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Intel Corporation Message Board

ideal_invst 13 posts  |  Last Activity: Feb 23, 2015 4:08 PM Member since: May 9, 2011
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  • ideal_invst ideal_invst Feb 5, 2015 12:25 PM Flag

    Hey, you said quadruple in the title...and changed it to double.

    At this rate, by the time I get to your website all the gains would have disappeared. So I'm sorry, I'm not going there :)

  • Not a good sign for Qualcomm. Typically, these guys won't jump ship if they see a good upside in the company's fortunes.

    ========================

    Being generous to employees is one of Qualcomm’s traits to retain key positions; the company makes sure that it exceeds any offers from rival companies to make its employees stay.

    A Security and Exchange Commission (SEC) statement filed on Thursday shows that Qualcomm has awarded chief executive officer (CEO) Steve Mollenkopf and executive chairman Paul Jacobs with special stock grants worth $95 million last year. According to the filing, Qualcomm Inc. (NASDAQ:QCOM) gave the two executives stock grants to prevent them from leaving amid aggressive attempts by rival companies to hire its senior executives.

    According to the filing, the “aggressive retention-related compensation actions for key talent” included granting special equity awards. “Qualcomm lost several senior level employees to other companies…The board addressed this challenge through a combination of organizational changes and compensation actions to retain key leaders,” reads the filing.

    Mr. Mollenkopf received restricted shares worth $30 million over a period of five years or an annual amount of $6 million. He also received a one-time stock grant worth $20 million that will vest in three years (third, fourth, and fifth year after the grant date).

    Mr. Jacobs stepped down from his post of CEO in March, was awarded with a one-time stock grant of $45 million over five years or an annual grant of $9 million with a similar vest of three years.

    Among other recipients are president Derek Aberle and executive vice president Venkata Renduchintala who were awarded with front-loaded grants of $16.1 million and $6.9 million, respectively.

  • Reply to

    Broadwell & Skylake - underwhelming

    by backbay_bstn Feb 23, 2015 12:15 PM
    ideal_invst ideal_invst Feb 23, 2015 4:08 PM Flag

    That is the signal for you to ---------- Buy another 10,000 shares!

  • Redmond says ARM-based OS to get just 'some of the functionality'

    With all the hoopla coming out of Microsoft's Windows 10 event in Redmond on Wednesday, there was surprisingly little talk of Windows RT, the feature-limited version of Windows 8.x for ARM-based tablets – and perhaps with good reason.

    In a Q&A with press following Wednesday's keynote, Redmond OS bosses Terry Myerson and Joe Belfiore blew right through a question about big-boy Windows' ARM sibling, saying only that Microsoft is "working on an update for Windows RT as well."

    In an emailed statement on Thursday Microsoft confirmed to The Reg that it is working on an update for Surface RT and Surface 2 "which will have some of the functionality of Windows 10."

    That makes some sense, since Windows RT only ever had some of the functionality of Windows 8. What's interesting, however, is that the phrasing of the statement seems to indicate that the next version of the ARM OS won't actually be Windows 10.

    That's odd, since as we learned on Wednesday, Microsoft has dropped the Windows Phone brand and is calling the next generation of its smartphone OS Windows 10. Windows RT, it seems, isn't going to be part of this new Windows 10 extended family.

    That sounds like bad news for Windows RT fondlers. Even if Redmond isn't killing off its ARM OS now, the fact that it won't promise full feature parity with Windows 10 is hardly a resounding vote of confidence in the platform.

    What's more, we haven't heard much about new ARM-powered Surface tablets, either. The Intel-powered Surface Pro line has been much more successful, particularly since the introduction of the larger Surface Pro 3. So while we expect a Surface Pro 4 will arrive sometime this year – possibly to coincide with the Windows 10 launch – the chances of seeing an RT-based Surface 3 seem slimmer than ever.

  • ideal_invst ideal_invst Jan 24, 2015 9:27 AM Flag

    (Part 2) This was auto-deleted yesterday probably because it was back-to-back postings from me on the same thread...

    ====================

    Previous Resignations

    Qualcomm has over 30,000 employees associated with the company. Apart from the usual planned layoffs, Qualcomm has suffered the loss of some key executives over time.

    Rob Chandhok, president of Interactive Platforms and Internet Services left the company last month. Although the executive was clear about his decision, he failed to disclose the reason behind his resignation. Soon it was announced that Mr. Chandhok had joined Helium Systems as the president and chief operating officer (COO).

    "I saw the opportunity to do a little bit more in the Internet of Things space at a pace that would maybe be a little different than the way Qualcomm could do it," said Mr. Chandhok.

    Peggy Johnson, a longtime executive, who had worked for around 24 years, left the company in August last year to join Microsoft. Clint McClellan, another exec who had worked in the company for 17 years resigned to take up the post of president at Indie Health. Bill Davidson, another veteran who served as the senior vice president at Qualcomm left to take up the post at GlobalFoundries.

    Amir Faintuch resigned from Qualcomm last August to take up the position of senior vice president at Intel Corporation (NASDAQ:INTC).

    In the words of Jim McGregor, a company is deemed to be affected every time an executive is changed.

    “Several members of Qualcomm’s senior management team were aggressively targeted by peer companies’ recruiting efforts, some of which were publicly discussed in the business press,” reads the filing.

    Source: Bidnessetc

  • Reply to

    Finally, a div boost

    by kkness1 Jan 23, 2015 1:29 PM
    ideal_invst ideal_invst Jan 23, 2015 2:03 PM Flag

    Yes, it's good to have a dividend boost. And No, I don't think it will be .24 for a while.

    10 quarters of .23 was due to Intel fighting with its back to the wall.

    Intel clearly signified more confidence with this dividend increase. The 46 million tablet SOC volume in 2014, newer SoCs coming, more smartphone wins to be announced in MWC, disruptive costs in 3D NAND, progress in wearables, IoT, etc. - I think we will see a dividend increase in another 3 to 4 quarters.

  • ideal_invst ideal_invst Dec 1, 2014 11:49 AM Flag

    FWIW, I have always thought Intel would provide ARM-based SoCs to the market. This is based on a couple of data points - (1) Wind River has continued to expand its offerings on ARM over the last few years and (2) Intel development tools have been cross-platform across x86 and ARM.

    Perhaps, Intel didn't want to get too much into ARM before its own x86 was able to get a toehold into ARM markets. At this time, perhaps Intel is fairly confident of x86 powering the mid to higher end of the market while it can field its own ARM offerings to the lower-end markets like IoT. If this happens, it would be a complete blow to all the other ARM vendors who will not be able to claim any "distinct" architecture advantage!

    Just some conjecture on my part.

  • ideal_invst ideal_invst Feb 12, 2015 12:49 PM Flag

    So BRM, 3 questions:

    (1) Do we know which node the $16bn build-out is for? 28nm or 20nm or 16nm....or a combination? If it is combined investment, how much would TSMC be investing in each of these nodes? Of course, the reason for the question is: Intel's 14nm has been up and running since last year. When will TSMC's 16nm start delivery?

    (2) Assuming they buy the $16bn worth of equipment throughout 2015, when will the equipment be delivered, installed, tested, and be ready for production?

    (3) Would the production-ready dates be different for 28nm vs 20nm vs 16nm? Would you care to hazard a guess for each of them?

    Thanks!

  • ideal_invst ideal_invst Feb 13, 2015 9:24 AM Flag

    (1) This data Is critical because of the extremely high investments needed for

  • ideal_invst ideal_invst Jan 21, 2015 9:53 AM Flag

    No, this is strictly business. QCOM is the top dog in mobile processors. If their design and their foundry manufacturing process cannot keep up to provide solid SoCs, it will benefit Intel. That's what we are concerned about on this bulletin board. And rightly so.

    If you want to feel bad about QCOM, you can look for a support group - online or offline. Good Luck!

  • Reply to

    Richest 1% to own more than rest of world

    by wallisweaver Jan 21, 2015 8:55 AM
    ideal_invst ideal_invst Jan 21, 2015 10:26 AM Flag

    Wow, terrific 2nd grade stuff....brought to you by jceandthegirls

  • ideal_invst ideal_invst Feb 12, 2015 1:28 PM Flag

    "As for delivery of 16nm, a google says second half 2015 for volume production."
    =====

    TSMC came out their 20nm late 2014 (only for Apple as far as we can tell and that too, with rumors of very low yields). Now they are going to do 16nm the within 12-months of coming out with their 20nm.....?

    (Keep in mind, SE_Junkie is very emphatic that based on conference call transcripts of equipment companies, most of this $16bn investment is going into 28nm, not 20nm or 16nm finfets.)

    So never mind what the Google search says. Putting your credibility on the line, BRM, how would you call it? Is TSMC going to come out 16nm Finfets in the second half of 2015?

  • ideal_invst ideal_invst Feb 12, 2015 4:44 PM Flag

    Yes, TSMC came out pretty fast with 20nm. However 3 critical questions remain:
    (1) What is their yield on 20nm?
    (2) Can they execute on Finfet at the same speed?
    (3) What yield can they get initially and what timeframe will they get to decent yields?

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