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trader_xx

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  • 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
  • Intel Inside The iPhone 6s And iPhone 6c [View article]
    well put shakazoid, there is absolutely no indication that this rumor will provide meaningful profit to INTC. The INTC modem is not going to displace QCOM's based on performance or availability. INTC can only deal on price, which means they'll be giving them away for some time to come. Let the war of attrition between QCOM and INTC begin.
    Aug 13, 2015. 08:47 AM | 4 Likes Like |Link to Comment
  • Winners And Losers Of The Intel Micron 3D XPoint Chip [View article]
    Ben, I question whether you can determine the true short position. As a whole the short crowd are well informed gamblers. They can't/won't/don't see past the expiry....
    Aug 12, 2015. 07:27 PM | Likes Like |Link to Comment
  • Winners And Losers Of The Intel Micron 3D XPoint Chip [View article]
    Bwahahah EP, dude really ? I've been busy. But did you happen to notice they're targeting the Lower Slabovian market again ? Seems like I've heard this all before...And it's just a rumor but don't let that stop you from buying more Jan '16 40 calls.

    And try to stay "on topic" would you ? And don't make me start digging into your past HMC predictions....
    Aug 12, 2015. 07:18 PM | Likes Like |Link to Comment
  • Winners And Losers Of The Intel Micron 3D XPoint Chip [View article]
    It's getting ridiculous w/ this XP thing. Remember all the HMC hype ? Same is happening with XP...If XP becomes viable, it will be only for high end applications (not IoT)...The market seems to understand this, the SA uber bulls do not.
    Aug 11, 2015. 08:47 PM | 6 Likes Like |Link to Comment
  • Intel, Micron: My Thoughts On 3D X Point Memory [View article]
    Cincy I'm not sure when you changed your tune about INTC but it's good to finally see some realistic predictions. XP is not what these uber bulls think it is...That's why the stock market didn't care...

    Any techie should know to take these announcements from INTC with a grain of salt these days. XP is not a guarantee of market success. Keeping a close eye on INTC's VNAND progress because after all their smack talk they have yet to back it up. Typical time to market problems for INTC....
    Aug 5, 2015. 11:05 AM | Likes Like |Link to Comment
  • Intel, Micron: My Thoughts On 3D X Point Memory [View article]
    "What's your take on 3D XPoint being announced before 3D NAND is on the streets?

    Last year we heard a lot about cost disruptive 3D NAND coming to market in the second half of 2015. We are there . . . where is 3D NAND?

    Are Intel announcements about new technology not getting market attention due to perceived lack of delivery?"

    Prescient questions indeed. Seems very odd to introduce Xpoint when they haven't yet "disrupted" the NAND flash market....But not really, because they said it's a "whole new class" of memory...Apparently system architects will find an advantage w/ Xpoint in the arch alongside DRAM and NAND. This isn't plugnplay stuff either, it will require big system arch investments in HW/SW development to support it.
    Aug 3, 2015. 04:13 PM | 2 Likes Like |Link to Comment
  • Qualcomm And AMD Merger Speculation: Perhaps There Are Legs To This [View article]
    intel said they would do foundry and nobody cared... all talk
    Jul 31, 2015. 07:12 PM | Likes Like |Link to Comment
  • Intel 3D XPoint: More Hype Than Coup [View article]
    perhaps intel can do another contra revenue play to compete on price...
    Jul 31, 2015. 12:39 PM | 3 Likes Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    Regarding Xpoint as a replacement for DRAM - It seems even with the 1000 fold increase in endurance for Xpoint, DRAM has practically unlimited endurance in the number of read/write cycles it can deliver before failure. It doesn't seem Xpoint can be a full replacement for DRAM since the usage case for DRAM requires endurance way beyond where Xpoint is going.

    It does seem Xpoint could easily replace NAND flash in the not too distant future so long as the power vs. performance vs. cost equations work out. Which it appears is entirely possible.
    Jul 31, 2015. 09:54 AM | Likes Like |Link to Comment
  • How Intel Doubles In Size From Here [View article]
    Jordan, I'm still waiting...BTW you did see the announcement where it stated Xpoint is currently in Lehi , didn't you ?
    Jul 30, 2015. 03:52 PM | Likes Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    BB, fair enough. We'll know when true specs are out... 2016 is going to be niche markets only for Xpoint. By then we should have specs on Power vs Performance vs. Cost. Until then it just looks like too much overhead to introduce a new memory intermediary between DRAM and FLASH. Which is not going to be popular with system architects unless it's really necessary.

    Until then I'm waiting to see if INTC makes any real $$$ progress in SSD's. So far, alot of talk and still nothng to show for it.
    Jul 30, 2015. 01:05 PM | 1 Like Like |Link to Comment
  • XPoint From Micron And Intel: A Strategic Coup [View article]
    "This is not intended to replace either NAND or DRAM, but to coexist as a new memory layer between NAND and DRAM"

    A couple of "technical details" suggest Xpoint will not replace either NAND or DRAM and that it's mainly targeted for high performance database stuff...That tells you right there that it's basically not going to impact the bottom line...Hell, we're all still waiting to see if INTC's "huge" advantage in SSD's actually comes to fruition on the bottom line.

    Xpoint is a solution in search of a problem.
    Jul 30, 2015. 09:59 AM | 1 Like Like |Link to Comment
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