Seeking Alpha


Send Message
View as an RSS Feed
View johnnelson1205's Comments BY TICKER:
Latest  |  Highest rated
  • Can Intel Succeed In Tablets? [View article]
    You are comparing apples to oranges.
    How do you explain the Core M having double the performance of A8X on PC type bench marks but is smaller die. The Core M even matches the A8X in Geekbench with only two cores.
    On your analysis, you must certainly concede that the ARM is a very weak architecture relative to X86,
    So Intel is getting substantially better performance on a smaller die.
    Either Intel's technology or architecture must be better.
    Feb 15, 2015. 11:54 AM | 4 Likes Like |Link to Comment
  • Rackspace Cuts Reliance On Intel, Opts For IBM [View article]
    More like they cut ARM as a backup
    Dec 17, 2014. 04:18 PM | 3 Likes Like |Link to Comment
  • Intel: Semiconductors And The Blame Game [View article]
    Maybe you have already clarified but indexs are passive. They do not sell stocks that go up or buy those that go down. They maintain the the same share weighting unless outstanding shares change or they gain or lose assets.

    On your fundamental point in the article, it was interesting ISIL focused on Baytrail. They may be more tied to Baytrail which does not have a FIVR. Baytrail based PC's and tablets grew rapidly through the third quarter. Per Intel, Baytrail tablets may be down 25% or more in Q4. In addition, could the cost reduce Baytrail, starting to ship) require fewer power management chips?

    They also confusingly discussed Haswell and Broadwell as you suggest. They did mention some improvement from Skylake for which Israeli team did not see the advantage of putting the FIVR on CPU chip.
    Any thoghts?

    It also appears that Intel 14nm ramp is accelerating ahead of recent indications from Intel. Better yields are happening now. You are already seeing higher frequency Core M's
    Nov 2, 2014. 07:07 PM | Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    You don't need to know the agreement. TSMC has to make a margin on their costs.
    Oct 18, 2014. 02:20 PM | Likes Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    Can you share what reverse optical lithography is and how it effects move to daller geo,etries?
    Aug 7, 2014. 09:31 AM | Likes Like |Link to Comment
  • Intel: How Would You Use $50 Billion Of The Best Semiconductor Capacity On Earth? [View article]
    It is likely on die FPGA is Achronix but you are aware that Intel is producing new Altera FPGA designs that include Intel cores. Even if an Altera part was used in package it would be manufacturing by Intel
    Jun 19, 2014. 06:18 PM | Likes Like |Link to Comment
  • Intel: How Would You Use $50 Billion Of The Best Semiconductor Capacity On Earth? [View article]
    Do you know a reason why Intel introduced large desktop CPU's first with Haswell but low power notebook for Braodwell? Anything to do with manufacturability?
    Jun 19, 2014. 06:00 PM | Likes Like |Link to Comment
  • TSMC's Rebuttal Of Intel's Scaling Advantage Is Just Qualitative, Not Quantitative [View article]
    An important point is that TSMC uses two different reasons for the 15% increased density at 16nm. First they said that innovative layout reduces the size of drive circuitry and second they said improved design rules that take advantage of smaller cells. These are really design optimization techniques not fundamental density gains.
    It is not clear that that even if these improvements are true that Intel included these types gains in its chart.
    From a physics stand point, Intel has had higher metal pitch because they had transistors operating at higher performance. Because they are shifting to lower power there metal pitch requirements are dropping faster than TSMC. Assuming they can produce smaller metal pitch chips, they can get away with larger reductions in metal pitch then TSMC can.
    It is also interesting that Intel has seemed more confident about 10nm despite aggressive density gain.
    The biggest point is that when Intel gets to 10 nm they will have an enormous density advantage for a number of years if not indefinitely.
    In terms of cost, it should also be remembered that Intel designs for extremely high yield versus the TSMC foundry model. This is equivalent to density advantage in terms of cost.
    Mar 16, 2014. 11:57 AM | 3 Likes Like |Link to Comment
  • Intel: It's Not That Easy [View article]
    This is an easy call and win for Intel.
    You should spend more time focusing on process manufacturing.
    If TSMC is slow to ramp 20nm and 16nm, Intel is huge.
    If TSMC never able to get past 28nm, Intel will eventually control most all semiconductor except parts of memory.
    Even if TSMC ramps as bulls speculate(denni), Intel will still win.
    Mar 10, 2014. 12:10 PM | 2 Likes Like |Link to Comment
  • Snapdragon 800/805 Will Crush Intel In 2014 As Nokia And Samsung Stick With Qualcomm [View article]
    You are guessing to optimistic on Qualcom and pessimistic on Intel.
    First, Cherrytrail will ship in Q3 and itt will definitely beat Snapdragon 805.
    Second, Intel's 7260 LTE modem will ship within a few months and ahead of Qualcom's cat 6 modem.

    Why did Qualcom design their new Cat 6 modem on 20nm which is not even shipping ye? Also why choose to design that on 20nm instead of the AP which should benefit more from scaling..

    The big growth market is more maninstream. Intel's new value segment SOC in q4 will compete very well against Qualcom Snapdragon 800 and beat their other products.
    Jan 21, 2014. 06:22 PM | Likes Like |Link to Comment
  • Intel Reverses Premium PC Strategy In Tablets By Targeting Lower End Processor Segment [View article]
    You need to keep up with news. Intel starting to eat Mediatek's lunch.
    Digitimes 30 Dec
    Intel's aggressive coordination with its brand vendor partners recently over product pricing and R&D supports has earned the CPU giant mobile processor orders from these vendors, according to sources from the upstream supply chain.

    Most of these vendors originally cooperated with MediaTek and have given up their joint developments with the chipmaker to turn to place orders with Intel, the sources noted.
    Jan 2, 2014. 12:44 PM | 1 Like Like |Link to Comment
  • PC chipmakers move higher; TSMC reportedly seeing order pull-ins [View news story]
    The article more specifically indicated modems for smartphones.
    Could these be Intel's?
    Dec 30, 2013. 02:12 PM | Likes Like |Link to Comment
  • Intel's Android Problem [View article]
    Why couldn't Nexus 7 be Merrifield or Moorefield if it is Android only. Why wouldn't both be better platform than BT?
    Also what of the talk of Android apps running on WIndows in emulation?
    If so what is the need to run both Android and windows on same tablet.
    Dec 29, 2013. 07:56 PM | Likes Like |Link to Comment
  • Surface 2 Tablets Are Likely To Gain Traction In 2014, Displacing Other Tablets [View article]
    I think this quite wrong.
    Surface Pro 2 sales are probably at least three times the Surface 2. The Surface 2 only sales because it is the much cheaper version of Surface. If Microsoft sold a similar priced Surface with Baytrail and full windows it would sell like hot cakes,
    The lion share of WIndows 8/8.1 are on X86. This is the big market apps developers are writing to. It includes all PC's and Windows 2 in 1's and tablets.
    Microsoft is nowhere in phones.
    Dec 17, 2013. 10:22 AM | 1 Like Like |Link to Comment
  • Intel's Next Catalysts [View article]
    You are assuming that the subsidies go to android only tablets? Merrifield and Moorefield will not run windows.
    The big story is windows/android dual boot tablets which require Baytrail. It however needs to be subsidized in the low value segments.
    Merrifield is a great low cost Android tablet SOC.
    Dec 15, 2013. 10:43 PM | 1 Like Like |Link to Comment