[Once 20nm finally shows up (which it is expected to in the next iPhone), the next question will be how good is it and at what cost. We already know that it's more expensive than 28nm. With margins and ASPs already declining, cost is definitely an issue.]
"I can see this going either way. the problem is that while investors and shareholders absolutely want Apple to deliver a home run every single year, the fact is, no one expects 20nm silicon to be that much better than the 28nm it replaces. TSMC and other foundries have predicted a roughly 20% improvement in power and performance, and while that’s big enough to notice, it’s not going to deliver the astronomical gains that Apple’s biggest fans might want."
The above from Extreme Tech
Apple Going Big With New iPhone Orders
45 minutes ago
Apple has already ordered between 70 and 80 million of its new iPhones, according to a new report. 0shares. iPhone 5S and 5C. Apple is feeling super confident about its new phablet-sized iPhones.
Apple's Earnings: iPhone Sales, China and Other Key Areas to WatchWall Street Journal - by Daisuke Wakabayashi
Speculation swirls around Apple's next iPhoneUSA TODAY - by Jefferson Graham
Your preferred source:Why Apple really has to get the next iPhone rightWashington Post (blog) - by Hayley Tsukayama
Featured:iPhone 6 rumours: everything you need to knowTelegraph - by Rhiannon Williams
Opinion:Apple Is Making A Mind-Boggling Number Of Huge iPhonesHuffington Post
In Depth:A supersize iPhone is a big risk for AppleMarketWatch
[So, expectations are rather large for Apple today. If they deliver it would go a long ways towards making this earnings season successful and dispelling the correction talk. I can't really get excited about an oversized iPhone but in the interest of tech, the markets and the economy, I wish them success and hope they bust a move.]
We should get a really strong push in one direction or the other today.
Until then, the doomsday crowd is prolly going to be in the fetal position over the overt failure of the correction to manifest itself.
Existing home sales bumped up again in June as inventory levels eased, data released by the National Association of Realtors Tuesday morning shows.
Sales of existing, or previously owned, homes last month rose 2.6% to an annualized, seasonally adjusted pace of 5.04 million, the highest pace since October 2013, when the pace was 5.13 million.
“Inventories are at their highest level in over a year and price gains have slowed to much more welcoming levels in many parts of the country,” said Lawrence Yun, NAR chief economist. “This bodes well for rising home sales in the upcoming months as consumers are provided with more choices.”
"We've discussed both in the past, you've acknowledged both points..."
[I have no idea what you are talking about. If I can buy some ARM 20nm or ARM FinFET products today, please post up where. It's a simply request.]
U.S. house prices rose more than economists estimated in May as sales demand improved following a slowdown earlier in the year.
Prices climbed 0.4 percent on a seasonally adjusted basis from April, the Federal Housing Finance Agency said today in a report from Washington. The average economist estimate was for a 0.2 percent increase, according to data compiled by Bloomberg.
More homeowners are listing their properties, giving buyers more choices. Purchases of previously owned houses rose to an eight-month high in June, the National Association of Realtors said today. The number of homes on the market climbed 6.5 percent from May.
“The current conditions are more encouraging for buyers,” Stephanie Karol, U.S. economist for IHS Global Insight in Lexington, Massachusetts, said in a telephone interview yesterday. “As price gains moderate and wage growth and employment growth pick up, buyers will be in a better position to make a purchase.”
The FHFA’s report showed prices increased 1.1 percent from April in the Middle Atlantic area, which includes New York and New Jersey, and in the West South Central region, with states such as Texas and Louisiana. Prices fell 0.7 percent in the East South Central area, including Tennessee and Kentucky.
Nationwide, prices rose 5.5 percent in May from a year earlier. The U.S. index is 6.5 percent below its April 2007 peak and is about the same as the July 2005 level.
Woo Hoo, Humpty posts a revenue beat but unfortunately earnings were just in-line. But it provided a much needed bump for ole Humpty and was almost enough to get AE's investment out of the red.
I was happy to see it because I'd rather see the doom and gloom correction crowd get thumped up over ARM getting adjusted to a reasonable valuation. Earnings for this earnings season have looked pretty good so far and this helps on a continuing positive presentation. So, I'll throw in a couple of "Hip, Hip, Hooray's" and sing a couple of verses of "He's a jolly good fellow" while hoping ARM investors will be savvy enough to lighten their positions in days to come.
While the correction crowd is temporarily on the run, they are not bright enough to be easily discouraged and will be back on any bad news whatsoever to viciously attempt to sell off tech. ARM with its still grossly excessive P/E is still very exposed in this type of environment.
I couldn't help but notice several negative articles in the British press on investing in Humpty. Sentiment has changed - no doubt about it - and Intel has great momentum. A pretty fun day so far but it's still young.
"Wow, we continue to see article after article these days on how ARM has closed the technology gap on Intel. In spite of the fact that ARM hasn't shipped a single FinFET processor EVER. Nor have we even seen any 20nm products shipping.
"Wrong on both points."
[Hmmm. Well, I see that you have no support for that opinion. ]
Looks like the earnings numbers have been released but I don't see any reports yet. Markets in London aren't open yet. So, I don't think we can tell anything yet about how the markets will react. Stock seems to be up 3 percent pre-market but that doesn't mean much. Maybe in an hour or two.
"George Bush had Iraq under control"
[Why that's the stupidest thing I've heard in about three decades. It makes me wonder who dresses and feeds you. ]
Asian equity markets were mostly higher on Tuesday as geopolitical concerns in eastern Ukraine and the Gaza strip eased following new developments overnight.
News of a breakthrough in negotiations over the developments at the downed Malaysia Airlines crash site helped to stabilize sentiment. Rebel leaders handed over two black boxes to Malaysian experts in Donetsk who confirmed they were in good condition. Focus now turns to a meeting of euro zone foreign ministers on Tuesday to discuss further sanctions against Russia.
Hopes for a ceasefire in Gaza are also in focus after U.S. Secretary of State John Kerry and United Nations chief Ban Ki Moon arrived in Cairo for talks aimed at stopping the bloodshed.
Some good news out there. Really just waiting on Apple tomorrow.
Texas Instruments Beats Street, Gross Margin Sets Record
Chipotle shares soar on blockbuster earnings
Intel Corp. and the U.S. Department of Energy's Lawrence Berkeley National Lab (Berkeley Lab) have joined forces to develop what they describe as an innovative super-resist that addresses the demands of advanced nodes of 10nm and below using extreme-ultra-violet (EUV) light.
The problem was that EUV light sources are designed to flash as fast as a femtosecond, to prevent damage to the chip, but only very sensitive resists could work with such short exposure times. The kind of resists needed, cross-linked ones for their high-resolution and mechanical stability, unfortunately require longer exposure times. Thus the task of Intel and Berkeley labs was to create a super-resist that could create smooth high-resolution lines, but with high sensitivity for the quick EUV flashes.
"Resists today either emphasises cross linking for mechanical stability, but they have low sensitivity so are only used with e-beam lithography. When doing photolithography today they use amplified resists which have higher sensitivity to light," Paul Ashby, staff scientist at Berkeley Lab's Molecular Foundry, a DOE Office of Science user facility stated. "So our idea was to dilute cross-linking and add that to an amplified resist so we can have the advantages of both high sensitivity and mechanical stability."
The new type of resist is specifically targeted at EUV, which needs both sensitivity and mechanical stability, but the researchers are also hopeful that the new resist will improve edge-line roughness, which is increasingly important at the 10nm node and below.
"And it's not going to be 25. It appears high 32's is a good reloading point. What do the TA,Chart and Options experts think?"
[They say that the correction will start any second now. LOL
Or maybe that it already started and nobody got the memo.
Realistically ain't nothing gonna happen until Apple's results come out tomorrow. ]
"Not very much has ANYTHING to do with Mister Irrelevant any more. The American people and the rest of the world have him figured out...finally. It's just such a shame it took so long to learn what a vapid #$%$ he is."
[Well, it is difficult to compete with the staggering intellect of George Bush and his long list of achievements while in office.]
They've had it on order for over a year. They wait patiently at the door every day.
Seems like they would just hang out with the long crowd at their computers until they get the "out on the truck for delivery for today" message. But they don't. Another day of disappointment.
Still no correction.
Well, they can print out some more charts showing it will arrive tomorrow and wrap themselves in those.