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  • Qualcomm Lengthens Its Wireless Lead Over Intel  [View article]
    I understand that in technology development you almost never really discuss your progress or timing in public until you're ready to deliver. That is a real mistake that Intel made with SoFIA. As I've said many times, Intel's biggest hurdle right now is their Atom Xn LTE/4G 14nm SKU's. As for players and pretenders, it takes one to know one! I do agree that the SD820 sets the mobile SoC standard!
    Feb 12, 2016. 10:50 AM | 3 Likes Like |Link to Comment
  • Qualcomm Lengthens Its Wireless Lead Over Intel  [View article]
    5G is not even available from carriers yet so Intel has plenty of time. Intel needs to get their Atom LTE 4G 14nm SKU and WiGig out the door in 2016 before it's investors get to concerned about 5G delivery dates. Let's see how QCOM's server fantasies turn out! You get a 2 for selling AAPL and buying QCOM?
    Feb 12, 2016. 10:37 AM | 2 Likes Like |Link to Comment
  • Qualcomm Lengthens Its Wireless Lead Over Intel  [View article]
    Maybe Apple can have Intel integrate a modem into their An SoC and FAB it at that empty FAB 42 in Arizona!
    Feb 12, 2016. 10:34 AM | 2 Likes Like |Link to Comment
  • Something Is Wrong With The U.S. Stock Market - Part II  [View article]
    It's the new 2% normal fools! It's pretty simple math that you can have full employment, with low wage growth, and low inflation, due to cheap energy, and both result in low GDP growth around 2%. It's not going to change anytime soon even if the monopoly banks use negative rates which will entice people to store cash in precious metals and safes. Wall Street has brewed their own stew and even the FED can not fix growth. Next we'll see the response to the gender pay gap be the lowering of male salaries to match females further eroding wages. Isn't socialism fun? The US will follow the EU into the abyss! Karl Marx?
    Feb 12, 2016. 10:28 AM | 5 Likes Like |Link to Comment
  • Qualcomm Lengthens Its Wireless Lead Over Intel  [View article]
    It sure seems like Intel's been working with Verizon since last fall on 5G and now they're also working with AT&T. It doesn't seem like Qualcomm has as much of a lead or lock on 4G or 5G anymore as Intel has on enterprise servers. The competition in both will be great in 2016 and beyond!

    How's that AAPL long position doing?
    Feb 12, 2016. 10:19 AM | 4 Likes Like |Link to Comment
  • Pimco: Fed begins laying groundwork for NIRP  [View news story]
    You want see an income tax revolt by seniors? If they implement NIRP, Negative Interest Rate Policy, then I'm implementing ZITP, Zero Income Tax Policy!
    Feb 11, 2016. 06:42 PM | 1 Like Like |Link to Comment
  • Pimco: Fed begins laying groundwork for NIRP  [View news story]
    TBDI - the feds are separate from the rest of the US govt and has no oversight.

    WRONG! The Federal Reserve Act (ch. 6, 38 Stat. 251, enacted December 23, 1913, 12 U.S.C. ch. 3) is an Act of Congress that created and established the Federal Reserve System, the central banking system of the United States, and granted it the legal authority to issue Federal Reserve Notes (now commonly known as the U.S. Dollar) and Federal Reserve Bank Notes as legal tender.

    The FED's charter and power are granted and can be taken away by the US Congress!
    Feb 11, 2016. 06:29 PM | 1 Like Like |Link to Comment
  • Why It's A Mistake To Be Raising Cash In This Market  [View article]
    Interesting but how about selling GLD and buying INTC LEAPS?
    Feb 11, 2016. 06:27 PM | Likes Like |Link to Comment
  • Oil spikes on report of OPEC agreement  [View news story]
    Sooner (Summer 2016) or later (Fall 2016) the Russia and OPEC are going to agree to a 5% production cut. It may not be advertised until after it's already being implemented. It's all about how much more pain they want to inflict on the WTI frackers and how many go bankrupt in the next 60-180 days. Who in their right mind will make loans to oil frackers after this is over????
    Feb 11, 2016. 04:47 PM | 4 Likes Like |Link to Comment
  • Oil spikes on report of OPEC agreement  [View news story]
    On their shorts? I'm thinking they could make a lot more backing the truck up to CHK and COP while loading the cab with INTC and MSFT!
    Feb 11, 2016. 04:44 PM | 2 Likes Like |Link to Comment
  • Pimco: Fed begins laying groundwork for NIRP  [View news story]
    Not so fast say the US Congress?

    "Yellen said that she wasn’t aware of any law that would prevent the Fed from imposing negative rates. Richard Shelby, a Republican from Alabama who chairs the Senate banking panel, had a different view."
    Feb 11, 2016. 04:41 PM | 1 Like Like |Link to Comment
  • Intel: Desktop Growth Strategies  [View article]

    I totally understand the relationship between Moore's law, node shrinkage and cost per transistor but that's not what's going to drive SoC adoption and market dominance. What's going to matter is the ability to use all those IP blocks and inexpensive transistors to build more functionality and performance into the smaller spaces while maintaining revenue growth at big margins. The node geometry and processes is not what consumers and enterprises are looking for.

    Here's an example of something that uses Intel's IP and recently acquired FPGA processes to provide a huge improvement to storage for both personal computers and servers;

    Sorry but I still think gate pitch and fin height is really boring!
    Feb 11, 2016. 02:35 PM | 1 Like Like |Link to Comment
  • Rout in stocks is back on; bonds soar  [View news story]
    Banks, WS traders and hedge funds got caught on the wrong side of fracking! They're having to sell good stuff to cover their bad stuff and that's a huge opportunity for those that can smell. The Russians and Saudi are in charge of oil and they're waiting for frackers to capitulate which will be done by Summer 2016. That will allow them to cut production by 5% and oil will go back to $50-60 per barrel over the next 12-24 months but fracking will be dead for quite some time. The whole negative rate discussion will probably end up in Congress or the Supreme Court since the FED does not have the power to tax banks or individuals on their deposits.
    Feb 11, 2016. 11:10 AM | 5 Likes Like |Link to Comment
  • For The Near-Retiree: The View From The Other Side  [View article]
    I finally retired in 2010 after waiting an extra two years due to the Great Real Estate bust. I was completely invested in CDs in 2007 and started to reinvest proceeds from some maturing in 2008 and continued through 2010. I worked 42 years in enterprise IT and saved a pretty healthy amount so I'm not worried about out living my investments. I am very angry about what the FED has done to protect their banking buddies while screwing the rest of us! I have similar feeling about US investment banks.
    Feb 10, 2016. 10:58 PM | 3 Likes Like |Link to Comment
  • Intel And Qualcomm Have Jumped Into Bed Together  [View article]
    leechy: forget core architecture, squeeze more IP blocks inside SoC's and eliminate slow storage with 3DXP that's denser and faster them NAND.
    Feb 10, 2016. 10:48 PM | 1 Like Like |Link to Comment