"Your understanding of the FPGA market is laughable. From the time FPGA samples ship (Q4 2013) to customer production is 2-3 years in some markets and 4-5 years in others like medical and military. And that is when 20nm revenue will hit Xilinx financials, they do not charge for samples. This has nothing to do with the TSMC 20nm ramp."
[There ain't no free lunch in accounting, bro. If TSMC ships and recognizes revenue then something has to happen on the receiving end. Anything else is illegal. Bottom line is Xilinx confirmed no 20nm products will be shipped to customers for a year. All of your smoke and mirrors isn't going to change that. Samples don't create revenue.]
"Did you listen to the Xilinx analyst meeting? Do you have the presentation materials? Do you have the research reports on Xilinx? Did you write a book on the history of semiconductors which includes a chapter on FPGAs? And a sub chapter on Xilinx? Did you get a quote for your book from the Xilinx CEO?"
[We have published material from Xilinx saying no 20nm shipments to customers for a year. ]
"I'm truly honored that you give me rent free space in your head but your infatuation with me is ridiculous."
[I'm not infatuated with you being here, dufus - I'm infatuated with you taking your Intel vendetta, bile and venom and leaving.]
"And if you want my bio you will have to buy my book:"
[Your education recap isn't in your book. So, I'll wait for your next book:
"How to Succeed in the Semiconductor Business Without a College Degree"]
Fabless: The Transformation of the Semiconductor Industry
"This Intel wifi chip, would that be the one that contains an ARM core and manufactured at TSMC? "
[It's a digital wifi chip, dufus. Does ARM have any digital wifi chips?]
"Intel has always had these kind of partnerships, like I said many of the 'popular' existing connected devices are Intel based."
[No, they haven't and I defy you to back your statement up. And none of the popular existing devices are going to work for the IoT. Apparently you don't know this. Or why.]
"As for your other question (and it really is only one), it's more complicated than you think. For an existing IoT which is rolling out in the world, that attempts to solve the 'rf' issue, do a google for smart meters."
[You gotta be kidding me. That's your response - Look up smart meters??? Well, I rest my case. Two sentences sums up your total knowledge.]
"but I will say this, It's an area in which I have worked in (many years ago)"
[Well, then let's see you demonstrate that you learned something by answering some of those questions.
And here's one more:
If ARM has such advantages in the IoT as you and Ash submit, then why is it Intel that is forming major industrial IoT partnerships with companies like GE, AT&T and Cisco?]
"wallis, I would like to send you an email to learn about this but don't know where I find this in Yahoo. Please direct me or provide your email address. kg2931"
[On the Seeking Alpha home page there is a menu bar at the top. On the right hand side you should see a yellow square icon. There's a drop down that should offer the Inbox as an option. Click on that and on that page you should be able to select compose message.]
Let's be clear: The only thing Ash and MonkBoy know about the IoT is the single word "microcontroller". That they think this is all they need to know about the IoT gives some kind of indication as to the extreme level of their ignorance.
IoT appliances will be a combination of rf and digital circuits. Ask the Bobbsey Twins which is more important or if the combination is more important or how the combination is important. You won't get an answer. They think the crux of the matter is on the digital side of things. It's not. It's on the rf side.
Ask the Bobbsey Twins about the role of white space and frequency sharing in the IoT and you won't get an answer.
Ask the Bobbsey Twins what a high volume IoT appliance would look like and what specs it would need and you won't get an answer.
Ask the Bobbsey Twins how Intel's wifi chip might give them a significant advantage with the IoT and you won't get an answer.
Ask the Bobbsey Twins what effect distance will have on power requirements for the IoT and how this will change what the devices look like and you won't get an answer.
In fact, don't ask them anything that can't be answered by the single word "microcontroller". Because that is the total accumulation of what they know. These guys aren't IoT experts. They are barely novices.
Ash the Bash continues his daily routine with this content free post. He tries to talk smack about ARM's 28nm node. Now that's laughable. ARM is going to be stuck at 28nm for a very, very long time. Trying to say they are having a field day when Intel is ready to move 2 nodes up with volume production of 14nm FinFET is like saying the troops are still across the channel and the Axis is having a field day. Everything about the ARM side is in decline. Their fabrication is in decline. Mobility ASPs and margins are declining. Smartphone growth rates are declining. The sales of high-end phones are declining. And Ash is talking smack. Some journalist.
Fewer Americans than projected applied last week for unemployment benefits, showing companies are confident economic growth will rebound after winter weather depressed demand.
Jobless claims declined by 26,000 to 323,000 in the week ended March 1, the least since the end of November and fewer than any economist forecast in a Bloomberg survey, a Labor Department report showed today in Washington. Other data showed consumers’ views of the economy reached an almost seven-month high, according to Bloomberg’s weekly index of sentiment.
You can leave me a message at Seeking Alpha. Same ID as here. Or if you have an ID at Seeking Alpha I can contact you there.
"I hide all of my personal information now thanks to filthy stalkers like you."
[Nenni, you know when you use the word filthy, it makes us think that the ApologyBoy and the rest of the Lucy IDs are yours. Do you have something you would like to confess about your posting activities? As I remember you refused to deny that you had anything to do with the psycho-boy posts.]
[I suppose you are going to call the people at Xilinx, Handel Jones, and the people at Extreme Tech liars too.]
"That being said, I do think Intel has no business pursuing wearable devices."
[From the guy who continuously condemns Intel for being late to mobile. Now you want them to be late to the IoT? Genius. ]
Isn't it funny that no one but Nenni is reporting a ten-year delay in 450mm.
Isn't it funny that this information cannot be confirmed in any way, shape or form?
(Um, was Nenni the only one that attended this conference?)
No, it 's not funny. It's just another piece of trash journalism from the guy who is becoming synonymous with trash journalism.
"The first interesting information from the conference floor was that 450mm is being pushed out. What I heard is that with low fab utilization and the empty fab 42 shell, Intel has pulled all of their resources off of 450mm."
[And where can we get an unbiased report of what happened?]
A fine example of courage, principles and conviction.
Check it out.
"Check the authors credentials. He makes me look like a Wallis Weaver."
[I bet he isn't hiding his education recap.]