Seeking Alpha

trader_xx

trader_xx
Send Message
View as an RSS Feed
View trader_xx's Comments BY TICKER:
Latest  |  Highest rated
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    Again, you're raving about something that is of little consequence. Sure DVFS is great, but it's a widely used capability, not exclusive to INTC, and INTC hasn't done anything extraordinary here.

    But please, do post a link and I'd be happy to read all about it.
    Feb 27, 2015. 06:48 PM | Likes Like |Link to Comment
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    EJL, you are still wrong. Read the first link I provided. You will see that QCOM is all over this....100% on chip....Even Mediatek has this. Also, switching frequency of a VR means very little in terms of overall efficiency of the CPU...It is the Voltage/Frequency scaling of the CPU that matters...So don't think that 100Mhz switching vs. 10Mhz switching is any big deal at all, because it's not. It's the Voltage/Frequency of the CPU itself that is being controlled, internally, on die. And it's not all that amazing.
    Feb 27, 2015. 04:10 PM | Likes Like |Link to Comment
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    Thanks Feck, its comical that you have to go that far back to "prove" me wrong, but if you would engage your critical thnking skills you will notice that I didn't mention anything about stock price or what it would do. That's an argument for morons. So it doesn't suprise me that you would try it. No, if you want to discredit me, then try arguing to the actual points I made....What you've done is another strawman attack that you must have learned from Cincy.

    I stand by my comment, and thanks for showing me how much I must really get to you.
    Feb 27, 2015. 01:33 PM | Likes Like |Link to Comment
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    EJL .... " Intel cracked the very challenging mixed-signal circuit design issues related to very high frequency SoC power management"

    Well, it's about time INTC "cracked" this. Others have been doing this for some time already...Snapdragon comes to mind...

    http://bit.ly/1C4tQZg

    The all-in-one Qualcomm® Snapdragon™, is custom built to include the CPU, GPU, DSP, camera, radio, modem, and more. It also integrates voltage regulators for better power management, designed to improve battery life even further.

    http://bit.ly/1C4uAhg
    Feb 27, 2015. 11:16 AM | Likes Like |Link to Comment
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    Cincy, your level of expertise in strawman arguments is unparalleled. I'll give you that. It's funny how little you think of me yet are bound and determined to start. with me, a meaningless quibble that benefits nobody. You are a sad old man. I pity you.
    Feb 26, 2015. 03:57 PM | 3 Likes Like |Link to Comment
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    I said 1) Cherry Trail will still come up short on BOM and 2) INTC will have to continue Contra Revenue of some sort to make up for it. Simply no confusion there.

    BTW Cincy why are you such a staunch defender of INTC that it causes you to spend so much of your time fighting these little quibbles ? Do you really have that little to do in life or is someone paying you ? BTW, fill out your profile so we all know what credentials you have that make you an "expert" on any of this....
    Feb 26, 2015. 03:29 PM | 1 Like Like |Link to Comment
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    "Actually, that's not true. Even Bay Trail-CR has a lower BoM than the original Bay Trail."

    TI, fair enough, but even with that, the BOM gap still persists, mainly on the "all important" communications front...I still believe INTC will have to offer Contra Revenue if they intend to keep and build on their 40 million SoC per year giveaway.
    Feb 26, 2015. 01:48 PM | 2 Likes Like |Link to Comment
  • Intel's Cherry Trail Disappoints With Performance: Is This As Bad As It Seems? [View article]
    Not to mention that Cherry Trail will carry the same BOM problem as Bay Trail...Now, who's ready for a second helping for some of that tasty CONTRA REVENUE ?
    Feb 26, 2015. 01:00 PM | 4 Likes Like |Link to Comment
  • Intel's Fabs At The Crossroads [View article]
    One more thing...I think it's inevitable that Finfets and planar transistors must be combined on the SAME substrate....This IBM patent from 2003 shows a finfet and planar cmos implementation on the same substrate. I'm not sure where this has gone in the past 12 years, but obviously folks are working on it...I wonder what INTC is doing....

    http://bit.ly/1ws143l
    Feb 26, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • Intel's Fabs At The Crossroads [View article]
    "I have worked in wafer fabrication plants every day since I left university."

    Z-magpie, Now I see why you're so angry...My condolences...
    Feb 25, 2015. 11:38 AM | Likes Like |Link to Comment
  • Intel: Successful Local Vendors Are Good Alternative To Samsung [View article]
    One more thing BB, I know you guys like to be presented with "data". Who doesn't...The problem is the truest data comes later in time...All this so-called data that you guys love to argue over is usually nothing more than 3rd or 4th party guesswork...And unlike most of you guys, I'm actually doing hardcore technical work so i don't have alot of spare time to write articles. Just sticking with the snark, for now...
    Feb 25, 2015. 08:33 AM | Likes Like |Link to Comment
  • Intel: Successful Local Vendors Are Good Alternative To Samsung [View article]
    BTW, It'll be interesting how INTC plans to maintain this 40million per year goal when they only have Baytrail/Moorefield the bulk of 2015 with Cherrytrail coming in too late for meaningful Q4/Holiday consumer sales...OEM's aren't needing any of them this quarter, that's for sure.
    Feb 25, 2015. 08:26 AM | Likes Like |Link to Comment
  • Intel: Successful Local Vendors Are Good Alternative To Samsung [View article]
    BB, I said give it more time and the data will come....It's only Feb and INTC just finished giving away umpteen million SoC's in Q4 '14 that in no way made it onto shelves by Christmas....So where are they ?
    Feb 25, 2015. 08:09 AM | Likes Like |Link to Comment
  • Intel's Fabs At The Crossroads [View article]
    Dan, don't feed the magpies. And thanks for your efforts !
    Feb 25, 2015. 08:02 AM | Likes Like |Link to Comment
  • Intel: Successful Local Vendors Are Good Alternative To Samsung [View article]
    "45 million tablets Intel sold that Arm did not"

    Uhhhh No Nemesis...Just because there are 45 million of INTC's SoC's in the supply chain in no way implies that 45million tablets have been sold. Just give it more time and news should start appearing about how tablet OEM's have more than enough of these SoC's on hand...Intel is just paying them to be stored somewhere...Bad strategy...
    Feb 24, 2015. 01:08 PM | 1 Like Like |Link to Comment
COMMENTS STATS
964 Comments
1,433 Likes