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  • Intel Optics Closes All Openings Into The Server Market  [View article]
    Doron/Troll, thanks for your posts. Arnold's puff pieces always seem to have some grandiosity regarding Intel's actual capabilities...Maybe a compelling growth business will eventually emerge for INTC between this laser stuff, Atom's Mobile takeover, Rosepoint all digital radios, Xpoint, 3Dnand price disruption, Foundry biz dev, Hybrid Memory Cube, FPGA integrated onto Server ships etc. etc.

    Or it could all be HOT AIR.
    Feb 3, 2016. 04:24 PM | Likes Like |Link to Comment
  • Linley Group: Recent Intel hires could bring about major culture change  [View news story]
    INTC has been hiring like this for years now to only churn em up and spit em out. INTC is run by its fabs and these guys wont change that.
    Dec 24, 2015. 08:52 AM | 2 Likes Like |Link to Comment
  • Samsung to start making new chips for AMD in 2016  [View news story]
    todays bump is nothing. 2016 will be fun!
    Dec 22, 2015. 06:43 PM | Likes Like |Link to Comment
  • Intel And Solid State Drives: A Winning Strategy  [View article]
    Zealout while I'm not 100% sure if this person below is you, I am 100% sure that when I read your posts he is what I think of. Good work !
    Dec 17, 2015. 08:58 AM | Likes Like |Link to Comment
  • The Basics Of AMD's Most Important Product  [View article]
    Ephud, yep that's true. I've worked on chips that rev'd well into the alphabet...It's a crazy game of staging masks and managing metal fixes where possible...Much cheaper than paying for a whole new mask set.....
    Dec 16, 2015. 09:54 PM | Likes Like |Link to Comment
  • The Basics Of AMD's Most Important Product  [View article]
    What is tape out ??? You guys deserve a reasonable answer so here goes from someone who did it at AMD AND Intel. "Tapeout" Is a term indicating that the chip design has been "laid out" or drawn completely so that "masks" can be made from those drawings. Masks are then used by the Fab to produce the chips in a series of many steps. Think of it as being in layers. It usually takes 2-3 months for a Fab to produce the chips. This period of time can vary greatly depending on whether you're Intel or TSMC and how "big" of a customer you are and can get "hot lot" status. Anyway, after the chips are produced these are generally known as Rev A0 silicon and testing ensues. Then updates are made to the design based on found errata. And there is ALWAYS errata. No company ever gets the design correct in the first revision especially for something as complex as an micoprocessor. So the process repeats and there is another revision of device made. Revision B0 would be the 2nd round and be a full layer (affecting all masks) revision...then more testing...rinse, wash, repeat...This could go on for several rounds to address errata, yield issues, quality issues etc...To get it all done in 1 year and reach production quality design/process is VERY fast work especially for a new arch on a new process. If AMD expects to sell Zens in Q16, they MUST have already been through the first A0 silicon by now. If not, it ain't happening...For the record, I think they have.
    Dec 16, 2015. 07:12 PM | 1 Like Like |Link to Comment
  • Intel And Solid State Drives: A Winning Strategy  [View article]
    Good for you Cincy, you finally realized that Intel management is full of it. Bravo old friend, bravo.
    Dec 16, 2015. 06:57 PM | Likes Like |Link to Comment
  • Intel And Solid State Drives: A Winning Strategy  [View article]
    the hard disk is a fragile electro-mechanical device with moving parts. ssd's are comprised of "solid" pieces of silicon that are damn near indestructible.
    Dec 5, 2015. 08:43 AM | Likes Like |Link to Comment
  • Intel And Solid State Drives: A Winning Strategy  [View article]
    whatever became of intels "price disruption" in ssd's ? more hot air ?
    Dec 4, 2015. 02:34 PM | 1 Like Like |Link to Comment
  • Insight Into Intel SoFIA And Intel Atom  [View article]
    I suggest you do some real research regarding Sofia LTE on 14nm finfets...Your expectations are incredibly optimistic and misleading...Also, you should study up on the original reasons for "contra revenue" and why these reasons do not apply to SoFIA. This article is a joke and a poor one at that.
    Oct 20, 2015. 10:22 AM | Likes Like |Link to Comment
  • Intel Should Worry A Lot If Apple Excludes It From Future Macs  [View article]
    who do you think is feeding these sources ? yes, intel is just like before... this is what they do instead of actually making progress, they make rumors....
    Oct 19, 2015. 11:24 AM | 1 Like Like |Link to Comment
  • Intel Should Worry A Lot If Apple Excludes It From Future Macs  [View article]
    INTC was saying they had 1000's of engineers working on Android development and look what they got for that.....Seems they like to say these things as some sort of implication that they're "serious" about's comical...
    Oct 19, 2015. 09:40 AM | Likes Like |Link to Comment
  • Report: Intel working on iPhone modem solution, could land Apple foundry deal  [View news story]
    This "what if" scenario has huge gaps for INTC to overcome. 1) INTC is still woefully behind in modem tech and time to market and not gaining any ground via design wins. 2) INTC must still use outside foundries such as TSMC to manufacture their modems. 3) INTC has yet to overcome the "finfet problem" that is a huge obstacle to integrating advanced analog communications IP into the 14nm or 10nm nodes.

    INTC has zero chance to get significant APPL business UNLESS they can miraculously overcome these problems NOW. Not gonna happen....
    Oct 19, 2015. 09:06 AM | 6 Likes Like |Link to Comment
  • Intel cuts server CPU division's forecast; shares now -3%  [View news story]
    The big web hosts have built out like crazy for years now, this shouldn't be a surprise. Time for the AMZN's, FB's, TWIT's etc. to cut costs and show profits...
    Oct 13, 2015. 05:40 PM | 1 Like Like |Link to Comment
  • Intel beats estimates, guides in-line  [View news story]
    Where are you getting 4 x 0.64 ? Q1 = $0.41, Q2 = .55, Q3 = .64 , so basically INTC would have to have a massive Q4 to hit your target... Try maybe 4 x $0.55 x 15 = 33 ... And that's being generous since current PE is in the 13's.... In short, you're still wildly optimistic techy....
    Oct 13, 2015. 05:33 PM | 2 Likes Like |Link to Comment