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Intel Corporation Message Board

wallisweaver 731 posts  |  Last Activity: 12 hours ago Member since: Jan 21, 2008
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  • wallisweaver wallisweaver 12 hours ago Flag

    "Which processors would these be? How would these processors run iOS's native environment?"

    [Yes, it's technologically impossible. No army of engineers and big piles of money could possibly accomplish it. And if anyone decided to work on it they would inform us of their progress at every step. I'm sure they would tell you first.]

  • He's mad about something. Prolly being completely wrong about Intel and ARM. Again and again.

    Oh, wait - he's mad about something every day.

  • wallisweaver wallisweaver 13 hours ago Flag

    The bigger iPhone is cannibalizing the iPad. Intel tablets are cannibalizing the iPad. It's going to take more than a keyboard to pump energy into the iPad line.

  • wallisweaver by wallisweaver 13 hours ago Flag

    ARM plunges below $40 upon announcement of a revenue miss.

    We're just waiting on Twink Lil' KIm Pinhead to weigh in telling us it doesn't matter because Humpty has had a good run.

    Humpty now down 16 bucks (29 percent) below its 52-week high. Sympathy cards for AE would be appropriate.

  • (Reuters) - British chipmaker ARM Holdings' predictions of improving smartphone demand and strengthening royalty growth met with a cool stock market response after it fell short of third-quarter revenue expectations on Tuesday.

    The company that provides the technology that powers the iPhone 6 pointed to Apple's booming sales, but investors will take more convincing over long-term prospects in the face of slowing demand for high-end smartphones from the likes of Samsung Electronics.

    The strongest part of the market is in cheaper mobile handsets from Chinese manufacturers, containing older ARM technology that commands lower royalty rates.

    ARM's shares, which had fallen 14 percent since the launch of the iPhone 6 on Sept. 9, rose as much as 4 percent in early trading but by 1013 GMT (0613 EDT) were down 4.7 percent at 811 pence.

    [Now down 6 percent in pre-market.]

    Analysts at Liberum said they remained cautious on the stock, expecting royalty growth to be weaker than current market expectations.

    INVENTORY BACKLOG

    But weakness in processor royalties, which it receives on every chip shipped by its partners, remains a concern as the consumer electronics industry works through a backlog of inventory amid the faltering economic recovery in many markets.

    While an improvement on the third quarter, the predicted recovery is still short of the 19 percent or so royalty growth it had forecast at the start of the year.

    The third-quarter royalty income contributed to a miss on top-line revenue measured in dollars, which was up 12 percent to $320.2 million against market expectations of $326.3 million.

  • Not all is rosy in the land of Apple.

    Despite beating expectations in its fourth quarter and impressive iPhones sales, the company is still struggling to sell iPads.

    Apple sold a whopping 39.3 million iPhones during the quarter—a 16 percent increase year-over-year—but it saw a 13 percent drop in iPad sales from the previous year selling just 12.32 million units.

    Despite the decline in tablet sales, CEO Tim Cook told CNBC he is still bullish on the iPad and pointed to Apple's new tablets, the iPad Air 2 and the iPad Mini 3, as potential growth drivers for the category.

    Read More Apple unveils another new tablet, iPad Mini 3, starting at $399
    But this negative trend in iPad sales has become a reoccuring theme that likely won't get better anytime soon, said Scott Kessler, senior equity analyst at S&P Capital IQ.

    "Strong iPhone sales and weak iPad sales, this is a repeat of previous quarters," Kessler, who has a price target of $103 for the stock with a 'hold' rating, said.

    "When people think back to the event last week, people were impressed, but are those products really going to change the trajectory of the iPad franchise? We don't necessarily think so. It's great that the company is able to deliver thinner, faster, more beautiful iPads, but we think people upgrade on their own cycle and not just because of the introduction of a great new product," Kessler said.

    Apple's iPad revenue has been weak for the past several quarters. Year-over-year, Apple's iPad revenue dropped 14 percent in the fourth quarter to $5.32 billion. Some of this decline may be attributed to iPhone sales cannibalizing iPad sales, analysts said.

    "I am a little bit disappointed, but not surprised, on the year-to-year drop in iPad units," Paul Meeks, a senior analyst at Saturna Capital, said on CNBC's "Closing Bell" Monday. "What is happening is the iPhone is cannibalizing the iPad."

    From CNBC

  • wallisweaver wallisweaver Oct 20, 2014 9:39 PM Flag

    "futures were red in the am doofus, so was you're beloved intc which underperformed again today, just like they did on the way down"

    [Only because of IBM's bad results and even those were shaken off and Intel and the Nasdaq finished in the green, Twink Lil' Kim Pinhead. But if you're looking for the underperformer, try ARMH. Finished in the red, down 42 cents.

    Briefly you were right but for the wrong reason. And then you were just plain wrong. Something we've learned to expect. He who laughs last, laughs best. At the end of the day we were all laughing at you. ]

  • wallisweaver wallisweaver Oct 20, 2014 7:12 PM Flag

    Great post:

    Another huge drop in iPad sales.
    Expectations were for 13 million ipads,
    Apple sold 12.3 million ipads.

    Expectations were for 4.84 million Mac sales,
    Apple sold 5.52 million Macs.

    iPads use ARM based processors.
    Macs use the more expensive Intel processors.

  • wallisweaver wallisweaver Oct 20, 2014 7:08 PM Flag

    Yep, Misery Loving MarcoLucy and his sidekick Twink Lil' Kim are firmly back on the losing streak.

    Intel be their daddy.

  • They paid GloFo that much to take it. It seems this was substantially misreported in the press.

    Management at ARM foundries should make a note for the future when its their turn.

  • wallisweaver by wallisweaver Oct 20, 2014 2:22 PM Flag

    Yahoo has apparently created a new user name for me under "Wally" with a creation date of today.

    I'm sure it's a security thing. But it's sure to confuse my stalkers who endless pore through my old postings.

    Gee, boys - I sure hope you downloaded all of my previous posts.

  • wallisweaver wallisweaver Oct 19, 2014 11:05 PM Flag

    "Maybe we should go back and discuss about bird flu and how unprepared we are for that. Remember how big of a deal that was, and it was George Bush's fault because we didn't have enough Tamiflu? President Obama should remember that, especially since he was one of those making a big deal about it."

    ***

    Republican budget cutting nearly halved CDC's emergency preparedness since 2006

    The Republican fetish with starving government has helped land West Africa in an Ebola crisis. The director of the National Institutes of Health made that clear when he told Huffington Post that steep budget cuts by Congress has set back the institute's work on both prevention and treatment for the disease and that if it hadn't been for a decade's worth of cuts, "we probably would have had a vaccine in time for this that would've gone through clinical trials and would have been ready."

    It's not just the NIH that's suffered, and it's not just in Africa where the cuts are harming people. The Center for Disease Control's emergency preparedness budget has been nearly cut in half in just the past seven years. That means preparation at home. That means that local health departments in this country don't have the funding—or the staff—they need to do the necessary preparation and training to deal with any epidemic.

    The CDC’s discretionary funding was cut by $585 million during [2010-14]. Shockingly, annual funding for the CDC’s public health preparedness and response efforts were $1 billion lower for 2013 fiscal year than for 2002. These funding decreases have resulted in more than 45,700 job losses at state and local health departments since 2008. Again, it is not just the Ebola that is a looming threat. We need to worry about vaccine-preventable but neglected infections like influenza, measles, and whooping cough; the serious emerging viral infections in the US like Enterovirus-D68, chikungunya and dengue, as well as overseas MERS and bird flus, and natural disasters.

    From the dailykos

  • Misery Loving Lucy and his sidekick Twink Lil' Kim resume their 23 month losing streak.

    Intel be their daddy.

  • wallisweaver wallisweaver Oct 17, 2014 6:29 PM Flag

    "When it tanks with the market or even from earnings that is the time to buy it. When it goes back up with the market sell it. Simple. If you're looking for long term real gains, look elsewhere because INTC is not the growth most here think."

    [Except your advice is totally contradicted by Intel having moved up by 84 percent over the last 23 months.]

  • And back on their losing streak. No surprise.

  • Home building rebounded in September, rising 6.3% from August, the Census Bureau said Friday.

    Construction last month reached a seasonally adjusted annual rate of 1.02 million homes, the Commerce Department said Friday. August's rate was revised up by 1,000 to 957,000.

    Last month's performance marks only the third month this year that starts have broken the 1 million annualized level.

    September's starts were roughly in line with economists' median forecast for a rate of just over 1 million, according to Action Economics' survey.

    Permits also increased, up 1.5% to a seasonally adjusted annual level of 1.02 million.

    Construction of both single-family homes and apartment buildings accelerated from August. Starts also increased in every region of the country, ranging from a 13.2% jump in the West to a 3.5% improvement in the Midwest.

    From USAToday

  • It's not a showstopper but Apple also announced a small updated for its Mac mini.
    The Mac mini retains its metal puck shape, but Apple has updated the internals with Intel's latest 4th generation Haswell Core processors. On board, there's also integrated Intel HD Graphics 5000 and Iris graphics, which Apple promises to deliver up to 90 percent faster graphics performance than the previous generation Mac minis.

    Apple is calling the new Mac mini the world's most energy efficient desktop and it comes with the latest 802.11ac Wi-Fi standard plus two Thunderbolt 2 ports.

    The Mac mini starts shipping today for a newly reduced price starting at $499 (£399, AU$619). The starting specification comes with a 1.4 GHz dual-core Intel Core i5, 4GB of memory, Intel HD Graphics 5000 and a 500GB hard drive.

    From TechRadar

  • wallisweaver by wallisweaver Oct 17, 2014 8:54 AM Flag

    [And now Lucy gives back the 14...]

    Yep, folks - the score is in and Lucy was never in the game. Intel moved up 84 percent over the last 23 months and just posted up earnings with a guidance increase indicating that even more bad news is in store for Misery Loving Lucy and his buttavious brother Twink Lil' Kim.

    So, it's clear that after Wall Street gets over this correction stupidity, Intel will recover the 14 percent quickly.

    The bottom line is that Lucy is never, ever going to get back in this game no matter how many trips he takes to Fantasy Island. And given that he thinks the stock market is open on weekends, he pretty much lives on Fantasy Island these days.

    Who's your daddy, Lucy? Even the people on Fantasy Island know this one.

  • Announced at the end of yesterday's big Nexus 6 launch, the Nexus Player is Google's new living room media box - it's answer to the Apple TV and other set-tops like the Roku 3.

    The tech giants have long been battling for control of our living rooms, and it's surprising to some extent that one product has not yet emerged with a significant share of the market.

    In the Nexus Player, then, Google thinks it's finally found a product in which it can smuggle itself into your living room, supplying Netflix streams to your TV along with Android games and more.

    Asus has built the 235g Nexus Player on top of a 1.8GHz quad core Intel Atom chip so it's got plenty of grunt for a hockey puck, and there's a separate graphics chip to power games and HD video in the shape of an Imagination PowerVR Series 6 GPU.

    A total of 8GB flash storage is supplied for downloading apps and games, while 1GB of memory should be plenty to keep the Android 5.0 OS ticking over smoothly.

    Internet connection comes at top speed by virtue of an 802.11ac 2x2 (MIMO) chip so a robust connection to your router should be no issue at all, and it'll be able to make best use of any superfast broadband pipes you may or may not have access to.

    From
    TechRadar

  • wallisweaver by wallisweaver Oct 17, 2014 1:42 AM Flag

    Our Investment Policy Committee has been studying and discussing the current sell-off for several weeks. What does it mean? Is it for real? How far will it go? How will it end? This past Monday, we realized these were not questions that could be answered until after the sell-off has ended. We turned our attention to variables that our research has proved over the years to be the best predictors of stocks prices: earnings, dividends, inflation, and interest rates. We came away from that exercise very hopeful. If the U.S. economy is headed for recession like Europe, corporate earnings should be soft. They are not. In fact, so far in this earnings reporting season they look better than last quarter. Inflation is anchored near 1.5%, and the ten-year Treasury bond yield has fallen to a multi-year low at near 2 percent. Dividends are the real stars of the show. They have already risen by over 10 percent for the year with nearly three months to go.

    None of these important variables of the U.S. economy and corporate America is signaling imminent bad news. In fact, all of the data are headed in the right direction.

    From
    Rising Dividend Investing at Seeking Alpha

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