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marklihsu

marklihsu
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  • Positives Mounting For Beaten Down Micron [View article]
    I guess you missed this.

    Samsung Electronics (OTC:SSNLF) CEO Kwon Oh-hyun: "We'll have to wait and see how things will go next year, but there definitely will not be any game of chicken."
    Oct 15 11:35 AM | 2 Likes Like |Link to Comment
  • Intel beats estimates, issues solid guidance [View news story]
    Yep I was told that I was in it to make a quick buck even though I hold leaps and shares. Got in at the low 20's and still holding.
    Oct 14 04:26 PM | Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    I don't but i did spend countless hours googling for the yield numbers after which I found a few that were in the 55% ish range. Perhaps if you did your homework you would be in the know as well? Also I have read online both here in the comments sections and other sites that Apple is paying by the wafer since the yields are so low. Makes sense since Apple is the only one launching anything on 20nm TSM this year. I'm sure someone here can do the math on how many chips a typical wafer yields, multiply by the yield rate of 55% and compare that with how many iOS devices are in channel for a complete comparison. I don't know why AAPL feels that they need to be on the bleeding edge of ARM chips since they are usually not a first mover on anything but they committed and are the only ones willing to pay for it.
    Oct 10 05:50 PM | Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    What premium are you talking about?? Here's a link to Intel's suggested pricing:

    http://intel.ly/1rjGY1B

    Tray prices are between $17 - $37. Seeing that Intel really wants in on mobile they would be willing to give a huge discount to Apple off of those list prices. Intels last gen CPU's offer about the same performance if not slightly better performance as the last gen A7. Intel integrates with PowerVR GPU on their Moorefield and Merrifield, the same GPU apple uses. I'm not seeing the advantages of Apple developing and manufacturing their own SoC's.
    Oct 9 04:52 PM | 1 Like Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    Its much easier to be "on time" when yields don't matter. TSM is charging per wafer for the A8. With 55%ish yields your costs are double there is no advantage left pursuing the fabless model. You pay double to the fab, you have your development costs and you aren't even close to sniffing the bleeding edges jock strap.
    Oct 9 04:43 PM | 2 Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    Why would I buy a Mac version when I have the Windows version?
    Oct 9 04:14 PM | 1 Like Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    So you think people want to buy the same software all over again just so they can get a shiny new Mac? If you are talking new users than it's not an issue but how many people have grown up not buying software? As a business owner it's much cheaper to buy a fast new PC than buy all of the same programs again just so I can use a Mac. Never going to happen. Same reason why most people get hooked on iOS. They have already bought the apps if they switch to Android they will lose the ability to use them.
    Oct 9 04:12 PM | Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    You could listen to Leo Laporte's show The Tech Guy. He's very knowledgeable and there are plenty of people who call in every week talking about how they would like to get a mac but would want to know how to dual boot so they can keep their x86 apps either for work or pleasure. For people who have always been on a Mac it might not click but there are plenty who would like to switch.
    Oct 9 04:09 PM | Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    I am sure they could also, with the push of a button, convert apps to x86 if they wanted. That would make more sense converting everything over to Intel. They could finally have uniformity from their mobile OS to Desktop OS. That would be awesome to run iOS apps on a MAC!
    Oct 9 04:06 PM | 1 Like Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    Not to mention a big selling point is being able to dual boot Windows in a corporate environment. Switching out the x86 processor will break that and seriously limit the Macs appeal.
    Oct 9 11:00 AM | 11 Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    Huh I thought I was the only one that noticed them.
    Oct 9 10:57 AM | 2 Likes Like |Link to Comment
  • Apple: Bending iPhones Might Signal Supply Chain Problems [View article]
    Wow it's amazing the investors and the writer of this article are so ignorant in regards to their flagship product. Hon Hai and Foxconn are the same. This is a huge problem as other phones don't have the bending problem. The tester tested the moto x, iPhone 5s and Htc One M8 know of them were truly bent like the 6 plus. The fact that there is not a reinforcement metal piece where the volume rocker cut outs are is a design flaw.
    Sep 26 11:16 AM | 2 Likes Like |Link to Comment
  • Apple: Time For The Next Stage [View article]
    Nope got a HTC One M7 it doesn't bend as easily as the iPhone 6 plus. They were smart enough to have a little curve in the back. Anyone with some common sense knows that helps keep the structural integrity intact. I don't know why AAPL keeps making the phones thinner I would rather have a slightly thicker phone with a bigger battery or at least made of material that doesn't bend so easily. Waiting for the recall on the 6 plus model as this is clearly a design flaw. I hope the iPhone 6 I got for the wife won't be bending this easily.
    Sep 24 03:40 PM | 2 Likes Like |Link to Comment
  • Sorry, But Intel Stock Isn't Going To Double In 2 Years [View article]
    How's that AMD treating you?
    Sep 15 11:05 PM | 2 Likes Like |Link to Comment
  • 3 Reasons Intel Is A More Compelling Investment Than Taiwan Semiconductor [View article]
    "The newer ARM instruction sets may not be inherently low power BUT the creative solutions which the ARM licensing model empower can be more cost effective."

    A honda civic isn't that fast of a car but you put some rims on it and a muffler it can sure look the part. Spend another $40k you can get it down 5 seconds 0-60 oh wait should have just bought a BMW. I love the talk of threading together a lot of digital lawn mower engines to handle the task of a V8, yeah I know you can turn off individual engines to save gas, but in the end it won't interface with the same chassis and the fuel savings will be negligible especially since INTC has made their V8's sip fuel at 22 and 14 nm. After all physics is physics like we are constantly reminded from the ARMy.

    ARM servers might have had a chance a few years ago before all of INTC node shrinks but now it is too late. Most companies have given up on the idea and AMD is the only one desperate enough to try and make it work.
    Sep 4 06:00 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
288 Comments
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