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Intel Corporation Message Board

marsavian 275 posts  |  Last Activity: 7 hours ago Member since: Jun 15, 2005
  • Reply to

    Chromebooks: Long term threat to Intel

    by yosefshlom Aug 19, 2014 9:56 AM
    marsavian marsavian 7 hours ago Flag

    This is what I said 'You are delusional if you think Intel don't have a chip that can beat any Tegra in any performance/power/price category and that includes gpu.' and they have that chip already, it is called Haswell and check how short K1 comes up against Surface Pro 2/3 etc in 3DMark in say Anandtech's review.

    The trouble with stupid old you is that you just can't see how Intel is attacking mobile in a two-pronged attack, Core from above, Atom from below, So it is easy to lose money on Atom/Modems if Core is bringing in 5 times as much as Atom loses which it is. The fundamental point is Core is so superior Intel could charge $30 for Core-M, still make a profit and all ARM tablet sales would disappear overnight. Intel does not do this because it wants to make the most money for itself not destroy its competitors like Nvidia or AMD which it could easily do if it felt so inclined but whose combined small sales are not worth chasing compared to the negative effect it would have on Intel pps if it dropped its margins arbitrarily. K1 only lives because Intel allows it to live so show some gratitude ingrate.

  • marsavian marsavian 10 hours ago Flag

    The stock feel back yesterday primarily because it gapped up at the start, Nasdaq should not have halted the stock the day before. There is a gap down to 0.186 and 12m shares traded at 22c and below the previous 2 days so profit taking by those traders will have to be got through first before upward progress is resumed. Now I am not saying the gap will be completely filled but it is exerting downward pressure for now. The fundamental news was good and should provide a basis for persistent buying over time but there is a lot of moving average (all of them basically) and fixed resistance that needs to be overcome along the way. Good luck.

    nasdaq dot com/symbol/baa/stock-consultant

    BREAKDOWN WATCH for possible breakdown below 0.21, no support in area just below.
    Type: Continuation breakdown from Single support.

    CURRENT PRICE 0.23, at support, 0.23 ± 0.02, type Single, strength 3

    +13% at 0.26 ± 0.02, type Single, strength 3
    +34.8% at 0.31 ± 0.02, type Single, strength 8
    +82.6% at 0.42 ± 0.03, type Single, strength 1
    +100% at 0.46 ± 0.03, type Triple+, strength 7
    +126% at 0.52 ± 0.03, type Triple, strength 9
    +148% at 0.57 ± 0.04, type Single, strength 8
    +170% at 0.62 ± 0.04, type Triple, strength 10


  • Reply to

    Russian Aid Convoy

    by marsavian Aug 14, 2014 12:37 PM
    marsavian marsavian 12 hours ago Flag

    One rebel source said the new leadership was meant to bring about a "de-escalation" of the conflict - a term used by the West in demanding Russia turn off financial and military support to the rebels.

    A recording of separatist leaders released by Ukraine's state security service suggested more Russian citizens fighting in Ukraine were looking to leave. A rebel fighter told Reuters the insurgency was in a critical phase.

    "Everything is coming to a head," he said.

    Rebel website Novorossiya reported 1,000 fighters, more than 100 armoured vehicles and new weapons supplies had been promised in return for Strelkov’s resignation.

    The downing of the plane may prove to be the turning point in the conflict.

    "I know the reaction of people who saw Putin at the moment when the information (about the Malaysian plane) was delivered to him. It was a reaction of absolute shock," rebel commander Alexander Khodakovsky, leader of the rebel Vostok Battalion, told Reuters last month.

    A recording released by Ukraine's security services, purportedly of a Russian fighter speaking with an officer from Moscow's Federal Security Services (FSB), pointed to rifts between fighters from Russia and local rebels and said DNR had little time left.

    The fighter, "Trifon", who fought alongside Strelkov in Slaviansk uses Russian curses to condemn local rebels for doing "nothing at all" and says he needs a way out of the region to return to Russia.

    "I think DNR has a month minimum," he says in the recording which Reuters was unable to verify independently.

  • Reply to

    Chromebooks: Long term threat to Intel

    by yosefshlom Aug 19, 2014 9:56 AM
    marsavian marsavian 13 hours ago Flag

    Complacency and arrogance which led them to continually under-invest in Atom until now when it became patently obvious that this was a serious computing segment with serious revenue potential they were just turning their nose up for too long. Intel could have been in the first iPhone but Otellini did not want to sell the chips at a potential loss which seems stupid now considering they are prepared to subsidize ultra-mobility $4bn a year until it gets self-sustaining traction. As it happens they got their estimates wrong and the chips would not have been sold at a loss but the serious issue was not appreciating like Apple the emergence of smartphones and then tablets as new form-factors in which their chips could and should profitably partake from the very beginning leaving them now in more expensive catch up mode.

    So for a long time Atom was underfunded and underdeveloped and just considered an x86 side-show to Core i.e. basically a cheap low-power Celeron rather than a competitor in emerging brand new markets with great growth potential so they soldiered on with the original Mk 1 Atom design for 4-5 years from 45nm Silverthorne to 32nm Clovertrail while ARM went from 65nm A8 to 40nm A9 to 28nm A15 in the same time so Atom went from being more performant to less performant in that time compared to ARM's best. It's only with Mk2 Atom 22nm Silvermont that the design is being finally taken seriously and also participating in Intel's advanced processes when they are ready.

    Haswell's gpu is more powerful than the K1's although I concede the K1's gpu is more powerful than any 22nm Atom's gpu although that will change with the top-bin 14nm Cherry Trail Atom but that looks a 2015 volume release.

  • Reply to

    Selling looks done ...

    by marsavian Aug 19, 2014 10:48 AM
    marsavian marsavian Aug 19, 2014 4:29 PM Flag

    The stock did not need any news to go to $4.22 in June and the job will be easier next time around as the volume then would have shaken out a lot of the historical resistance. Just need some positive upward momentum back in the stock again.

  • Reply to

    Chromebooks: Long term threat to Intel

    by yosefshlom Aug 19, 2014 9:56 AM
    marsavian marsavian Aug 19, 2014 4:15 PM Flag

    You are delusional if you think Intel don't have a chip that can beat any Tegra in any performance/power/price category and that includes gpu. You do know that a Celeron is a totally artificial sku based on a Core that can clock as high as 4.4 Ghz flat out when needed ? Intel can invent any artificially slugged Celeron sku that can beat any ARM processor either today or tomorrow without affecting margins/profits on its fully featured brothers. The article was complete daydreaming BS not founded in reality pretty much like the majority of the posts here in fact. Tegra will sell by being in good designs not by trying to outperform Intel chips in generic Chromebooks because that particular fantasy is just not going to happen at least not against the Core chips. Against Atom, you have a chance but not on price.

  • Reply to

    Chromebooks: Long term threat to Intel

    by yosefshlom Aug 19, 2014 9:56 AM
    marsavian marsavian Aug 19, 2014 12:12 PM Flag

    LOL, INTC is approaching $35 and you think I feel threatened ? Since I started posting on this board INTC is up over 50% while NVDA is still down over 25% so you have completely the wrong idea as it should have been you clowns who should have been worried about Intel spoiling your Windows and Android ARM parties not the other way round. You are wasting all your time with all these clueless Intel bashing posts as you have been over the last 5 years. Pick an easier target, one you can beat not one you have no chance of beating. Just pray Intel leaves you a cheap sku slot you can fit your chips into.

  • marsavian by marsavian Aug 19, 2014 10:48 AM Flag

    just need a few buyers now to take it back over $4. Should not take much as the persistent big seller appears to left the building.

  • Reply to

    Barron's: $45 and $50 price targets on Intel

    by wallisweaver Aug 19, 2014 10:21 AM
    marsavian marsavian Aug 19, 2014 10:43 AM Flag

    Rick Whittington and Mark Lipacis have good track records in share price prediction, the complete opposite of Covello and Mosesmann who have the two worst ;-).

  • Reply to

    Chromebooks: Long term threat to Intel

    by yosefshlom Aug 19, 2014 9:56 AM
    marsavian marsavian Aug 19, 2014 10:38 AM Flag

    Another clueless post, Intel has been in chromebooks for over a year, look at your own post ...

    •Review: Acer C720 Chromebook with Core i3, best value yet

  • marsavian marsavian Aug 19, 2014 1:39 AM Flag

    Don't be condescending and you are not remotely keeping me honest rather I am just correcting you from your ignorance. No-one feeds me any beliefs, I do my own deep technical analysis often against the herd (i.e. I laughed in the face of all those who thought ARM and tablets would bring down Intel or that Itanium would slay Opteron) and invariably it is proved right over time as it has with AMD, NVDA, INTC etc and I was debating with Charlie D back (both agreeing and disagreeing at times) in the Aceshardware days (as mas) so my history and knowledge is long in these matters.

    Right having told you what Denver is not i.e. a competitor to Core-M let me be positive and tell you what it could be. Now no-one looking at Denver would ever design such a cpu if you was going for just high performance i.e. in-order but it could just be an efficient design in performance/power in the ultra-mobility sphere although we will need results from final silicon to confirm.

    If it can be positioned as a leading $30-40 chip for tablets and phones it could provide some very nice incremental revenue for NVDA that could become materially important over future years. It does need to stay ahead of ARM and Intel's future best efforts in that price range e.g. A57/Broxton but there is potential there especially when tied with a decent Nvidia gpu. It also needs to go to quad-core at 20nm as at 28nm it is not good enough to be a successful leading dual-core design like say Core-M. Anyways Nvidia is finally in the cpu designing business after all these years and that in itself is a useful diversification. Good luck with it.

  • Reply to

    Russian Aid Convoy

    by marsavian Aug 14, 2014 12:37 PM
    marsavian marsavian Aug 19, 2014 1:13 AM Flag

    Full transcript of the Crimean meeting of the Klingon High Council

    My analysis of the situation now is that Putin will let the Nationalist elements in his country support the Donbass insurrection until its natural bloody conclusion, in effect letting them get it out of their system. Then he will make peace with Ukraine and the West in the aftermath. I also don't believe there will be any more sanctions as the EU is painfully finding out it needs Russia more than it needs Ukraine and will not fancy more retaliations this time against their car industries rather than just their farmers. So no more sanctions and only a localized conflict eventually petering out means world stocks like INTC are all set fair to coast along worrying just about economic factors rather than geopolitical ones.

    p.s. the convey matter now seems agreed and will be handed over to the IRC to distribute.

  • marsavian marsavian Aug 18, 2014 3:27 AM Flag

    Slide 14 of the following pdf shows 2.5 Ghz Denver being compared to a 1.4 GHz Haswell Celeron and 1.6 GHz Bay Trail Celeron as well as other ARM chips. Remember though these are Celerons with slugged clocks and caches for artificial sku stratification purposes not the top bins of both these chips that clock as high as 3.3 GHz in the Haswell-U, 2.9 GHz for Haswell-Y and 2.4 GHz for Bay Trail.

    'Without it, they would be dead.'

    Don't be absurd and alarmist, traditional PC processors are still selling in their billions of dollars every year and Nvidia depends on that ecosystem to make profits with its expensive gpus. If PCs die so does Nvidia's profits. In fact Intel would have made a billion more last quarter without its heavy investment in Atom and Modems.

  • marsavian marsavian Aug 18, 2014 3:10 AM Flag

    'Don't count ARM for Windows out yet. '

    I never counted it in as I knew and posted it would be a bust from the very beginning and have been proven completely right. No performance or power or price advantages over x86 with crippling legacy software incompatibility to boot is not a recipe for success and so it proved.

    'Your post illustrates exactly why Microsoft needs to cultivate an Intel alternative if for no other reason than to keep Intel's pricing in-line.'

    That's supposedly why AMD exists but Intel is now pricing their Atoms cheaper than them which shows you how irrelevant this line of thought is.

    'Show me an unambiguous quote from a Microsoft executive saying ARM for Windows is dead and I will say that I am wrong. '

    I don't need to as their actions speak louder than any words. On Surface Pro 3 release they also had a Snapdragon 800 Surface 3 ready to go too but canned it just before launch as I suspect they got tired of losing hundreds of millions on this aborted failed o/s. All the software work they have done on WinRT will eventually migrate to Windows Phone but for Windows on PCs and Tablets WinRT is DOA.

    'I do not believe it will be with $125 Core-M's. '

    It will be with $25 Cherry Trails or $40 Broadwell Celerons. Also don't get too hung up on Intel's list prices as the really big OEMs who buy in 6-7 figure bulk usually get around 50% discount.

    ' K1/64 changes the equation on what can be done with Windows. '

    No it does not, it will barely live with a 1.4 GHz Haswell Celeron which is not groundbreaking.

    'Architecturally, I would bet that Denver at 20nm is designed to produce equivalent performance at equivalent power to any 14nm out-of-order Core-M that Intel could conjure up (they key issue for Intel being 'out-of'order'). Further, Denver has first-to-market advantage by six months.'

    You would bet wrong. The top-bin Core-M will have 2-3X the single-thread and 3-4X the multi-threaded performance/power of Denver in the same ~5W fanless class.

  • marsavian marsavian Aug 18, 2014 2:27 AM Flag

    You are incredibly confused, which does not seem difficult or you. [Intel's] Mobile and Communications Group does NOT contain ANY CORE PROCESSORS (which includes the very low power ones too) in it as ALL COREs go into the PC GROUP, it only includes ATOM and MODEMS. See I spelled it out for you in big capital letters so you don't get confused again.

    The PC group including all the low powers ones like Core-M is, along with Server group, what have made INTC touch very close to $35 this year so that strategy is working out perfectly both for share price and for subsidized Atom stealing marketshare over the ARMy hand over fist in cheap ultra-mobile slots while NVDA is left behind with expensive to make chips it can't sell in volume or at a high price.

  • marsavian marsavian Aug 17, 2014 7:11 PM Flag

    'How is INTC going to charge oh, I don't know, $25-30 per device from their latest greatest 14nm process to be competitive in the mobile space? '

    Why would they want to do that when they can easily charge $125 or $225 for the Core parts and sell more than say the equivalent Nvidia part in say the Surface models ? Listening to you you would think Intel had to aspire to make only a hundred million profit each quarter like Nvidia rather than the $3bn it does. The continuation of the Surface Pro tablet line as opposed to Windows ARM RT Surface already going EOL shows Intel does not need to charge only $25 like a puny ARM core to sell in mobility. Don't judge superior technology by inferior standards as this Core-M will turbo well over 2GHz at 4W annihilating Denver, A57 etc at the same power level.

  • marsavian marsavian Aug 17, 2014 4:14 PM Flag

    'When the licensing agreement ends in '17 so will Intel's rights to use any of Nvidia's IP'

    BS !! It's a lifetime license until expiration and unless Intel is stupid enough to want to use new Nvidia patents after 2017 Nvidia is SOL with this particular extortion racket ...

    "4.1. Term. This Agreement and the rights and licenses granted hereunder shall become effective on the Effective Date, and shall continue in effect until the expiration of the last patent licensed hereunder to expire unless such rights and licenses are sooner terminated by a Party pursuant to Section 4.2."

    ' MS's statement was a pure manipulative, and baseless assertion with the agreement expiration being well over 2 years away. '

    CLUE and LESS describe your 'knowledge' of this agreement. MS was completely right and only blind fanboy Nvidiots are denying this.

  • marsavian marsavian Aug 17, 2014 4:50 AM Flag

    The licensing fees to Nvidia stop in 2017 and then NVDA share price collapses as they won't need to pay for any of those patents ever again in their lifetime as Morgan Stanley rudely pointed out to you recently and those license fees form a considerable part of Nvidia's profits every quarter so their absence will be immediately felt.

    Intel has been in the ultra mobile segment a lot less than Nvidia and it has blown past it in market share pretty easily approaching 10% now while Nvidia languishes in the 1-2 per cent range. Also any advantage you think K1's Kepler gpu currently gives you will be taken away by 14nm Cherry Trail and 14nm Core-M. Intel will eventually dominate ultra-mobile by relentless outperforming and outpricing its competitors year on year.

    4 years ago when I first posted on the NVDA board when Mosesmann's ridiculous $40 target was being touted by you guys I said NVDA was considerably overpriced and INTC considerably underpriced and that's how reality has turned out unlike all the circle-jerk fantasies all you clueless Nvidiaites had at the time.

  • marsavian marsavian Aug 16, 2014 2:33 PM Flag

    'they will not be able to compete very effectively with already established market leaders in the mobile sector who do not have the very expensive cost of cutting edge fabs to support.'

    PC processors support the cutting edge fabs and then some with billions of profits left over each quarter. Intel could afford to have no profits/losses on its ultra-mobile processors for literally decades and not worry. Alternately the ARM chips are potentially double the cost of intel's even at just wafer cost break-even because they have to pay a 45-50% of that wafer cost to a foundry for its profits which Intel does not as PC processors have already paid for the FABs. So you see it's the foundry players like Nvidia who have the 'very expensive cost'.

    p.s. All these years you have been waiting for Project Denver and the best it could do at 2.5 GHz was be roughly in the same league as a 1.4 Ghz Haswell Celeron ! Much ado about nothing ;-).

  • Reply to

    Russian Aid Convoy

    by marsavian Aug 14, 2014 12:37 PM
    marsavian marsavian Aug 14, 2014 5:50 PM Flag

    The Klingon Emperor is promising new nuclear weapons, how nice ...


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