"There is a picture of the wafer straight from TSMC. Or are you assuming that TSMC/ARM are simply lying and actually showing a 28nm planar wafer?"
[Why do you play this stupid game? Wake me when they ship. ]
"Humpty has FinFETs? Maybe much later than Intel will, but Humpty will eventually have 'em."
[When Charlie and Nenni are your only sources, then it's time to get some new sources.]
"I sold CAVM a couple of days ago and registered an extremely nice gain from my purchase in the $33's. Even if I had sold today, I'd have made about 25% in just 3 months. That's a great return by any measure."
[Wow, here you were pumping your CAVM investment without even telling people that you had sold yours. So much for full disclosure.
And you recently told everyone that Intel's performance for the last year was inadequate even though the gain was over the 25 percent that you now say is a great return by any measure. So much for consistency. ]
"angstromatic, thank you. I don't have any pretense that I have all of the answers (nobody does), nor are my views set in stone. WW and his various chorus members see any hint of negativity as an "attack" on them personally."
[Are you going to thank this guy under every one of his ID's? ]
"How was that "content free? Claiming that Intel needs to grow revenues to justify a higher stock price? What sort of insane asylum are you running here, Wallis?"
[Repeating things endlessly in your pursuit of Intel bashing is not content. There wasn't anything in that post that we haven't heard many times before.]
"Intel down 1.72% - underperforming the market. We don't get the gains when the market moves up but we get hit double when the market moves down. How in the world can you be HAPPY with your Intel investment, wallisweaver?!"
[CAVM down 1.73% - underperforming the market. How in the world can you be HAPPY with your CAVM investment, Ash the Bash?!
PS. ARM down 2.13 percent.]
"Microsoft is trading at $38 and was solid performer during 2013. Intel is still trading in a $22-$25 range. Are you sure it's really a Microsoft problem?"
[Microsoft made their money off the cloud, dufus, not the Windows phone.]
"Intel has a lot of problems - that's kinda what makes it an interesting stock, believe it or not. However, it's the resolution of those problems that drives a stock up. Bottom line is that Intel needs to start growing its sales at least at a 3-5% CAGR for the foreseeable future for it to justify a $30+ stock price, and longs who care about the long-term future of the company should be asking tons and tons of questions."
[Your usual content-free Intel bashing.]
"You just want to bully people into believing that INTC is being unduly manipulated because you either are truly unaware of what's going on or because you are so knee-deep in options that expire in under a year that anything that could potentially drive down the share price throws you into a frenzy."
[You've pitched an absolute fit over every single perceived shortcoming whereas I've pretty much concluded that things are developing in a consistent manner. You continue to post articles documenting your schoolboy angst over Intel not moving at the pace you demand. Exactly how do you convert that into I'm the one in a frenzy?]
"My comment to you was simply pointing out that you were pumping a device that only Qualcomm today can do (dual boot Windows Phone/Android). Either you're extremely confused or you're just dishonest. I know what I have my money on."
[Yes, you have said this again and again and again. But that's today. There's no reason this can't change. So, it appears to be you who is extremely confused or just dishonest. I know what I have my money on.]
"CAVM up 30% since my call. Just FYI. ;-)"
[And ARM down from when it was 55 and you said it was going to 60. Just FYI. ;-)]
Manufacturing expanded at a faster pace than projected in February, a sign the industry was beginning to overcome bad weather across much of the U.S.
The Institute for Supply Management’s manufacturing index rose to 53.2 last month from 51.3 in January, the Tempe, Arizona-based group reported today. Readings above 50 signal expansion. The median forecast of 81 economists surveyed by Bloomberg was 52.3.
A gain in orders showed companies were gaining confidence that demand will pick up from a weather-related lull that slowed the economy at the start of the year. The pace of manufacturing will depend on consumers’ willingness to spend, growth in overseas markets and the appetites of businesses to invest in new equipment.
“It’s been somewhat encouraging that despite the extremely harsh weather conditions we have had, manufacturing continues to grow,” said Russell Price, senior economist at Ameriprise Financial Inc. in Detroit and the best forecaster of the ISM index over the past two years, according to data compiled by Bloomberg. “There’s still a sizable amount of pent-up demand in the consumer and corporate sectors.”
"...but then tells me I'm completely off-base in claiming that Intel should make peace with Microsoft and get into Windows Phone? Interesting."
[Your Intel bias results in you presenting everything as if it's an Intel problem. It's not. In fact, it's much more of a Microsoft problem. Trying to pick a fight over Nadella is beyond stupid. Is this all you have? Please just go away.]
"One step closer to a world that doesn't need X86."
[I prefer the world we have now - the one in which we don't need Ash.]
"One step closer to a world that doesn't need X86."
[This from a guy who says he isn't an Intel basher as his credibility continues to circle the drain. His ego demands that he continue to lecture Intel's management on the only actions that will produce success - his suggested actions. ]
"So Silvermont is at a fundamental disadvantage to A7 in the test that's supposed to fairly test across all platforms. Yep the intellectual lazy sloppiness continues. I tell you what, if you worked for me and produced 'work' like this I would get you fired asap."
[Ash writes based on ego and his adolescent schoolboy emotions. He has opinions already in place and then looks for something to prop them up. If he doesn't find anything then he bends facts to his case. And then he blankets himself in caveats. It's why I skip reading his articles for the most part.]
"Given the caveats you put in the article, I don't think you own the world an apology."
[Yeah, those caveats. Where Ash comes down on both sides of everything. He is a master at avoiding accountability by always throwing in enough of those caveats to be able to later say well, here's my statements on the opposite side of that issue. This is why his opinions are basically worthless. He doesn't stand behind them. It doesn't change anything. No matter what happens from here on out he can claim to be right. And he will.]
"You accuse him of "character assassination" as you proceed to attempt such an assassination on him. Interesting."
[Do you two ever get tired of whining?]
"Oh my, lets get personal. Bulls get some, Bears get some, but weaver gets upset."
[For most people there are things more important than money. It doesn't surprise me that you are not one of them.
People are dying for political freedom. It upsets me.
But no - western democracies don't need to prepare for war. That's just your greed speaking.
Feel fee to continue your arm-flapping in illustration of your moral bankruptcy.]
"Wallis is like a dentist without teeth, who would take his advice? He is unemployed and desperate for attention. He is a stalker posting lies after every one of my posts. He has no respect for the laws of this country nor the T&Cs of this board. Wallis is a cut and paste coward."
[Well, Nenni - aren't you and Ash the wannabe character assassins? But, hey - it's not my fault that there is something you need to hide about your education recap. But the bit about the T&C's of the this board is a bit much. You violate them with almost every post and already got booted once for your website promotion violations.
You seem a little frustrated these days, Nenni. Are the delays in 20nm production getting you down? Or the rapidly declining growth in smartphones? Or maybe trolling for website hits is getting old.
Looks like you need a career change. This one doesn't seem to be working out for you. Hey, I've got an idea! Why don't you go back to school? You could get your degree! LOL ]