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Intel Corporation Message Board

walrusweaver 51 posts  |  Last Activity: Apr 5, 2013 12:14 PM Member since: Feb 14, 2013
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  • Reply to

    ARM Technicals

    by wallisweaver Apr 5, 2013 12:10 PM
    walrusweaver walrusweaver Apr 5, 2013 12:14 PM Flag

    Posting bash blogs on a message board every single day about a stock that's gone up 100% since you started bashing it IS the definition of insanity.

  • Reply to

    Qualcom is the problem, not ARM

    by ghostupinhere Mar 29, 2013 12:44 PM
    walrusweaver walrusweaver Apr 2, 2013 7:39 PM Flag

    April 2, 2013, 5:41 P.M. ET

    QCOM: Competitors Won’t Easily Take LTE Share, Says Raymond James

    By Tiernan Ray

    As I mentioned this morning, Raymond James‘s Tavis McCourt today raised his rating on shares of wireless chip maker Qualcomm tod without adjusting estimates, arguing that competition in baseband processors from Intel and Broadcom will slow the company’s growth next year and the year after, “but that Qualcomm will maintain a meaningful advantage on high end smartphones as it moves to 20 nanometer),” referring to the next leg down in chip feature sizes.

    The spur to competition, as McCourt observes, is the race the move from plain-old 3G and 4G networks to “long-term evolution,” or LTE, which is now in all high-end smartphone releases.

    McCourt doesn’t think taking material share from Qualcomm will be easy:

    Qualcomm outspends most of its competitors in mobile R&D by a factor of 5:1 to 10:1 and most are not close to profitability still. To believe Qualcomm loses meaningful revenue share is to believe that Qualcomm is overseeing a misallocation of R&D dollars on an historic scale. In fact, Qualcomm’s R&D expense of ~$5 billion this year is likely greater than all its competitors’ revenues combined in WCDMA/LTE baseband/app processors.

    As McCourt observes, “QCOM has a 28nm Cat 4 LTE modem on 28nm this year, integrated with a world class App processor/GPU, power management, various connectivity modules, etc… In 2014, we expect QCOM to be at a 20 nm node, and continue to have substantial SoC advantages over its LTE competition.”

  • walrusweaver walrusweaver Apr 2, 2013 2:02 PM Flag

    TSMC

  • TSMC just took a dump in their throats.

  • walrusweaver walrusweaver Apr 2, 2013 1:55 PM Flag

    TSMC just made Intel 14nm irrelevant and it REALLY bothers you. lolol

  • TSMC and ARM about to go big at 16nm. Idiots.

  • Spin it boys, spin it. I bet Marsavian has sold or will sell Intel very shortly.

    Forget Cortex-A15 processor cores, as found in Samsung's Exynos 5 Octa processor for the Galaxy S4, and partially in Qualcomm's newest Snapdragons, like the 600 in HTC One.

    The British mobile chip designer from ARM Holdings, and the TSMC foundry announced they have successfully taped out the first 64-bit Cortex-A57 processor, made using TSMC's novel 16nm FinFET production tech, after a cooperation in the 64-bit realm with the 20nm process that started last year. The project completion took just six months, and ARM says this is their most powerful processor yet.

    When exactly are we to see the monster silicon in tablets and other mobile computing gear remains to be told, but given the pace with which things are happening in the mobile realm, this moment shouldn't be far off. We can only salivate at the possibilities such powerful processors will bring to devices, as ARM says it is even suitable to cluster up for servers, so how about them tablets with Cortex-A57 cores? TSMC was rumored to supply Apple with some 16nm FinFET chips for a "breakthrough product," so we might be seeing ARM's new baby in future iPads or even Macs at some point.

    Moreover, after the report today that TSMC is ahead of schedule with the 20nm process, now comes the 16nm die shrink, which is sure to put some pressure on Samsung, whose foundry allegedly struggles with the 28nm production of the Exynost 5 Octa still

  • Watch out for the pumpers on here that say demand for future Intel products is bursting at the seams. They want to dump their shares on you.

    [March 29, 2013]

    Intel activity slows in Arizona amid slack demand

    Mar 28, 2013 (The Oregonian - McClatchy-Tribune Information Services via COMTEX) -- Even as Intel ramps up construction in Hillsboro, the pace of work seems to be easing at its factories in Arizona. That could suggest that demand for Intel's chips continues to ebb.

    The company has slowed the installation of production tools at its nearly complete, $5 billion Fab 42 near Phoenix (a fab is the industry's term for a chip factory), according to Intel suppliers and contractors in Oregon.

    These personnel, who asked not to be identified because of their relationship with Intel, say some tools appear to be idle in Arizona. Other tools have been redirected to the new D1X research fab in Hillsboro, which opens its first, $3 billion phase late this year.

    When Intel announced plans to build Fab 42 two years ago, it said the Arizona facility would be complete in 2013. That's still the timeline, according to corporate spokesman Chuck Mulloy -- but he wouldn't say when the facility will begin making high volumes of chips.

    "Fab 42, the construction will be completed this year," Mulloy said. "We'll talk more about production later." Intel revenues were down slightly last year, and industry observers expect 2013 will be another flat year for PC sales, the core of Intel's business.

    "Intel's not using its fab capacity. They have so much more fab capacity than they need right now," said Jim McGregor, president and principal analyst at TIRIAS Research in Arizona.

  • walrusweaver walrusweaver Mar 28, 2013 9:37 PM Flag

    It's like he posted a picture of a Dog on here every day for months and tried to tell us it was a cat, never wavering. LOL!

  • Reply to

    ARM Technicals

    by wallisweaver Mar 27, 2013 4:22 PM
    walrusweaver walrusweaver Mar 28, 2013 9:16 PM Flag

    ARM's up 100 percent since you started saying it was dead because it was Fabless. ONE.HUNDRED. PERCENT. Be a man and admit you are a clueless bag of hot wind.

  • walrusweaver walrusweaver Mar 28, 2013 9:11 PM Flag

    Imagine posting of a stocks collapse over and over and over only for it to rise ONE HUNDRED PERCENT. LOL! Can you be more disgustingly wrong? WoW.

  • walrusweaver walrusweaver Mar 28, 2013 9:03 PM Flag

    Sour grapes is what it is. Intel down 30 percent and ARM up 100 percent and he looks like a complete boob !

  • ..........and at the end of the day, he's utterly wasted his life as the stock is up 100 yes 100 PERCENT since September. LOL! What a stubborn fool.

  • Reply to

    Intel planning $599 Haswell Ultrabooks

    by wallisweaver Mar 26, 2013 3:27 PM
    walrusweaver walrusweaver Mar 26, 2013 10:12 PM Flag

    This is what sent Intel issues higher today.

  • Reply to

    Nice Seeing

    by wallisweaver Mar 26, 2013 8:39 PM
    walrusweaver walrusweaver Mar 26, 2013 9:34 PM Flag

    Was it palpable?

  • walrusweaver walrusweaver Mar 21, 2013 6:38 PM Flag

    Dang rich people, out working hard and creating jobs. What a bunch of losers not paying their share. I want to be able to post on this message board all day, every day (contributing absolutely NOTHING to society) and get free stuff from the government! LOL! Can you see how big of a loser I am?
    - Wally

  • walrusweaver walrusweaver Mar 21, 2013 6:03 PM Flag

    ... More

    1users liked this postsusers disliked this posts3
    Reply
    What We know Now
    by wallisweaver•17 hours ago
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    We know that Intel is setting up very nicely for the rest of the year. Q1 will be the low and we will have steady improvement the rest of 2013.
    We know Haswell will be here soon perhaps in less than a month to get the party started.
    ... More
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    Reply to
    TWO DIFFERENT BUSINESS MODELS :: INTEL VS ARM HOLDINGS
    by singhlion2001•Mar 19, 2013 4:54 PM.

    wallisweaver•22 hours ago

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    "Too bad for INTC the world is going ARM..."

    [Too bad for ARM that the stock price is going bad. The ARM era is over...]
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    0users liked this postsusers disliked this posts0
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    Intel rising in embedded systems
    by wallisweaver•23 hours ago
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    Intel is in and DSPs are history when it comes to single-board computers and embedded systems, according to vendors at the recent Embedded Tech Trends 2013 show here.

    Most of the dozens of vendors who spoke to EE Times were longtime PowerPC and Freescale customers. Most were increasingly... More
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    0users liked this postsusers disliked this posts0
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    Intel Will Launch Ten Smartphones This Year
    by wallisweaver•23 hours ago
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    Intel has said that its plan for 2013 is to focus on mobile processors for devices such as smartphones, tablets and ultrabooks. While speaking at a media briefing in Delhi, Director of Product Management & Pricing (Asia-Pacific) for Intel, Leighton Phillips said that both the fourth generation... More
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    East Leaves as National Champ
    by wallisweaver•Mar 20, 2013 5:17 PM
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    But leaves the cupboard bare for the next guy. Think Cincinnati after Brian Kelly.

    It's the new guy who will get saddled with having dismantled ARM's fabrication, mobility leadership and stock price...
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  • walrusweaver walrusweaver Mar 21, 2013 6:02 PM Flag

    Reply to
    FYI... my ARMH sold today
    by getanid61•6 hours ago.

    wallisweaver•6 hours ago

    0users liked this postsusers disliked this posts0
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    Yeah, you only gave back about 5 bucks. For you that's prolly pretty good. Maybe if you had been paying attention instead of posting about the new 52-week high every day for the last six weeks...
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    1users liked this postsusers disliked this posts0
    Reply
    Intel Holding Up Well
    by wallisweaver•7 hours ago
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    Especially in view of Wall Street's concerted attempts to find an exit strategy for their bad judgment.

    Haswell's coming boys. You blew the call...
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    0users liked this postsusers disliked this posts0
    Reply
    ARM Technicals
    by wallisweaver•7 hours ago
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    ARM was down big in pre-market which is a terrible sign for the stock. Whoever propped the stock up, after the bad news of East's departure after selling a lot of his stock at the top, was unable to stop the drop today. Even in pre-market.

    So, it looks like ARM might test $40. I'd give... More
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    1users liked this postsusers disliked this posts0
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    Haswell Due In April
    by wallisweaver•7 hours ago
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    The end of the ARM era arrives early...
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    0users liked this postsusers disliked this posts0
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    Why Won't the Shills Discuss Fabrication?
    by wallisweaver•15 hours ago
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    1.) ARM doesn't know anything about fabrication so why would the shills that push their cause?
    2.) The ARM stock price is already in free fall. No sense making it worse.
    3.) Every time Nenni tries it, he gets his head handed to him in a basket.
    ... More
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    0users liked this postsusers disliked this posts1
    Reply
    Sixteen Reasons Why ARM's Fabrication Is Toast
    by wallisweaver•16 hours ago

  • ARM Stock Price Reflect's End of the ARM Era

    by wallisweaver•1 hour 25 minutes ago
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    ARM closed down 1.48 (3.59%) at 39.72 as the stock price has begun to accelerate in the downward direction blowing through the important $40 level with relative ease. The stock is now $4.75 or 11 percent off of its 52-week high. After refusing literally for years to recognize that ARM could not... More

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    Acer and Intel pushing into the Philippines
    by wallisweaver•2 hours 55 minutes ago
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    [So, recently the Asus Fonepad, the Xolo phone, another Asus phone on the way and the Acer phone...]
    ... More
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    Reply to
    FYI... my ARMH sold today
    by getanid61•6 hours ago.

    wallisweaver•3 hours ago

    0users liked this postsusers disliked this posts0
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    "I'll be back when ARM64 starts to take over the planet..."

    [Great, you'll never be back...]

    [The ARM era is over. I hope you enjoyed it...]

    1users liked this postsusers disliked this posts0
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    Haswell is the single largest generation-to-generation battery life improvement in Intel history
    by wallisweaver•3 hours ago
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    The first benchmarks of Intel's upcoming "Haswell" Fourth-Generation Core processors have leaked. But asking how fast future Windows 8 PCs will be is probably the wrong question.
    ... More

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    Reply
    Here Comes Haswell
    by wallisweaver•3 hours ago
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    There goes ARM...
    Online Stores Start to Take Pre-Orders on Intel Core i7-4770K “Haswell” Chips
    ... More

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    How Smart is Mr. Market?
    by wallisweaver•4 hours ago
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    Apple's cash balances are ten times the size of Cyprus' GDP. And yet Wall Street attempted to the best of its abilities to freak out. And Wall Street's biggest firms are still trying to beat technology stocks into the dirt in spite of economic improvements in housing and jobs. Well, at least ARM... More
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