Intel Can Give Apple The Edge In Mobile [View article]
David, Lower priced smartphones in foreign/emerging markets is exactly where Intel is right now.
The 6331 is probably exactly what Apple needs, but Samsung is likely to get there first precisely because of Apple's unyielding vertical integration model. http://bit.ly/14zGgnZ
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Otellini doesn't say what chip it would have been. It seems unlikely the x86 processors at the time would have been a solution, so my guess is he's talking about XScale. He also implies rather than selling below cost, they would have ended up in the black, but it's not clear by how much. Saying it cost billions and billions in profits is purely hypothetical. If it was to be XScale it would have been the right short-term PR decision, but ultimately the wrong strategic and engineering decision.
AA, how do you explain Itanium. Was Grove a guy with one of the backgrounds you list?
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Samsung is likely to be using Merrifield or a follow-on. I wouldn't be surprised to see Samsung cut-over to Atom in smartphones before Apple. If Samsung wants to compete with Apple, and it clear that they do, that would put Apple in a tough situation.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
The Intel-Apple story isn't over. Apple already buys Intel processors. They may not use Merrifield, but the follow-on at 14nm has a good shot.
Samsung already uses Intel processors in notebooks and tablets. They'll likely beat Apple to using Atom in smartphones given the Samsung-Intel collaboration on Tizen for smartphones.
ARM Holdings: This Will End Badly For Shareholders [View article]
Justin, Yes saw that so I understood where your statement came from. That analyst's statement is why I rarely pay attention to what tech analysts have to say, or at least I don't believe it unless I see multiple sources with the same info.
I don't know what your point is. You were talking about since the tech bubble, and now you're talking about the last year. Intel has risen about 22% in less than six months and still yields 3.7%.
That's true of most of Big Tech, including QCOM over that period. You could buy and hold ARMH. However it won't compensate you for holding it with a dividend, as Intel has.
ARM Holdings: This Will End Badly For Shareholders [View article]
Justin, AMD leases the Sunnyvale campus. It's not theirs to sell.
http://on.mktw.net/13B... "AMD Chief Financial Officer Devinder Kumar said in a statement. AMD also entered into a sale and lease-back agreement for its headquarters in Sunnyvale, Calif. in 1998. Shares of AMD were up nearly 1% in late morning trades."
Apple: The iPad Faces Unprecedented Competition [View article]
Jeach, Your statement that "everyone is wrong!" implies two claims. (a) that everyone agrees with you other than Cagdas, and (b) that you have the God-like omniscience to know that (a) is true. Like I said elsewhere, your comments are getting increasingly bizarre. God forbid ARMH goes below $40 as I think you'll totally lose it at that point.
AA, And yet your comments continuously ignore the very title of that article: "Intel Might Have Lost the iPhone Battle, But the Mobile War Is Just Beginning"
Note in particular the "Might" there. This isn't over. Either get over it, or a least short Intel and load up on all the ARMH shares you can afford.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
pk, The first sentence was obvious disinformation. Samsung is already shipping Windows 8 tablets with Intel processors. It doesn't matter how many "one more time(s)" Robert makes the claim, it's still an obviously false statement.
Intel: Haswell Release On June 3rd Could Be Huge [View article]
Intel Can Give Apple The Edge In Mobile [View article]
Lower priced smartphones in foreign/emerging markets is exactly where Intel is right now.
The 6331 is probably exactly what Apple needs, but Samsung is likely to get there first precisely because of Apple's unyielding vertical integration model.
http://bit.ly/14zGgnZ
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
AA, how do you explain Itanium. Was Grove a guy with one of the backgrounds you list?
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
http://bit.ly/14zGgnZ
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
You're dissembling. Your original claim was perfectly clear, and it was patently false..
"I would add one more time that there is no way that Samsung will become an Intel customer."
You can add that as many times as you want, and it still will be both clear and false.
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
I would suggest you remain a spectator and not get bogged down in details of what currently is and will be.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Samsung already uses Intel processors in notebooks and tablets. They'll likely beat Apple to using Atom in smartphones given the Samsung-Intel collaboration on Tizen for smartphones.
http://bit.ly/14zGgnZ
ARM Holdings: This Will End Badly For Shareholders [View article]
Yes saw that so I understood where your statement came from. That analyst's statement is why I rarely pay attention to what tech analysts have to say, or at least I don't believe it unless I see multiple sources with the same info.
Intel: Busting Another False Myth [View article]
Intel: Silvermont - The ARM Killer [View article]
http://bit.ly/12B7Hxv
Intel: Busting Another False Myth [View article]
ARM Holdings: This Will End Badly For Shareholders [View article]
AMD leases the Sunnyvale campus. It's not theirs to sell.
http://on.mktw.net/13B...
"AMD Chief Financial Officer Devinder Kumar said in a statement. AMD also entered into a sale and lease-back agreement for its headquarters in Sunnyvale, Calif. in 1998. Shares of AMD were up nearly 1% in late morning trades."
Apple: The iPad Faces Unprecedented Competition [View article]
Your statement that "everyone is wrong!" implies two claims. (a) that everyone agrees with you other than Cagdas, and (b) that you have the God-like omniscience to know that (a) is true. Like I said elsewhere, your comments are getting increasingly bizarre. God forbid ARMH goes below $40 as I think you'll totally lose it at that point.
Intel: Busting Another False Myth [View article]
And yet your comments continuously ignore the very title of that article:
"Intel Might Have Lost the iPhone Battle, But the Mobile War Is Just Beginning"
Note in particular the "Might" there. This isn't over. Either get over it, or a least short Intel and load up on all the ARMH shares you can afford.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
The first sentence was obvious disinformation. Samsung is already shipping Windows 8 tablets with Intel processors. It doesn't matter how many "one more time(s)" Robert makes the claim, it's still an obviously false statement.