"I will talk at GREAT LENGTHS about Qualcomm's fabrication problems if you list just THREE things that Intel has problems with today."
[Yeah the guy who just did another puff piece on TSMC wants me to follow standards that he does not observe. You need to start following the standards that you profess to follow before you go around trying to hold other people to these standards. Besides, I have previously explained why I will never present the downside on Intel until such time as I feel like it is fairly valued. But I'm not a journalist, Ashraf. I'm a message board poster. You apparently don't think a journalist has to have standards higher than the common message board poster. You have an obligation to your readers. You're getting paid for god's sake. You are not even close to objective on Qualcomm, TSMC, ARM and now Broadcom. And you keep assaulting my character for pointing it out. Well, that's just the way it is. If you don't like it then you need to work on your standards and objectivity.]
"Yikes, you are vicious wallis. You'll attack the character of anybody who disagrees with you."
[That's funny because you already admitted that you have a separate standard for companies you own versus companies you don't own.
You don't seem to understand that you should disclose ownership when making recommendations on a company buying one in which you own stock. This is just plain journalistic integrity.
This does say something about your character, doesn't it? If you don't follow the standards that most journalists consider normal and customary, then you shouldn't get upset with me pointing it out. It's not my failure, it's yours.]
"Of course, Intel's stock price stagnation is due to "manipulation" and not due to "revenues and profits aren't growing" as far as you're concerned, so whatever."
[You sound more like Nenni every day. Where's your "I have to provide both side of the picture" on Qualcomm??? Have you ever discussed Qualcomm's fabrication problems? ]
"chipguy is dead wrong."
[Gee, maybe you should have told him all of this at iHub. You didn't and I know why.
Get used to it, Ashraf. If you are going to come to the Intel board and promote Qualcomm and bash Intel, then expect to get called on it. Obviously not everyone agrees with your assessments - on Intel or Qualcomm.]
On iHub he said:
"Intel should just acquire a company with competent SoC design/wireless capabilities. I've said it before and I'll say it again: Intel should buy Broadcom."
[Why he would conclude this I have no idea because Broadcom is struggling with its application processor development, with its SOC development, and still doesn't have LTE going either. Broadcom needs help in all these areas so I don't see why he thinks that they could help anyone, much less Intel. Of course he owns Broadcom so I can see why he would just keep saying this. Anyway, here are some of the responses he got:
At $16.5B market cap, NFW. Even if they were to be given a McAfee "do-over", it still wouldn't be feasible.
Intel can't afford it. If they could, Mediatek has more share and is in the same valuation ballpark, so that would make more sense.
Furthermore, the clash of cultures and design methodologies would cause a net destruction of value as it would take forever to integrate the teams.
What would happen is that key people would just leave.
Look at AMD + ATI for example.
Intel is currently planning on crushing companies like Broadcom, why would it want to spend money on something it hopes to destroy or at least subjugate?]
"Yes, tell us, wallisweaver...what chip will Microsoft use from Intel that is superior to the Snapdragon 800 in its top end Lumia phones?"
[You really want to do this with me? Okay then.]
[Ashraf was doing his mindless Qualcomm promoting on the iHub site:
Krait 400 is a very capable CPU core.
By licensed ARM core IP standards perhaps. Still a brain dead
toy by traditional general purpose computing standards.
There is a very good reason no ARM licensee or user has ever
submitted a SPEC CPU 2006 run to the official web site (All it
takes is a bare board with 256 MB of DRAM, a remotely Linux
or Unix like OS, and C/C++ compilers).
The same reason there are no submissions for IBM z systems.]
[So, Ashraf thinks the Krait 400 is a very capable CPU core and someone who actually knows something about it calls it "a brain dead toy by traditional general purpose computing standards." LOL
What CPU does the Snapdragon 800 use? The Krait 400. ]
Loser. Well, that's what your boss said. He wants to see you in his office. He said to bring your stuff.
"or maybe you just lie a lot."
[Yeah, and you cry, whine and complain. Please sell your calls and shares and move on so we don't have to hear it.]
I think your boss will take you out before Yahoo gets to you.
"No, I think the main reason INTC is down because large investment firms don't like you."
[And the rest of the Nasdaq, what about them?]
"Show me the post or just be a frantic idiot running around name calling."
[The post where you called yourself a moron?]
Well, let's hope they got some the stupidity out of their systems. There was no reason for a tech sell off and a lot of reasons why we should have gone higher.
"You have major gonads to call anyone a moron. You running around looking at the shy for answers."
[You called yourself a moron. I was just agreeing with you.]
Here's the headline from Yahoo:
US stocks decline following disappointing earnings.
Except there weren't any earnings reports from any major companies cited.
What total BS. The big firms must be anxious to fleece small investors before the Volcker Rule gets implemented.
Tech stocks are on sale!