Seeking Alpha


Send Message
View as an RSS Feed
View familymisc's Comments BY TICKER:
Latest  |  Highest rated
  • Intel: It's Not That Easy [View article]
    Intel is not getting design wins. They are buying design wins. The effect is really CONTRA....
    Mar 10, 2014. 12:05 PM | 4 Likes Like |Link to Comment
  • Intel Owes Its Shareholders An Explanation [View article]
    Michael, back with his 130 design win BS....
    The guy who sold 66% of his INTC position because of Intels woes and still does not want to admit any of the challenges Intel is facing. On the contrary, Michael constantly and SHAMELESSLY keep pumping Intel.
    Feb 26, 2014. 02:06 PM | 2 Likes Like |Link to Comment
  • Intel Owes Its Shareholders An Explanation [View article]
    Very well said.
    Feb 26, 2014. 02:02 PM | Likes Like |Link to Comment
  • Samsung unveils Galaxy S5. U.S. launch set for April. [View news story]
    I don't like the perforated plastic back cover. It feels really cheap.
    Feb 24, 2014. 04:43 PM | 1 Like Like |Link to Comment
  • Intel's New Mobile Processors Revealed [View article]
    I agree,
    But the biggest difference is "Intel has to be successful in Smartphones/Tablets for it's survival while ARM couldn't care less if it fails in server solutions"
    Feb 24, 2014. 04:25 PM | 5 Likes Like |Link to Comment
  • Is Intel In The Danger Zone? [View article]
    @Platonicbomb, @tjmonie, @techguy77, @Cube, @Russ Fischer or any other tablet trivializer

    I completely agree that tablets cannot replace a PC (Obviously including laptops).
    But I dont agree that tablets(including iPads) are FAD or POS or "showing off" or TOYs etc...

    Do you guys realize that there are many people(likely majority) that never required a PC and would not require a PC in future? All they required was a tablet like portable device for their data consumption. And before iPAD there was no reasonable and less expensive device to fulfill their requirement.
    Now that tablets are so dirt cheep, all these people can fill that gap happily without even thinking about a PC.

    Again, I want to repeat that in my opinion majority of the people never required a full fledged PC and would not require a PC in future. They just need a data consumption device and no PC can beat a tablet in that domain.

    The guys who need both would keep both(or a 2 in 1) but those guys are minority.
    That is the reason total tablet sell is going to overtake total PC sells this year and in couple of years tablet sell would be multiple times of total PC sales.

    Just because I need a SUV, does not mean everybody else in the world needs a SUV and does not mean that civic/corolla are total FAD or TOYs or POS. You can be in denial if you want (free world and all....)
    Feb 21, 2014. 05:02 PM | 1 Like Like |Link to Comment
  • History Suggests Intel Will Succeed In Mobile [View article]
    Michael(the Author) is trying to be a perma bull but he does not put his money where his mouth is.
    He has reduced his position by 66% recently on the name of booking profit.
    As an investor I thought, people reduce their position and book some profit when they start having doubt about the future of a stock price and they what to play safe. Investing has to have discipline and I can appreciate that.
    What I don't understand is and I find it SHAMELESS is that his comments and articles does not show any doubt about Intels SUCCESS. His articles and comments does not represent the genuine fear that he had while reducing his stake recently by 66%.
    I have no problem for him being a good Investor for himself, but I feel it SHAMELESS and unethical for him to keep pumping intel without showing any shed of doubt while he himself is not believing into his own preaching.
    Feb 17, 2014. 02:57 AM | 2 Likes Like |Link to Comment
  • Intel's ARM Problem Intensifies [View article]
    "I remain very bullish on Intel"
    How does it show your bullishness when you reduce your position by 66%.
    In real stock market, this behavior of pumping Intel while selling your intel shares invite lawsuit and SEC investigation.
    I hope atleast SA takes notes of your behavior.
    Feb 12, 2014. 02:28 PM | 1 Like Like |Link to Comment
  • Intel's ARM Problem Intensifies [View article]
    Hi vyrtisuchi,
    "Could you please explain me what is the difference between Video processor, Graphics processor and Image processor?"

    Sure, Let me try it without too much technical stuff.
    - To start with, graphics processor, video processor and image processor target completely different tasks and hence require completely different science and algorithms.
    - Graphics Processor : Anything that is rendered, created or animated is work of graphics processor. It is creating stuff from triangle, pixels and vector processing on them. All the video games/animations or lot of the webpage content creation requires a a lot of high end graphics processor algorithms. If you look at SOCs, Graphics processors total area is two to three times bigger than total CPU cores area.

    - Video processor : Video is different from graphics. Video is real time data processing where the content(video) is already there and video processor need to process the data(in real time). Like changing video formats, video encoding/decoding(ex. H264/H265 etc..), noise reduction, resolution adjustment, text/data overlay, mixing data/video streams etc. Video processor is the one which is driving the LCD/display. Real time processing is a very big deal in video processor. A decent video processor is much bigger than single CPU core.

    - Image processor : All the Image/picture processing is done by it. For example, Picture processing like, format changes, noise reduction, brightness/contrast/gama adjustments, color adjustments(remember the issue of purple tinge on new iPhone photos), red eye reduction and any king of picture processing. A lot of them is augmented with softwares/Apps. But more and more image processing is becoming dedicated hardware algorithms in the SOCs itself. And Image processor would keep growing, implementing more and more software functionality into the SOC itself. Their size/area is already becoming bigger than a CPU core.

    I hope this helps.
    Feb 11, 2014. 06:23 PM | 7 Likes Like |Link to Comment
  • Intel's ARM Problem Intensifies [View article]
    Hi Cube,
    The list of Intel bear arguments were my general arguments that I wanted to list all over again. It was not with reference to Ashraf's statements.
    My general argument is simple, other than CPU, intel is very weak in rest of the SOC parts and others would keep chugging ahead while intel is trying to get expertise in rest of the SOC. By the way, Intel buying BRCM could change that in Intel's favor I think.
    Also, Intel has process advantage(how huge is debatable), but it does not matter right now.
    And, even when Intel in future get BOM cost competitive SOC, their margins would be no way near historical average of >60%. I believe it would be well below 50% for mobile SOCs. And if Mobile/Other intel Arch becomes big part of Intel business, Intel overall margin would come down and hence the stock has to adjust accordingly. Look at AAPL and see what happens when a slightest hint of margin reduction come into picture. I feel Intel would be worst than that even if they can capture some of the Mobile SOC market in future.
    Feb 11, 2014. 02:56 PM | 4 Likes Like |Link to Comment
  • Intel's ARM Problem Intensifies [View article]
    You and your 130 design wins. It looks like you ultimately realized the truth about your 130 design wins.
    It looks like you have started to "see the grim face of reality".
    From 180K to 60K, Intel is loosing some of it's perma bulls.
    Forget about stocks, but can it get any worst for INTEL followership?
    Feb 11, 2014. 02:30 PM | 1 Like Like |Link to Comment
  • Intel's ARM Problem Intensifies [View article]
    Hi Ashraf,
    You used to dismiss all the INTC bear arguments as FUD.
    Now that all the INTEL bear arguments are becoming reality, it is very hard for you to call it FUD anymore. It is good to see you acknowledge the reality after all.
    Let me list all the INTEL bear arguments.
    - Intel X86 processor architecture is not suited for low power. If INTEL insists on X86 compatibility, they would not be able to make big changes and hence would not be able to really compete with ARM in low power processor race.
    - New world order requires SOCs and not the CPU. CPU is just less than 20%(and becoming less everyday) of the SOC. Rest 80% is Graphics processors, Video processor, Audio processor/DSP, Image processor/DSP, modem 2G/3G/4G, WIFI/BT/GPS and tons of other smaller blocks.
    - While intel is trying to acquire rest of the 80% through acquisitions, the world of QCOM/Mediatek/Broadcom... is not standing still. These guys are way ahead at least in rest 80% and will drive/define path for followers like Intel.
    - Intel's SO CALLED process advantage does not matter after all.
    - The biggest and most damning for INTC stock is the gross margin reduction to be part of mobile SOC market. For a long time, Intel bears tried to bring this argument about how low margin the mobile SOC business is and how Intel's margin would reduce if it were to sell SOCs in mobile market. Intel is bracing for low margins from Mobile SOCs and the stock has to adjust big time to this low margin reality.
    My 2 c... again
    Feb 11, 2014. 01:56 PM | 6 Likes Like |Link to Comment
  • Intel: What's Most Important In 2014? [View article]
    " Intel harms its partners while ARM boosts its partners with a panoply of benefits including 3rd party circuit IP".

    You bring out a very good point. I feel, these type of non technical point also helps understand a company stock better.
    It is very well know that WINTEL grew much bigger than their partners keeping majority of the profit for themselves. I am sure, deep down, all the partners are not happy about the unfair profit sharing from the PC business.

    On the other hand, In ARM ecosystem, ARM is the one which is earning the least of the profit, and let the partners earn the biggest chunk of profit. More than 90% of the tablet/smartphone market uses ARM IPs but look at ARMs revenue. They are smaller than almost all of their partners. No wonder all the guys like Samsung/HTC/ LG/LENOVO/ Huwai/Mediatek/ BRCM( and now HP and DELL too) going out of their way to do ARM based designs. Also, look at the number of small guys(>40% of tablets are from NONAME IDMs) who could jump on ARM bandwagon to start making money(which was almost impossible with WINTEL).
    In a way, for ARM partners, It looks like a simple business decision of keeping most of the profit for themselves and also not let the OLD BULLY get strong again.
    Dec 18, 2013. 12:02 PM | 2 Likes Like |Link to Comment
  • The Atom C2000-Series CPU Is Intel's Answer To Google's Need For A Low-Power Server Processor [View article]
    " The problem is the data was incorrect."
    Nobody can predict the future.
    It simply means that Intel did not believe in iPhone promise and they are paying for it.

    Let's not forget, AT&T was less that half size of Verizon. But Verizon also did not believe in iPhone promise and then they had to beg on their knees to get iPhone after three years. Meanwhile, AT&T got a chance to jump on the ball dropped by verizon and they became equal to Verizon in just 3 years of iPhone release.
    Business is all about aligning yourself with the future.
    Even going forward, if INTEL can not align themselves with the future, they would become history like BBRY, Motorola, Nokia etc...
    Dec 18, 2013. 12:00 AM | 2 Likes Like |Link to Comment
  • The Atom C2000-Series CPU Is Intel's Answer To Google's Need For A Low-Power Server Processor [View article]
    "If GOOG decides to make a new processor why in the world would it go to second ranking chip manufacturers?"

    There can be many reasons other than technology to go to so called "second ranking" chip manufacturers.
    For example, AAPL asked INTC to design a low power processor SOC for iphone, back in 2005. But INTC blew the call and said NO to Steve Jobs (can you believe that?). AAPL went to "second ranking" architecture and I think they are doing reasonably OK.
    Dec 17, 2013. 02:24 PM | 1 Like Like |Link to Comment