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  • 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
  • Qualcomm shows off prototype ARM server CPU, partners with Xilinx/Mellanox [View news story]
    geez qcom im part indian and dont see anything wrong here other than you being way too easily offended...
    Oct 9, 2015. 11:01 AM | 2 Likes Like |Link to Comment
  • It's NOT Intel Inside Microsoft's New Windows 10 Lumia Phones [View article]
    techy, there is no way in hell phones will have atom x3 lte SoC in them in 2016 and probably not 2017 either.
    Oct 1, 2015. 05:13 PM | Likes Like |Link to Comment
  • Atom And Quark: Positioning Intel Beyond Wintel And Smartphones [View article]
    Whatever happens in IoT, you can bet that INTC will have the least favored approach in town. INTC doesn't really want IoT because the margins will never be good. Well, unless they use TSMC to fab it... ;)
    Sep 22, 2015. 07:36 AM | Likes Like |Link to Comment
  • Has Ambarella Bottomed? [View article]
    kids writing about stocks...i guess you get what you pay for with SA
    Sep 14, 2015. 11:24 AM | 6 Likes Like |Link to Comment
  • Acer's Pocket PC Windows 10 Phone Is A Tailwind For Qualcomm [View article]
    If it's in "carrier validation" then the LTE software would have to be darn close to "ready"...If they uncover problems during carrier validation, which is highly likely considering INTC's history, then those would require either SW or possibly even HW fixes. Then another trip through validation. More delays for SoFiasco which will be the excuse for delaying (again) their 14nm version too...
    Sep 9, 2015. 04:38 PM | Likes Like |Link to Comment
  • Acer's Pocket PC Windows 10 Phone Is A Tailwind For Qualcomm [View article]
    "That might be true until Atom x3 LTE 14nm arrives later in 2016."

    Techy, don't hold your breath INTC can't even get SoFiasco + LTE going until 1H 2016 so you can bet there is ZERO chance for their own in house 14nm version in 2016... INTC is a long ways from overcoming the finfet inabilities towards the analog design requirements for comms IP...

    "In terms of the ramp up of SoFIA shipments, especially for LTE, Krzanich acknowledged "it's a little bit later than what we wanted." But he said on the LTE front, "the good news is it's out. It's yielding well. It's, as we said, in carrier validation. And it will ship in volume in the first half of next year."
    Sep 9, 2015. 01:44 PM | 2 Likes Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    "Why would you need computing down in the oil well? This is nonsense."

    They do send transmitters down there for mapping purposes etc. And these transmitters require quite a bit of processing power with the goal of transmitting the data as fast as possible out of the well. All while surviving the hellacious heat.
    Aug 15, 2015. 09:34 AM | Likes Like |Link to Comment
  • Intel Inside The iPhone 6s And iPhone 6c [View article]
    Because the cheaper phones are targeting cheap foreign markets and INTC is probably giving these away at cost.

    Don't expect INTC to be fabbing their own LTE modems any time soon...They don't have a good process to support the demands of mixed signal (analog + digital) devices and finfets are not good at analog functions. If INTC can change this aspect of finfets (poor analog control) then they might be onto something. But this seems to be a distant dream.
    Aug 13, 2015. 02:15 PM | Likes Like |Link to Comment
  • Winners And Losers Of The Intel Micron 3D XPoint Chip [View article]
    Judging by the market reaction to this earth shattering rumor, it seems not.
    Aug 13, 2015. 10:13 AM | Likes Like |Link to Comment