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Eassa

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  • Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
    Andy,

    Maybe I will open a new short position soon. The long-term prognosis for ARMH has not changed. The bubble WILL pop. It's only a matter of when.

    --Sam
    Dec 23, 2013. 10:08 AM | Likes Like |Link to Comment
  • Intel Vs. ARM: Who Will Win The Mobile Game? [View article]
    Mr. Batts,

    I got out a while ago with a good profit. I know when a trade is going against me. This is stock trading and not religion ...

    --Sam
    Dec 23, 2013. 10:06 AM | Likes Like |Link to Comment
  • Intel Is Playing Catch-Up On The Graphics Front [View article]
    Justin,

    "In your opinion, can Intel actually kill dGPUs in the next 3 years, since that is how I view the "overall picture"?"

    In my opinion it depends. For laptops and standard desktops, very likely. For high-end CAD workstations and gaming machines, very unlikely.

    The majority of PCs purchased by corporations and individuals are fine with HD4000 graphics. For workstations, Xeons and Nvidia discrete graphics (read Quadro) dominate. This is how it is at my place of work (a large multinational) as well as many others.

    Right now I am using a Ivy Bridge i7 ThinkPad with Nvidia discrete graphics (NVS 5200M) and would not mind at all giving it up if Intel's built-in graphics reach rough parity (Iris-Pro). I suspect that Lenovo and others will cease to offer discrete graphics in their laptops as the integrated graphics performance crosses some critical performance threshold.

    The point is that the large majority of users out there would be quite happy with good built-in graphics. The workstations will always have discrete graphics because of the performance requirements and the higher acceptable power envelope.

    In all cases, the winners will be Intel and Nvidia. AMD, I feel, has been so defocused and their R&D so crippled that I do not expect them to be a major player in either scenario for long. I do give them credit for trying.

    --Sam
    Jul 30, 2013. 07:17 AM | 1 Like Like |Link to Comment
  • Intel Is Playing Catch-Up On The Graphics Front [View article]
    Justin,

    If AMD's APUs have such a superior GPU to the Iris Pro, why is Apple buying from Intel and not AMD? Why is AMD still relegated to play stations and command half the selling price of Intel's offerings on Newegg and other stores?

    You tend to go into these lengthy expositions about a piece of the equation but miss the overall picture. It may be true that AMD's APU has superior graphics but what about the CPU? Power consumption?

    The Haswell with the Iris Pro is a superior product taken as a whole to AMD's offerings. That's why Apple and others will buy it.

    --Sam
    Jul 29, 2013. 05:54 PM | Likes Like |Link to Comment
  • Intel's Skylake Is A Monster [View article]
    edipich,

    If I understand the Tick-Tock cycle, Broadwell is a die-shrink with little architectural change from Haswell. So Skylake is the next iteration of micro architecture after Haswell.

    --Sam
    Jul 1, 2013. 11:58 AM | 1 Like Like |Link to Comment
  • Intel's Problem Isn't ARM, It's Qualcomm [View article]
    tonca,

    Me neither. Thanks for trying.

    --Sam
    Jun 30, 2013. 01:54 PM | Likes Like |Link to Comment
  • This Apple/Taiwan Semiconductor Rumor Smells Fishy [View article]
    bhttsl,

    I saw that article and found it disturbing. The reason is that the info came not from Apple but from TSMC.

    If the information is indeed true, then I view it as compromising Apple by letting the "cat out of the bag", so to speak. This puts Apple in a difficult position with respect to disclosing this information prematurely.

    If the information is untrue, then TSMC is disseminating misinformation.

    In either scenario, TSMC's attitude shows poor consideration for their customers who should be the ones disclosing supplier changes.

    --Sam
    Jun 30, 2013. 01:50 PM | 2 Likes Like |Link to Comment
  • Intel's Problem Isn't ARM, It's Qualcomm [View article]
    Tonca,

    Thanks for clarifying. Does anyone have a link to the actual text of the interview? It seems that WSJ is providing different interpretations of what Krzanich and Renee actually said.

    --Sam
    Jun 30, 2013. 09:05 AM | Likes Like |Link to Comment
  • Intel's Problem Isn't ARM, It's Qualcomm [View article]
    Tonca,

    That is not an exactly accurate quote. WSJ actually said:

    Start quote:

    But the story could be different as far as Intel’s new service to manufacture chips for other companies. If a great customer in the laptop or mobile device market said “‘look, we’d really love you to build our ARM-based product,’ we’d consider it,” Krzanich said. “It depends on how strategic they are.”

    End quote.

    The key qualifier is “It depends on how strategic they are.”

    Qualcomm, Nvidia, AMD etc. are not strategic to Intel, they are competitors. This message, I believe, is aimed squarely at Apple.

    http://on.wsj.com/1czZWuj

    --Sam
    Jun 29, 2013. 01:11 PM | 2 Likes Like |Link to Comment
  • Intel: Major Catalyst Coming On July 22 [View article]
    Luka,

    Calling others "fools" for not sharing your investment preference is rude and childish.

    --Sam
    Jun 28, 2013. 03:49 PM | 2 Likes Like |Link to Comment
  • Intel: Major Catalyst Coming On July 22 [View article]
    Fidge,

    I agree fully with you. I personally have only a handful of stocks in my portfolio (see my profile) that are targeted at a few sectors. I worry, however, that a potentially inexperienced investor reads a couple of bullish articles about XYZ company and goes all in without a deep understanding of what s/he is getting into.

    For example, how would you feel about someone putting the bulk of their IRA in AMD or BBRY? We know that the bullish argument is fairly widespread here and elsewhere. While I view AMD or BBRY are good speculative plays, I wouldn't put more money than I can afford to lose in these stocks.

    I am not picking on AMD or BBRY, just using them as an example.

    --Sam
    Jun 28, 2013. 06:54 AM | 1 Like Like |Link to Comment
  • Intel: Major Catalyst Coming On July 22 [View article]
    Erdal,

    Putting more than 50% of your money in any stock is risky. Intel is in a cyclical business with ups and downs. In general I don't believe that unless you know exactly what you are doing and why, please diversify.

    I am long Intel but would not want to put 50% of my savings into Intel even though I am very bullish on them.

    AMD is a good speculative stock and I wouldn't put more than 5% of my money into it.

    Just my advice.

    --Sam
    Jun 27, 2013. 10:26 PM | 2 Likes Like |Link to Comment
  • TSMC, GlobalFoundries, And Samsung Can't Save ARM And AMD From Intel's FinFETs [View article]
    Russ,

    I would expect so since the supply chain would need to prime the pump initially. They would also want to be assured of a reliable supply stream that can accommodate peaks and valleys in demand once they burn off the initial inventory. I would not think that Apple wants to sit on a large inventory indefinitely just in case of a hiccup at the chip vendor.

    --Sam
    Jun 26, 2013. 08:33 PM | 1 Like Like |Link to Comment
  • Intel: Yes, It Will Take Over Tablets [View article]
    Roger,

    July 17th.

    --Sam
    Jun 26, 2013. 04:23 PM | 1 Like Like |Link to Comment
  • Intel's Problem Isn't ARM, It's Qualcomm [View article]
    fnoobler,

    This is not a quantitative Engineering chart. This is a qualitative chart aimed at lay people not Engineers. And yes, it is standard practice in these open forums since the intent is to convey relative performance not absolute numbers. Those will come out once the parts are released to the public.

    --Sam
    Jun 26, 2013. 10:35 AM | 1 Like Like |Link to Comment
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200 Comments
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