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techy46

techy46
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  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    Yep, I've really liked my Asus T100 10" all0in-1 for $349!
    Feb 7, 2015. 11:17 AM | 2 Likes Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    So X86 instruction set is decoded and execute by RISC core as a series in RISC instructions. INTC's got 95% of X86 and the best process technology. I think mobile SoC will come to INTC in 2H 2015 and 2016.
    Feb 7, 2015. 11:15 AM | Likes Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    Bruce24, Agree with that but I was referring to their X86 architecture and lack of 3g/4g IP. I do not believe Apple plus Intel (Apptel) would've worked anyway since they are/were very different cultures.
    Feb 7, 2015. 11:12 AM | Likes Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    Vlad Hristov, I liked Jan 2016 $45 target before INTC got hit with the MSFT induced correction. I'm in LEAPS at $30 and $32 strike so $40 or $45 is fine anytime between Jan 2016 and 2017. I do not think I ever said $45 by Jan 2015 or I'd have a lot of $40 calls that expired but sometimes I get too exuberant in my rebuttals.
    Feb 7, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • The Coming Oil Shock? [View article]
    Author - The real battle is with the planet's climate and how long oil and other fossil fuels, on an increasing cost path, can continue to compete with alternatives that are cleaner and continuously declining in price.

    Maybe in 10, 20, 50 or 100 years but right now investors had/have an opportunity to make considerable profits while lemmings and traders run around watching the sky fall. So the climates getting warmer, the oceans will rise and evaporate more moisture and more rain will fall somewhere until the atmosphere is so dense that it starts to cool off. Maybe investing in SW US desert land that will support more crops is the answer or selling Malibu lots short oil looks to go back to $65-75 and that's good for COP and USO right now.
    Feb 7, 2015. 10:55 AM | Likes Like |Link to Comment
  • Case For A Crude Oil Boomerang [View article]
    Oh well, let's do the simple math $108 + $46 = $152 / 2 = $76 per barrel!
    Feb 6, 2015. 05:48 PM | 3 Likes Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    Exactly, does it really matter of an instruction like COMPARE BYTES is decoded before execution by a RISC core like X86 or it is written an instruction loop and executed without decode by an ARM core?
    Feb 6, 2015. 01:07 PM | Likes Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    How about $40 by Jan 2016 for PE of 16.8 and $45 by Jan 2017 for an PE of 17?
    Feb 6, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    Well, I'd say that 90% of the PC and DC server markets is more good then lucky. If you want lucky then buy APPL and GOOG which make their revenues and profits off of unknowing consumers on gadgets and searches.
    Feb 6, 2015. 01:00 PM | 2 Likes Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    Author - It's notable that Intel missed every strategic opportunity, including the iPhone, while being in the best position to capitalize on them.

    Intel did not have the process or IP to offer a competitive product to Apple! It's taken Intel 4-5 years to create the process and IP to build SoFIA which is still behind Apple's A8 and Qualcomm's SD 810. Intel will become competitive in 2016 and the real $64 billion question is what will that do to the smart phone and tablet device ASP and GM.

    It's pretty obvious that the next unit of computing (NUC) will be a Pocket PC that plugs into any screen size, 4-60", and has 3g/4g and WiGi to support wireless peripherals. That means your NUC can be plugged into your all-in-1, auto, TV or smart phone screen and be taken anywhere anytime! Currently a NUC running Android sells for about $90 and running Windows sells for about $150. I presume Intel's 14-10nm NUC in pocket form running Android 10 or Windows 10 will cost less. I wonder what the ASP and GM of an Apple NUC running iOS or OSx will be?

    http://bit.ly/1CwvHWL
    Feb 6, 2015. 11:27 AM | 5 Likes Like |Link to Comment
  • The Myth Of Central Bank Stimulus And Economic Recovery [View article]
    Oh wouldn't it be fun if we could roll back the clock, nationalize the banks in March 2009, cancel TARP and put the US into a real depression! The only reason we're not in a worse recovery is because the FED did print $4-8 trillion. No, we didn't have a great recovery back to the unrealistic levels of 2005-2006 but that's to be expected in a world of increased automation and globalization. Get use to it cry babies, it's only going to get worse!
    Feb 5, 2015. 10:18 PM | Likes Like |Link to Comment
  • Warren Buffett Is Right: The Fed Will Have A Tough Time Raising Rates In 2015 [View article]
    If the US government does not start to use taxes to pay down the US debt then the FED's rate curve is going to be screwed for a lot longer then 2015. The US should raise MC and SSA taxes on everyone so that they have a retirement when China beats the crap out of the US economy and IRA's tank. Obama nuts if he thinks he can raise taxes to build roads and give away more to the poor. Raise gasoline taxes by 100% to build roads. This is not going to end well for the US!
    Feb 5, 2015. 10:12 PM | Likes Like |Link to Comment
  • Oil majors failing to find reserves to counter falling output [View news story]
    Oil prices have fallen OVER 50% and that is not the time to increase capex or worry a whole lot about increasing reserves. They should let production fall on the heels of capex cuts and what for prices to stabilize at a higher range with increased demand. LONG COP SHORT COP LEAPS same with USO.
    Feb 5, 2015. 06:42 PM | 4 Likes Like |Link to Comment
  • ARM launches high-end CPU core, claims big performance gains [View news story]
    @whiteknave

    Applications compiled for X86 processor can not be moved to ARM processors. Apps, baby applications, developed using Visual Studio and Windows CLR can be run on Windows RT and Windows Phone that supports ARM processors. Windows 10 will support Universal Apps developed with Visual Studio and CLR which can run on any Windows 10 support device.

    ARM is going to have a really tuff hill climb if they are going to compete with Intel's server chips!
    Feb 5, 2015. 06:37 PM | 2 Likes Like |Link to Comment
  • ARM launches high-end CPU core, claims big performance gains [View news story]
    Darkich - Didn't you read "ARM is counting on the offerings to help it stave off Intel, which has grabbed a decent chunk of the Android tablet CPU market" or am I missing something?

    Intel owns 85-90% of the PC and DC server markets and now has decided to get into mobile devices starting at 22nm and going forward to 14 and 10nm. Intel's doing quite well running Android, OSx and Windows. To simply say Intel's chips are "ridiculously inferior" is ridiculously dumb.
    Feb 5, 2015. 06:32 PM | 4 Likes Like |Link to Comment
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