I "observed" covello for many years - Rick Hill ex CEO of NVLS is/was a semi "bull" and often during Q&A's one could feel how much Hill hated Covello's guts. One could sense Hill was ready to "blow" - Hill would try to explain something but Coello would not listen or learn from the answers given - like talking to a brick wall.
It's hard for me to comprehend what goes on in Covello's mind and it's hard to believe GS is actually following his advise.
I personally believe that in the past GS tried to sucker money out of Tech and lure it into commodities.
And it's not the first time Covello is wrong
Many Semi equip stocks are making all time highs - for years Covello discredited (at least tried) equipment stock telling everybody they would be strictly cyclical and not growth cyclical.
The increasing capital intensity has proven him wrong - still he covers equipment stocks.
I don't think it can get any worse - Covello is the all time worst semi analyst - and still he got a job with GS
do you think Intel is going to produce its "own line" of Network processors
Netronome is a privately held fabless semiconductor company specializing in the design of network flow processors used for intelligent flow processing in network and communications devices, such as switches, routers and cyber security applications...
In November 2007, Netronome announced a technology licensing and sales and marketing agreement with Intel Corporation focused on the extension of the Intel IXP28XX product line of network processors. Under the terms of the agreement, Netronome is developing a next-generation line of IXP-compatible, high-end network processors that combine the Intel IXP28XX technology with Netronome's architecture.
hey - how is it going .
Some nerd on this board is complaining about my Rottweilers...
the large chipmakers don't like the TEL / AMAT merger - could be an advantage for KLAC, LRCX and other...
you know Hill went to a chp company - Terressa something
bought me a Honda Shadow Spirit...low rider ..gonna cruise up HW 1 - Bolinas, Point Reyes station...
FAB 42 sitting there empty.
I give you a hint old man - it has something to do with pulling 14nm in faster than expected - in general Intel stepped up the speed in migrating to advanced technology.
why didn't they buyback massively at 19/share
Intel's investment in ASML paid off handsomely with respect to technology advantage and $$$.
you and your buddy waldblow are getting a bit rusty when it comes to semis - hard to keep up isn't it?
Ashraf questions Intel's manufacturer lead
by backbay_bstn •May 13, 2014 10:51 AM
semi_equip_junkie • May 13, 2014 10:23 PM Remove
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ASML. KLAC just reduced their outlook significantly because foundries are delaying the move to advanced technology - and here comes the "expert" questioning Intel 's lead in Manufacturing.
As usual the expert raises an issue where NO issue is - I am amazed ...
did A.E. once mentioned the..
G61 disappeared from one minute to the other - does he still believe Intel is going to fab for ARM.
10 nm is going to be really dirt cheap - shrink or die .
A.E. was stupid enough to shake hands with nenni - that old turd probably brainwashed him - oh well
do I care ? Not at all
IBM / GF Semi Deal: the drama continues; Leti Studies Monolithic 3D
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By Phil Garrou, Contributing Editor
Reports a week ago indicated that “It appears that IBM’s sale of its microchip manufacturing business to GlobalFoundries had fallen apart.” [link]
The local paper, the Poughkeepsie Journal, citing “anonymous sources with knowledge of the inner workings of IBM”, said the deal had been known under the codename “Project Next.” Reportedly IBM managers at East Fishkill were told July 15th that the deal to sell its microchip unit to GlobalFoundries was off. The Journal quoted consultants who felt that such a deal would likely need clearance from federal agencies since IBM is a so-called “trusted foundry” for the U.S. military and GlobalFoundries is owned by the government of Abu Dhabi [link].
Bloomberg reported on Aug 5th that “according to a person familiar with the process”, it was IBM offering to pay GlobalFoundries to take on IBM’s money-losing chip-manufacturing operations [link].
According to Bloomberg contacts, IBM was offering about $1 billion to entice Globalfoundries to take the unit but Globalfoundries wanted $2 billion. Recall it has been reported that the IBM Semi business has been losing ~ $1.5B / year for several years.
It is likely that IBM requested GF continue operation of the two facilities to maintain supply of chips that they are using in IBM products. To do so GF would likely continue to incur similar losses and that may have outweighed acquisition of whatever IBM IP was to be included in the deal. IFTLE’s understanding is that Burlington could be made to operate as an analog / specialty division, but East Fishkill (which reportedly cost $2.5B to build) should just be closed down because it is old and outdated.
With IBM semiconductor employees understanding that their division is no longer wanted by IBM corporate, many are jumping to GlobalFoundries which is actually setting up “job fairs” in the IBM facto
Do you understand how this all works? Low level IP for the various FinFet (foundry) processes have been available for a while
There are two customers that can afford 20nm -
do you understand how it works in the real world?
Is AMCC one of TSMC top 20 customers?
Probably not - perhaps barely
they are working on FinFet -
stupid is as stupid does
NOBODY - I mean NOBODY cares what happened 2 years ago -
what would you do without WW - you would not have a life without him
I mentioned (specifically) embedded DRAM several months ago in conjunction with Intel (Alex asked "how"?) - it's down the road just like 450mm processing.
For now high end servers will use 3D memory via TSV.
As I said before overall "system" performance will depending increasingly on non CPU/APU related aspect such as memory interface.
These kind of longterm projects make Intel an excellent buy and hold based on a very long term -