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marklihsu

marklihsu
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  • Intel Does Not Win From Surging Sales Of Chromebooks, Google Does [View article]
    What about servers? Only INTC has the server chips to handle the back end Google ain't using ARM based servers for that and that's where the profits are so in the end INTC wins per usual.
    Aug 17, 2015. 06:38 PM | Likes Like |Link to Comment
  • Intel Inside The iPhone 6s And iPhone 6c [View article]
    Nope ARM servers are a joke they are several generations behind and really have no hope of catching up.
    Aug 13, 2015. 10:16 AM | 9 Likes Like |Link to Comment
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    Imagine INTC has had that kind of a workload for decades and still ended up as the top semi company in the world. Go figure.
    Jul 29, 2015. 12:38 PM | Likes Like |Link to Comment
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    Comments from the doubters are very entertaining keep 'em coming.
    Jul 28, 2015. 01:29 PM | 6 Likes Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    I'm thinking fully depreciated 14nm fabs being able to pump out cheap 8xx series AP priced to compete with mediatek, spreadtrum, rockchip etc who are all dependent on external foundries to produce their designs. Full vertical integration from design to fab would be ultra competitive. Bring a leading baseband solution to INTC Atom and leading edge fabs and it is unstoppable. They have the capacity to pump out enough AP's at a cheap enough price it would scare the Chinese.
    Jul 24, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    QCOM doesn't mfg "chips" they design them and TSM mfg them. So the QCOM design would get ported to INTC fabs and then kill the mediateks of the world.
    Jul 24, 2015. 12:00 PM | 2 Likes Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    Nope they would slip in x86 processor that's how SoFIA came to be.
    Jul 24, 2015. 11:59 AM | Likes Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    The Note 5 is running Exynos. If they continue to pick QCOM for SoC's than that would be a good pickup for INTC to gain that volume.
    Jul 24, 2015. 11:59 AM | 2 Likes Like |Link to Comment
  • Comparing TSMC And Intel As Investments, Revisited [View article]
    TSM 16nm < INTC 14nm. Trend continues with 10nm.
    Jul 22, 2015. 02:10 PM | 1 Like Like |Link to Comment
  • Intel: I Told You To Wait, Now I Am Telling You To Wait Again [View article]
    Whoops look at that? Beats and ups guidance.
    Jul 15, 2015. 04:47 PM | 1 Like Like |Link to Comment
  • A Sea Of Change At Intel [View article]
    " IoT is certainly not a fad but the problem is that investors have been waiting for this 500 pound gorilla to show its face for years."

    Correction I think you meant investors waiting for INTC to scale down to 14nm and below as they are the 500 pound gorilla :-)
    Jul 9, 2015. 11:29 AM | Likes Like |Link to Comment
  • A Sea Of Change At Intel [View article]
    What if you forget to close the garage on the way out because you were distracted by something? Has happened to me before.
    Jul 9, 2015. 11:27 AM | Likes Like |Link to Comment
  • A Sea Of Change At Intel [View article]
    It will become so cheap in the future that it will be a standard in everything you buy. That coffee pot used to not have a timer or grinder or water filter etc., but low and behold technology changed all of that. It's not going to be limited to urban centers. Imagine someone living in 'Bama in the sticks drives 20 miles down the road and just remembers the lights are on or they forget to set the alarm wouldn't it be nice to tap an app on a phone and turn it off? The cost of gas, wear and tear on the vehicle and time will more than offset the cost to upgrade to an IoT device. These type of IoT devices don't require the latest basebands to work a simple 3g wireless connection or even wifi will work. To simply write it off as the next iWatch flop is a bit too short sighted.
    Jul 9, 2015. 11:26 AM | 2 Likes Like |Link to Comment
  • Qualcomm Snapdragon 810: Overheating Issues Are Not A Real Problem [View article]
    Wow Alex just wow.
    Jul 6, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Why Investors Should Buy Qualcomm Instead Of Intel [View article]
    Morganfield!
    Jun 29, 2015. 11:33 AM | Likes Like |Link to Comment
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