It's not only Putin - it's the "people of Russia" - I have no idea what is going on in their brains - what is the motivation.
But I know in case Stalin would have had the capability he would have attacked Germany and probably swallowed up all of Europe
TSMC management conceded it is likely to lose market share next year.
As expected the dogfighting among ARM foundries for ARM meat and bones is in full swing - Glofo and SMIC are trying to undercut 28nm which is bread and butter for TSMC to fund 20nm and smaller -
and on the advanced technology TSMC is facing Intel
missed mobile and that's not going away
do you think I bought into Intel several years ago because "they missed" mobile -
I have 6 digit gains of realized and non realized gains with respect to Intel
but intc is overvalued
overvalued, undervalued, overbought. oversold - blah, blah. blah
The story reminds me of Pearl Harbor - however I don't beliebe Intels objective is to destroy TSMC.
ARM was the best thing that could happen to Intel - it transfered Intel into a new company - sometimes a good kick in the #$%$ is all what is needed to create motivation
Compare July 2014 financials to Oct 2012, Much higher forward PE, lower margins, slower earnings and revenue growth and yet the stock is up 45%
and TSMC was down 7% - don't you love it?
and all the Intel insider sold way too early -
you short seller crack me up - i said $ 7 bucks ago keep shorting and you did
Intel’s mobile division has lost an astonishing $2 billion so far this year
It all depends on how you define mobile - every mobile device needs a server...this never crossed your mind dummy
Stupid is as stupid does
Intel Justice - what a stupid alias
what happened to GS TSMC conviction buy
28nm is "bread and butter" to finance the capex and why below seasonal demand?
I think because of Intel's gains in the tablet market
7600 shares to be precise - ASML not disclosed
the happy days .... torpedo alley
The Torpedo Alley, or Torpedo Junction, off North Carolina, is one of the graveyards of the Atlantic Ocean, named for the high number of attacks on Allied shipping by German U-boats in World War II. Almost 400 ships were sunk, mostly during the Second Happy Time in 1942, and over 5,000 people were killed, many of whom were civilians and merchant marines. The period of attacks began in January 1
942, and together were known as the "Great American Turkey Shoot", by U-boat sailors. Torpedo Alley encompassed the area surrounding the Outer Banks, including Cape Lookout and Cape Hatteras.[
i also put money into RTEC but don't play with fire - that's strictly for the insiders and wannabees that get slaughtered
yes I do - quite a bit - I even increased
eventually EUV will pan out but it looks Nikon has a competitive alternative for current
technology - putting some pressure on stock price but Intel will push ASML very, very hard to get things done,,,,,and they will succeed
also my ASML gains are focused on 2015 /2016
I do keep LRCX in my 401k
remember all those NVLS shorts - ihstorage ?
most shorts have no or little vision , depend greatly on TA and they hate Obummer -
hope you got plenty of water to make it through the summer -
Stafford lake full to the brim?
The Lamb $ 70 plus - awesome
Yes I am happy with Intel - certainly exceeded my expectations.
ASML underperforming - me thinks Nikon got a pretty good scanner
Solid State Technology and SEMI, today announced the recipient of the 2014 “Best of West” Award — Nikon Corporation — for its NSR-S630D Immersion Scanner. The award recognizes important product and technology developments in the microelectronics supply chain. The Best of West finalists were selected based on their financial impact on the industry, engineering or scientific achievement, and/or societal impact.
otherwise things looking up
On the road to recovery: Semiconductor growth expected for the next two years
According to the IMF and predictions by many other market research firms, 2014 and 2015 are expected to be growth years, comparable to or even better than the past few years.
Now I agree -
what it boils down to is that few people understand the concept of "opportunity cost" -
Intel's mobile chips share a lot of R&D , fixed cost with CPU (PCs) - that's different compared to TSMC - and yes mobile is fairly small - so the right thing was to defend the server space.
Intel will sell custom server chips and the high end will feature state of the art memory interface via 3D.
and yes TSMC $ capex per $ sale from advanced technology is very poor compared to Intel - Intel's capital intensity is far, far better compared to TSMC