgar

chrisgar
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  • More About The Intel Investor Meeting [View article]
    I bet Intel will make air gaps sound "new" and "innovative" -- when they start shipping it.

    Dec 15, 2014. 01:55 PM | Likes Like |Link to Comment
  • IBM And Intel: The End Game For IBM Semiconductor [View article]
    Warren bought ~ $10.7B of IBM stock in mid-2011 while it was trading in $150-$160 range. It is now $193.

    IBM stock has been pretty flat since early/mid 2012. (he has been buying more since -- not sure of the amount)

    Sep 17, 2014. 02:29 PM | 2 Likes Like |Link to Comment
  • How BlackBerry Flipped The Script On Apple And IBM [View article]
    Has anyone else noticed the number of small businesses using ipads to do all their transactions ? (as the 'cash register')

    I've seen it at about a half dozen different businesses the last couple of months in this area.

    I think that is an interesting trend.
    Sep 15, 2014. 06:05 PM | 3 Likes Like |Link to Comment
  • Maybe The Stock Market Isn't So Dumb - IBM Reaps A 6% Loss On A $156 Billion Investment [View article]
    Interesting & chilling link on the UK pension court case. I just read most of it.

    It clearly shows that the top corporate priority in 2009 was making the 2010 EPS commitment. (IBM clearly called it a "commitment" to stockholders.) One would expect the same focus during the next year.

    Sep 10, 2014. 12:11 PM | Likes Like |Link to Comment
  • Maybe The Stock Market Isn't So Dumb - IBM Reaps A 6% Loss On A $156 Billion Investment [View article]
    Glad someone finally pointed it out. I heard a stat one time was that IBM made $5 in services & software for every $1 in hardware sales.

    Sep 9, 2014. 08:45 AM | 5 Likes Like |Link to Comment
  • More On Intel And Memory [View article]
    I doubt if Intel would re-enter the commodity DRAM business. The only scenario I can think of for Intel to manufacture DRAMs is to enable more convenient integration in 2.5D or 3DICs. There are a bunch of technical & business issues trying to integrate commodity DRAMs for these types of products. It is simpler if all silicon comes from the same company.

    Haswell had 2 chips in the package -- the CPU and the DRAM. (it was reported that Broadwell would do the same) It was my understanding that Intel fabricated the DRAM chip used in Haswell package.
    Sep 5, 2014. 08:22 AM | 1 Like Like |Link to Comment
  • Intel shows off smart bracelet [View news story]
    But I don't think they fabricated this silicon -- and I don't see IOT has improving their fab capacity issues. (or they will take a big hit to profit margins -- the IC components have to be very cheap)
    Sep 4, 2014. 12:40 PM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    Intel's LTE modem chips will hit the market ~4-1/2 years after Intel announced purchasing the Infineon group. That was plenty of time to plan for the next generation designs to be built at an Intel fab. Since it was a new design -- there is no reason it would have been a lot more expensive than having it built at TSMC. (especially if Intel's internal fab costs were cheaper than the price to have them built at TSMC)

    Note that it wasn't just a technology spin of the design. After Intel purchased the Infineon group, Intel designed the next generation parts to use Intel's Silvermont CPU instead of the ARM core. The original Silvermont design would have been tuned for Intel's fab.

    Instead, they chose to design this class of products to be built at TSMC.

    Aug 20, 2014. 02:36 PM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    It is interesting to note that Intel went to TSMC to build their 28nm SoFIA SOCs. Speculation was that it was because of TSMC's capability to fab analog/mixed-signal portions -- where Intel's fabs have been focused on digital circuits.

    http://bit.ly/1lhukUV

    Aug 20, 2014. 09:09 AM | Likes Like |Link to Comment
  • The Bull Case For IBM: A Revision Of The DCF, A Look At ROIC [View article]
    With IBM selling XSeries servers and (it looks like) Microelectronics -- IBM would not be at the top for patents. (and they will probably transfer existing patents in those areas to the new company)

    Would that change your view of IBM ?
    Aug 18, 2014. 11:50 PM | Likes Like |Link to Comment
  • Intel/Micron Marriage Is Alive And Doing Fine [View article]
    From pictures & articles, Intel's eDRAM isn't really embedded -- it is on a different piece of silicon that sits next to the CPU on the same package. (multi-chip package)

    Doing a multi-chip package allows the DRAM to be closer to the processor -- but it is still two different dies. (adjacent -- not stacked)

    As far as I know, IBM is the only company building 'real' eDRAM -- where the DRAM is built on the same piece of silicon as the processor. (at least one other company built some a few years ago -- but discontinued)
    Aug 13, 2014. 06:38 PM | 1 Like Like |Link to Comment
  • Intel/Micron Marriage Is Alive And Doing Fine [View article]
    I'm not sure. References like the following say that the 2nd chip is DRAM. (although Intel calls it eDRAM -- but die is stand-alone DRAM chip)

    Recently Broadwell pictures shows a comparison with Haswell -- similar pictures but smaller packages.

    I haven't seen any pictures of a DRAM stack on a processor. (links?)


    http://bit.ly/Hy63qe

    http://bit.ly/1rZ8ww2

    http://ubm.io/XbaP5r

    http://bit.ly/1vITqjC
    Aug 13, 2014. 03:19 PM | 1 Like Like |Link to Comment
  • Intel/Micron Marriage Is Alive And Doing Fine [View article]
    Haswell package had 2 independent die -- DRAM & CPU. (Broadwell also has this.) I thought Intel was manufacturer of that DRAM die. It seems like they would have partnered with Micron instead.

    Am I wrong about DRAM chip manufacturing ?

    Aug 13, 2014. 12:04 PM | Likes Like |Link to Comment
  • IBM-licensed servers take aim at Intel's server CPU dominance [View news story]
    IBM has sold it x86 server business to Lenovo.

    IBM has said it will not sell its P/Power business or ZMainframe business. There have been quite a few rumors about IBM selling its Microelectronics division -- but as as now, nothing has happened.

    Jul 29, 2014. 11:49 AM | Likes Like |Link to Comment
  • The Truth About IBM No One Comes Out To Say [View article]
    IBM has not been on Forbes "100 Best Companies to Work for List" for many years.

    Jul 25, 2014. 12:31 PM | Likes Like |Link to Comment
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