I just bought a Dell Latitude for my wife. Intel i5 processor. Super! We had a Toshiba Satellite before, still working. Both laptops are great!
Sentiment: Strong Buy
I especially liked this part of this Digitimes rumor(?). I have not been able to find anything more about the memory.
"Intel Labs also released the results of its R&D cooperation with the Industrial Technology Research Institute on high-performance power-saving memory arrays as well as an innovation center, jointly established by Intel Labs, Taiwan's National Science Council and National Taiwan University in 2011, on the Internet of Things and M2M (machine to machine) computing."
Intel Labs cooperates with Asustek to improve cloud computing storage
Monica Chen, Taipei; Adam Hwang, DIGITIMES [Wednesday 11 December 2013]
Intel Labs has cooperated with Asustek Computer to improve the cost-benefit of cloud computing-based storage using DSS (differentiated storage service) technology, enabling users to store data in a cloud more efficiently and get quicker response, according to Intel Taiwan.
In addition, Intel Labs on December 10 announced the donation of 1,200 Galileo development boards, an Arduino-compatible development tool equipped with Intel Quark SoC X1000, to several universities in Taiwan. Intel Labs also released the results of its R&D cooperation with the Industrial Technology Research Institute on high-performance power-saving memory arrays as well as an innovation center, jointly established by Intel Labs, Taiwan's National Science Council and National Taiwan University in 2011, on the Internet of Things and M2M (machine to machine) computing.
Sorry buddy, tablets are primarily a consumer read/only device. 2 in 1's are different from tablets.
photonis; why is Intel silent??
Oracle says silicon photonics will soon be used to link chips in high-end server cards and racks at 25 Gbit/s. It envisions a macrochip, a wafer-scale server motherboard where all major chips on the card are linked via silicon photonics. The technology is critical for plans to get power consumption on petaflop supercomputers down from 556 KW today to about 85 KW.
"Over the next five years, all [server] links will become exclusively photonic at 25G or perhaps slightly faster," A.V. Krishnamoorthy, a chief technologist for photonics at Oracle, said in a keynote at a server design event here. VCSELs are widely used today and will continue to be used, particularly in active optical cables, but "in the end, it will all be silicon photonics simply because of the need for integration and density."
Oracle worked closely with the component providers Kotura (now part of Mellanox) and Luxtera in a DARPA program on silicon photonics. Over multiple generaitons of designs, it got all the silicon photonics down to a target of 0.7 picojoule/bit, except for the laser, which consumed 1.4 pj/bit by itself (see chart below).
"We are really focused now on getting more efficient silicon-assisted lasers," Krishnamoorthy said. "There's a need in the industry for the lowest-cost laser solution. Perhaps that will determine who the winner will be" among component approaches. Oracle Labs hopes its low-cost laser will work equally well with the different silicon approaches of Kotura and Luxtera, which are "very different beasts."
Kotura started with low-loss passive platforms and worked on creating germanium-based actives and relatively large germanium wave guide detectors, which makes optical coupling of chips easier. Luxtera has an "equally appealing submicron platform with silicon based modulaiton and germanium detection." In the DARPA program, Oracle worked closely with Luxtera, developing its own PDK with the startup's foundry. Similarly, it helped Kotura develop its modulators. A followup DARPA program called POEM now involves IBM and Hewlett-Packard, as well.
Intel has been developing silicon photonics in its labs for a decade. This year, it said it will soon deliver 100G links for computer servers. Cisco Systems is also in the hunt. It has acquired a silicon photonics startup and has discussed using 2.5-D chip stacks.
"We are still early in the game to get well below a dollar per Gbit and get integration in the chip package," Krishnamoorthy said. "Those are the hard questions to answer."
Sentiment: Strong Sell
LOL, are you kidding me? Do I need to disclose what stocks I own in EVERY POST?
You, sir, are now just looking to prove that I don't have "integrity". I bet you were taken aback that I even did disclose that I owned BRCM.
Also, it's in a bunch of my articles. I'm not trying to hide my positions.
Oh, wow - back in October. I guess you expect everyone who reads your posts to go back a couple of months looking for disclosures?
Yep, I quit my job at the Waffle House this morning. Mary was crying when she found out. Unlike y'all folks, she can't get enough of me. Okay, where ya going you ask? No way I'm telling you morons, but, it's with a fracking company in the East. Got me a job as a project manager. I put down I had experience scheduling projects, however, they didn't check my references. I did schedule 5 employees at the WH a couple of times, so it wasn't a total lie, like Obama's ACA. Even if they eventually do check, they pay very good money till then. Anybody know what project managers actually do, right now I have no clue.
marco the great :-) Ah, yesterday I couldn't spell manager, today, I are one. BTW, yinz shoulda listened to me about this sinking Titanic.
aeassa Member Level Tuesday, 10/15/13 06:50:51 PM
Re: mas post# 123698
Post # of 126060
Yeah, I saw that. Very impressive, and glad that my 2nd largest position is Broadcom. These guys are the real deal.
"I will talk at GREAT LENGTHS about Qualcomm's fabrication problems if you list just THREE things that Intel has problems with today."
[Yeah the guy who just did another puff piece on TSMC wants me to follow standards that he does not observe. You need to start following the standards that you profess to follow before you go around trying to hold other people to these standards. Besides, I have previously explained why I will never present the downside on Intel until such time as I feel like it is fairly valued. But I'm not a journalist, Ashraf. I'm a message board poster. You apparently don't think a journalist has to have standards higher than the common message board poster. You have an obligation to your readers. You're getting paid for god's sake. You are not even close to objective on Qualcomm, TSMC, ARM and now Broadcom. And you keep assaulting my character for pointing it out. Well, that's just the way it is. If you don't like it then you need to work on your standards and objectivity.]
And from yet another article, "Qualcomm Goes 64-Bit, but With a Twist"
Ashraf Eassa owns shares of Intel, Nvidia, and Broadcom. The Motley Fool recommends Apple, Intel, and Nvidia. The Motley Fool owns shares of Apple, Intel, and Qualcomm. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
The S50 is nice. Good choice. A lot of the systems have the "mobile Core i7" that is a dual core rather than a quad core like the S50. I have had a couple of bad experiences with HP equipment too but I still like the Dell equipment (especially the Outlet).
Haswell Intel® Core™ i7-4700MQ Processor
(6M Cache, up to 3.40 GHz)
# of Cores 4
# of Threads 8
Clock Speed 2.4 GHz
Max Turbo Frequency 3.4 GHz
Cache 6 MB
DMI2 5 GT/s
Instruction Set 64-bit
Instruction Set Extensions SSE 4.1/4.2, AVX 2.0
From my recent article, "For CEVA, Broadcom's Defection Is A Negative, But Not A Deal-Killer"
Disclosure: I am long CEVA, BRCM, INTC. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
WTH is wrong with you, dude. I disclose ALL positions according to the guidelines set forth by my publishers.
That guideline is: if you mention a ticker, you disclose ownership. Period. I WITHOUT FAIL do so.
My "integrity" (again, I'm not a "jorunalist" - I'm a financial writer) is 100%. BTW, I point out negatives re: Broadcom *all of the time* in the articles I write about the co. They've done some great things, but they've also screwed the pooch on a lot of stuff too. I call them out on it just like I do with Intel.
Nor did he mention that TSMC's dividends have exceeded their free cash flow for all of the last four years. In fact, the issue of CapEx was largely ignored with the exception of him saying that Apple business would provide for all the cash flow needs even though we still know little about this business and how it will be split between TSMC and Samsung.
this could have come directly from Nenni.
Not one word about $20 billion in capex spent by TSMC in 2013/2014
he's not one bit concerned Apple eventually splitting the business between TSMC and foundry X
"Nor did he mention that TSMC's dividends have exceeded their free cash flow for all of the last four years"
he "plays" dumb?
Funny how he mentioned "what Covello thinks" -how would he know?
"Yikes, you are vicious wallis. You'll attack the character of anybody who disagrees with you."
[That's funny because you already admitted that you have a separate standard for companies you own versus companies you don't own.
You don't seem to understand that you should disclose ownership when making recommendations on a company buying one in which you own stock. This is just plain journalistic integrity.
This does say something about your character, doesn't it? If you don't follow the standards that most journalists consider normal and customary, then you shouldn't get upset with me pointing it out. It's not my failure, it's yours.]
Have you ever discussed ANY of Intel's problems?
I will talk at GREAT LENGTHS about Qualcomm's fabrication problems if you list just THREE things that Intel has problems with today.
AMD is finished. Intel will take more low end share and leave AMD with next to nothing in the PC business. Bay Trail will do to AMD's low end/low cost parts what Conroe and its successors did to AMD's big cores.
Intel's GenX GPUs are also about to put the hurt on AMD's IGPs.
"Of course, Intel's stock price stagnation is due to "manipulation" and not due to "revenues and profits aren't growing" as far as you're concerned, so whatever."
[You sound more like Nenni every day. Where's your "I have to provide both side of the picture" on Qualcomm??? Have you ever discussed Qualcomm's fabrication problems? ]