Intel - Outspending And Outgunning Rivals [View article]
scabalqu
I don't agree with a single one of your points. Atom can and will be the highest performer in it's class with the lowest power and in a tiny form factor. X86 compatibility is paramount to run all the existing ecosystem.
4 Catalysts That Could Drive AMD Shares Higher [View article]
Aloradus
It is interesting to note that the top Supercomputers, some of them AMD powered, do not use ATI as co-processors. The AMD powered systems use NVidia as numeric coprocessors.
Energy Secretary Chu's Overdue Departure Could Be Bullish For Natural Gas Transportation [View article]
Michael
" I am not convinced of that Elmer. Physics tells us what the half-life of the wastes are...so it is indeed a physics problem."
Yes, the half life of waste that's not been processed. 95% of the energy is still there in the waste and it can be recycled up to about 10 times. What's left is an entirely different animal which does not require 10s of thousands of years to decay.
Because of fears of weapons grade material, the decision was made in the 70s to not recycle our nuclear waste. France recycles their spent fuel. France does not have a long term waste problem and their material can be handled in 40-50 years and returns to background levels in ~300 years. We lament the waste problem we created and we could solve it just like France has. The technology has been here for years. It is the fear of proliferation that holds us back. That and the greenies wouldn't have an excuse to hate nuclear power.
I'm glad you brought up 3-mile island and Chernobyl etc. The reporters who got on high flying airplanes to go cover the "disaster" got more radiation from the flight than anyone on the ground. Yet we had just seen "The China Syndrome" so everyone just knew it was a disaster. Ask Jack Lemon!
30-40 people were killed in Chernobyl and perhaps 4000 more over time. That was a reactor designed in the 50s with no containment building. More people are killed by coal mining alone world wide than that and that doesn't even include the estimated 25-50,000 who die each year from coal caused lung disease. The amount of radiation dumped into the atmosphere from coal fired plants dwarfs all nuclear accidents combined. Regarding Japan, the radiation limits tripped which caused evacuations would also demand the evacuation of Denver if we applied those same standards here. It all goes to show the ingrained hysteria over nuclear power which has forced is to use alternatives which have killed orders of magnitude more people than all nuclear "accidents" combined.
Energy Secretary Chu's Overdue Departure Could Be Bullish For Natural Gas Transportation [View article]
Michael
My post wasn't intended to criticize. In fact I'm agreeing with you. The post was intended to point out the folly of those who only find fault without comparing it with the alternative. The anti-nuclear crowd is the perfect example of what could happen to fracking if they go unchallenged.
Intel: Busting The Mobile Margin Myth [View article]
chriswl
"We are still waiting for their 22nm mobile parts, launch dates just keep slipping. That looks to me like they have serious problems with their much-hyped revolutionary process technology."
There are mobile IB products available today.
It took everyone else about 4 more years to get HiK-MG working after Intel introduced it in 2007. So if you think Intel is slow at getting LP 22nm parts out just think what will happen to everyone else who tries to do a 3D-gate...
Intel Hits It Out Of The Park At CES 2013 [View article]
Robert
"The more mobile products Intel successfully sells, the more their margins will suffer. The more their margins suffer the lower their earnings will be, certainly as a fraction of revenue."
For someone who just got through criticizing the author for not providing an economic analysis to accompany his thesis, it's ironic that you make unsupported claims of your own with no analysis to back them up.
Show us a detailed analysis that demonstrates that Intel's margins will suffer and their earnings will suffer. I don't see it happening.
"The bad news is that Intel's state of the art low power technologies based on the 22nm 3-D Tri-Gate transistor structure cannot be manufactured in these legacy fabs"
Where are you getting this? Who says they can't be converted to 22nm?
Intel: The Chess Game In Mobile Semiconductors [View article]
Russ - I think you're somewhat overestimating Intel's unused capacity. When Intel moves to a smaller process they always add transistors to their designs. So while the feature size shrinks, the die size does not shrink proportionately. That needs to be considered when estimating capacity.
Otherwise another excellent article which gives much to think about. Hopefully, one of these days we'll hear an announcement about a foundry deal. It's rather conspicuous in it's absence.
Intel And Qualcomm: The Moment Of Truth Is Near [View article]
newbie
" where do you get your yield numbers from?"
You're right that Intel never discloses yields but they do show how each process compares to previous ones in terms of defect density. So someone with a yield model should be able to figure it out...
Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
Jeach
"Right, just like 97% of all CEO's leave for personal and family reasons... good one!"
The Chairman of the Board gave an interview and made it quite clear that everyone wanted him to stay. I believe him a whole lot more than an anonymous poster. I view Otellini as one of Intel's very best CEOs. Right up there with Andy Grove.
Who Has A Better Sales And Margin Record: Intel, Texas Instruments Or ARM Hldgs? [View article]
John
"Yes it does. 18% 5 yr net margin average with a Specialized industry average of 8.4%. Intel 19.7% with its industry 15.6% so yes it is huge over Intel."
Maybe I'm a bit dense or just not getting it. In my world 19.7% net margin is greater than 18% net margin. When someone tells me 18% is a huge net margin advantage over 19.7% I just have to scratch my head and wonder who's the one here with a loose screw?
Intel - Outspending And Outgunning Rivals [View article]
I don't agree with a single one of your points. Atom can and will be the highest performer in it's class with the lowest power and in a tiny form factor. X86 compatibility is paramount to run all the existing ecosystem.
4 Catalysts That Could Drive AMD Shares Higher [View article]
It is interesting to note that the top Supercomputers, some of them AMD powered, do not use ATI as co-processors. The AMD powered systems use NVidia as numeric coprocessors.
Energy Secretary Chu's Overdue Departure Could Be Bullish For Natural Gas Transportation [View article]
" I am not convinced of that Elmer. Physics tells us what the half-life of the wastes are...so it is indeed a physics problem."
Yes, the half life of waste that's not been processed. 95% of the energy is still there in the waste and it can be recycled up to about 10 times. What's left is an entirely different animal which does not require 10s of thousands of years to decay.
Because of fears of weapons grade material, the decision was made in the 70s to not recycle our nuclear waste. France recycles their spent fuel. France does not have a long term waste problem and their material can be handled in 40-50 years and returns to background levels in ~300 years. We lament the waste problem we created and we could solve it just like France has. The technology has been here for years. It is the fear of proliferation that holds us back. That and the greenies wouldn't have an excuse to hate nuclear power.
I'm glad you brought up 3-mile island and Chernobyl etc. The reporters who got on high flying airplanes to go cover the "disaster" got more radiation from the flight than anyone on the ground. Yet we had just seen "The China Syndrome" so everyone just knew it was a disaster. Ask Jack Lemon!
30-40 people were killed in Chernobyl and perhaps 4000 more over time. That was a reactor designed in the 50s with no containment building. More people are killed by coal mining alone world wide than that and that doesn't even include the estimated 25-50,000 who die each year from coal caused lung disease. The amount of radiation dumped into the atmosphere from coal fired plants dwarfs all nuclear accidents combined. Regarding Japan, the radiation limits tripped which caused evacuations would also demand the evacuation of Denver if we applied those same standards here. It all goes to show the ingrained hysteria over nuclear power which has forced is to use alternatives which have killed orders of magnitude more people than all nuclear "accidents" combined.
Energy Secretary Chu's Overdue Departure Could Be Bullish For Natural Gas Transportation [View article]
My post wasn't intended to criticize. In fact I'm agreeing with you. The post was intended to point out the folly of those who only find fault without comparing it with the alternative. The anti-nuclear crowd is the perfect example of what could happen to fracking if they go unchallenged.
Energy Secretary Chu's Overdue Departure Could Be Bullish For Natural Gas Transportation [View article]
Let it be noted that you were unable to back up your claims.
Intel: A 2nd Half Of 2013 Growth Story [View article]
Hold Intel For The Long Haul [View article]
Intel Upgrades Semi Equipment Stocks [View article]
"we will begin our transition to 14 nanometers as we begin the world's first 14 nanometer products towards the end of this year"
http://seekingalpha.co...
As for the schedules the Foundries are claiming, it's a battle of the powerpoint slides. Believe it when you actually see it.
Intel: Busting The Mobile Margin Myth [View article]
"We are still waiting for their 22nm mobile parts, launch dates just keep slipping. That looks to me like they have serious problems with their much-hyped revolutionary process technology."
There are mobile IB products available today.
It took everyone else about 4 more years to get HiK-MG working after Intel introduced it in 2007. So if you think Intel is slow at getting LP 22nm parts out just think what will happen to everyone else who tries to do a 3D-gate...
Intel Hits It Out Of The Park At CES 2013 [View article]
"The more mobile products Intel successfully sells, the more their margins will suffer. The more their margins suffer the lower their earnings will be, certainly as a fraction of revenue."
For someone who just got through criticizing the author for not providing an economic analysis to accompany his thesis, it's ironic that you make unsupported claims of your own with no analysis to back them up.
Show us a detailed analysis that demonstrates that Intel's margins will suffer and their earnings will suffer. I don't see it happening.
"The bad news is that Intel's state of the art low power technologies based on the 22nm 3-D Tri-Gate transistor structure cannot be manufactured in these legacy fabs"
Where are you getting this? Who says they can't be converted to 22nm?
Intel: The Chess Game In Mobile Semiconductors [View article]
Otherwise another excellent article which gives much to think about. Hopefully, one of these days we'll hear an announcement about a foundry deal. It's rather conspicuous in it's absence.
Intel And Qualcomm: The Moment Of Truth Is Near [View article]
" where do you get your yield numbers from?"
You're right that Intel never discloses yields but they do show how each process compares to previous ones in terms of defect density. So someone with a yield model should be able to figure it out...
Russ's numbers are reasonable.
Intel's Big Buyback Will Roast The Bears [View article]
You have no idea what you're talking about.
Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
"Right, just like 97% of all CEO's leave for personal and family reasons... good one!"
The Chairman of the Board gave an interview and made it quite clear that everyone wanted him to stay. I believe him a whole lot more than an anonymous poster. I view Otellini as one of Intel's very best CEOs. Right up there with Andy Grove.
Who Has A Better Sales And Margin Record: Intel, Texas Instruments Or ARM Hldgs? [View article]
"Yes it does. 18% 5 yr net margin average with a Specialized industry average of 8.4%. Intel 19.7% with its industry 15.6% so yes it is huge over Intel."
Maybe I'm a bit dense or just not getting it. In my world 19.7% net margin is greater than 18% net margin. When someone tells me 18% is a huge net margin advantage over 19.7% I just have to scratch my head and wonder who's the one here with a loose screw?