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Intel Corporation Message Board

alexander.dumbass 235 posts  |  Last Activity: 16 hours ago Member since: Nov 27, 2010
  • alexander.dumbass alexander.dumbass Nov 3, 2014 3:32 PM Flag

    "The new Core-M models are welcome but the vendors need to make their products fanless as Intel intended them."
    I am not sure it is the vendor's problem and not a problem with workloads. Broadwell supports 256-bit AVX data types and you can therefore executed an FMA AVX instruction on 8 32-bit floating point numbers in one instruction. The FMA instruction does a FP multiply and add. When you do 8 of them simultaneously you toggle more than 8x the transistors.

    The Yoga fan likely only comes on during the AVX sequences to keep the CPU from a blue screen caused by excess heat. They did the battery life tests running AVX dense applications and that problem must be fixed using software or by the new CPUs being released.

    IMO, the problem was less with the Yoga fan and more with Broadwell AVX + software designed for desktop rather than mobile.

  • alexander.dumbass alexander.dumbass Nov 3, 2014 10:57 AM Flag

    You can go to arkDOTintelDOTcom and search for BROADWELL which should find 8 chips.
    Select the blue COMPARE ALL button at the top of the list
    Select the green COMPARE SPECIFICATIONS button at the top of the screen to see a chart with all the specs.
    Differences are highlighted in yellow.

    you can SORT the chart by any row data by selecting the ARROW at the LEFT of the chart.

    The new 4 chips have a higher frequencies.
    They have configurable TDP (whatever that means... temperature controlled throttling).
    Socket mounted.

  • Reply to

    Sell intc and buy NVDA

    by justin123645 Oct 27, 2014 2:30 PM
    alexander.dumbass alexander.dumbass Nov 3, 2014 10:42 AM Flag

    "Well nvda is up about 20 percent since my first post...."
    My numbers look fine. I covered my Intel call options, opened up some Intel put options and covered them yesterday afternoon.

    In the last 6 months, Intel is UP 30% and NVDA is now up 5%.

    If you think I would feel bad because I did not follow the advice of an anonymous poster on a message board, you are sadly mistaken.

    I am, however, pleased that you finally made a trade that worked out for you. Your excitement indicates they are rare.

  • alexander.dumbass alexander.dumbass Nov 3, 2014 9:38 AM Flag

    "Last day to buy INTC for the dividend."
    Intel goes EX-DIVIDEND on 11/5 (Wednesday) .
    You can buy shares on Tuesday and buy the dividend.

  • alexander.dumbass alexander.dumbass Nov 3, 2014 12:01 AM Flag

    "I don't know if he knows what he's talking about, but I like his enthusiasm"
    I agree with your statement 100% .... especially the battery life. I just want to assess the depth of knowledge and validity of claims. IMO, there is no one in a position to make the definitive statement he made. Just my opinion and I assume that it is just his opinion.

  • alexander.dumbass alexander.dumbass Nov 2, 2014 11:12 PM Flag

    "sample 5nm is already made, "
    If you are talking about research lab transistor, then I don't dispute or really care.
    If you are suggesting anything more complex, I would want some corroboration before I think it is anything more than just your opinion.

    " and volume production of it would take years."
    Like in 6 or more years ..... 5 nm – 2020

  • alexander.dumbass alexander.dumbass Nov 2, 2014 7:01 PM Flag

    "Actually Intel 5nm chips are already made and tests are under way."
    "Actually", I think you are quite mistaken. There is probably some 5nm work being done in the research labs but I seriously doubt that there is a device being tested by customers. Intel is having yield problems at 14nm and they will have to grind through 10nm and 7nm before they even think of 5nm parts.

    I think power consumption and connectivity are going to be the big value feature of devices. I have already started looking at power consumption first on all computing devices I am considering. The new cordless charging devices might start affecting my decision making process.

    Semiconductor manufacturing processes Roadmap
    14 nm – 2014
    10 nm – 2016
    7 nm – 2018
    5 nm – 2020

  • alexander.dumbass alexander.dumbass Oct 31, 2014 3:16 PM Flag

    I saw all the weekend trades. There must be something wrong with your modem. Best if you called about your problem. You could explain it best and after talking to you, they would know exactly where the problem is. 8-)

  • Reply to

    And Today

    by wallisweaver Oct 31, 2014 8:41 AM
    alexander.dumbass alexander.dumbass Oct 31, 2014 10:34 AM Flag

    I am not sure who or why Intel loves the strike and strike+dividend prices so much but the absurd option volume on the day before ex-dividend leads me to believe there is a penny shaver at work playing games with the dividend award. The numbers seem to be 5 million to 10 million shares per quarter.

    They could sell naked in-the-money call options as they cover their shorts. Their position could go from a pure short to one where they are short only ITM call options. When the call options were assigned, their short position would be established automatically and they could capture the price drop of the shares (through the call option) without paying the dividend.

  • Reply to

    And Today

    by wallisweaver Oct 31, 2014 8:41 AM
    alexander.dumbass alexander.dumbass Oct 31, 2014 10:02 AM Flag

    "and ARMH continues to outperform INTC again today"
    ..... and INTC has outperformed ARMH again over the last 18 minutes .... as if EITHER makes any real difference.

  • alexander.dumbass alexander.dumbass Oct 30, 2014 11:56 AM Flag

    "Yes, I'm saying it's impossible or at least highly, highly, highly improbable. "
    Then it is a "possible drag" ... correct? IMO, it should be on your list of possible drags AND that is really my point. I have no idea whether there would be an impact of 10% or 9.9% or 9.8% or 9.7% or ...... no one does.
    I think that everyone can agree that it will not be a positive impact.

    Hmmmm .... a possible negative risk. Sounds like a potential drag of some nonzero amount.

    "Like you ask other people - what do you base this on? "
    I base my opinion on what Intel has done in the past and my expectations of how a new competitor will try to compete ... on pricing.

    When AMD moved the memory controller on-chip 10-15 years ago, they had faster access to memory on the smaller servers, Intel had several Xeon releases before they could respond. Woodcrest was the first chip that had bus timing sufficient to compete with the AMD server part. During that time, Intel parts were under pricing pressure and saw price drops to keep key accounts. Following Xeon parts all had the memory controller on chip and multi-socket systems had to deal with memory arbitration delays on the outside of the chips (NUMA).

  • Reply to

    A.E. single-handedly took Intel down lol

    by warreneast61 Oct 30, 2014 10:55 AM
    alexander.dumbass alexander.dumbass Oct 30, 2014 11:17 AM Flag

    "Why is it down so much, anyway?"
    seems like many of the semis are down.
    Intel is down 3%
    SMH is down 2.3%
    XSD is down 2.9% (SP500 Semis)
    SOXX is down 2.3

  • Reply to

    Red

    by itakebackmyapology Oct 29, 2014 12:16 PM
    alexander.dumbass alexander.dumbass Oct 30, 2014 11:08 AM Flag

    "Who wil bash me now?"
    What is to "bash"?
    You say Intel is going lower many times every day. No analysis or reason for a drop.
    You hide when you are wrong. You celebrate when you are right.
    You think there is value in your advice? 8-) Not.

    "And it is going lower too"
    What a surprise ... you guess lower prices.

  • alexander.dumbass alexander.dumbass Oct 30, 2014 10:28 AM Flag

    "[Say what??? His list? It was my list. I was just adding a 7th potential catalyst. Nor was my goal to to list every possible anything on either side.]"
    OK. It seemed like all the issues on the "drag" side were economic and none technical. The "drag" list is incomplete.

    "[This is a joke, right? 10 percent reduction in prices. LOL]"
    Not really. It is a possible drag. Are you saying that it is "impossible" I think you are smarter than that. 8-)

    The numbers were just a guess but the possible threat is real. A big chunk of Intel server chip volume goes to 6 companies and pricing to them is based on "most favorable customer" pricing. If Intel lowers the price offered to one, the other 5 automatically get the same lower pricing.

    In any case, with a 90%+ server market share, the Intel share is not going to grow "faster" than the server market. The cost to expand their share is too costly.

  • alexander.dumbass alexander.dumbass Oct 30, 2014 9:57 AM Flag

    "Possible catalysts:"
    ... and you cannot think of ANY possible drags that were not on his list? Why not share them too?

    What about one as simple as an ARM-based server chip that takes 0.1% or a very small % of Intel's server market but causes them to reduce server chip prices by 10% or moderate % to keep market share? Any disruption to server pricing shows up in the bottom line.

    Any company with 90% of the market is at serious risk of someone going after a chunk because they will accept much lower margins.

    "Possible catalysts:"
    How about new product lines?

    There is still the unanswered question of "Why all the excess fab space?". It could have been to handle a very large customer that they did not win OR they did win and .... My favorite scenario is similar to Russ's where Intel has some NVM related announcement. There have been too many patents in the NVM area to just be a coincidence.

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