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Intel Corporation Message Board

alexander.dumbass 133 posts  |  Last Activity: 16 hours ago Member since: Nov 27, 2010
  • Reply to


    by itakebackmyapology 19 hours ago
    alexander.dumbass alexander.dumbass 16 hours ago Flag

    "Those of you buying in the 37s "

    The only buyers in the $37's was the panic short covering by those responding to emergency margin calls.

  • Reply to

    Ash Likes Purley

    by wallisweaver May 27, 2015 2:42 AM
    alexander.dumbass alexander.dumbass May 27, 2015 7:51 AM Flag

    Seems like the source of the data surfaced from an Intel slide deck presented at HPC conference in Poland. I found the new memory structure most interesting. 4x DRAM capacity with 500x NAND performance 8-channel memory interface. It looks like SkyLake widens the memory interface and adopts persistent memory structure.

    ARegister CLIP ....
    "The Skylake Xeons will also have either 10Gb/sec Ethernet or 100Gb/sec Omni-Path fabrics integrated on their dies, according to the slides.

    Even more intriguing, Intel promises an "all new memory architecture" that delivers persistent data at four times the capacity of DRAM but at lower cost and 500 times the speed of NAND flash.

    As with the current Xeons, Intel plans to deliver versions of the Skylake chips with various integrated accelerators, including encryption and compression coprocessors, field-programmable gate arrays (FPGAs), and graphics and media transcoders."

  • Reply to

    Intel 730 480GB SSD $199 for next 24 hours

    by alexander.dumbass May 23, 2015 11:13 AM
    alexander.dumbass alexander.dumbass May 23, 2015 5:40 PM Flag

    "Is NAND really fast enough to act as DRAM?"

    I think what we consider today as "NAND" is not fast enough and you address it in 4kb blocks. The 480GB Intel NAND SSD pricing seems to be "disruptive" and could be caused by poor reception by the market (they need to sell more) OR it could be caused by Intel beginning to lead a pricing shift.

    I suspect that the "non-volatile DIMMSs" that Intel describes in the 2014 IDF ... is something else that has not been disclosed yet.

  • Reply to

    Intel 730 480GB SSD $199 for next 24 hours

    by alexander.dumbass May 23, 2015 11:13 AM
    alexander.dumbass alexander.dumbass May 23, 2015 2:59 PM Flag

    The Mar 8, 2014 IDF14 article was talking about enabling software for these NAND DIMMS. That was over a year ago and it seems like Intel is shortening the 14nm Broadwell life span to jump ahead to SkyLake. I can't help but think there is something causing this SkyLake pressure.

    software application development using non-volatile memory dims

    The paper was by ...
    Andy Rudoff – Principal Engineer, Intel Corporation.

  • alexander.dumbass by alexander.dumbass May 23, 2015 11:13 AM Flag

    Newegg is promoting a $199 price on these Intel drives for 24 hours. That is 50% off the $399 price I paid a couple months ago. Intel said at IDF that they were working on a "persistent DRAM". It sounded like they were moving the SSD hard drive to the DRAM memory sticks. They have been talking about disruptive pricing for "NAND".

    Intel 730 Series SSDSC2BP480G4R5 2.5" 480GB SATA 6Gb/s MLC Internal Solid State Drive (SSD

  • alexander.dumbass alexander.dumbass May 22, 2015 5:58 AM Flag

    It looks like the "Intel Corporation CHERRYVIEW C0 PLATFORM" running Android L with 4gb memory at 2.24ghz instead of Windows 8.1 with 2gb of memory at 1.6ghz.


  • Reply to

    Hedge Funds Bet Higher Oil; Long Apple, Short Intel

    by lucy_nuff May 21, 2015 11:30 AM
    alexander.dumbass alexander.dumbass May 21, 2015 11:36 AM Flag

    That strategy has worked pretty poorly for hedge funds though. I wonder why the Intel short interest is at its lowest level in over a year and still dropping if all the hedge funds are short?

    Hedge Funds Bet Higher Oil; Long Apple, Short Intel

    "Average hedge fund returns are again lagging the S&P 500, says a Goldman Sachs report, with hedge funds holding their biggest positions in the consumer discretionary, information technology, health care and energy sectors."

  • 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.


  • 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.


    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."

34.045+0.335(+0.99%)12:56 PMEDT