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Intel Corporation Message Board

wallisweaver 438 posts  |  Last Activity: 11 hours ago Member since: Jan 21, 2008
  • Summary

    Qualcomm called down fiscal 2015 after losing a "major customer" for Snapdragons, likely Samsung.
    Intel is chipping away at lower-tier smartphones and tablets through its deals with Rockchip and Spreadtrum and likely to introduce LTE SoC's next year.

    Volumes of devices with Qualcomm products inside have stalled growth and ASP's are falling.

    Success with the iPhone comes at the expense of higher margin sales of integrated SoC's in Qualcomm-powered Android high-end phones.

    The trend is pervasive and likely to continue for some time.

    Qualcomm (NASDAQ:QCOM) reported a decent quarter and the stock tanked. Why? The answer is that investors are waking up to the fact that Qualcomm's business is under attack from all sides.

    From Michael Blair at Seeking Alpha

  • wallisweaver by wallisweaver 11 hours ago Flag

    Samsung 14nm is not a real 14nm BEOL. Geekbench3 also currently favors ARM cores with its encryption subtests. The multi-core score also uses four 2.1 GHz A57 and four 1.5 GHz A53 working at the same time which is not a sustainable configuration for any length of time. It also would be very surprising if Samsung had got its 14nm FinFETs ready for prime time production so early, let us wait and see if it is true.

  • wallisweaver wallisweaver 18 hours ago Flag

    Twink = cpashelly = boob_patrol = jceandthegirls and many, many others.

    Get some professional help. You are truly mentally ill.

  • Thus far, the reports have come in a bit above estimates (as they typically do) with 72 percent of companies beating earnings estimates, and 55 percent reporting revenue beats, according to Thomson Reuters.

    [Wonder why Wall Street doesn't get these reports?]

  • wallisweaver wallisweaver 20 hours ago Flag

    "Inexcusable. Time to cut the fat Mr. CEO. Stock should be at $80 - if not for the disaster that continues to be Intel's mobile group. Just forget about the pipedream to get Intel chips in smartphones. That dream was lost when CEO Otellini made 1 of the worst business decisions of all-time."

    [Lucy, the stock went up by 85 percent in 2 years. You were clueless the entire time about what made the stock go up. Now you think we're interested in your thoughts about what might be keeping the stock down? Answer: No, we're not.

    And with Qualcomm and Samsung getting hammered in the smartphone business, your ideas about smartphones being the place to be are as lame as Ash's. ]

  • wallisweaver wallisweaver 20 hours ago Flag

    "You're a hypocrite, and from earlier posts are in your 70's. What a pathetic person to jump around preaching against something....and then turn around and do what you preach against. "

    I was sure you would be able to answer the question if you wanted to.
    Was it too hard for you?
    You would certainly have to understand what you posted in order to answer it.

    [Twink and Palin appear to suffer from the same mental illness as demonstrated by the inability to form a coherent thought and when trying to, to rapidly digress into name calling and vitriol.]

  • wallisweaver wallisweaver 20 hours ago Flag

    "After the whipping we just gave them, they are jus plain afraid."

    [We aren't afraid of hard right conservatives - just the tinfoil hat wearing pinheads who vote for them. Honestly, the circus isn't any better than the Republican presidential nominating process. If Democrats acted in any way similar during their nominating process, they would never get another vote from me. How Republicans can not be horribly, horribly embarrassed by this spectacle is a complete mystery to me. How can you watch people make such total fools of themselves and then say, "They represent me!"?]

  • wallisweaver wallisweaver 20 hours ago Flag

    "Let's look at just a couple of many stupid, & embarrassing things the President, and VP have said."

    [If you think any of these compare to the bumbling, incoherent, bizarre speech Palin gave, then you obviously haven't viewed it. Even Republicans are sounding off on what a horror it was. Well, at least those not in denial like you.]

    chitownbarber30 to Ignore (as a result of reading several of the mindless posts in your history.)

  • Taiwanese manufacturer Asus has announced a new affordable Zenfone smartphone in Malaysia, the smartphone called as “Asus Zenfone C”. It is a best budget phone under RM 350 price point at the moment, and it will replace the Zenfone 4 in Malaysia. The phone will come in Black, Red and White colors and cost RM 349 (approx. $97), but there is no word on global roll out.

    The Android v4.4 Kitkat with Zen UI-based Zenfone C is very similar in form factor to last year’s, Zenfone 4 (A450CG), and shares all the same specifications. Asus has downgraded the camera to 5-Megapixel, but upgraded the battery to 2100mAh. Its 5MP camera is equipped with LED flash and aperture of f/2.0.

    The phone has similar features as the Zenfone 4, including a dual-core Intel Atom processor with 1GB RAM, PowerVR GPU, a 4.5-inch anti-fingerprint coated IPS display, 8GB built-in memory, and a 0.3-Megapixel front facing VGA camera.

    The phone also has a microSD card slot that allows for memory expansion up-to 64GB. The Zenfone C comes with basic connectivity features like 3G, WiFi, GPS and Bluetooth 4.0. Its measures are 136.5 x 67 x 10.9mm and weigh 149 grams.

    From xyloor

  • This highly integrated in-vehicle PC brings the ultimate in ultra compact design, high performance, robustness, stability, rich expansion and data communication.

    Taipei – ARBOR Technology, a leading provider of embedded computing solutions, is proud to announce its new ARTS-1450, the most compact size intelligent in-vehicle computer, powered by Intel® Atom™ quad-core E3845 SoC, 1.91GHz. The ARTS-1450 delivers security, efficiency, communication, and energy control, making it perfect to satisfy the demands from in-vehicle surveillance and fleet management. This versatile unit is appropriate for a wide variety of vehicles such as police cars, buses, ambulances and trucks.

    To add expanded capabilities, the ARTS-1450 offers dual SIM sockets and dual WWAN modules to allow seamless switching between different carriers for cost-saving, while doubling the bandwidth during the long journey. Coupled with a GPS module, the unit can be used for navigation, and for being tracked by the control center. The ARTS-1450 employs 3 mini-PCIe sockets for extra expansions, and, through these, it can connect Wi-Fi, Bluetooth, HSUPA and LTE modules.

    The ARTS-1450 can also be applied for vehicle safety control and surveillance. With optional embedded CAN BUS2.0B, all messages generated from the vehicle, including temperature, pressure, oil and engine speed, can be collected and controlled. Via 3G/4G, it provides a continuous real-time communication between drivers and the control center. This allows managers to monitor vehicle status anytime and anywhere, especially when emergencies happen. With the 4-channel CCTV, the in-vehicle PC offers ultimate security in terms of surveillance.

    From ThomasNet

  • Reply to

    Hey Monk

    by semi_equip_junkie Jan 29, 2015 10:46 PM
    wallisweaver wallisweaver Jan 31, 2015 1:49 PM Flag

    "INtel lost $4.6B in mobile..."

    [Like a little kid holding his breath and turning blue, you continuously cite the only negative you can find in the midst of an ocean of positive results. Your adolescence never fails to override your brain in your posts.

    Please don't let us distract you from turning blue.]

  • wallisweaver wallisweaver Jan 31, 2015 1:46 PM Flag

    Mas, a solid treatment of the subject. It is refreshing to read a post with substantive support for the opinions at hand as opposed to the wealth of support free blathering we usually see.

    I am prepared to buy and be patient as and if the stock approaches the 200 MA level. Those driving the stock down are the ones who know the least about the technology.

  • wallisweaver wallisweaver Jan 31, 2015 1:39 PM Flag

    "it's fascinating how Liberals still get their panties in a bunch over a failed VP candidate from over 6 years ago, and the need to disparage her and he family every chance they can get. You should really review some of VP Biden's speeches, and the many embarrassing blunders if things like that amuse you?

    Just look at who the Dems, and their friends in the media are trying to destroy to see who they are concerned about in the upcoming elections. As Hillary said about Bengazi, what difference does it make?"

    [You are absolutely correct - why disparage the GOP clowns from the past when we have the new group of GOP clowns who are now performing their best stuff for the conservative base, destroying any chance they have of being mainstream enough to get elected.

    Just look at Huckabee's "we need to kill some pigs" routine or Rick Perry's (who may end up in the big house before the White House) bizarre routine in Iowa.

    I never thought Republicans could match the incredible embarrassment of last year's nomination process run but they are off on a fast track. If only Donald Trump were a real candidate. Ah, one can only ask for so much.

    As long as people like you continue to support the requirement that your candidates act like total whack-jobs, the presidency will be safe for Democrats.]

  • wallisweaver wallisweaver Jan 31, 2015 1:27 PM Flag

    " It also looks like there will be no desktop mode for devices with a screen less than 8 Inches, so we could even see ARM based Windows 10 tablets as well as phones."

    [You could also see a pink elephant. And given the extent to which you live in the ARM fantasy world, it wouldn't even be surprising. ARM's Windows is dead. Get used to it.]

  • wallisweaver by wallisweaver Jan 31, 2015 12:19 AM Flag

    Last July when Rick Santelli's CNBC's colleague Steve Liesman had had enough of the chronic misinformation:

    "It's impossible for you to have been more wrong, Rick. Your call for inflation, the destruction of the dollar, the failure of the U.S. economy to rebound. Rick, it's impossible for you to have been more wrong. Every single bit of advice you gave would have lost people money, Rick... There is no piece of advice that you've given that's worked, Rick. Not a single one... The higher interest rates never came. The inability of the U.S. to sell bonds never happened. The dollar never crashed, Rick. There isn't a single one that's worked for you."

  • She also said they were nailing her to the cross over letting her son stand on their dog:

    “They’re howling through the press, you know, ‘cruelty to animals, Sarah Palin. Which surprised me considering what it does that Joni does to those poor defenseless really great tasting Iowa hogs.”

    After the speech, Real Clear Politics’ Scott Conroy tweeted:

    “I don’t say this lightly. This is the strangest speech I’ve ever seen Sarah Palin deliver.”
    Bob Schooley had this to say:

    “Sarah Palin is now the rodeo clown sent out to get the crowd riled and make the real cowboys look better in comparison.

    This one’s my favorite. It’s from The Guardian’s Jon Swaine:

    “Following Palin, Rick Perry sounds like Pericles”

    Democratic National Committee Communications Director Mo Elleithee was quite succinct:

    “Thank you!”

    From samual-warde

    [Sarah Palin has a brilliant future - in comedy...]

  • Reply to

    Wallis...

    by paul.ottelini Jan 30, 2015 9:06 PM
    wallisweaver wallisweaver Jan 30, 2015 10:12 PM Flag

    "Needless to say, I added to my position in the past week including today. Did you decide to add some yourself?"

    [I prolly would have done some buying late today but didn't get to see the last of the session. I'll be very interested in Monday's action. Good chance today was the bottom.]

  • wallisweaver wallisweaver Jan 30, 2015 5:06 PM Flag

    "You must be loving it now Wallis. Just think now we will go to 40 even sooner."

    [Sure, I understand your pain and I share it as an Intel long. At the same time I have to like it when the market gets this stupid and presents such a clear buying opportunity. It appears to me that we are near a "load the boat" buying opportunity.

    The Intel action prior to today has been pretty stupid. And today's went above and beyond stupid. So, we've had a 15 percent drop for no good reason and just after good quarterly results.

    You might also remember that I recently said that it was a good time to re-balance and take some risk off the table after a substantial move up. Those who did should have some dry powder and be ready for this buying opportunity.

    I haven't seen anything yet to change the overall assessment of Intel or of BK's performance.

    Surely, there must a be some TA fans out there who would like to share their opinions on the Intel chart now.

    And, of course, there are those who never, ever predict anything - instead preferring to lob rocks at everyone after the fact. Here's a chance for them to #$%$ record with a prediction for a change.]

  • Stock market traders are notorious for their attention to short-term influences, and this morning's fourth-quarter report on U.S. economic growth spurred a predictably negative response Friday morning. Gross domestic product rose at a healthy 2.6% rate during the fourth quarter, but economists had hoped that the U.S. economy would sustain even faster growth after soaring 5% during the previous quarter. As a result, stocks sold off, with the Dow Jones Industrials (DJINDICES: ^DJI ) falling by triple digits within the first hour of trading. As of 11:30 a.m. EST, the Dow was down 145 points, and several other market benchmarks showed similar losses.

    Yet investors ignored several potential positives contained within the GDP report. Consumer confidence showed quite clearly in the report, with consumer spending climbing by 4.3%. For years, economists have worried when consumers failed to lead the way higher with spending efforts, so now their positive influence should get more weight. Further, inflation remains a nonexistent threat, with the GDP's price deflator falling 0.5% during the quarter. Energy played a huge role in that drop, but even the core personal-consumption expenditures index rose at an annualized rate of just 1.1%, indicating that price pressures won't cause any concern in the near future.

    Good article. Check out the whole thing.

    From Dan Caplinger at MF

  • wallisweaver wallisweaver Jan 30, 2015 12:05 PM Flag

    ""I'm kinda liking the downturn" You can't be serious."

    [I'm totally serious. Why wouldn't I like a scenario that ends with Intel over $40? And the bottom line is that when Wall Street gets stupid, it sets the foundation for a significant move up. So, that's what I see when I look at the chart - I see a big move up forming. What do you see when you look at the chart? Alex? Mas?]

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