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Intel Corporation Message Board

alexander.dumbass 235 posts  |  Last Activity: 1 hour 24 minutes ago Member since: Nov 27, 2010
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  • alexander.dumbass alexander.dumbass 1 hour 24 minutes ago Flag

    Looks like Oracle might be using the drives below .....

    Intel Expands Data Center Grade Storage Offerings
    Jan 28, 2015

    Intel announced today the availability of the Intel SSD DC S3710 Series and the Intel SSD DC S3610 Series. The new Intel SSD DC S3710 Series delivers up to 25 percent more write performance than the previous generation SSD. This results in faster processing of write data at a lower total cost of ownership for applications such as high performance computing, high data rate analytics and operational databases and large scale virtualization. The Intel SSD DC S3610 Series is a new mid-level SSD delivering up to two times greater write performance than entry level data center SSDs. For IT managers this provides an ideal balance of endurance, performance and cost for workloads such as operational and analytical databases, virtualization, e-commerce and cloud infrastructures. Find out more about the Intel SSD Data Center Family.

  • alexander.dumbass alexander.dumbass 2 hours 59 minutes ago Flag

    "Good to see you figured it out. SSD's are replacing hard drives."

    SSD are replacing hard drives everywhere .... especially the enterprise server space where the buyers recognize and pay higher prices for quality and reliability.

    I just saw a presentation authored by Oracle/Intel that indicates that Intel is supplying the non-volatile memory .... PCIe cards and SSD drives for the new Oracle Exadata X-5 storage. That is good to hear.

  • alexander.dumbass alexander.dumbass 6 hours ago Flag

    Intel Corporation is Being Awfully Quiet About 10-Nanometers
    motley fool Jan 26

    Ashraf muses about what Intel has said about 10nm and the fact that Intel did not disclose more at the Investor Meeting in Nov. His logic is ...
    1. Intel is telling the truth OR
    2. something bad has happened with 10nm.

    He indicates that he does not know the answer NOR does he know why Intel thinks they benefit from being quiet. Ashraf thinks Intel should just disclose what they are not disclosing.

    BUT .... how will he know that Intel is not holding something back ..... 8-)

    Quotes from November Investor meeting.
    Krzanich: We felt like we went out a little early with 14-nanometers as far as timing, performance, and features, and we saw, actually, competitors adjust to that. So we're going to be a little more prudent, smarter about signaling to the industry exactly when, what, and where.

    Smith: On the spending side, it's a fairly normal cadence of spending, and I'm not going to be any more discreet than Brian was; we do think we've been giving too much insight too far in advance and so we'll talk about 10-nanometer sometime in the next 12-to-18 months, and when it's appropriate.

  • alexander.dumbass alexander.dumbass Jan 28, 2015 9:40 AM Flag

    the influence of options on trading is when people close or roll out options and the option market maker adjusts his hedging. the open interest seems too low to make much of an influence.

    HOWEVER, with INTC going ex-dividend next week, the arbitraging will be in full swing and strikes and strike prices with dividend offsets will have extra attraction.

  • Reply to

    Chief What is your take

    by lost_my_shorts Jan 27, 2015 2:10 PM
    alexander.dumbass alexander.dumbass Jan 27, 2015 5:11 PM Flag

    "Bunch of morons on this board - all day and all night ... "

    I have often wondered about "motives" but cannot think of anything flattering. It is hard to tell whether it is day or night where they currently are. Someone from the San Francisco area can travel to Taiwan and post from both places and on the plane too. It might be different than it looks. I will interact with them until they surrender and retreat to name calling.

    "do you know why KLACs outlook was so weak "

    I don't know much about the test equipment group.

    Currency exchange rates are likely one source. They report in dollars and likely have contracts inked with Samsung, TSMC, .... isn't payment in local currencies?

  • Reply to

    Is Altera leaving Intel for TSMC?

    by boob_patrol Jan 27, 2015 3:26 PM
    alexander.dumbass alexander.dumbass Jan 27, 2015 4:44 PM Flag

    "ALTR is using TSMC for 20nm "

    You are correct about Altera currently on 20nm ... of course .... I needed to charge my brain back up .... low battery.

  • alexander.dumbass by alexander.dumbass Jan 27, 2015 4:37 PM Flag

    .... the Abrams kind ... 5% up from their -3% close on record earnings.
    Taking INTC with them at bid/ask of $34.50 / $34.56.

  • Reply to

    Is Altera leaving Intel for TSMC?

    by boob_patrol Jan 27, 2015 3:26 PM
    alexander.dumbass alexander.dumbass Jan 27, 2015 4:17 PM Flag

    "There is a rumor flying that Altera will leave Intel and return to TSMC. Rumors are just rumors but this one certainly has legs and ..."

    This rumor does have legs .... TWO of them. Daniel Nenni is a paid consultant for TSMC and it a strong advocate of the ARM ecosystem. He benefits directly from TSMC and their customer decisions. As far as I know, Nenni is the only cited source for this rumor. All other similar articles that I have seen cite Nenni and his article as the source.

    Since Altera is already a customer of TSMC for their older legacy 28nm products, they might be looking to fill in a product line hole between the 28nm and Intel 14nm by migrating their older stuff to TSMC 20nm, but Altera had only positives for their 14nm program.

  • Reply to

    Benchmarks Exynos 7420 V Cherryview

    by theblueredmonk Jan 27, 2015 7:48 AM
    alexander.dumbass alexander.dumbass Jan 27, 2015 2:36 PM Flag

    Any idea why these Samsung results are so much better than the nearly identical QCOM part?
    I would expect these two results to be very similar since both Samsung and QCOM used off the shelf ARMH designs .... at least that was my understanding as of now. .


  • Reply to

    Alex, how are you playing the drop?

    by wallisweaver Jan 27, 2015 9:47 AM
    alexander.dumbass alexander.dumbass Jan 27, 2015 9:51 AM Flag

    I was writing as you were posting.
    I just wrote 30 INTEL APR $34 put options and got a $1.56. I plan on closing or rolling when they get down to less than 50 cents.

  • alexander.dumbass by alexander.dumbass Jan 27, 2015 9:48 AM Flag

    The gap down seemed like an overreaction.
    With only 81 days left and favorable volatility, I got t $1.56 CREDIT and will close or roll out until below 50 cents.

  • alexander.dumbass alexander.dumbass Jan 27, 2015 9:35 AM Flag

    "A fraction compared to all the .... "
    An "improper fraction". 8-)

  • Reply to

    AMD being acquired by a Chinese company

    by back_bay_professor Jan 27, 2015 1:05 AM
    alexander.dumbass alexander.dumbass Jan 27, 2015 2:04 AM Flag

    You might want to read the 2009 Intel/AMD license agreement. The cross license agreement "shall automatically terminate as a whole upon the consummation of a Change of Control of either Party".

    The new owner will have to renegotiate the cross license and terms with Intel for the x86 and access to Intel patents that the part requires.

    This Patent Cross License Agreement (“Agreement”) is entered into as of November 11, 2009

    5.2 Termination; Effects of Termination.

    (c) Termination Upon Change of Control. Subject to the terms of, and as further set forth in, Sections 5.2(d) and 5.2(e), this Agreement shall automatically terminate as a whole upon the consummation of a Change of Control of either Party.

  • alexander.dumbass alexander.dumbass Jan 27, 2015 12:21 AM Flag

    "Nope. Battery life is #1 customer need. Intel just can't bring it."

    Battery life is the #1 issue.
    A couple of interesting articles published by AnandTech.

    The x86 Power Myth Busted: In-Depth Clover Trail Power Analysis
    by Anand Lal Shimpi on December 24, 2012

    The ARM vs x86 Wars Have Begun: In-Depth Power Analysis of Atom, Krait & Cortex A15
    by Anand Lal Shimpi on January 4, 2013

  • Reply to

    The End of the ARM Era

    by wallisweaver Jan 21, 2015 10:37 PM
    alexander.dumbass alexander.dumbass Jan 26, 2015 2:41 PM Flag

    AMD is up on take over rumors.

    "afternoon trading Monday on a report from Chinese site International Online that Chinese company BLX is pursuing an acquisition of the semiconductor company. "

  • Reply to

    Intel is stressing the foundry model

    by semi_equip_junkie Jan 22, 2015 2:45 PM
    alexander.dumbass alexander.dumbass Jan 25, 2015 8:09 PM Flag

    "Is this part of the negotiating? How could they go back to TSMC after investing so much in Intel?"

    I think it is a part of "negotiating" better rates from whoever they ultimately end up with. They are working with both TSMC (28) and Intel (14) today AND Morris Chang (TSMC) has attempted a "fast follower" of the Intel process decisions so either way for Altera would not be a surprise to me.

    I think that is why no one (other than ARMH) has announced any 10nm direction. There is not much negotiating benefit announcing early.

    I think Altera is pleased with the 14nm density and speed but would like lower rates that would percolate directly to the Altera bottom line. I also think that Intel is getting many benefits from the relationship too and will not easily part with Altera.

    Altera brings tool vendors to the Intel foundry.
    They are teaching Intel how to foundry with a large customer.
    Intel is putting FPGA is going onto the Xeon die to allow customer customization Xeon which they are likely getting from their foundry customers.

  • Reply to

    Intel is stressing the foundry model

    by semi_equip_junkie Jan 22, 2015 2:45 PM
    alexander.dumbass alexander.dumbass Jan 25, 2015 4:49 PM Flag

    They are running a couple month behind their original schedule announced in March 2014. Seems similar to most companies .... XLNX said they are a couple months behind too on their TSMC program at 16/20nm.

    Jan 22 earnings call ....

    Ambrish Srivastava - Bank of Montreal
    …14-nanometer first on what is the timing for the tape-out. Then just in terms of your commentary and then just put it against Xilinx. There is only two companies making high-end FPGAs and PLDs. Is that share gains or that you made at Ericsson that is translating into better environment for you here in the North American market, because they were pretty downbeat from what is going on in the carrier space in North America and your commentary is not at all reflecting that, so just trying to understand that, what's really going on? Is the end market kind of broad, but you are taking share and that is translating into your visibility versus theirs? Thanks.

    John Daane - Chairman, President and Chief Executive Officer
    Okay, so two questions. Let me start with 14-nanometer. Our original schedule was to tape-out in first calendar quarter, we’re running a couple of months late to that and are actively working to pull that in but worst case, we will sample this fall so we are still definitely in this year.

    I think overall if you look at the product we’re very excited about it. The change in architecture is allowing us to significantly increase the performance of our device. We’ve talked about 2X, we have actually had press releases with customers who have said that they see that 2X performance. That puts us in a different category. Certainly, they are not competition.

  • Reply to

    Intel is stressing the foundry model

    by semi_equip_junkie Jan 22, 2015 2:45 PM
    alexander.dumbass alexander.dumbass Jan 25, 2015 12:31 AM Flag

    "Altera announced that 14nm will be delayed "

    What date did Altera announce a 14nm delay?
    How long was the delay?
    I can't find any Altera announcement about a delay.

    "they have not yet decided who to work with at 10nm"

    Is that unusual timing for a next generation foundry announcement ?
    What major semiconductor companies have already announced which 10nm foundry they are going to use??

  • Reply to

    Intel is stressing the foundry model

    by semi_equip_junkie Jan 22, 2015 2:45 PM
    alexander.dumbass alexander.dumbass Jan 24, 2015 10:28 PM Flag

    " It does mean they have to do it to assure the volume they need to support themselves and the strategy of staying ahead in process development."

    That is one possibility. Another possibility is that Intel bids on the high margin foundry business and drains the profits from the foundry ecosystem by driving down the bids. Intel doesn't even have to win the business to drive the prices (foundry profits) down.

    " If Intel's fabs are superior why don't they get an ARM license? "

    Intel has had an ARM license for many years. In 2011, Intel was in the top 10 revenue generators for ARM.
    Intel will accept all ARM derivative business that does not compete directly with their x86 business.

  • Oracle introduced their Exadata engineered systems last week. They said the systems used the Haswell EP 18-core CPUs.

    What was interesting was the Oracle pricing was very aggressive AND they also added new NVMe PCIe flash drive storage options. The Oracle X4 used the LSI Nytro cards but there has been no LIS news releases indicating their Flash is being used.

    I can't find any information on whose NVMe drives Oracle is using in the X5. Since LSI is quiet, I would suspect that it would be Micron, Samsung or Intel.

    "Exadata X5 features the latest Intel Haswell Technology (18-core chips), faster InfiniBand with updated software drivers, faster and larger DRAM memory, and double the flash on the High Capacity Storage Server. The Exadata X4-2 High-Performance Storage Server — with 12 1.2TB hard-disk drives (HDD), for a total of 14.4TB — has been replaced by the X5-2 Extreme Flash Storage Server, with 8 1.6TB PCIe flash devices (12.8TB flash total). Customers can mix flash and HDD or have an all-flash Exadata configuration.

    Exadata Flash Storage Server software is $20,000 per flash unit (HDD is $10,000). With eight flash devices per storage server, the total software cost per flash storage server is only 33% higher. Included with existing licenses are other improvements and new software features, including in-memory fault tolerance which mirrors columns in-memory, eliminating potential downtime, and direct-to-wire InfiniBand to accelerate online transaction processing. "

34.18+0.40(+1.20%)3:50 PMEST

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