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techy46

techy46
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  • Intel Becomes A Data Center Centric Semiconductor Company [View article]
    Good article! Intel's using DCG FCF generated by mobile client demand for servers to fuel transition of Atom and Core SoC's to all-in-1's, smart phones and tablets. That's a pretty good end run as they start to invest in IoT and NAND. The big question now is who well does Microsoft's Windows 10 move X86 into the mobile devices and fuel a PC refresh cycle. My guess is everybody's under estimating the demand to replace 15-30% of those aging 600 million devices.
    Apr 15, 2015. 04:04 PM | 3 Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    Yep, nothing like watching TV on that 1.5" watch screen!
    Apr 15, 2015. 03:34 PM | 6 Likes Like |Link to Comment
  • My Take On Bank Of America [View article]
    They get free money from the FED and still are hurting? What a joke!
    Apr 15, 2015. 03:31 PM | 5 Likes Like |Link to Comment
  • Intel's Q1 Was A Dinosaur Egg [View article]
    Now I do agree with some of that thesis but I think 2017-18 is closer to my exit strategy! It's not enterprise IT that concerns me but consumer technology that I'm really worried about. Intel's CFO once said only 2 will survive in the processor space and I think that will be Intel and Samsung.
    Apr 15, 2015. 03:25 PM | 1 Like Like |Link to Comment
  • Intel's Q1 Was A Dinosaur Egg [View article]
    Yes, Intel's Atom x3-x7 will be very competitive as they move to 14nm!
    Apr 15, 2015. 03:21 PM | 3 Likes Like |Link to Comment
  • 3 Takeaways From Intel's Earnings Call [View article]
    I think Intel expenses there CAPEX very fast since tick tock is a 2 year cycle. Their stated expense timeframe for equipment is 2-4 years. The devil's always in the details but $1.3 billion saved is $1.3 billion earned.
    Apr 15, 2015. 01:22 PM | 2 Likes Like |Link to Comment
  • 3 Takeaways From Intel's Earnings Call [View article]
    The 4th take away was $1.3 billion CAPEX cut due to increased efficiencies in moving old assets from 22nm to 14nm processes. That's worth $0.27 EPS for 2015.
    Apr 15, 2015. 12:36 PM | 6 Likes Like |Link to Comment
  • Intel Earnings: The Mobile Device Financial Hemorrhage Continues [View article]
    I think Intel and Micron's 3D NAND will set 128GB as mobile standard. The SSD 750 is a great device if you can afford it. I really want a new 15" touch notebook with 256 SSD but like many others I'm waiting for W10.
    Apr 15, 2015. 12:34 PM | 3 Likes Like |Link to Comment
  • Intel Earnings: The Mobile Device Financial Hemorrhage Continues [View article]
    @gofx,

    Never mind!
    Apr 15, 2015. 12:29 PM | 1 Like Like |Link to Comment
  • Intel Earnings: The Mobile Device Financial Hemorrhage Continues [View article]
    Sorry but more anti-Intel commentary from an Apple long investor but the author did give Intel some credit for their potentially winning strategies.

    Intel was asked point blank in their earnings call about the strategy for combining PCG and MCG into CCG. Their response was that the lines have blurred between client devices that use their Atom x-3-x7 and Core i3-i7. So yes, the CAPEX and R&D investments for 14nm Atom x3-x7 are now included in the CCG. Intel's reduction in $800 million mobile contra revenue expenses plus their $1.3 CAPEX reduction in 22nm to 14nm will contribute almost $0.47 EPS in 2015. At an $2.40 EPS and 15 PE INIC should be $36 PS by Jan 2016 and that does not include any positives from declining USD, continued DCG growth, strong Atom x3-x7 and Windows 10.
    Apr 15, 2015. 12:08 PM | 1 Like Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    Augustus - The current occupant of the White House is there with substantial help from Google.

    The current occupant of the WH is there with substantial help from all Democratic Socialists!
    Apr 15, 2015. 11:49 AM | 1 Like Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    "Also I never use search when buying products, I think most people do their search on Amazon."

    However, Google plasters your search results regardless of what you're searching for with their preferred paid ads given preference over best results. Their AI is used to misrepresent search results!
    Apr 15, 2015. 11:47 AM | 2 Likes Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    @bart_ss and dnpvd51,

    You are missing the point between Unix certified and UNIX but it was fun anyway! Gladly I do not have to shovel any of that cryptic crud anymore, but it's fun when you're young! Long live DOS, Multics, Mumps and Unics.
    Apr 15, 2015. 11:44 AM | Likes Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    roby1227 - Microsoft and Google do not really compete in the same marketplace.

    Partially true but Google uses the advertising revenue to give away free adware to infect PC's so that they can build a bigger ad click revenue base. I'm definitely not a fan of OSF and software socialism but Google scheme is even more insidious. The EU sued Microsoft for giving away IE and locking out other browsers so why not do the same to Google's Android on smart phones. The EU is taking aim at Google's model of showing paid ads ahead of best search matches.
    Apr 15, 2015. 11:27 AM | 1 Like Like |Link to Comment
  • Intel's Struggles Continue In Q1 [View article]
    Interesting article. I view INTC a lot like my COP investment. I own INTC LEAPS for the appreciation and leverage and COP stock for the 4% dividend. Both are in emerging (mobile and shale) and mature markets PC, DC and old oil). Both have some of the best processes in their industries. Both will use their balance sheets to protect their advantages thru CAPEX and M&A. Intel will do just fine in mobile and servers once their transition to 14nm is complete. I suspect the rest of the industry is going to have problems going from 14 to 10nm. COP is doing just fine dumping under performing assets and getting the production cost down to $40 per barrel.
    Apr 15, 2015. 11:07 AM | Likes Like |Link to Comment
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