"Then why the stock price comparison?"
[It's not a stock price comparison, dufus - it's a percentage change comparison. ]
Intel has significantly outperformed ARM the last week and significantly outperformed ARM and the Nasdaq for the last month but you don't see the Fudd Brothers going on and on all day about ARM.
Two of the hottest topics at IDF this year from a datacenter view include new insights on the Optane 3D XPoint memory, which is detailed extensively here. Additionally, there was further information to be gleaned on the burgeoning technology and market front of the Intel and Altera FPGA relationship. Specifically, we were able to get a slightly deeper sense from Intel Fellow, Al Gara, and Altera’s director of strategy, Mike Strickland, about what new enabling forces are going to move this story forward—from its prologue as a financial curiosity, to its current status as an extensively-backed research endeavor, to actual products to fit a potential range of future datacenter requirements.
Conversations with both leads behind the public-facing tale of the FPGA and Xeon marriage are, in a word, confident. There is an unwavering sense that they both know something a large cross-section of readers and analysts don’t. After all, if Intel forks over $16.7 billion for a company that has always reported modest possibilities for its own reach, there must be more to the story than anyone sees, right?
To answer our own question, the initial speculation was that there was massive growth potential for a new range of applications that might take advantage of FPGAs, or that the FPGA-boosted switching market would explode, or even that there would be big, unmet demand for this particular type of acceleration (over GPUs or even high-test CPUs) that the mega-cloud providers could tap into. And if Stickland and Gara’s hints are taken correctly, all of these things are true—and at a volume that none of us might expect, even in a server market that won’t be tapped anytime in the near future.
(because they still think it's "all about PCs") prepares to blow the third earnings call in a row.
They simply don't understand Intel's business model and can't be bothered to learn in spite of getting whacked in the head twice with a 2 by 4.
Constantly reflecting this ignorance are the board's two resident content-free posting pinheads - Lucy Fudd and his less intelligent and rage-challenged brother StalkerBoy Fudd.
Oh, and for those who STILL don't know - that business model is focused on servers, data centers, memory, SSDs, FPGAs, the IoT, and gaming. And not mobility because mobility is fading as a growth driver. Therein lies the problem with ARM.
...if you’re looking for an idea of what the next generation will look like, Intel’s latest reference design is always a good place to start.
At IDF in San Francisco, the company revealed a reference design for a 2-in-1 detachable ultrabook with the latest hardware, including Intel Skylake processors, USB Type-C connectors, wireless charging, WiGig wireless docking support, and more.
The chip maker has been talking about a wire-free future for a few years, and the latest reference design seems to include just about everything you’d need for a totally wireless device.
Wireless charging means you don’t need to plug in a power cable (although you’ll still need one for the charging pad). WiGig technology lets you connect to a docking station if you want to use a keyboard, mouse, storage devices, or other peripherals. And Intel WiDi technology supports wireless displays.
But Intel figures you might still need to plug things in from time to time, which is why the company recommends a Thunderbolt port with a USB Type-C connector. It’s a versatile solution that lets you charge the tablet and connect a range of accessories including displays and even external graphics cards.
Alright, there’s nothing too surprising about most of those recommendations. But how about this one? Intel also thinks 2-in-1 tablet makers should consider adding a 6 inch, 1024 x 768 pixel E Ink display to the back of the tablet.
This secondary screen could be used to display static graphics, convey status updates or other messages, or let you use the tablet as an eReader for reading long articles or eBooks in a low-power mode while the primary color screen is turned off.
Other features Intel is recommending for modern 2-in-1 systems include active stylus support, 13MP, 4K cameras, multiple microphones for noise cancellation, a keyboard base station with a ForcePad touchpad, full-sized keyboard, and an extra battery.
The Fudd Brothers (Lucy and StalkerBoy) claim victory for an event that has nothing to do with technology and that they didn't know about or predict. It's no wonder that they can't even convince themselves that they are not impotent.
Not to mention that the event was totally contrived and created by Wall Street out of thin air.
“Cortana, wake up.” Seriously, that’s it. Say those words to a snoozing Windows 10 computer with a sixth-generation Intel Core processor, and it’ll wake right up from sleep. That’s because the new Intel Skylake processors will always be listening for that command, thanks to a low-power digital signal processor (DSP) built right into the chip.
(Technically, the feature was already included in last year’s Core M chips, but Windows 10 and Cortana weren’t yet here to take advantage of it.)
We just saw a demonstration of the feature on stage at the Intel Developer Forum in San Francisco today, and while it might not seem like such a groundbreaking feature if you’ve ever owned a Moto X smartphone—whose Google Now voice assistant has had always-on listening since 2013—it’d be pretty neat if your plain ol’ Windows computer could do the same, yes?
Hell, combine this with Windows Hello and a 3D camera, and you’ll be able to turn on your computer AND securely unlock it without lifting a finger.
[If you don't know the difference between magic words (Intel) that make computers work better and magic numbers (Lucy Fudd) that do nothing, you might be a pinhead.]
When you are knowledgeable, honest and have good judgement, you don't need to hide behind fake IDs, impersonate other posters or drown out those that have differing opinions by flooding the boards with your content-free messages totally absent discussions of technology.
Laughing out loud as they spent the entire day throwing up content-free, analysis-free posts. And apparently they still aren't happy. Hahahahaha. Makes my day.
This was fun. Let's hope Wall Street gets this stupid every day until September. What a great buying opportunity!!! Looking forward to Micron in the 13s. Give it to me, Wall Street!!!
"$25 almost here as predicted and mid teens in $2016 for sure"
[A message indicating why you shouldn't post drunk. $25 and $28 don't qualify for the "almost" word. Dates don't have dollar signs in front of them. SinghLion is still the leader of the lunatic fringe paid shill pool posters.]
And the board mutts (who did 95% of the posting today as if they were personally responsible for beating) are still unhappy. I guess nothing will ever make them happy. (Well, a couple decades of therapy couldn't hurt.)
Sun comes up, sun goes down. Stock move up, stocks move down. Meanwhile the board mutts remain the same.
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Member since: Aug 7, 2015
Razer's new VR camera uses Intel tech - and it's a huge deal
Intel busting some big moves in gaming
Intel boosts SSD performance up to 7x with new Optane family
Microsoft/Intel Windows smartphone gathering a lot more momentum
Skylake sold out
Intel's 5G IoT future is huge
New memory blockbuster with Micron - looking better and better
Crosspoint servers on the way
FPGA strategy and benefits looking much clearer
Second half of 2015 looks great
Servers, data centers, memory, SSDs, gaming, FPGAs, and a new Microsoft/Intel Windows smartphone are poised to deliver growth as Intel is hitting on all cylinders under BK.
Well, this kind of thing used to make me unhappy. But now I just buy the dips. There's a way to play everything. I can't possibly be unhappy about getting Micron in the 14s. Their IP by itself is worth more than that.
And nothing that was cited as a reason today will have a significant impact on Intel going forward. Thank Wall Street for yet another totally contrived sell-off. Manipulation at its finest by the finest manipulators on the planet.