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ARM Holdings plc Message Board

chuflasgitano 7 posts  |  Last Activity: Dec 10, 2014 3:43 PM Member since: Apr 23, 2010
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  • Reply to

    UPDATE ON SAMMY’S ALIASES – NUMBER 140

    by matey_booboo Dec 9, 2014 2:13 PM
    chuflasgitano chuflasgitano Dec 10, 2014 3:43 PM Flag

    ahoy matey--those of us that have been around awhile don't need you to tell us who is a pumper-or-basher. we just appreciate anybody who can put forth useable info. you don't so-onto the IGNORE LIST.AHOY!

  • Reply to

    Microchips: The Transistor Was the First Step

    by fivwinn Dec 10, 2014 11:57 AM
    chuflasgitano chuflasgitano Dec 10, 2014 3:39 PM Flag

    yup they are a smart bunch!

  • Reply to

    Oracle and Alcatel Lucent

    by rskrwrd Sep 26, 2014 9:37 AM
    chuflasgitano chuflasgitano Dec 10, 2014 3:39 PM Flag

    a buyout has been speculated on this MB for YEARS. Not gunna happen--can you pronounce "Paris".

  • Reply to

    OMG something brewing here. Did you see

    by dbroncman Dec 9, 2014 4:04 PM
    chuflasgitano chuflasgitano Dec 9, 2014 7:10 PM Flag

    wish i could get excited but as i have been holding this pig for years and have a basis price of $24---i just can't.

  • chuflasgitano by chuflasgitano Oct 16, 2014 12:31 AM Flag

    Intel lost another $1 billion on mobile in Q3.

    Sometimes one wonders if the most expensive words ever spoken in the semiconductor industry were Andy Grove’s 1996 remark that Intel’s new mission statement was to be the pre-eminent supplier of building blocks to the telecoms industry.

    For some 15 years it had been the pre-eminent supplier of building blocks to the PC industry.

    In pursuit of the new mission statement, over the next five years Intel spent well over $10 billion buying telecoms start-ups.

    Intel also moved into the telecoms network operating business by funding the founding of a Competitive Local Exchange Carrier (CLEC) called Covad.

    It made and sold a family of ARM-based telecoms chips called X-Scale.

    It invested heavily in the failed telecoms technology WiMAX via Clearwire.

    Now it’s paying OEMs to use its tablet chips, and has paid $1.5 billion to Unigroup of China to try and get x86 mobile chips designed into Chinese devices.

    18 years after Grove’s strategy statement, and after a splurge of over $20 billion, Intel is still losing $4 billion a year on telecoms.

    This telecom mission of Intel is turning out to be an epically expensive excursion.

  • chuflasgitano by chuflasgitano Oct 16, 2014 12:28 AM Flag

    Revenue in the Mobile and Communications Group collapsed from last quarter's $51 million to a mere $1 million as the group posted a $1 billion operating loss.

    The Mobile revenue collapse calls into question Intel's contra revenue scheme and its mobile strategy in general.

    Intel's Q3 earnings call should have been a triumphal celebration of the commencement of Core-M processor production. Intel rightly claims that Core-M is the world's first processor built on a 14 nm process. But there was an undercurrent of tension evident as analysts probed the performance of the Mobile and Communications Group (MCG). Intel declined to provide assurances that it would be profitable in 2015.

    Technology Swan Song

    What Intel had hoped would be a process advantage lasting years may only last a few months. Mobile device makers may be realizing that they can afford to wait a few months for ARM foundries to enter production on their own 14 nm processes. Intel claims that it sold 15 million tablet processors in Q3, but with only $1 million in revenue for MCG, that would indicate that Intel is now literally giving them away.

    In fact, Intel management appeared to muddy the waters, counting as tablets sales of Core processor tablets that are booked in Intel's PC Client Group for purposes of revenue and unit sales. I think it's very likely that the 15 million includes sales of Core series tablets.

    Either way, the collapse of MCG revenue indicates that Intel is having a tough time selling into this market. Tablet makers may be reluctant to use Intel processors because it could become a trap downstream when Intel decides to withdraw its subsidies.

    The tablet makers also are well aware of developments at the ARM foundries as the foundries enter production on their own 14 nm processes in early 2015. Intel will face a challenge not merely in mobile devices, but on its home turf of PCs and servers.

  • Oct 15 (Reut--ers) - Oil extraction in North Dakota's largest oil-producing county would become economically unfeasible at $28 per barrel, far below the current price, state regulators said on Wednesday. The forecast, meant to assuage concerns on Wall Street as oil prices fall to two-year lows, is for McKenzie County, which produced nearly 12 million barrels of oil in August. For Williams County, the second-largest oil producing area in the state, the North Dakota Department of Mineral Resources sees a breakeven point of $37 per barrel. For the state's four-largest oil-producing counties, $42 per barrel was the highest breakeven point. Crude oil futures are trading at roughly $81 per barrel. The forecast, in line with previous estimates from state officials, is the point at which production at existing wells could or would cease. Analysts on Wall Street have generally seen $75 per barrel as the price at which oil producers would consider holding back on drilling new wells. (Reporting by E.Scheyder; Editing by D Craft)

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