"Given that the 20nm Exynos doesn't overheat, why would the Samsung 7? No, GB isn't rigged."
[So how is TSMC doing on the 10nm node?"
Not very well. According to the Bernstein analysts, TSMC was surpassed by Intel (INTC) on transistor density at 14/16nm node because TSMC’s 16nm is not a full shrink from 20nm, i.e., not a true technological development. To transition to 10nm, TSMC will have to reduce its transistor area by about 70%, “the most aggressive shrink in the history.” Good luck!]
Sure, the majority of Intel's revenues are still derived from its PC unit, but that is changing with each passing day. Data center sales climbed 25% last quarter compared to 2013's Q4, hitting $4.1 billion, which was an impressive 11% jump sequentially. Just as importantly, data center sales account for a larger piece of Intel's revenue pie. Case in point: in 2013's Q4, data center revenues equaled about 27% of Intel's PC group sales. This past quarter, the figure was 32%.
What's the big deal? In large part because of a shift to cloud technologies and the implementation of IoT, data center growth is set to explode. Global data center traffic is expected to nearly triple over the next three years, and cloud-specific data traffic will jump nearly four times, with much of that growth due to IoT. And Krzanich has Intel ideally positioned to ride the cloud and IoT data center wave.
As for Intel's efforts in mobile, clearly Krzanich and team have a lot of work to do. Easily its worst performing unit last year, mobile is the one area where Intel bears have a legitimate beef. But what's this? Rumors are picking up steam that Intel could find its way into the next iPhone by way of a cellular modem. While not an end-all, cure-all by any means, supplying products for one of the world's most popular devices would certainly give Intel's mobile efforts a shot in the arm.
There are a couple of other considerations for long-term investors, too. In terms of value, Intel is trading at a paltry 12.9 times future earnings, easily making it one of the least "expensive" stocks in its industry. Also, Intel's dividend is at, or near, the top of the heap. Of the big boys, only Microsoft's 3% dividend yield comes close to Intel's 3.1%.
Once investors begin to focus on the "new" Intel - the chipmaker focused on data centers, cloud, and yes, even mobile, results - and stop trading its stock solely on short-term changes or the PC market, patient shareholders will reap the rewards.
So how is TSMC doing on the 10nm node?
Not very well. According to the Bernstein analysts, TSMC was surpassed by Intel (INTC) on transistor density at 14/16nm node because TSMC’s 16nm is not a full shrink from 20nm, i.e., not a true technological development. To transition to 10nm, TSMC will have to reduce its transistor area by about 70%, “the most aggressive shrink in the history.” Good luck!
Sydney Morning Herald - 1 hour ago
A warming ocean is pouring through newly discovered rivers under the largest glacier in East Antarctica, confirming this sleeping giant of climate change is awakening.
Researchers Warn US Of Sea Level Rise Following Continuous Melting Of ...
Yibada (English Edition)
More bad news about Antarctica and rising sea levels
Highly Cited:Warm ocean water is making Antarctic glacier vulnerable to significant meltingEurekAlert (press release)
Trending on Google+:The melting of Antarctica was already really bad. It just got worse.Washington Post
[Amazing isn't it - how those conspiracy scientists generate all these fake reports??? And how they get all those islanders in the Pacific to lie about rising sea levels as well. As long as there are Senators carrying snowballs into the Halls of Congress, we are safe.]
"In addition, thousands of jobs would be created."
[CNN's Van Jones says Keystone pipeline only creates 35 permanent jobs. Confirmed by Politifact.]
"Much safer and better for the environment than transporting crude oil by rail."
[Safer for the environment??? That's ridiculous.And why do we need to be importing oil from anyone?]
Conservatives prefer to just call everyone who disagrees with them names. Mounting a discussion requires thinking. Like I asked about ten times on this board what the Republican plan was to create jobs. Never got an answer.
Arkansas Republican gave adopted girls to rapist because they were ‘possessed by demons’: report
The story of Arkansas state Rep. Justin Harris (R) — whose family adopted a pair of girls then “re-homed” ...
Mike Huckabee Cures Diabetes!!! (With Snake Oil)
Prior to his latest flirtation with a run for president, Mike Huckabee was the spokesman for a “Diabetes Solution Kit” that—among other things—claimed...
"you bother to post kr@p from the Inquisitr????"
[Well sure - It's not like the article came from someplace totally squirrelly like Fox News. ]
With the final polls before Tuesday’s pivotal Israeli election showing him narrowly behind, Israeli Prime Minister Benjamin Netanyahu had to choose a message to close on. Some candidates close on trust; others on change. Netanyahu is closing on chutzpah.
On his Facebook page (the main source of communications in Israeli elections), Netanyahu wrote on Friday: “Left-wing and media elements in Israel and abroad have conspired to bring [Zionist Union leaders Isaac Herzog and Tzipi Livni] to power illegitimately, by means of slander at home and unprecedented money from abroad.”
When the anchor of Israel’s Channel 2 later stated the obvious and reminded Netanyahu that foreign money and media have also helped him over the years, Netanyahu replied: “That is not true.”
Not true? This from a man who routinely hires American political consultants who specialize in attack politics and who, in recent years, allowed himself to become a wholly-owned subsidiary of the American casino billionaire Sheldon Adelson, the founder of a free newspaper—now Israel’s largest—devoted to relentlessly promoting Netanyahu and, well, slandering his opponents.
Israeli campaigns are traditionally waged and decided on security issues, which should work to Netanyahu’s advantage on Election Day. But as I learned after two weeks reporting in Israel, the March 17 election might be the exception that proves the rule.
Russian strongman Vladimir Putin has been AWOL for more than a week, and reports now say that the 62-year-old president may have been deposed in a silent coup deep within the Kremlin. But Putin is scheduled to make a public appearance on Monday, so the mystery of his disappearance could be cleared up at that time — or it could grow even deeper if Putin pulls a no-show, as he has at several announced meetings since March 5.
But a new report, based on claims by a key Putin ally Saturday, says that Putin has been removed from office in a behind-the-scenes coup led by the former chief of Russia’s Federal Security Service, known as the FSB — the secret police and intelligence organization that has functioned as an important pillar of the Vladimir Putin regime.
“I think that Putin is neutralized at the moment, but of course, he is alive,” Putin backer Geydar Dzhemal, leader of the National Islamic Committee, said on TV in Georgia, an independent country once part of the Society Union. “He is under the control of the power-wielding agencies, who have, in my opinion, organized a coup d’etat.”
Dzhemal, quoted in Britain’s Daily Mail newspaper, pointed the finger squarely at ex-FSB head Nikolai Patrushev. According to Dzhemal’s account, Patrushev met with the anti-Putin Chechen leader Ramzan Kadyrov on Wednesday “and tempted him over to his side.”
If Vladimir Putin is indeed still alive...rumors have it he may be in Switzerland where
"the Russian president had fathered a child with his long-term girlfriend"
Which would also make us wonder about his mental health. I have to wonder if the economic problems aren't making him a little wacko.
"A huge cut and paste fest amounts to nothing other than you are disturbed about the decline in Intel's share price."
[As disturbed as you, Lucy, over the increase in Intel's stock price from $19.23? During which time you were consistently bearish.]
"Intel is obviously doing whatever it takes. A recent rumor that Intel “could be getting LTE modems into Apple’s iPhone in 2016” would be a huge deal, if true. "
[They say it's a huge deal.]