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mlopatni

mlopatni
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  • What Analysts Keep On Missing About Qualcomm [View article]
    mmm...experementing ?
    INTC via Infinion sells alot of 2G and 3G chips + recently started to sell 4G data only modems and later this year will sell the full 4G modems...
    so let's see :)
    Jul 26 09:25 AM | Likes Like |Link to Comment
  • Intel Needs A Google Nexus Win [View article]
    Might be intel has to play this duopoll game in cell phones like in foundry business, means HTC and LC are very close to Samsung in technology aspect and has great products, but they can't sell as much as it's rival. I think that if Bay Trail is so great, they have to run and adopt it before Samsung does, might be this way they will have a chance against this South Korean giant. But there is alot of risk here too...
    Jul 5 10:07 AM | Likes Like |Link to Comment
  • Intel Works To Develop Monolithic Integration Of Wifi And RF, Part I [View article]
    Waiting for your next article...
    thnx
    Jun 6 06:44 AM | 1 Like Like |Link to Comment
  • Intel: Responding To The Linley Group's Analysis [View article]
    great!, thnx

    Is it accurate that first based silvermont devices will appear at 2Q2014 ?
    May 26 01:09 AM | Likes Like |Link to Comment
  • Intel: Pricing And Margin Strategy [View article]
    Do you have any links, to what you are saying about tsmc?
    May 11 10:02 AM | Likes Like |Link to Comment
  • Intel: Pricing And Margin Strategy [View article]
    I think that u have forgoten that App buys it's devices from INTC for a decade, and have never tensions like it has with Samsung...

    may be it's says something good about intel, nad not so good about Samsung?
    May 11 07:37 AM | 3 Likes Like |Link to Comment
  • Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
    Hi,

    thoughts about margins:
    1.No need to pay royalties for core IP.
    2.R&D to develop core, is spread on phone/tablet/servers/cars products.
    3.No need to pay extra cash for FABs
    4.process R&D spread among all INTC products

    So margins, even in the low cost devices should be better than other chip makers that use ARM.
    May 7 09:38 AM | Likes Like |Link to Comment
  • Intel: Slow But Steady Wins The Race [View article]

    if u ask for second opinion
    cincinnatus is right. vector is wrong...
    May 3 09:02 AM | 1 Like Like |Link to Comment
  • Intel: Slow But Steady Wins The Race [View article]
    thnx for the article, although I do think that Intel is late to mobile market (phones/tablets). But it looks like it played good for Intel.

    Why ?
    Let's look on mobile leader Qulacomm, it's marins are ~20%, while intel's ~55-60%.

    Now INTEL just need to make sure that tablet market converges into PC market...and get some volume in phones...and it will be good :)
    May 1 12:10 PM | 1 Like Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    Just to remind you that Mac uses premium intc proccesors ;), with high margins
    Apr 28 09:53 AM | 4 Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    1.Agree that windows should be more stable, and I think that competition drives microsoft to make it more stable and user friendly and more optimized for mobile...look on SurfacePro and think how it will be improved with Haswell(no fans and smaller form factor + improve battery life) and windows blue(when MSFT will optimize the win8 for mobile)
    2.About buying ARM, you can read it from multiple sources that recent ATOM devices are very power/performance competitive, and we are talking about 5 years old architecture, wait for BayTral, which uses new core arch + advanced manufacturing process. So no need to buy ARMH.
    3.About margins, you are right...but as I see it Intel works hard to diversify it's product line. Look on server chips, TV set boxes and so on which has much higher margins. INTC's margins are 55-60%, while mobile companies like Qualcomm has 17-20% margins. So I think that INTC looks good.

    Competition is great, for customers because they enjoy to get devices with new capabilities, but also for MSFT and INTC which are forced to fight and reinvent themselves.
    Apr 28 08:45 AM | 1 Like Like |Link to Comment
  • Intel's New Catalysts: Giant Tablets And $200 Android Hybrids [View article]
    thnx for the article
    Apr 25 12:25 AM | Likes Like |Link to Comment
  • Intel Takes Back The Crown [View article]
    Are you sure about it ?,
    any evidence ?
    Apr 20 02:52 PM | Likes Like |Link to Comment
  • Intel Takes Back The Crown [View article]
    wow it would be great,
    thnx
    Apr 20 02:50 PM | Likes Like |Link to Comment
  • Qualcomm: The New Intel? [View article]
    Hi,
    1.About old stuff from 2012...pls look for the performance/power comparison of Motorola Razer I vs Motorola Razer M.

    Both, are same phones except the aplication processor and modem.
    I think that you will be supprized how well Intel's old cpu(5 years old arch) performs, and it is on 32nm process compared to 28nm of RazerM.

    2.Pls take a look on ANANTU benchmark of Lenovo K900... I think you will be also very surprised, again here too, intel hasn't used it's process advantage, this devise is also 32nm

    Now, let's wait and see the benchmarks for bayTrail which is a new architecture deice on 22nm process.

    All mobile devices, made by intel, that were released, are great deices, but they are not game changers...for now..they as good or slightly better than Qcm/Nidia...but as I said wait for BayTrail and later chips...
    You see, intel is late to mobile market from consumer side, it has a very big market share of the backend of this business(servers, where margins are realy high). Now it is moving on to get a share in front end of this business...just wait for it..


    by the way, what happened to great RCA ?
    Apr 18 02:15 PM | Likes Like |Link to Comment
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