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Intel Corporation Message Board

alexander.dumbass 116 posts  |  Last Activity: Jul 27, 2015 12:16 PM Member since: Nov 27, 2010
  • Reply to

    Intel Bashing Ultimate Stock Alerts Suck

    by wallisweaver May 19, 2015 10:34 AM
    alexander.dumbass alexander.dumbass May 19, 2015 11:03 AM Flag

    "Yahoo looks corrupt for not eliminating ads by these cretins"

    How would Yahoo eliminate a message that says "search google for something" ??

    Would they just stop people from using those three words in sequence?
    Another spammer just added a "q" or "x" on the end of the search words to defeat the latest yahoo filter. Google corrects it and they were not even slowed down.
    Every Yahoo filter established captures valid messages in their net and generates angry board users.

    Your URL is registered by Garbage Daddy who is the registrar of choice for spammers. GD even has a service they sell that allows the registrants to be anonymous.

    Your site is registered to "Bob Benson" .... you know Mad Men 8-)
    Registrant Organization: Buster Bobs
    Registrant Street: 6 Kalu Bhuvan, 199 L J Road
    Registrant Street: Opp Vijaya Bank Shivaji Park
    Registrant City: Mumbai

  • alexander.dumbass alexander.dumbass May 19, 2015 10:37 AM Flag

    Samsung has indicated their "14nm process" uses 20nm backend interconnects. Comparing the Exynos 5433 vs 7420 can probably be done "with care" but comparing with other CPU like the Snapdragon is more difficult.

    .... from kitguru ...
    Samsung begins mass production of chips using 14nm FinFET process tech
    December 11th, 2014 at 11:56 pm - Author Anton Shilov

    Samsung Electronics has begun volume production of semiconductors using 14nm FinFET fabrication process in accordance with its plans outlined earlier this year. The company does not disclose which chips it produces using its 14LPE (low-power early) manufacturing technology and for which companies.

    Kim Ki-nam, president of Samsung’s semiconductor business and head of System LSI business, said in an interview with ZDNet that the contract maker of semiconductor had started making chips using its 14nm FinFET technology. Earlier this month Chinese web-site Expreview reported that at lease one of Samsung’s production facilities had started volume production using the 14LPE process.

    According to Samsung, its 14nm LPE process technology allows to boost performance of 20nm chips by 20 per cent at the same power or cut power consumption by 35 per cent without decreasing their performance or complexity. The process relies on back-end-of-line (BEOL) interconnects of 20nm manufacturing technology and does not significantly reduce costs of chips compared to the previous-generation node.

  • alexander.dumbass alexander.dumbass May 19, 2015 9:52 AM Flag

    With $8/share cash, $2/share cash flow and a couple $ per share in buildings and property, your strategy would be a great bargain when examined at current and past valuations.

    How did you value the future Altera IP being integrated into Intel products over the next 10 years?

  • Reply to

    As a point of information ...

    by louisbartomeosr May 18, 2015 9:01 AM
    alexander.dumbass alexander.dumbass May 18, 2015 10:19 AM Flag

    "could a buyout by INTC save INTEL over a billion dollars with a lower than previous bid ??? ..."

    Yes. Intel could save $300mil per $1 lower price. A $51 bid would save around $1bil. 8-) Sorry .... couldn't resist.

    On the other hand, a forced takeover would probably make potential foundry customers think twice about using Intel as a foundry. They might fear that the foundry customers are captive targets.

  • alexander.dumbass alexander.dumbass May 17, 2015 4:03 AM Flag

    "[Um, Samsung Gear is a watch/health wristband .... "

    There is a comparison YouTube published on 4/23/2015 that shows Oculus vs Gear VR. Good watch. I think you can stop by a BEST BUY and probably see a live Samsung Gear VR.

    SAMSUNG GEAR VR VS OCULUS RIFT DK2 | VIRTUAL REALITY BATTLE

  • Reply to

    Option Activity

    by alexander.dumbass May 15, 2015 1:07 PM
    alexander.dumbass alexander.dumbass May 16, 2015 2:57 AM Flag

    It was just a forecast that the high option trading volume in offsetting puts and calls would cause the price to migrate to the nearest strike price. The option premium is highest at the strike price because the leverage is highest.

    A SYNTHETIC SHORT is BUYING an ATM PUT and SELLING an ATM CALL.
    A SYNTHETIC LONG is BUYING an ATM CALL and SELLING an ATM PUT.

    When the option BID/ASK SPREAD is narrow, there is trading pressure.
    I use the BID/ASK SIZES to determine buying/selling pressure.

    IF the ASK SIZE is larger, I assume there is SELLING pressure.
    IF the BID SIZE is larger, I assume there is BUYING pressure.

    You look at the SIZES and how the PUT/CALL trades match up with the SYNTHETIC positions to forecast direction.

    BUYING a CALL or SELLING a PUT are BULLISH and drive the stock price up.
    BUYING a PUT or SELLING a CALL are BEARISH and drive the stock price down.

    The option market maker makes the trades first that tend to push the price to the strike.

    IMO, there is one or more large organizations arbitraging the Intel dividend and near ex-dividend day, the additional price points of STRIKE +- DIVIDEND have much attraction too.

  • Reply to

    Intel mulls return to supercomputers

    by wallisweaver May 15, 2015 1:22 AM
    alexander.dumbass alexander.dumbass May 15, 2015 3:59 PM Flag

    "I didn't pick up on the distinction"

    BTW, I agree with all you said. I think the Fudzilla article could have been written more carefully. There were reasons that Intel exited that market (I don't really know other than they had based the final machines on the discontinued i860).

  • Reply to

    Intel mulls return to supercomputers

    by wallisweaver May 15, 2015 1:22 AM
    alexander.dumbass alexander.dumbass May 15, 2015 3:16 PM Flag

    Alternative Google topic: "intel ipsc"

    The article was talking about an Intel DIVISION to build the boxes ... competitor to Cray.

  • Reply to

    Option Activity

    by alexander.dumbass May 15, 2015 1:07 PM
    alexander.dumbass alexander.dumbass May 15, 2015 3:04 PM Flag

    there is a similar pair at $33 for the JUN 19 expiration

  • alexander.dumbass by alexander.dumbass May 15, 2015 1:07 PM Flag

    They are selling $33 call options and buying $33 put options. 10,000 contracts each have traded so far. It appear the . BID/ASK of the CALLS/PUTS are both around 7 to 10 cents. I suspect they are doing it for plus/minus a penny. I would expect the price to close at $33.00. +- a couple pennies.

  • alexander.dumbass alexander.dumbass May 14, 2015 1:02 PM Flag

    "I do not agree. To me, short interest going down means there are fewer buyers to artificially inflate the price due to short covering."

    The shorts were pretty stupid to cover if they thought the share price were going down more.

  • alexander.dumbass alexander.dumbass May 14, 2015 9:15 AM Flag

    "Yeah, it's estimated, but it's the smallest number..."

    Yeah. "Its estimated" was my only point. I did not say it would be smaller or larger.

    Chipworks, however, says that the Exynos 7420 "functional die size is ~78 mm^2," and I suspect that the "smallest" estimated die size is the full die size and not functional die size.

    I don't know how much difference there is between the FULL die size and the FUNCTIONAL die size but I suspect it is non-zero.

    Changing a process thread into an implementation comparison thread is a fun way to divert the focus. 8-)

  • alexander.dumbass alexander.dumbass May 14, 2015 7:45 AM Flag

    "83mm2 for Atom (anandtech) "

    83mm2 estimated by comparing known die size of 22nm die photo with 14nm 14nm photo .... 8-) ... and 1-eye squinting.

    "Cherry Trail itself is a fairly small chip. While Intel hasn’t released an official die size for it (no more than they did Bay Trail), from various IDF presentations they have released official numbers for the complete package, and decent photos as well. As a result we can take a decent stab at die sizes, and from Intel’s photos we’d estimate that the die size is around 83mm2."

  • Reply to

    PayPal Deploys ARM Servers in Data Centers

    by wallisweever May 13, 2015 8:32 AM
    alexander.dumbass alexander.dumbass May 13, 2015 11:20 PM Flag

    There was the September article about PayPal but it did not have any numbers for the HP servers. There was a May 1 article making some estimates about performance.

    How well do ARM server work for Paypal?
    May 1st

    PCWorld article

    HP's Moonshot server now packs 64-bit ARM chips
    James Niccolai
    IDG News Service
    Sep 29, 2014 6:00 AM

    "PayPal is using the X-Gene servers in production for data analysis, he said, and Sandia National Laboratories is using them for a high performance computing application that they’ll discuss at ARM’s TechCon conference this week."

  • Reply to

    PayPal Deploys ARM Servers in Data Centers

    by wallisweever May 13, 2015 8:32 AM
    alexander.dumbass alexander.dumbass May 13, 2015 10:17 AM Flag

    "PayPal has deployed servers based on 64-bit ARM processors "

    Do you know how many systems did they deployed? The articles I saw did not say.

  • Reply to

    Deca core chips are coming...

    by theblueredmonk May 12, 2015 1:04 PM
    alexander.dumbass alexander.dumbass May 12, 2015 11:13 PM Flag

    I cringe every time I see the video. brrrrrrrrrrr....

    Anandtech has a description of the MediaTech Helio x20 tri-cluster. The key word is "tri-cluster". The 10-core device is organized as in a huge.big.LITTLE in a 2:4:4 format. They put a pair of HUGE ones, nailed to the side of a big.LITTLE octo.

  • Reply to

    Deca core chips are coming...

    by theblueredmonk May 12, 2015 1:04 PM
    alexander.dumbass alexander.dumbass May 12, 2015 3:07 PM Flag

    "Analagous to Gillette razor blades. When will it end?"

    Spishak mach 20

  • alexander.dumbass by alexander.dumbass May 12, 2015 11:34 AM Flag

    They offer some interesting pricings for those interested in observing the option market maker when he is exposed to extreme pricing pressure. He is very busy.

  • Reply to

    Middle Class hits 50 year low under Obama

    by boob_patrol Apr 17, 2015 1:13 PM
    alexander.dumbass alexander.dumbass May 10, 2015 10:15 PM Flag

    "Wally, Alexander......stick your heads in the sand. Nothing to see here...."

    8-)
    Yes. You are correct. Nothing to see there.
    BTW, it is not "sand". It is "knowledge", "facts" and "data". But, of course, you know that.

    Much of the Chriss W. Street Jan 21st Breitbart article was lifted from an earlier Jan 9th and Dec 21st articles by Doug Short titled "Five Decades of Middle Class Earnings: Update" (I did not see an attribution by Street which is rather curious). The Doug Short article also contains nice charts from BLS data and across all Presidents from Johnson through Obama.

    Street, in his Breitbart article, points out the LOW point under Obama but fails to mention that the LOW point happened in Q1/2009 just as GW Bush handed over the office. From the Doug Short charts, BOTH the average hours worked and the CPI adjusted hourly rate are UP under Obama from Q1/2009.

    Some other things I found interesting from the Doug Short charts.

    The average hours worked has been constantly dropping over the chart over all Presidents except it was flat under Clinton and up so far under Obama.

    The average hourly rate made some big moves UP under Johnson, Ford, Clinton and the last quarter of GW Bush if you use the beginning and ending of the terms to measure. It is up modestly under Obama.

    The average hourly adjusted rate made big moves DOWN under Carter, Reagan and G. Bush.

  • Reply to

    Intel vs ARM R&D

    by wallisweever May 9, 2015 4:39 PM
    alexander.dumbass alexander.dumbass May 9, 2015 10:16 PM Flag

    According to the McClean Report 2015, just published, the R&D totals are substantially below "trillions". IC Insights also has the 2013 numbers.

    IC Insights
    February 24, 2015
    Top Semiconductor R&D Leaders Ranked for 2014

    Intel’s R&D expenditures were 2x greater than nearest competitor; Qualcomm with largest percentage increase; Nvidia with highest R&D/sales ratio.

    Information in this Research Bulletin comes from The McClean Report 2015, IC Insights’ flagship market analysis and forecast report on the IC industry. Details are provided at the end of this bulletin.

    1. Intel $11.5B
    2. Qualcomm $5.5B
    3. Samsung $2.9B
    4. Broadcom $2.3B
    5. TSMC $1.8B
    6. Toshiba $1.8B
    7. ST $1.5B
    8. Micron $1.4B
    9. MediaTek + MStar $1.4B
    10. Nvidia $1.3B

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