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trader_xx

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  • Intel: A One-Stop Shopping Center For Apple [View article]
    Sfinance, the answer to you question 2) is at least 5 years away. And that is only if INTC can figure out a way to make the finfets into VERY good analog devices while NOT compromising the digital aspects. Which is going to be 1) impossibly difficult and 2) expensive. Sure, I think if anyone can do it, it would be INTC. And they claim they'll integrate LTE sometime in 2016, if I recall correctly...By then, they'll be so far behind in time to market that it won't matter...Keep an eye on INTC's present day LTE status, if it doesn't see more market penetration soon, then fuggitaboutit...
    Jan 28, 2015. 07:35 AM | Likes Like |Link to Comment
  • Update: Ballard Power Misses Badly [View article]
    So glad I passed on this turd several months back...I just recall Elon Musk calling them "fool cells" and figured he probably knows something I don't...Anyway, kudos to the author for his bearish tone, which has borne itself out...
    Jan 27, 2015. 04:43 PM | Likes Like |Link to Comment
  • Intel: A One-Stop Shopping Center For Apple [View article]
    rko, too true...

    APPL wouldn't use INTC as a one stop shop for the same reasoning that Jobs said...INTC is just way too slow. And they're not getting any faster. Hell they still don't have a qualified advanced LTE for the US market while the competiton is completely entrenched...APPL wouldn't touch INTC's LTE solution with its present day capabilities...NOR will INTC be producing LTE in their fabs at 14nm or 10nm anytime soon either...
    Jan 27, 2015. 03:07 PM | Likes Like |Link to Comment
  • eBay: A No-Brainer [View article]
    I'm with ya geek. If only more folks were brave enough to stand up to this BS...
    Jan 23, 2015. 01:54 PM | 4 Likes Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    doggie, AMD / GloFo did something akin to this back when AMD offloaded it's fabs to GloFo. Intel was pissed and threatened to pull the x86 license agreement. AMD avoided this by claiming GloFo was a "subsidiary", somehow....I would have liked to see AMD "snatched up" as well however it makes more sense for other companies to partner with AMD to produce "custom" designs since AMD is pushing this business.

    http://cnet.co/17tQXzw
    Jan 10, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    Except that earlier this year, Samsung's 24 layer V-nand measured about 1Gb per sq mm. By the time Intel get's their first 32 layer to market, Sammy will be at 48 layers...

    http://bit.ly/1tgWHAL
    Jan 9, 2015. 09:58 AM | 1 Like Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    Vandooman, if you think those are personal attacks then you must get your feelings hurt alot. It's not like I said the guy is ugly and smells funny.

    Grow some.
    Jan 6, 2015. 11:36 AM | 1 Like Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    Interesting article Mr. Nenni. Mr. Fischer has his "corporate spies" within Intel... Plus whatever their black ops PR dept shovels him under the table. It's no wonder his articles read just like Intel PR already does. But I'll give him credit, although he's wrong most of the time concerning his technology related predictions, he's been spot on with stock price...Hey it's great to be right, even if it's for the wrong reasons.
    Jan 6, 2015. 08:54 AM | 1 Like Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    Cincy you are wrong. Sammy's V-nand is out and has been for a while now..And the link I provided was to show where Intel "really" is at regarding their targeted SSD market...i.e enterprise vs. client...INTC is nonexistent in client and starting to get rocked in enterprise...Meanwhile they are a year behind sammy in 3D flash.

    http://bit.ly/14fnjff
    Jan 5, 2015. 09:31 PM | 2 Likes Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    here's something interesting, an Intel SSD review from earlier this year...
    it's only one data point but it is from anandtech....
    http://bit.ly/1rZle2d

    Clearly INTC is only into enterprise class SSD's and even then are getting their butt's kicked. INTC cannot compete in client SSD's and that's where the bulk of the $$$ are...INTC is being forced to attack these adjacent markets, they don't want to be in the SSD business...Really...

    This is looking alot like another INTC big announcement that goes no where..
    Jan 5, 2015. 08:10 PM | 1 Like Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    "Samsung is only now moving from 24 levels to 32 levels and is at 128Gb."

    Actually Samsung has been at 32 layers since May. All appearances indicate Samsung is clearly leading here and INTC will have to play some serious catchup if their talk of disruption is to become reality. All indications are that they don't have anything coming that is going to outgun Samsung's V-nand offerings on price/performance...And INTC has already lost the time to market battle...again.

    http://bit.ly/1mq4230
    Jan 5, 2015. 05:04 PM | 2 Likes Like |Link to Comment
  • Intel: 2015 And Beyond [View article]
    Oddly enough there's no mention of Samsungs disruptive V-nand solution which is already out and available for purchase...Considering that INTC is actually behind Sammy on flash technology and time to market, this is not a slam dunk for INTC.

    I recall bulls (and INTC) having the same "taking no prisoners" attitude when they announced their mobile efforts years ago...Expecting that the process lead alone would be enough for a slam dunk. Things don't always work out..
    Jan 5, 2015. 12:41 PM | 4 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    "you seem to rehash this often."

    mostly after being provoked by some jerkoff comment...anyway you seem to be very interested in me however you offer little in return...why don't you go ahead and explain who you are since you have no bio info. otherwise i'm not interested...
    Dec 21, 2014. 01:53 PM | Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    uhh no. i've done really well at other big companies. and continue to do so. and no again, they don't all look pretty much the same...unless of course you're working in shipping/receiving ??
    Dec 19, 2014. 11:17 AM | Likes Like |Link to Comment
  • Intel takes on ARM with end-to-end IoT platform [View news story]
    IoT simply does not fit within INTC's business model. INTC's main business is to sell as many CPU's as possible.....So they pursued IoT because obviously they don't want to make the same mistake(s) as they did in mobile. A problem they face is that very few IoT devices need that level of intelligence on board... All IoT needs are sensors that connect wirelessly and can stream real time data to "the cloud" for high level processing. Sure it's not "the fastest" way, but it will be "fast enough". There's hardly a need for a CPU in every "thing"....Can you imagine the complexities of security and software updates for all of these "things" ?
    Dec 11, 2014. 10:45 AM | Likes Like |Link to Comment
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