BK at Intel. Steve Jobs would never have worked with Intel, but I'm thinking that Tim Cook and BK will get together within the next year or two. Apple will want to go with the best tech out there, and BK is not about to lose business to anyone if even a small profit can be made.
another worthless piece of drivel from Waldo with ARMH still above the $44.00 he based his ill fated puts on.
Never fear, there will never be a correction. Markets drop 10 percent, never, so be a "player" like Waldo and sit on your hands and do nothing like Waldo
Although IoT is difficult to characterize because it is so broad there are characteristics that give Intel an advantage in defining the specifications. Virtually all the envisioned data traffic for IoT is asynchronous data. Voice and video is minimal. The nature of data traffic, the possible network topologies and security are far closer to what Intel has been involved than what QCOM does. Cellphone networks are incredibly simple with a client device communicating to the nearest cell tower. Yes, cellphone handoff requires some effort but it's not like the type of fault tolerant many-to-many mesh networks that exist in the data world.
IoT communications won't just be limited to cell-to-tower or device to Wireless Router, there are good reasons to borrow on architectures developed for the military to make the networks more robust, more secure, self-healing, and network and RF adaptable. Intel has been there, done that and many of the protocols already exist on Intel architecture.
Intel hits the ground running in IoT and they bring a huge depth of experience, technology and value-add to it's IoT consortium.
"Since when is a shriveled up old message board addict living in a 800 SF house in a bad section of California considered a "player" ? Explain."
[Players are people who have stock or derivative positions and therefore the right to an opinion as to what is going on with the markets. You don't.]
There was no way that Intel's massive state-of-the-art capacity was going to go untapped. Panasonic now makes it six that have signed on. All without jeopardizing x86.
You can be sure that there are more deals in negotiation or that have already been consummated but not yet announced.
Your trading skills are legendary for their non-existence.
your bashing of ARMH with no skin in the game, and when you did, blowing the trade miserably, well known by the Board
"Pot calling the kettle black since you're not short armh and haven't done squat with INTC other than pump it day and night for years."
[I have multiple stock positions. You have nothing. Go away.]
[We shoulda been up a buck from this. More Wall Street stupidity. ]
Panasonic will make SoCs in a low-power flavor of Intel's 14nm process technology. The Japanese company is the sixth announced customer for a foundry business that Intel says is strategic and expanding its packaging capabilities.
"We are doing extremely well getting customers who can use our technology," Sunit Rikhi, general manager of Intel's foundry group, said in a talk at Semicon West, though he would not provide details. "We are in this business to grow, and it's strategically an important vector in our Intel strategy."
Other companies making or planning to make chips in Intel's fabs include Achronix, Altera, Microsemi, Netronome, and Tablula. Rikhi described Intel's foundry business in broad terms: "We need to demonstrate our service orientation and earn trust of customers."
He suggested that the low-power variant of Intel's 14nm process is relatively new. Intel uses a general-purpose 22nm process but supports multiple flavors of its 32nm process.
Yoshifumi Okamoto, director of Panasonic's SoC group, said in a press release, "We will deliver highly improved performance and power advantages with next-generation SoCs by leveraging Intel's 14nm Tri-Gate process technology through our collaboration."
When asked about chip stacks, Rikhi said Intel is offering several options and plans to start work with outside packaging companies soon. "So far we have offered integrated packaging in-house, but we are beginning to talk to some customers about their buying wafers from us and having packaging done by OSATs. I would expect we will do that before too long."
Intel expects to make 10nm chips without extreme ultraviolet (EUV) lithography, he said, reiterating comments from Intel's Mark Bohr. However, Rikhi expressed enthusiasm for getting access to next-generation scanners and larger wafers as soon as possible. "EUV is like 450mm wafers. When it comes, it is great."
Pot calling the kettle black since you're not short armh and haven't done squat with INTC other than pump it day and night for years.
"then it will roll over very quickly before closing the day in the low 30s. Tomorrow will be ugly."
[But you still haven't put your money where your mouth is, have you? And you never will.]
"they can only hold it up for so long"
[You've never been more wrong than today, Lucy. Nasdaq down 70 points and Intel down a dime. It's a good thing you don't have any skin in the game.
Even on a day where the Nasdaq is down big, Intel is still yo daddy. LOL
Let's hear it, Lucy. Who's yo daddy?
Intel. Hoo. Intel. Hoo.
Intel yo daddy.]
ARM down $1.42, Intel down 11 cents.
AE's profits have once again disappeared.
But he'll get a nice note from Twinkletoes saying it doesn't matter because ARM has had a good run. Of course, AE didn't buy at the beginning of that run.
[They still think of it as an extension of cell phones. It's not. And that's why they are an extremely poor choice to head up the effort]
Well, if you think about it, given the reach of the cellular network, it's a good starting point. Many of the examples you listed already use the cellular network for their comms.
A single standard wont cut it as the requirements of the devices is so extreme (think power, think price, think size, think maintainability).