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Intel Corporation Message Board

alexander.dumbass 143 posts  |  Last Activity: Mar 31, 2015 11:26 AM Member since: Nov 27, 2010
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  • Reply to

    Universe may be on the brink of collapse

    by intoodeep99 Mar 31, 2015 11:13 AM
    alexander.dumbass alexander.dumbass Mar 31, 2015 11:26 AM Flag

    "Upon hearing the news, Democrats in Congress began drafting a bill to raise taxes to fund research to figure out how to stop the collapse."

    .... and Republicans were pleased to hear of God's plan to finally shrink the size of Government.

  • Reply to

    from the forbes story titled:

    by pebble16x Mar 29, 2015 9:42 AM
    alexander.dumbass alexander.dumbass Mar 29, 2015 11:32 PM Flag

    " But last I saw Intel was looking for 15 percent growth in server/data center business."

    If your data precedes the March 12th warning, then Intel stated that all forecasts would be restated at the earnings call. If I'm wrong, please point me to some support for the 15 percent growth in server/data center business data reference you are using. 8-)

    My "mid-single digit" number was from my memory and there is no post-March 12th statement about mid single digit numbers.

  • Reply to

    from the forbes story titled:

    by pebble16x Mar 29, 2015 9:42 AM
    alexander.dumbass alexander.dumbass Mar 29, 2015 4:04 PM Flag

    "The internet and big data aren't showing any signs of slowing down."

    I think the market is still growing nicely BUT the growth RATE is slowing down. The market is still expanding but not as fast as it was several years ago. I think Intel was forecasting mid-single digit growth for 2015 vs the healthy double digit growth several years ago.

    VM is now fast enough where a company can deploy a thin client to employees and maintain better control over IT security over their development.

  • Reply to

    Intel was the most shorted stock recently.

    by amdmonkey72 Mar 29, 2015 3:17 PM
    alexander.dumbass alexander.dumbass Mar 29, 2015 3:47 PM Flag

    "Now while this might seem like good news for shorts"

    The 130m short shares is about 50% of what the Intel short interest was at its peak last year. The short number is about what I "what to expect" to be normal through 2035 OR when Intel calls the convertible notes. IMO, the convertible notes are responsible for 50%+ short interest and is effectively perpetual It is arbitraged to a zero risk, zero investment, guaranteed income position for hedge funds.

    2009 Junior subordinated convertible debentures due 2039 at 3.25%
    2005 Junior subordinated convertible debentures due 2035 at 2.95%

  • alexander.dumbass alexander.dumbass Mar 27, 2015 11:57 PM Flag

    "Embedded DRAM has a long history of niche applications within the industry. The biggest proponent by far is IBM, which uses eDRAM for the massive last level caches in the POWER7,"

    One of the NAND improvements that they have high on the list is better read/write timings. Intel could use eDRAM as a very large last level cache and then use the NAND as a persistent memory that does not need to be refreshed. The effective memory latency will be virtually unchanged with a large eDRAM cache. Skylake has a wider bus, the VR has been taken off chip and can effectively use the Silvermont "cache shutdown algorithms" to take power consumption to a very small fraction of what their CPU/APU/SoC consumes today. Just moving the VR offchip will drive down Skylake power.

  • Reply to

    Question

    by inexoem Mar 27, 2015 5:10 PM
    alexander.dumbass alexander.dumbass Mar 27, 2015 11:45 PM Flag

    It is not only possible .... Intel announced them last June and I suspect has several customers already working on them. Google "FPGA Xeon "

    Fujitsu has already put custom logic around their SPARC to handle "Oracle numbers" and I suspect that Oracle is also a good Xeon candidate.

  • Reply to

    This is not justified

    by dewey_duhawk Mar 27, 2015 4:13 PM
    alexander.dumbass alexander.dumbass Mar 27, 2015 11:35 PM Flag

    "as a matter of fact the 4/17 $30's that i sold for 0.68 are now looking really good at 0.40."

    Very nice! I like hearing about writing puts. Selling puts is one of the ways I make much of my profit. Intel options are VERY LIQUID and have a very narrow spread .... not too painful to get in and out. I have Schwab level 3 authorization so I do not have to cover the puts with cash. I go naked.

    On Wednesday, I sold Jun19th $30 on Wednesday for $1.55 and closed them today as Intel was near $32.30 and leaking back toward $32.00. I wanted to lock in some profit and if INTC goes down, I will hop back in OR if Intel goes on up ... .Oh well ..

    I still have May $34 puts and May $32's that I sold on the way down .... ouch. Those are both underwater and I will probably roll them out until they get down in the 25 range.

  • alexander.dumbass alexander.dumbass Mar 27, 2015 11:22 PM Flag

    " I dont understand why SEC and FED wont subpoena WSJ Bloomberg and other scam people"

    The "FED" part is easy. The FED has no authority or responsibility over the issue.

    The "SEC" part is also pretty easy. It is an issue of funding and staffing. There is no better way to slow and stop investigations than to starve the organization by cutting funding. If you would like increased monitoring by the SEC, then a hand written letter to you Congressman and Senator would help them understand how important it is to you for the SEC to be fully funded.

  • Reply to

    This is not justified

    by dewey_duhawk Mar 27, 2015 4:13 PM
    alexander.dumbass alexander.dumbass Mar 27, 2015 5:27 PM Flag

    Might be a time to sell puts to buy back cheaper. You can sell the APR $31.50 for 70 cents for an effective buy price of $30.80 or do something like the May $32 for $1.50 ... effectively $30.50.

  • Reply to

    Who was the fool that paid 32.98

    by intoodeep99 Mar 27, 2015 4:02 PM
    alexander.dumbass alexander.dumbass Mar 27, 2015 4:04 PM Flag

    A panicky short.

  • Reply to

    Mu and Intc should get married

    by jwsull Mar 26, 2015 4:52 PM
    alexander.dumbass alexander.dumbass Mar 26, 2015 9:26 PM Flag

    "what's the $ value of memory compared to APU in a smart phone"

    .... I think a better question might be ....

    "what's the $ value of an APU that doesn't require memory in a smart phone" .... because the memory is inside the APU package. The "value" is far beyond the cost of the memory component. The value includes work to design, track, build and test the extra component.

  • alexander.dumbass alexander.dumbass Mar 26, 2015 3:35 PM Flag

    Any idea how it compares with the Samsung 3D NAND they are shipping or the Toshiba/Sandisk 3D NAND announced today too?

  • Reply to

    Not impressed by CEO Brian K. at all

    by back_bay_professor Mar 25, 2015 7:39 PM
    alexander.dumbass alexander.dumbass Mar 26, 2015 11:40 AM Flag

    "Mainly, it was about wire-free computing features in Skylake - (wireless charging, wireless display, etc.)"

    I am not sure what will be in Skylake silicon that is specific to wireless. That seems to be a system design issue.

  • Reply to

    Not impressed by CEO Brian K. at all

    by back_bay_professor Mar 25, 2015 7:39 PM
    alexander.dumbass alexander.dumbass Mar 26, 2015 10:31 AM Flag

    "... he had no viable strategy for mobile whatsoever and the company had lost its focus. "

    I think at the time that Apple approached Intel, the Intel fabs had just turned on the SandyBridge 32nm product lines and all the fabs were running at full capacity. I think the choice he was faced with was to either build PC Client and Server products for customers with orders in hand OR to take on additional work to build low margin "embedded" products on the advanced process lines for an industry in its formative stage.

    "What's coming out of Intel now looks very encouraging."

    I am looking forward to Skylake to get a better understanding of why Intel seems to be skipping a Broadwell product line that seems very nice. There must be more to the story that has not been disclosed yet.

  • Reply to

    Not impressed by CEO Brian K. at all

    by back_bay_professor Mar 25, 2015 7:39 PM
    alexander.dumbass alexander.dumbass Mar 26, 2015 9:56 AM Flag

    "Huge losses & "breakeven" in the next year or two in the mobile sector is not something to hang your hat on."

    The accounting of charges is difficult to allocate to specific divisions. For example, the Silvermont core they developed is being used in both PC client products and in Knights Landing. Features are also being incorporated into the lower power server chips. Intel does not adjust the accounting for cross division sharing of IP. Much, if not all, of the development would have been done anyway.

    "No sense of urgency among the workforce. "

    Just curious. How many of the work force did you survey?

    "Server growth (mainly by IaaS cloud providers) is literally the only growth area that is making an impact"

    ... and will likely continue to do will by borrowing the mobile IP and incorporating it into the server products.

  • alexander.dumbass alexander.dumbass Mar 25, 2015 6:47 AM Flag

    It appears to me like Intel has almost skipped the Broadwell designs and going directly to Skylake. It doesn't make sense to me if it is just incrementally better graphics and power ... which is what I (and most people) think.

    It has to be more dramatic than just the next version of power reduction and graphics performance.

    Wireless charging is a system design issue .... isn't it? My daughter damaged her Samsung charging connector and added wireless charging (simple adapter placed inside on battery and an external plate) for $20-$30 to postpone buying a replacement phone. I doubt she will go back to cables unless she has to.

  • alexander.dumbass alexander.dumbass Mar 23, 2015 1:31 PM Flag

    I think the HTC cheat was to insert some scripts to recognize when a benchmark was running and then boosting the operating behavior of the device to enter high power mode best for benchmark numbers. If you changed the name of the benchmark program, it would run at normal speed.

    I think that Samsung did the same thing as HTC.

  • Reply to

    OT: alexander

    by theblueredmonk Mar 20, 2015 12:22 PM
    alexander.dumbass alexander.dumbass Mar 23, 2015 12:17 PM Flag

    "Well, for a start AVX2 isn't supported in silvermont:) But, I know where you are coming from. "

    AVX2 does not need to be supported in order for Silvermont code to benefit. When ICC is opened up for AVX2 work, the new algorithms are incorporated throughout the compiler and all the code generated benefits from the new work. The point is that a huge amount of energy was invested in parallel/vector work. The compiler code analysis starts at the common front end and splits at the code generator.

    If you continue to read that thread you quoted, more testing was done by Nothingness and his conclusion "I know some will still deny, but all my doubts have vanished: icc is definitely cheating." .

    ... and after a little discussion, he backed off a little "On my side I'm 99.9% confident Intel cheated.". He was upset and venting.

  • Reply to

    Any chance...

    by intoodeep99 Mar 22, 2015 6:34 PM
    alexander.dumbass alexander.dumbass Mar 23, 2015 4:07 AM Flag

    "Sentiment: Strong Buy"

    Did your "sentiment" change or did you just get sloppy?

    " It has been over a month since that has happened."

    Did you just make a mistake or is your "analysis" just getting sloppy? The MARKET has NOT been up 2 days in a row but Intel has. The market, as measured by SPY, has not been up 2 days in a row during the last month. Intel, however, was up 3 days in a row on March 2, 3 and 4. Intel managed these 3 UP days in the month following ex-dividend when INTC is traditionally weak.

  • Reply to

    OT: alexander

    by theblueredmonk Mar 20, 2015 12:22 PM
    alexander.dumbass alexander.dumbass Mar 21, 2015 2:01 PM Flag

    "Does that really represent your position?"
    More or less.
    The article contains much good information and analysis. The author confesses his ignorance about legitimate examples and then makes some assumptions based on that ignorance. I am personally aware of examples that he is not. The author points out that the optimization is a new optimization and that is true. It was inserted to support the 256-bit AVX2 integer operations in Haswell silicon and the upcoming AVX512 instruction set. He just arrives at incorrect conclusions based on his not being aware of the practical application examples. I arrive at different conclusions based on my personal knowledge.

    "but this isn't what happened...ICC broke the benchmark - nothing to do with vectorization of code."

    Seems like what the compiler did was something called an "automatic vector transformation" where the compiler transformed a program loop operating on 1-bit data into a program loop that operated on 32 data elements on each loop. The ICC compiler would generate AVX2 code to transform the same loop operating on a 1-byte character array into a loop operating on 32-bytes each iteration. Can you explain why that logic is wrong?

    "The question becomes is GB a good proxy or not?"

    Agree. Then the discussion becomes: What is a collection of GB over weighted compression/decompression, encryption/decryption benchmarks a good proxy for?

    My concern is that GB contains a pile of code fragments that get far more respect than they deserve.

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