"Wow, you really are a rookie. I said INTC would never hit $30 a share twelve years ago,"
"Twelve FING years ago. I have been called every name in the book in every language, rookie"
I would have to call you "mistaken".
10 years ago, 2 years after you said that Intel would never hit $30 a share, Intel traded above $30 for several months.
INTC price OPEN HIGH LOW
Jan 2004 32.36 34.60 30.35
From AnandTech ... via ISSCC ...
Intel Readying 15-core Xeon E7 v2
by Ian Cutress on February 11, 2014 1:32 PM EST
Reports from ISSCC are coming out that Intel is preparing to launch a 15-core Xeon CPU. The 15-core model was postulated before Ivy Bridge-E launch, along with 12-core and 10-core models – the latter two are currently on the market but Intel was rather silent on the 15-core SKU, presumably because it harder to manufacturer one with the right voltage characteristics.
Information from the original source on the top end CPU is as follows:
■ 4.31 billion transistors
■ Will be in the Xeon E7 line-up, suited for 4P/8P systems (8 * 15 * 2 = 240 threads potential)
■ 2.8 GHz Turbo Frequency (though the design will scale to 3.8 GHz)
■ 150W TDP
■ 40 PCIe lanes
CLT+ Atom is 32-bit silicon
Bay Trail Atom is 64-bit silion.
I think your MWC 64-bit Android prediction is correct and I had forgot about CLT+ being 32-bit.
Everyone will have to decide their position by Wednesday before market close since all will be clear Thursday before market open. It will become 100% clear whether a short or long position is correct.
Montage plans to release its fourth quarter and full year 2013 financial results on Thursday, February 20, 2014 before the market opens. Following the release, Dr. Howard Yang, Chairman and CEO, Stephen Tai, President, and Mark Voll, Chief Financial Officer, will host a conference call at 8:00 a.m. U.S. Eastern Time, (9:00 p.m. in Shanghai, China) to discuss the Company's results.
Fourth Quarter 2013 Conference Call and Webcast Information:
• For parties in the United States, please call 1-855-500-8701, conference code 29883342
• For parties in China, please call 4001200654, conference code 29883342
• Other International parties, please call +1-845-675-0438, conference code 29883342
A telephone replay of the conference call will be available approximately two hours after the conference call and will be available for a period of 7 days. To hear the replay, parties in the United States should call 1-855-452-5696 and enter pass code 29883342. International parties should call +1-646-254-3697 and enter the same pass code.
FYI, Dell President sale to last through tomorrow 7am ET. Dell has knocked $50 off their Venue 8 (Android) version. While supplies last.
Rumor from Dec. 13, 2013
Rumor by a blog, propagated and morphed additional blogs.
Might be true (then not good for Intel) and might not be true (then your worry is unfounded .... like the original rumor).
Intel Seen Threatened as Google Mulls Own Server Chips
By Tim Culpan, Ian King and Brian Womack Dec 12, 2013 9:01 PM PT
"[Yeah, it's about the absence of fabrication.]"
I think "big little" is about designing a "quad" core CPU that can operate at high performance when needed and then throttle back to the little cores when compute demand is low for conserving power. The QUADquad design appears to be arbitrary and could have just as easily been QUADsingle with little impact.
Intel accomplishes the power consumption by spending the transistors on dynamic scaling in Bay Trail. They shut down parts of the chip, lower voltage and frequency.
Better fabrication WOULD lower the power consumption of any CPU design and therefore lessen the "value" of a BIGlittle design but even with better fabrication, there would still be pressure to conserve power.
Qualcomm will not likely ever use a BIGlittle design. They have adopted the dynamic scaling techniques similar to Intel .... shutting down cores and lowering frequency.
thecolorfulmonk knows much more on this than I do, but I suspect that BIGlittle is the ARMH "Lego" block approach to implementing dynamic power scaling.
8-) .... I guess Viewsonic disagrees with you. The success or failure of the Viewpad 101 will confirm the correctness of your opinion.
Android and Windows 8
Written by Radu Iorga 15 Feb 2014
ViewSonic follows the trend of tablet makers who introduced models with Intel Bay Trail processors, launching the ViewPad 101 model, shown below. This product is priced at $411 and stands out through its dual boot ability.
I am sure that all the ARM licensees are eager to get 64-bits and will use them. Even if not needed. ARMH will see a surge in license revenue as they all buy the 64-bit version. I was stunned when Qualcomm's Anand Chandrasekher disparaged Apple and 64-bits the way he did .... and equally surprised when they censored Anand so severely.
There are a number of issues 8-cores beyond just jamming 8-cores onto a die, depending on the type of cores .... and their reason for using the extra cores.
Qualcomm’s CMO Anand Chandrasekher reassigned, censured following A7 “gimmick” lambasting
Oct 26, 2013
"In an interview with the IDG News Service last week, Qualcomm chief marketing officer Anand Chandrasekher said that Apple’s A7 will give iPhone 5s users “zero benefit” beyond more memory addressability. He also said Qualcomm was developing a 64-bit chip, but sees it more beneficial from engineering, chip design and operating system standpoints.
“The comments made by Anand Chandrasekher, Qualcomm CMO, about 64-bit computing were inaccurate,” said a Qualcomm spokesperson in an email. “The mobile hardware and software ecosystem is already moving in the direction of 64-bit; and, the evolution to 64-bit brings desktop class capabilities and user experiences to mobile, as well as enabling mobile processors and software to run new classes of computing devices.”
7 pennies is 0.3%
NAS is up 0.39% Intel is lagging, but
SPX is up 0.2% Intel is up more.
DJI is up 0.12% Intel is up more
"Intel didn't deny the Digitimes rumor that Broadwell would ship in Q4. In fact, the production timeline (i.e. late Q1 2014) still suggests late Q3/early Q4 for systems if we go by the Haswell ramp timeline. "
Deny what? What was the big Digitimes "scoop" that suggests any change to the Jan Earnings meeting information?
CNet .... "during the company's fourth-quarter earnings call Thursday."
Intel CEO talks delayed factory, 'Broadwell' production start
January 16, 2014 3:58 PM PST
•Next-gen Broadwell chip: The company expects Broadwell -- the successor to the current Haswell used in PCs -- production to start later in the first quarter. Broadwell's release: "still second half of 2014. Squarely on target."
Intel on Track with “Broadwell” Production in Q1
Chipmaker to Initiate 14nm Manufacturing This Quarter
01/20/2014 11:31 PM
Intel Corp. said last week that it was on track to start volume production of its next-generation microprocessors based on the “Broadwell” micro-architecture using 14nm process technology this quarter. The world’s largest chipmaker will start to roll-out new processors in the third quarter of the year starting from chips aimed at innovative PC form-factors.
Intel May Introduce First “Broadwell” Chips in Q3 – Report.
Intel’s Next “Broadwell” Processors May Emerge Earlier Than Expected
[01/13/2014 10:56 PM]
When Intel Corp. last quarter said that it would delay mass production of the next-generation code-named Broadwell microprocessors, it was expected that the new chips will become available only in late 2014. However, a new piece of information indicates that the world’s largest chipmaker may start to roll-out Broadwell chips as early as in the third quarter of 2014.
The decision to postpone mass production of Broadwell was conditioned not only by slow demand for personal computers in general and microprocessors in particular, but also by yields that were below Intel’s comfortable level.
ALTERA with GS is MUCH more interesting that AMD. Altera is also presenting tomorrow at 10:20PT.
Altera Corporation at Goldman Sachs Technology and Internet Conference (Live)
02/12/14 at 10:20 a.m. PT
ARM Holdings plc at 8:15am PT
Also Xilinx at 11am
3 days and lots of companies.
"Here Are The Tech Companies Goldman Sachs Wants You To Meet"
I poked around and found some info on the Omate TrueSmart watch, ... thanks ... including this tweet from a watch owner. 8-)
"Sudden realization that I would probably need a Bluetooth headset with my Omate TrueSmart to avoid looking like a total douche."
"Some smart watches are like auto engine controllers, others can run full blown Android with 'apps'."
Nice. Which ones run full blown Android with apps?
"Yeah, Intel has an Architecture licence as well as licences to various ARM cores."
I suspect that Intel has one copy of each one needed for their products OR to conduct analysis to understand the competition.
"but I would have thought that for any SoC that has a 'public' OEM interface, Intel would want to use x86?"
I think I know what you mean here.
The topic had narrowed to "smartwatches" and I guess I think of them as an embedded device that provides a remote console for the smartphone via Bluetooth. I did not think smartwatches would be running applications on them, at least for awhile. IMO, smartwatches have no more public interface than auto engine controllers.
Intel will use the solution that they think has the most long term value for the company and shareholders.
"But, the long thesis has been regardless of device, you still need servers to manage all of this traffic."
I think this statement is correct.
"Cloud computing, virtualization, and major platforms (like Google, Facebook) arguing for more open ARM-based competition are all working against Intel"
I think this is incorrect. The big 6 are not "working against Intel", they are working to reduce the "TOTAL COST OF OWNERSHIP". They really don't care how their costs are lowered, they work for their own success. They way they are doing this is to define the "open server computing element" by defining the interfaces and operating envelop.
All companies trying to supply these large companies will "introduce" parts, systems, .... using the components that they think will best meet those needs. Intel is at is very best when challenged. Intel seems to be at its very worst when unchallenged.
If you worry, sell your stock or whatever you need to do to sleep soundly at night.
All the items you cite are just routine business issues, faced daily, for tech companies.
Intel has an ARMH license and they can produce products for retail customers that include either ARMH CPU or their own x86 CPU. Implicit in your statement is the assumption that Intel will not product products with ARMH CPU in them. Intel has had no problem building embedded products with ARMH CPU .... think Intel SSDs .....
I don't know where Intel placed on the ARMH customer list but in 2010, they were responsible for 7% of ARMH revenue. Intel is likely still in the top 10.
Here's that Nomura/Bloomberg list in full, ranked by percentage contribution to ARM's revenue in 2010.
Looks like Gravity may have had the wrong address.
By Shuli Ren
Shares of Montage Technology (MONT) fell 28.5% last week after a short seller report issued by Gravity Research.
In the report, Gravity said that Montage’s primary distributor LQW Technology is a shell company, thereby questioning Montage’s actual sales numbers.
Chardan Capital Markets believes Gravity Research is wrong. Here is analyst Jay Srivatsa:
We contend that LQW Technology is actually a real distributor based in Hong Kong at 612, 6/F, Hong Leong Industrial Complex, 4 Wang Kwong Road, Kowloon Bay, Hong Kong. We are puzzled as to why Gravity Research would not call the Founder and GM of LQW. Also, contrary to the report, we do not believe LQW has any offices in Shanghai.
The relationship between LQW-SMMT-MONT is simply wrongly stated, in our view. SMMT was a separate entity that did business with LQW in set top box chips prior to its disbandment in 2013 and was folded into MONT alongside MONT’s memory business. The report alleges there is no one at SMMT offices in Shanghai. The address was the old MONT address prior to its integration with SMMT and MONT has since moved to the new address in Shanghai.
Finally, we believe MONT is a company with a real business with PWC as its auditor and with its cash of ~$150 million being held in Hong Kong offices of UBS and Morgan Stanley. Its CEO and management teams have been buyers of stock in the IPO and recently concluded secondary offering and that gives us confidence that MONT is unlikely to be a fraud like the report claims.
Chardan CM re-iterates its $26 Buy price target for Montage.