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Marine1

Marine1
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  • Apple's China Mobile Problem [View article]
    Ashraf:

    Very good article with very good points.
    Dec 18 03:27 PM | 1 Like Like |Link to Comment
  • Qualcomm's Snapdragon 800: Wait Just A Minute... [View article]
    your reply to ash 187:

    "The Galaxy Tab uses Clover Trail+ which sports a PowerVR SGX 544MP2 which is significantly faster than the SGX 545 in the Windows-oriented Clover Trail. This explains the difference."

    I am a silicon and a product with many years experience, but your articles are filled with too many terms. if you want a larger audience, you should lighten up on the lab talk. If you want to just appeal to technical people and engineers in an investment column, continue on with what you are doing. I personally do not want to take the time to sort all the deep down specifics. I don't have the time .

    But you do an excellent job of analyzing various companies.
    Jun 28 03:41 PM | Likes Like |Link to Comment
  • Apple: It's Time To Move On [View article]
    Right on Ashraf. My sentiments, exactly.
    May 26 12:51 AM | 12 Likes Like |Link to Comment
  • The Bigger Picture Apple Investors Are Missing [View article]
    Excellent article. You nailed several issues with Apple.

    Forget about the "fan boys"responses, there e are concrete facts about Apple that brought it down.
    May 9 09:33 PM | 1 Like Like |Link to Comment
  • Implications Of Apple Guidance [View article]
    Right on Paulo. Once again you have provided a very accurate and prescient analysis to an Apple situation.

    If the fan boys come after you, don't let them get you down
    Apr 23 10:46 PM | 5 Likes Like |Link to Comment
  • Apple: Would You Be Okay With A Kitchen Sink Quarter? [View article]
    I agree with all you wrote, particularly you comments concerning the disposition of the company's cash. "Looking at what to do with it" is different from "we will soon decide what to release back to share holders". Very good article.
    Apr 15 12:38 PM | Likes Like |Link to Comment
  • Intel: 10-Year Roadmap And Creative Destruction [View article]
    MR. Fischer:

    An excellent article. So many comments by readers of Seeking Alpha are so very incorrect concerning the semiconductor industry and Intel that I pass over most of them.
    Apr 3 04:40 PM | 1 Like Like |Link to Comment
  • Apple Has No Choice But To Make A Larger iPhone [View article]
    Paulo, as usual, you are spot on. Your articles are always well written with good, informative material that I can use.
    Mar 7 10:47 PM | Likes Like |Link to Comment
  • Qualcomm Makes Some Interesting Moves [View article]
    Very good article, Ashraf. I always enjoy your well thought out articles and the combination of technology and business points you put in them.
    I just jumped back into QCOM after a foolish two year absence. I am a long term investor so I don't try to time the market, so I don't wait for pullbacks.
    Mar 7 01:37 PM | Likes Like |Link to Comment
  • Qualcomm, Have Patience.. [View article]
    Jennifer:
    Great article. QCOM has all the ingredients needed to remain a "Wonderful Business" to quote people such as Peter Lynch, Warren Buffet, Graham and others.

    I bought QCOM in 1996 or so when they released their first CDMA chip, when the U.S. was all on TDMA. Foolishly sold two years ago and today I sold the balance of my APPL stake to get back into QCOM.
    Mar 7 01:23 PM | 2 Likes Like |Link to Comment
  • Intel's Low Cost Game Changer [View article]
    Ashraf:

    When will you acknowledge the transition cost of the entrenched ARM processors? It is a formidable moat for Intel and others to breach the cell phone and tablet market. Performance increases as well as lower prices will keep ARM chips in mobility until they make a big mistake.

    The transition cost will be substantial: design as well as software engineers must be retrained in Intel chips and that is too costly. It is what several better architectures ran into in the late 80's when the Power PC tried to unseat Intel in the PC space.
    Feb 4 10:12 PM | Likes Like |Link to Comment
  • Intel: Google Partnership Could Pay Off Nicely [View article]
    Ashraf:

    You never mention the transition costs that a phone/tablet maker must go through in order to switch from one MPU chip to another. Why not? It is extremely expensive to switch from one architecture to another. Chip cost cost is only one part of the equation.
    Jan 7 09:01 PM | Likes Like |Link to Comment
  • Apple: Listen To The Quiet [View article]
    Mr. Bertolin:

    Don't you think the addition of the Lumia line of Nokia devices by China Mobile will make a difference to AAPL. China Mobile is the first carrier that has bucked the AAPL demand for large subsidies. Tim Cook has been in discussions with China Mobile for well over a year and nothing has happened between the two. As we know China Mobile is a huge market and the US market is becoming saturated. China Mobile now has three devices available to their market in Samsung, Lenovo, and Nokia, Lenovo, as a Chinese company will have government backing, while Nokia has a large presence in Asia with a large array of high to low end products. How does this affect your thesis?

    Your article was very good and I am long AAPL.
    Dec 10 09:07 AM | Likes Like |Link to Comment
  • Two months after Sharp denied reports it's in talks with Intel (INTC) over a capital injection, Reuters reports Intel and Qualcomm (QCOM) are in talks to invest ¥30B ($378M) in the cash-strapped LCD maker. Sharp's IGZO low-power/high-res panels are a good fit for Intel-powered ultrabooks/tablets, and its 5" 1080p panels could be a killer app for high-end smartphone app processors. It just happens HTC's Droid DNA (code-named DLX), which sports a Sharp 1080p panel and Qualcomm's flagship APQ8064 processor, was announced today. [View news story]
    In your November 8th article, you were talking about Apple. It was a good article, In it, you referenced the fact that a "massive opportunity" exists for Apple in China Mobile. I agree with this and Tim Cook has had several talks with China Mobile.

    My point here is that Qualcomm supposedly has a development in progress to address a chip for use on China Mobile's 4G network which is not compatable with any other 4G network, so none of the current Qualcomm chips will work.

    Do you have any information for such a Qualcomm effort?
    Nov 14 08:28 AM | Likes Like |Link to Comment
  • What's Happened To Apple's Quality Control? [View article]
    The author mentioned nothing about the APPL effort to be able to operate iPhones on the China Mobile network. The issue is a lack of supply coming from Qualcomm. The China network is not a standard cell phone network, so Qualcomm must come up with a custom chip. Currently Tiawan Semiconductor is having trouble getting a sufficient number of chips meant to be used on China Mobile's network. That is a supply chain problem, one that Tim Cooke MUST pay attention to with China Mobile's massive number of subscribers, close to 700 hundred million.in number.

    The map issue is an issue, yes, but will be fixed, in my opinion, rather quickly.
    Sep 28 09:29 PM | Likes Like |Link to Comment
COMMENTS STATS
31 Comments
42 Likes