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Intel Corporation Message Board

alexander.dumbass 183 posts  |  Last Activity: Feb 25, 2015 1:15 AM Member since: Nov 27, 2010
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  • Reply to

    This stock will give back 3%-6% tomorrow

    by gee3987 Feb 25, 2015 12:21 AM
    alexander.dumbass alexander.dumbass Feb 25, 2015 1:15 AM Flag

    "HPQ will drag INTC down to a big bloodbath at $33.50 "

    HPQ had problems with the strong dollar and weak demand for its Services business.

    How is HPQ weak service business going to affect Intel ?

    Intel hedges their revenues against currency fluctuations to specifically mitigate substantial currency changes. Only the small, uninformed retail investors would be unaware of this. Intel might close at $33.50 but it will not be from anything that HPQ has announced.

  • alexander.dumbass alexander.dumbass Feb 24, 2015 10:56 AM Flag

    The Guardian seems to think not. The videos seem to vary from eye-witness reports. They are based in the UK and are somewhat removed from the players.

    "The 65-year-old anchor – who earlier dismissed the Mother Jones article as “total #$%$”, “disgusting”, “defamation” and “a piece of garbage” – had promised that the archive tapes would comprehensively disprove the charges against him.

    Yet the four clips released by CBS did not back up O’Reilly’s repeated claims in recent years that Argentinian forces had mown down protesters with live ammunition, and that O’Reilly himself had seen several demonstrators being shot and killed.

    The narrator of a CBS special report broadcast on the night of 15 June 1982, correspondent Eric Engberg, said police at the protests had used guns “that shot teargas and plastic bullets” and that witnesses had reported “some serious injuries”. "

  • Reply to

    Matt Taibbi, Rolling Stone

    by wallisweaver Feb 21, 2015 2:49 PM
    alexander.dumbass alexander.dumbass Feb 23, 2015 7:20 AM Flag

    " if there are 1000 really wealthy people in a district with 10000 middle class people, "

    angstromatic...
    I think what you are suggesting is that a few high income people are skewing the average income higher than it really is.

    If that were true, the MEDIAN income (the point where 50% incomes are above and 50% below) would be lower than the $75k average. I am not sure how often that is true, but in the case of the Pelosi district, the MEDIAN income is $83k. How does the "MEDIAN" get above the "AVERAGE"? Because ....

    Pelosi represents the city of San Francisco and surrounding 700k people total. The demographics includes many of the employees of Google, Facebook, ..... highly paid tech workers where families have both parents working and fewer children. Those who can afford to live in SF, do. Those who cannot afford it live across one of the bridges.

    I think there will likely be special case demographics around many of the other high income districts.

    What was said in the article was "true", but the hard part was understanding what it really meant.

  • alexander.dumbass alexander.dumbass Feb 22, 2015 12:54 PM Flag

    " we don't know how Apple and Intel Implement the design (optimizing for power or performance or size), or even if they are implementing the same revision of the same IP block."

    It was also my understanding that Intel employed conservative geometries than they normally would at 22nm to reduce the total risk of migrating to FinFET. Intel "relaxed size targets" more than normal to avoid other risks at the node.

    William Holt has indicated that they have implemented aggressive dimensions at 14nm and added the air gaps to improve leakage. All of his 14nm curves show the 14nm beating expected performance if one were to simply extrapolate from previous generations.

  • alexander.dumbass alexander.dumbass Feb 20, 2015 9:10 AM Flag

    "Could it be INTC will also fab for AAPL?"

    It would be possible but I have not really seen anything externally to substantiate it. Intel would probably open up Fab42 if something like Apple was in the queue.

    Samsung has captive memory products to fill much of their fabs but TSMC needs external customers. Apple will probably need to "TICK-TOCK" their orders between the fabs to help fund fab companies AND lower Apple risk.

    The 10nm Knights Hill has 16gb of memory on the package with its 60-70 cores. The Intel GPU, today GBs of memory on the package.

    IMO, Intel is looking to drag more and more of the system into the package. There is a minimum die size that can be handled and designers have to figure out what to do with that area. I think that Intel will be making some changes in the fundamental layout of the CPU-CACHE-MEMORY-OTHER_IP functions that will be managed on the die.

    They are doing something, but I have not seen what they are doing yet.

  • alexander.dumbass alexander.dumbass Feb 19, 2015 8:40 PM Flag

    "Should've signed with INTC. JMO"

    .... BUT, the headlines would then read "Intel margins will drop dramatically by low profit Apple business" with the resulting share price pressure.

    IMO, IF Apple did ship some major business to Intel, WHO would disclose the deal? You think either Apple or Intel would issue a press release?

  • Reply to

    Samsung 20nm ?

    by semi_equip_junkie Feb 18, 2015 9:58 PM
    alexander.dumbass alexander.dumbass Feb 19, 2015 1:04 AM Flag

    I like the part of his clip about the "Intel Delays" story where they said ..... "we guessed the original dates not based on Intel but on some slide found floating around". It is sort of like saying "we were wrong".

    "It must be noted that Intel never informed even about the launch in the second-quarter. The information of the launch was taken from a leaked slide that showed the release for both Skylake-U (mobile) and Skylake-S (desktop) at the end of the second-quarter."

  • alexander.dumbass alexander.dumbass Feb 18, 2015 10:13 AM Flag

    "Ha, didn't think so. Big mouths. No brains."

    What trades did you make "yesterday" or do you include yourself in your "Big mouth. No brains." group too?
    What trades are you making "the day after yesterday" or do you plan on sitting on the side lines today too.

  • FYI ....
    EITHER .....
    Intel is not selling well and they are dumping their SSDs ... OR
    Intel is starting to pressure the market with what they said to expect "disruptive pricing".

    Newegg has an Intel 480gb SSD priced at $219.99, about 50% of regular price today UNTIL midnight PST. About 8 more hours.

    Intel 730 Series SSDSC2BP480G4R5 2.5" 480GB SATA 6Gb/s MLC Internal Solid State Drive (SSD)
    4KB Random Read: Up to 89,000 IOPS
    4KB Random Write: Up to 74,000 IOPS
    Max Sequential Read: Up to 550 MBps
    Max Sequential Write: Up to 470 MBps
    Model #: SSDSC2BP480G4R5
    Item #: N82E16820167192

  • Reply to

    Monk is a Brit

    by semi_equip_junkie Feb 12, 2015 10:59 PM
    alexander.dumbass alexander.dumbass Feb 13, 2015 7:32 PM Flag

    "btw, did you notice A1 silicon"

    I just checked on my GTX 650Ti which has a GK106 and it also says A1.. I suspect that GPUz is broken.
    GK106 A1
    28nm
    2.54b transistors
    221nm die
    Oct 2012

    on the GTX 750TI it says
    GM107 A2
    Feb 18, 2014
    1.87b transistors
    148mm die

  • Reply to

    Monk is a Brit

    by semi_equip_junkie Feb 12, 2015 10:59 PM
    alexander.dumbass alexander.dumbass Feb 13, 2015 5:26 PM Flag

    " forced to re-engineer its GM204 and GM206 chipsets to work with the existing 28nm process."

    I am not sure of the release timing but GPU-Z shows the GTX 970 GM204 I am using to be
    28nm A1 silicon
    release date Sept 19, 2014
    5.2b transistors
    398mm die

  • Reply to

    Monk is a Brit

    by semi_equip_junkie Feb 12, 2015 10:59 PM
    alexander.dumbass alexander.dumbass Feb 13, 2015 3:49 PM Flag

    "so tell me is NVDA shipping 20nm?"

    I haven't seen them announce anything beyond 28nm. The GTX 9xx series just being released is all built on 28nm .

  • Reply to

    The Earth is Flat!!!

    by wallisweaver Feb 13, 2015 9:55 AM
    alexander.dumbass alexander.dumbass Feb 13, 2015 11:45 AM Flag

    "Second, it was government scientists that insisted that the Earth was flat in the 15th century."

    After it became widely accepted that the Earth was round, there continued to be those "deniers" who believed the Earth was flat, in spite of evidence that the Earth was round. It took a lot of courage to be a denier then too. The only difference was this time, the deniers were wrong.

    It all depends on the frame of reference that one uses.

    To me, adding 7 billion people, with their food and energy needs, to a large, closed system (Earth) should have some effect. Their affect cannot be zero. The discussion should be (only my opinion) what kind of affects, how much and what are the response options.

  • alexander.dumbass alexander.dumbass Feb 12, 2015 10:22 PM Flag

    This is seems to be standard operating procedure for South Korea. They issued a $25m fine against Intel after the EU fines which Intel just paid ... rather than try to fight.

  • Reply to

    Anyone buy any ARM today?

    by wallisweaver Feb 12, 2015 5:05 PM
    alexander.dumbass alexander.dumbass Feb 12, 2015 6:17 PM Flag

    "I am considering buying INTC but .. lokk "

    Why would your sentiment be a "Strong Sell" .... if you were considering buying? Seems rather strange OR disingenuous.

  • alexander.dumbass alexander.dumbass Feb 10, 2015 3:58 PM Flag

    I think that Intel knows the PC shipment number very accurately but I am not sure how accurate any of the others are.

    For example, Gartner and IDC are 5% apart in their Q4 "this many shipped" numbers. How can they be 5% different? Different definitions of what a "PC" is.

    "Gartner reports PC shipments went up in Q4 2014, but IDC says otherwise"
    By John Callaham, Tuesday, Jan 13, 2015

    "Both the Gartner and IDC research firms have submitted their PC shipment numbers for the fourth quarter of 2014, but this time they appear to be in a disagreement. Gartner says that worldwide shipments of PCs went up by 1% during the final quarter of 2014, while IDC counters that with a 2.4% decline."

  • alexander.dumbass alexander.dumbass Feb 9, 2015 11:53 PM Flag

    "Whether Booker is right that these materials act like talc, I haven't a clue."

    DD, The point was not whether white asbestos acted like talc. The point was that the white asbestos acted like asbestos and it was dangerous. Just like your research concluded.

    I agree with your disgust with those who try to actively profit from the misfortune of others .... whether lawyers, doctors, accountants, stock brokers, phone solicitors, .... message board trolls ....

  • alexander.dumbass alexander.dumbass Feb 9, 2015 5:32 PM Flag

    "try telling that to Peter Angelos"

    Why? Angelos already knows about Booker and his views on asbestos.

  • alexander.dumbass alexander.dumbass Feb 9, 2015 5:09 PM Flag

    Booker is also a favorite of the asbestos industries for his published views.

    "Booker has repeatedly claimed that white asbestos is "chemically identical to talcum powder" and poses a "non-existent" risk to human health."

  • alexander.dumbass alexander.dumbass Feb 9, 2015 9:26 AM Flag

    "For some reason you seem to believe people or companies deserve equal access to technology irrespective of their economic condition"

    This made me think of high frequency trading, where the HFT have artificially inserted themselves between buyers and sellers to the detriment of the buyers and sellers using expensive proximity contracts with the exchanges.

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