Seeking Alpha

trader_xx

trader_xx
Send Message
View as an RSS Feed
View trader_xx's Comments BY TICKER:
Latest  |  Highest rated
  • Can Snapchat Wipe Out Facebook In The Future? [View article]
    Jta91, exactly. It's simple really, kids don't want their exchanges to be "visible" to their parent/family etc. through FB so they seek out other tools, for this period in their life...But my opinion is that as these kids get older, they too will find use in FB. There's plenty of room for both FB and whatever the 2nd place platform(s) out there. Teens don't have the real money anyway, it's the adults with $$$ on FB that keep it humming...
    Sep 1 06:14 PM | Likes Like |Link to Comment
  • Update: Intel's New Initiatives In IoT - Smart Bracelet And World's Smallest Modem [View article]
    Something is fishy here because 300 square mm. is huge. Maybe they meant 30mm^2 ??? As a point of reference, the vastly more advanced QCOM Gobi chipset is only about 89mm^2 die size according to this source...Btw I've found it difficult to find info on QCOM's package sizes to compare to...Not sure if INTC's spec's are package sizes vs. die size but either way it's not small enough to go into small IoT gadgets such as a smartwatch...

    http://bit.ly/1wEXxOp

    Edit: Actually it appears that 300mm^2 is for the entire PCB..So the packaged devices would be quite small...Ok got it...
    Aug 27 07:59 PM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    "So there is no evidence to indicate that putting the baseband on finfet will present any more of a challenge than previous nodes. Intel's decision to delay integrating the baseband for 14/16nm is not due to finfet process but because they do not want to complicate their modem efforts by adding more complexity when they are trying to catch up."

    Hi David, I'd have to somewhat disagree with you here. The finfet process has thrown a huge curve ball(s) at analog designers. For one, the transistors come in discrete sizes and cannot be "modified" for analog purposes. And two, they are only "good" as functioning switches, not good at being amplifiers. And three, they are highly variable to produce and do not have the tight control needed for an analog design. If INTC can overcome these obstacles I would invest every penny I owned in them. I just don't see them doing it, and they've had a long time now...
    Aug 23 10:39 AM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    "Broadwell M sells for $10-$20 in the smartphone form factor, or else, no one will be buying."

    "So you're saying that Broxton won't be packaged with the Core M? That's wrong."

    "That's my final stance, take it or leave it."

    After reading these three sentences, I'm squarely in the "leave it" category.. You are way, way off base...
    Aug 21 03:26 PM | Likes Like |Link to Comment
  • Warren Buffett Hates Bonds, Loves Cash [View article]
    Nice read, many thanks. I'm sure I'm not the first to ask this but what happens to BRK if the Oracle keels over ? He ain't getting any younger...
    Aug 20 03:54 PM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    chrisgar, interesting indeed and revealing of INTC's plan for the next couple of years to provide both low end x86 mobile solutions through Rockchip/TSMC and high end solutions with their own 14nm mobile SoC's coupled with discrete comms.

    this actually would have been a great idea 5 years ago before the train left the station...
    Aug 20 11:12 AM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    "The smaller ARM ecosystem is going to get run over by economies of scale in a big way as TSMC and Samsung get priced out of the semiconductor manufacturing race."

    No. It's the other way around has already been happening around us for years. There are so many absolutely necessary devices that will always be produced on old, cheap, but effective nodes. This is not INTC's wheelhouse, with the exception of things like chipsets, which are on old 32nm nodes due to cost vs. performance need.
    Aug 20 07:11 AM | 1 Like Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    iottmco, and every day there are more and more devices being happily produced and sold on "old" nodes. It's not huge margins, but its easy money for the foundries, not INTC. And its not going away anytime soon.
    Aug 20 06:58 AM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    Granters, I'd bet there's more TSM powered devices in your home than you realize...Open up you WiFi, Cable router, TV, Digital Cable box, etc. etc. I'd bet you'd find alot of TSM silicon in there....
    Aug 19 08:51 PM | 1 Like Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    I will capitulate and say INTC may go so far as to make some Core M reference frankendesign phones. Only to be released in the far away regions of upper slobovia.
    Aug 19 06:30 PM | Likes Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    I'm sorry but Broadwell M (Core M) as we know it today will not be in a smartphone. It just makes no sense.
    Aug 19 05:11 PM | 1 Like Like |Link to Comment
  • Intel Is Finally At Qualcomm's Doorstep [View article]
    Strange comparison, and the 810 will probably be 1/3 the price for Core M...Or less...Probably something OEM's would consider...
    Aug 19 03:53 PM | 2 Likes Like |Link to Comment
  • AMD enters SSD market; SanDisk updates its lineup [View news story]
    user, not exactly, they are not all the same spec's/price/procurement method etc...so having the ability to "bundle" these things will add value to certain consumers...
    Aug 19 01:30 PM | Likes Like |Link to Comment
  • AMD Expands Gaming Portfolio With New Radeon(TM) R7 Series Solid State Drives [View article]
    SSD is not a losing venture as AMD has not much to lose in this arena. Its just basic rebranding and will add value to AMD's lineup, with very little overhead....Nothing wrong with that.
    Aug 19 01:23 PM | 1 Like Like |Link to Comment
  • AMD enters SSD market; SanDisk updates its lineup [View news story]
    So what if the SSD market is competitive its not as if AMD had to invest much to enter this market...Doing so provides the consumer with a "plug and play" piece of HW that should work well within their AMD lineup..
    Aug 19 01:17 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
818 Comments
1,241 Likes