I'm not sure why you feel the need to attack my line of work. While I'm sure my writings don't pay as well as insulting me daily on the message boards, I make a decent living, have enough money to invest in the opportunities that I come across (and despite a stagnant INTC position, my portfolio has done quite well this year), and I don't attack others for what they choose to do for work.
Thousands of people enjoy my writings, and thousands of people have made money from using my articles as a source of ideas. Perhaps you feel that this isn't a worthy vocation, but when you have a base of nearly 7,000 people who voraciously read everything you publish, it's tough to feel anything but a sense of pride.
I'm proud of what I do. Are you?
Going to have to agree w/ you 100%. "Cash on hand" doesn't matter - ability to generate cash does. Intel generates more cash than QCOM does, so it can invest like crazy w/o destroying its operating metrics.
QCOM can play this game too, but it'll #$%$ off a lot of its shareholders as it accepts even more negative margins than Intel does ;-)
" Today you just opened the door for a whole 'nother set of lawsuits if anyone sold based on the blatant lies in your story which you have no way of verifying. Get a good lawyer son."
Don't think I'll need one.
BK's background of 30 years at Intel and rising to the top as CEO is what matters. Who gives a hoot what degrees he has...anybody who actually went to college knows that you don't actually learn much and that the real learning happens out in the field.
I took plenty of graduate courses on computer architecture, advanced algorithm analysis and design, and a ton more but I've learned more on my own (thank you internet and books) than I ever learned in school.
That headline is straight from OCZ's website. Don't be a fool.
Sure. Broadcom - no freakin' way. They're barely pushing out a dual core A9 for their first integrated LTE chip, and already announced a quad Cortex A7 in 2H 2014, so no way they're going to risk slipping schedule further to put in quad A53's.
NVIDIA...not likely either. Logan is their 1H 2014 high end part and it'll be 32-bit (as NVIDIA claims that the first 64-bit chip from them will be Denver). Tegra 4i is quad A9's, so no 64-bit. Maybe a 2nd half refresh of T4i could sport quad A53's, but I have serious reservations.
QCOM - nope. SD805 is a 32-bit chip, and it's not likely they'll have a 64-bit design until 20nm which they have signaled comes in 2015. Maybe they'll put quad A53s in their low end part, but then they'd just look dumb with their low end part being "64 bit" but their high end ones not.
Tricky. It'll have a very high level of integration, but it'll be built on TSMC's 28nm (don't know if it's LP or HPM) process, so all of the benefits of 22nm FinFEts go away.
I think the micro-architecture is still very good, and I'm sure the SoC guys are porting over all the power management goodness from the Silvermont products on 22nm, but it won't be the knockout that SoFIA on 14nm will be (and I suspect this will be a MAJOR problem for QCOM).
Did you miss the headline?
"OCZ Filing for Bankruptcy, Announces Offer From Toshiba to Purchase Assets"
Stop pumping. It's over.
Well, I'm just saying that GPU is a focus for just about everybody in this industry. NVIDIA is exceptionally good at GPUs, no question there, but to suggest that others aren't *trying* seems a bit off. That's all :-)
" Yet no other SoC supplier thinks entertainment is a good area on which to differentiate. "
Tell that to the Snapdragon 805. Or Cherry Trail.
I think you grossly underestimate what the other guys are doing in this space.