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Lam Research Corporation Message Board

semi_equip_junkie 88 posts  |  Last Activity: Dec 22, 2014 12:08 AM Member since: Feb 16, 2012
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  • semi_equip_junkie semi_equip_junkie Dec 22, 2014 12:08 AM Flag

    It's a SoC dummy -
    Intel is an x86 foundry - what do you want and we can build it based on x86.
    you are as dumb as Covello ....and Burpstein

  • Reply to

    What have you done for me lately ARMH???

    by paul.ottelini Dec 17, 2014 9:36 PM
    semi_equip_junkie semi_equip_junkie Dec 18, 2014 2:39 AM Flag

    and it's still above where waldo put his puts on, calling for the demise of Armh consistently

    who cares..... capex is at record levels - ARM foundries are forced to catch up....
    you still don't get it blowhead do you

    intc die hard longs, always biased. a fatal...
    not on my watch moron

  • semi_equip_junkie semi_equip_junkie Dec 17, 2014 9:26 PM Flag


    "A very, very large number Gee61RT - very large number even for Intel "

    Got it... you have NO idea... NONE !!!!

    Many, many 0s - far too many zeros for you....

    glad you followed my advice buying some ASML - how many share - 150?
    That not even minor league by standards

    can you please update regards status of windows RT - TIA

  • semi_equip_junkie semi_equip_junkie Dec 17, 2014 6:09 PM Flag

    "neither will have the critical mass for 450mm -"

    Oh... what will that be ??

    A very, very large number Gee61RT - very large number even for Intel but they can produce CPU's and Socs side by side :-)) who else can :-))

    BTW did you buy ASML? you still own
    if yes how many?
    50? 100? 200? 1000? 2000? 3000? or even 3500?

  • semi_equip_junkie semi_equip_junkie Dec 17, 2014 4:06 PM Flag

    another roundtrip for the traders -
    Samsung and TSMC dogfighting for ARM business - neither will have the critical mass for 450mm -
    Samsung will need to spend heavily on NAND as well as on DRAM - can't do all....
    Apple gets a short term boost by splitting business between Samsung and TSMC - they have to do it anyway because neither can provide sufficient output
    Intel might be waiting to write off 22nm and eventually move more increasingly into the foundry business while having stellar TriGate yields-
    ARMH glory days are over - was todays server news "breaking news" - wasn't G61 talking about ARM servers for several years "gee61RT)
    everything with Intel and Capex spending is going the way I was hoping for -actually exceeding my expectations....

  • SSS: "15K RPM HDDs will lose relevance". Duh..

    The ~100% certainty?
    "experts" will always use The Static Model.
    They'll nearly always be 100%. WRONG.
    Here, history WILL repeat.
    Think innovators.
    Insist on Cymer. They are HERE.

    15K RPM HDDs will lose relevance
    We all know hard drives simply will never get faster. As such, their role in the data center is changing. Enterprise SSDs that have been delivering far superior performance now also deliver superior capacities. That means systems accelerated by SSDs will not only see dramatic performance improvement, but will require fewer number of racks, power supplies, and other components as well as reduced electricity consumption and cooling needs.

    The compromise between performance and capacity is over. Systems using SAS and SATA SSDs deliver both, and they do so at better cost efficiencies than systems using 15K hard disk drives. As a result, 15K RPM HDDs that have traditionally been used for top tier applications will lose their relevance in 2015, both in sales and use case penetration.

  • Reply to


    by semi_equip_junkie Dec 15, 2014 8:44 PM
    semi_equip_junkie semi_equip_junkie Dec 16, 2014 2:13 AM Flag

    the world is porting to ARM -
    when did you get laid off.....

  • Reply to

    INTC PE too high

    by back_bay_professor Dec 7, 2014 11:33 AM
    semi_equip_junkie semi_equip_junkie Dec 15, 2014 10:41 PM Flag

    Vehicles like sqqq are wonderful if you are on the correct side of the two week swings but can be deadly if you miss.

    that's the reason why waldblow occasionally vanishes from the board.....

  • semi_equip_junkie by semi_equip_junkie Dec 15, 2014 8:44 PM Flag

    refresh my mind:
    what did you say about windows RT
    and when will Intel start fabbing for NVDA.....
    no wonder you took a hike....doof wie Stulle aber grosse Fresse
    a DeVry degree won't cut it ....

  • Reply to

    A third Bush?

    by semi_equip_junkie Dec 14, 2014 9:07 PM
    semi_equip_junkie semi_equip_junkie Dec 15, 2014 8:40 PM Flag

    the market was doing quite well from march o9 till October 2007

    an economy pretty much based on housing and construction and propped up by two wars must be sort of "braindead" Mr. Monday AM quarterback...

    "clown" Greenspan thought he can walk on water....
    When asked if he thought the housing market was overvalued, Greenspan indicated he didn't think so, at least not nationwide.

    "I personally don't think there is a housing bubble similar to that that exists in stocks," he said.

    He allowed that a bubble-like situation may exist in some regions. "We've had some in this particular state," he added to laughter.

  • semi_equip_junkie by semi_equip_junkie Dec 15, 2014 1:10 PM Flag

    "You have absolutely no educational background in semiconductors, do you?" asked Sharon Bush's attorney, Marshall Davis Brown.

    "That's correct," Bush responded.

  • Reply to

    A third Bush?

    by semi_equip_junkie Dec 14, 2014 9:07 PM
    semi_equip_junkie semi_equip_junkie Dec 15, 2014 1:00 PM Flag

    US: Bush's Brother Has Contract to Help Chinese Chip Maker

    by Warren Vieth and Lianne Hart, Los Angeles Times
    November 27th, 2003

    WASHINGTON - Neil Bush, a younger brother of President Bush, has a $400,000-a-year contract to provide business advice to a Chinese computer chip manufacturer, according to court documents.

    At the same time the Bush administration is promising to crack down on alleged trade abuses by the Chinese, Neil Bush has agreed to strategize with China's Grace Semiconductor Manufacturing Corp., the documents show.

    While there is no indication he has done anything improper, Bush's arrangement could attract attention during a presidential election cycle in which Chinese business practices have become a hot-button issue.

    "There's certainly the appearance of influence being sought," said Charles W. McMillion, a Washington business consultant who advised a congressional commission on U.S.-China policy. "If nothing else, it doesn't look good."

  • semi_equip_junkie semi_equip_junkie Dec 14, 2014 9:11 PM Flag

    same stupid lines from the same pompous hypocrite,

    comes from a moron who sold Intel for peanuts ....LOL
    zero investment skills but keep it up waldblowhead

  • semi_equip_junkie by semi_equip_junkie Dec 14, 2014 9:07 PM Flag

    this country is sick - the world is laughing at you

  • Reply to

    INTC PE too high

    by back_bay_professor Dec 7, 2014 11:33 AM
    semi_equip_junkie semi_equip_junkie Dec 14, 2014 12:30 AM Flag

    tankers are supposed to move cargo ....reserves yes ....but why expensive tanker reserves?

    Financial speculators such as investment banks and hedge funds account for at least 65 percent of purchases of contracts for future oil deliveries, more than twice their traditional share, while buyers who intend to actually take delivery of the oil and use it, such as airlines, make up only about one-third of demand. The speculators bid up contract prices, sending oil and gasoline prices higher and reaping them huge profits. The bidding is stoked by fear of possible violence in oil-producing countries, notably Iran.

    True or false?

  • Reply to

    INTC PE too high

    by back_bay_professor Dec 7, 2014 11:33 AM
    semi_equip_junkie semi_equip_junkie Dec 13, 2014 2:40 PM Flag

    Waldblow has zero investment skills
    my Intel (6k) is up 41 % YTD - the lowest return 7% - the dirt cheap commission allows to buy in slowly.
    Needless my LRCX , ASML et al are kicking #$%$

    we now see how inflated crude really is - pumped up by tankers sitting offshore creating artificial demand....warehouses run by WS packed with metal commodities....
    years ago oil analysts pointed out that crude is inflated by artificial demand as much as $50 - they don't have to take delivery of the crude - so why not "play" with crude to make some profits....push the "geopolitical" red button just like GS used to push the capex #$%$ in case of Intel or the PC is dead #$%$ - for years they "hammered" the PC is dead and idiots like apology followed that path.....
    the good part about cheap crude is that funding for international terror (financed by inflated crude) will get hit hard and so will comerade Putin....
    look at the DRAM market - a commodity as well but chips get obsolete nobody has much interest...not all commodities are equal
    have a good weekend

  • Reply to

    Bush and Goldman

    by semi_equip_junkie Dec 11, 2014 9:13 PM
    semi_equip_junkie semi_equip_junkie Dec 11, 2014 9:18 PM Flag

    Bush did not have the brains to understand the consequence of his actions - and he has a lot in common with Americans

  • semi_equip_junkie by semi_equip_junkie Dec 11, 2014 9:13 PM Flag

    No doubt in my mind Bush provided insider info about his policies - continue to increase reserves and start another war - Paulson joining was just the icing on the cake.
    Bush the reborn christian was the devil....

  • semi_equip_junkie semi_equip_junkie Dec 11, 2014 8:35 PM Flag

    Also keep in mind the average miles per gallon has increased tremendously....
    the bright spot about lower oil is that it will cut off funding for terrorists....and Russia's arm sales will go into the toilet because crude is in the toilet.
    Global warming is real ...the polar caps continue to melt....and there is no easy way out
    GS greed in pumping up crude helped to finance the terror infrastructure (indirectly) - the most counterproductive firm on eartth -
    the right wing nuts are mad because they know they will loose again

  • semi_equip_junkie semi_equip_junkie Dec 10, 2014 1:04 PM Flag

    I red about "air gaps" - pretty wild stuff
    that's the advantage following equipment makers like LRCX......

    By Ed Korczynski, Sr. Technical Editor, SST/SemiMD

    The good people at ChipWorks have released some of the first public data on Intel’s new 14nm-node process, and the results indicate that materials limitations in on-chip electrical interconnects are adding costs. Additional levels of metal have been added, and complex “air-gap” structures have been added to the dielectric stack. Flash memory chips have already used air-gaps, and IBM has already used a subtractive variant of air-gaps with 10 levels of metal for microprocessor manufacturing, but this is the first known use of additive air-gaps for logic after Intel announced that a fully-integrated process was ready for 22nm-node chips.

    Mark Bohr of Intel famously published data in 1995 (DOI: 10.1109/IEDM.1995.499187) on the inherent circuit speed limitations of interconnects, showing proportionality to the resistance (R) of the metal lines multiplied by the capacitance (C) of the dielectric insulation around the metal (Fig.1). The RC product thus should be minimized for maximum circuit speed, but the materials used for both the metal and the dielectric insulation around metal lines are at limits of affordability in manufacturing.

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