What a snake.
Tuesday, 10/29/13 05:43:16 PM
If Intel's Cherry Trail can't decisively beat a 28nm planar part targeted at a similar power envelope in a smaller die area, then Intel's process lead doesn't mean #$%$ in the real world. I'm not ready to accept that given how that lead has manifested itself nicely in the PC/server space once the designs are competent.
Bottom line, though, is that while Intel's designs for this space at both an individual IP block + SoC level are getting much better and closing the gap even normalized for process, they've still got two major problem spots (GPU and baseband).
Bay Trail should have been built with a "Rogue" GPU if it wanted to have decisive leadership. The reason they didn't do that, of course, was that building drivers for both Windows and Android would have been quite the task especially given the work that already goes into GenX drivers for Windows.
That's why Merrifield is built with a Rogue, and that's why its (most likely quad core Silvermont) successor is also built with Rogue. It's also why these two processors will be aimed at both Android tablets and phones, not just phones.
I think Merrifield will gain some traction as an excellent alternative to Snapdragon 400 and Tegra 4i in both mid-tier "large" phones but, more importantly, high end "small phones".
Intel's target seems very much to be iPhone type devices and I doubt very much that Intel had Phablets on the mind when designing Merrifield.
I think that's a mis-characterization of Essa's position. Essa had taken the view that Intel's growing success in tablets and mobile would come at ARMH's expense and hence had advocated short ARMH positions. What Essa didn't understand is that in a rapidly growing & expanding market Intel and ARMH can grow simultaneously - at least for a while. Sure some of Intel's success will come at the expense of ARMH's growth potential and OEM profitability but ARMH will still appear to be growing. I believe Essa is simply acknowledging that the second piece of his bullish Intel growth view isn't necessarily true.
I find his opinions to be shallow aggregates or summaries of the day's IHUB experts comments. Ne's not terribly original, and rather fleeting. If you are an investor you need a stable philosophy and not a day to day mood swing. Intel won't live or die on one momentary tick, up or down, with a new product. Rome wasn't built in a day and I view Intel as the Rome of the chip sector.
Y! boards have become a cesspool...or maybe I'm just realizing that they've been one all along. If I were trying to be a "snake", I'd not post under my full name in full view of the entire world and have the delusion that being on a different message board would "hide" me.
A message board can be a cesspool only by virtue of there being no oversight or monitoring of behavior on the boards because ultimately there aren't any cesspool message boards - only boards with cesspool participants.
Much more oversight of the Yahoo boards is called for with getting rid of aliases and multiple IDs being a good first step. If anyone bothered to have voted in the survey of new ideas, they would have seen that a predominate portion had to do with not allowing a single person to post as a number of different people. There is absolutely no reason to support those people who have deception as their primary motivation.