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  • Ugly Charts [View article]
    Strength of USD will continue to play a large part in Gold pricing moving forward, and that will depend largely on U.S. stock’s ability to rise higher. With stock returns looking extremely healthy compared to precious metals, it is also likely that holders of gold may wish to liberate their positions to participate in U.S. stocks right now. The exit of money from ETF gold products is a very clear sign of what has happened in recent months, and may continue to signal direction within next one-to-two months for both stocks and gold.
    May 16, 2013. 12:23 AM | 5 Likes Like |Link to Comment
  • Intel Takes Another Bold Step [View article]
    Dirty "underwear".

    Underware is probably software becoming hardware.
    Apr 24, 2013. 07:39 AM | 3 Likes Like |Link to Comment
  • Should Intel Sell Its Own Phones? [View article]
    Intel has bigger fish to fry.
    Intel Confirms Haswell Chipset Bug
    In the past weeks Intel had to face a lot of negative coverage for their upcoming Haswell processor which is due for introduction later this year and to be branded as 4th generation Core processor. One of the unofficial claims was that there was a serious bug with the accompanying Lynx Point „8 series / C220“ chipset that causes USB devices to disappear after the computer transitioned into standby mode (specifically S3).

    Now Intel steps in and – albeit quietly – confirms the chipset issues. In a Product Change Notification (PCN) they announce a stepping conversion from C1 to C2 which is going to fix this bug. Intel had to change metal layers to remedy the „USB SuperSpeed device remuneration erratum“. Other characteristics of the chipset are not changed. Intel recommends not to run the full suite of electronical regression tests but only a subset focussing on the USB 3.0 issue.

    The document lists the following chipsets that get a replacement with the new stepping: Q87, Q85, H87, Z87, B85 (desktop chipsets), C222, C224, C226 (workstation/server chipsets), QM87, HM87, HM86 (mobile chipsets).

    According to the PCN the new stepping will be sampled to customers starting April 19th. Final product will be available starting July 15th. Intel also makes clear that customers must be ready to receive the new stepping by July 31st. In other words, this means by then the old stepping will be phased out and gradually replaced by the new one. Due to the minor change needed to fix the problem, Intel doesn't expect a major impact on customers. The new stepping is basically a drop in replacement.

    While an official release date for Haswell hasn't been given yet, Intel is expected to introduce the new chip before the availability of the new chipset stepping. Reportedly Intel let customers sign an agreement to acknowledge the presence of the bug if they wanted to obtain Haswell APUs for launch. The bug in question causes nuisances like USB devices to disappear after entering standby. Detachable devices would have to be reconnected to be found again.

    We don't know whether the company is able to provide a workaround for affected chipsets. Based on the description only SuperSpeed (USB 3.0 that is) ports are affected, which means that using the slower USB 2.0 ports would be one way to circumvent the problem. On desktop boards manufacturers could use 3rd party chips which would increase the BOM slightly but would not be hampered by this issue. Given the additional power such a companion chip consumes as well as the space needed on the PCB such a measure is less likely on notebooks and particularly Ultrabooks where space is very precious.

    This is not the first chipset issue at Intel in recent history. In 2011 their Cougar Point „6 series“ chipset accompanying Sandy Bridge had a flaw in the Serial ATA controller that caused ports to degrade and subsequently fail over time. Back then the issue was only caught after affected mainboard went on sale. Rectifying the mistake set Intel back by a cool $1 billion.
    getanid61 • Yahoo
    Apr 8, 2013. 05:45 AM | 3 Likes Like |Link to Comment
  • Social Network Wars: Analysis Of Long Yahoo, Short Facebook [View article]
    Great article. Fully agree with your thesis and assumptions.
    May 24, 2013. 12:46 AM | 2 Likes Like |Link to Comment
  • Intel: The King Is Back [View article]
    Ropes can be dangerous
    Apr 30, 2013. 01:36 AM | 2 Likes Like |Link to Comment
  • Intel: The King Is Back [View article]
    Apple buying Intel would not be an FTC issue. It would go to the FDA, as it would cause massive constipation.
    Apr 30, 2013. 01:35 AM | 2 Likes Like |Link to Comment
  • Intel Takes Another Bold Step [View article]
    I remember your comment that stoked a lot of interesting discussions..
    Apr 24, 2013. 12:23 AM | 2 Likes Like |Link to Comment
  • Nvidia Has A Few Catalysts Coming Up [View article]
    It's not only baked in, NVDA is cooked and done.
    Apr 10, 2013. 04:21 PM | 2 Likes Like |Link to Comment
  • 'Intel Inside' Will Push Qualcomm, Mediatek And Nvidia Outside [View article]
    Nobody attacks facts. It's when authors "spin", they get hammered.
    Apr 10, 2013. 09:10 AM | 2 Likes Like |Link to Comment
  • Should Intel Sell Its Own Phones? [View article]
    Like your sane responses. keep up the good work by putting facts on the table.
    Apr 9, 2013. 12:08 AM | 2 Likes Like |Link to Comment
  • Should Intel Sell Its Own Phones? [View article]
    Idle speculation does not make sense. Intel will focus on its core chip business for all device form factors, and let OEM's define the product and ODMs efficiently build the product. Intel's close step out into voice/speech, embedded security, long battery life, and communications technologies, make more sense.

    INTC's margin requirements of 60%+ and market share targets of 80%+ makes late entry into the branded phone market, wishful thinking.
    Apr 8, 2013. 05:24 AM | 2 Likes Like |Link to Comment
  • Should Intel Sell Its Own Phones? [View article]
    This is a very rude response to bilton's comment. Intel is late to the party and is missing the phone and tablet segment. The Surface is a dud.
    Apr 8, 2013. 05:13 AM | 2 Likes Like |Link to Comment
  • Arcam AB, A Very Promising 3D Printer Company [View article]
    ObamaCare may not be good for doctors, but it sure helps 35 million people without health insurance.
    Apr 3, 2013. 01:51 AM | 2 Likes Like |Link to Comment
  • 5 Reasons To Buy 3D Systems After Sell Off [View article]
    Dude did.
    "Below is a chart of short interest volume, adjusted for the 3 for 2 stock split."
    Apr 2, 2013. 01:05 AM | 2 Likes Like |Link to Comment
  • 3 Reasons Nvidia Will Soon Break Out Of Its Range [View article]
    From Barron's
    Nvidia Can Reach Break-Even on Tegra, Says Raymond James
    By Tiernan Ray

    Raymond James’s Hans Mosesmann this morning reiterates a Strong Buy rating on shares of Nvidia (NVDA), writing that his meeting with company executives last week suggest to him the company’s “total addressable market will expand significantly over the next several years, as GPU computing expands from traditional client uses and into the data center.”

    Nvidia’s “Tegra” microprocessor line can be part of a $10 billion industry, “versus only $764 million in fiscal 2014,” while adding “we don’t necessarily see a meaningful ramp in the near-term (read – Tegra will be back-end loaded this year).”

    Tegra can reach a $1 billion revenue line that would generate profit for the chip family, Mosesmann argues, as it expands into segments of the smartphone market:

    To be clear, the Tegra segment reported an operating loss of $157 million in FY13 and represented a $0.20-0.25 drag on consolidated EPS per our math. Like any other greenfield product launches, Tegra has had its ups and downs and we never anticipated a linear path to success. Management has even acknowledged that Tegra 4 came to market roughly one quarter behind plan, although this was primarily a function of accelerated investment in the LTE integrated Tegra 4i that is six months ahead of expectations. The development here is significant in that expands the existing Tegra product into the mainstream smartphone market ($100-200 retail price point), which Nvidia currently has little to no presence. All things considered, Nvidia believes that Tegra 4i will help it expand in both China and integrated LTE phones, a market that should be ~230 million units (excluding Apple (AAPL) and Samsung [Electronics (005930KS)] by 2014, which is well above its current TAM of ~90 million units. Assuming that Nvidia can get just 10% of this market, that suggests revenue of $300-400 million in smartphone revenue in the next two years (vs. ~$200 million today). At the end of the day, we believe Tegra’s opportunity is well beyond the $1 billion breakeven mark set for Tegra, and that we should see leverage on current investments over the next few years. Those looking for more near-term leverage may take solace in Nvidia’s FY14 opex guidance of $1.6 billion given at the GTC conference last week, which is below consensus of $1.7 billion and implies ~$0.15 in EPS upside all else equal.
    Mar 26, 2013. 02:25 AM | 2 Likes Like |Link to Comment