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Intel Corporation Message Board

wallisweaver 1582 posts  |  Last Activity: 14 hours ago Member since: Jan 21, 2008
  • Last week saw the announcement of the first 20nm mobile application processors from ARM-based processor maker Qualcomm, which often leads such transitions.

    I had hoped and expected to see such an announcement at Mobile World Congress, but it didn't happen. Qualcomm chose not to announce this at a show, but instead just to release the news separately, possibly because the chips won't even be sampling until the second half of the year, and aren't expected to be in finished products until the first half of 2015. That's three years after 28nm chips became commonplace, which to me indicates a continuing slowdown (but not an end) in Moore's Law scaling.

    (Intel has been shipping 22nm chips for some time, and is expected to introduce 14nm chips shipping later this year.)

    From PC Mag

    [Wow, three years after 28nm chips. More evidence that ARM's fabrication is fading to black. ]

  • Reply to

    Just dropped in to remind y'all

    by marcopubio Apr 15, 2014 12:27 AM
    wallisweaver wallisweaver Apr 15, 2014 1:11 AM Flag

    "marco the great :-) I will send $5 Burger King gift coupons to whom ever sells all the INTC stock they own before the closing bell tomorrow, and copy pastes their sell order soze I can sea it."

    [Lucy, this is surely the lamest of all of the IDs you have created. We are embarrassed for you. Are you really this out of ammo, imagination, creativity and ideas? ]

  • wallisweaver by wallisweaver Apr 15, 2014 1:08 AM Flag

    I'm looking forward to a lot of new data points tomorrow about where Intel is in the development curve. It feels like Intel in making progress across the board and ARM is appearing to struggle significantly with its roadmap going forward and the foundry model itself appears to be getting a lot of heat lately.

    Still my assessment:

    Shorts

    Intel didn't warn.
    14nm FinFET is in volume production while ARM's fabrication struggles and slows.
    An Intel Nexus announcement would crush shorts. Looks like its only a matter of time.
    The US economy is showing constant improvement.
    BK seems to be getting traction in attacking all price points with all products.

    Longs

    Ukraine. Is Russia headed for an instant replay on eastern Ukraine?
    China showing some weakness.
    More Wall Street tech manipulation

    Strategy

    Long Intel with some protective NASDAQ puts.

  • Twinkletoes continues to try to make this board about his angst, anger, and impotence.

    The vast proportion of his posts are content-free insults with the worst part being that he is so pathetically bad at it. His posts don't have any content and neither do his insults.

    Since he knows too little to talk about technology or finance, he needs to be at least mildly funny or entertaining. He's not. He unfortunately left his sense of humor in the 70's along with his musical taste.

    Get some therapy, dude, and stop with the 24/7 pathetic insult channel.

  • wallisweaver by wallisweaver Apr 14, 2014 10:53 AM Flag

    Shorts

    Intel didn't warn. This should be a warning for Intel shorts.
    14nm FinFET is in volume production while ARM's fabrication fades to black.
    An Intel Nexus announcement would crush shorts. Looks like its only a matter of time.
    Intel appears to be getting stronger every day.

    Longs

    Ukraine. Is Russia headed for an instant replay on eastern Ukraine?
    More Wall Street tech manipulation

    Strategy

    Long Intel with some protective NASDAQ puts.

    Alex, what do you think?

  • wallisweaver by wallisweaver Apr 14, 2014 10:47 AM Flag

    Who wants a high-beta stock in volatile times? The king's men aren't finding many takers.

    Another sad day for Grandpa Tiglet the ARM apologist who doesn't and never has owned any ARM.

    Raise your hand if you bought ARM today.

  • wallisweaver by wallisweaver Apr 14, 2014 10:43 AM Flag

    Stock was down 8 percent before the open.

  • wallisweaver wallisweaver Apr 14, 2014 2:05 AM Flag

    "why are Americans so passive standing up against Wallstreet?"

    [Wall Street has infiltrated an enormous number of the positions of authority and power in the United States so to a large degree they are a power into themselves in financial matters. They spend huge sums of money in order to be allowed to continue to bilk the average investor with little or no scrutiny. When caught they usually pay fines and go right back to work. You have a be a Bernie Madoff to do actual jail time.

    Flash Boys is a refreshing example that there are still ways for smart and ethical people to fight back. No surprise that it took a Canadian to make it all happen. No surprise that Europe is leading in curbing the High-Frequency abuses.

    And no surprise that many average investors have permanently left the market after concluding that it is rigged. ]

  • European Union lawmakers are poised to approve some of the toughest restrictions in the world on high-frequency trading, the first crackdown in the aftermath of Michael Lewis’s latest book, “Flash Boys.”

    The curbs are part of revamped EU markets legislation spanning from commodity derivative speculation to investor protection. The high-frequency trading limits include standards meant to keep the price increment for securities from being too small, mandatory tests of trading algorithms and requirements that market makers provide liquidity for a set number of hours each day.

    “With these rules the EU is putting in place one of the strictest set of regulations for high-frequency trading in the world,” EU financial services chief Michel Barnier said in an e-mail. “While HFT trading might bring some benefits, we need to make sure that it doesn’t cause instability, and isn’t a source of market abuse. That’s what these rules set out to achieve.”

    High-frequency trading in stocks grabbed the headlines after the plunge known as the flash crash in May 2010, during which the Dow Jones Industrial Average briefly lost almost 1,000 points. Controversy returned with the publication of Lewis’s book on March 31. Lewis argues that the $22 trillion U.S. stock market is rigged in favor of speed traders, who he says prey on slower investors by getting faster access to information.

    From Bloomberg

  • wallisweaver wallisweaver Apr 13, 2014 11:54 PM Flag

    The company is organizing for the coming IoT opportunity, too. It’s been reported that a new financial reporting structure will be introduced on April 15 during the company’s earnings report, which provides a focus on Internet of Things. In addition to the familiar PC Client Group, Data Center Group and software and services, the company will add an Internet of Things Group, which will include embedded processors, as well as Wind River Software. The company is also aligning with the industry in being a founding member of the Industrial Internet Consortium (IIC) along with AT&T, Cisco, GE and IBM to, “break down the barriers of technology silos to support better access to big data with improved integration of the physical and digital worlds.”

    If Intel misses IoT and the wearable market, it won’t be because it’s not trying. The industry-acclaimed Intel IQ, the brand-journalism website, has a steady stream of articles looking at IoT and wearables’ role in fashion, entertainment, health and fitness industries.
    The IoT Ecosystem Begins to Connect the Dots

    The Microsoft-Intel combination drove the PC-era, and as a result many other technology companies were able to thrive on the foundation these two giants developed. The mobile revolution and the low-cost ‘app’ software model has fragmented the industry, but the two technology stalwarts, with their new CEO’s, seem capable of taking full advantage of the new market.

    From business2community

  • wallisweaver wallisweaver Apr 13, 2014 11:53 PM Flag

    Silicon Everywhere

    Intel has predicted 31 billion Internet-connected devices will exist by 2020. That’s great news if the company’s silicon products are in each of those. And, the company isn’t waiting for the industry to start building.

    March was an eventful month for Intel and the IoT, Wearable market. The company acquired health-tracking wearable device maker, Basis Science, for $100 million to $150 million range.

    Then, Intel announced a $5 billion investment in Ireland to make Dublin, “the most densely sensored city in the world.” The project named “Global Demonstrator for Smart City Sensors” will use Quark-based Gateway platforms. This deployment of sensors will be to provide environmental data, like noise and air quality. In effect, Intel, in collaboration with the city of Dublin, is developing the world’s first “Smartly Green City.”

    In April, Intel CEO Brian Krzanich introduced the availability of Intel Gateway Solutions for the Internet of Things, an integrated device based on Quark and Atom processors. It should not surprise anyone Intel chose to announce this technology at the Intel Developer Forum in Beijing. The Chinese government has plans to invest $5 billion yuan ($800 million) in IoT industry by 2015. “The Ministry of Information and Technology estimates China’s IoT market will hit 500 billion yuan ($80.3 billion) by 2015, then double to 1 trillion yuan ($166 billion) by 2020.”

    From business2community

  • Microsoft and Intel didn’t exactly capitalize on revenue or market share opportunities during the smartphone era of computing. Perhaps, the two companies that best symbolized, and scaled, the age of the personal computer are making sure the past will not be each of their future.

    The Internet of Things is the next big thing in computing. Both companies have recently made strategic moves to ensure they are major players in the trillion-dollar IoT market. The tremendous upside of the Internet of Things won’t be about smartwatches, smartphones or Google Glass; it will require software, cloud storage and infrastructure services, and a mix of powerful, small-profile processors for Internet Gateways and low-powered sensors—billions of them.

    From business2community

  • Reply to

    ARM Has Too Much Leakage

    by wallisweaver Apr 11, 2014 2:15 PM
    wallisweaver wallisweaver Apr 11, 2014 4:15 PM Flag

    "Poor Waldo thinks his geeky knowledge has anything whatsoever to do with making money in the markets.
    he has repeatedly shown that whatever knowledge he has is useless in that regard.
    My knowledge of technicals will always surpass yours."

    [You're a ball-less wonder without the backbone to post any predictions. You Monday morning quarterback everyone after the fact - proving nothing. There are no facts in evidence demonstrating that that you have any technical or other investing skills. Your purpose here isn't to further anyone's investment knowledge. Your purpose is just to vent your constant and uncontrollable anger and frustration. You've bashed Intel from way back when it was 17.67. You're a sick, tired old man. Now head on off to Wal*mart and leave us alone.]

  • Reply to

    ARM Has Too Much Leakage

    by wallisweaver Apr 11, 2014 2:15 PM
    wallisweaver wallisweaver Apr 11, 2014 3:26 PM Flag

    "the inescapable fact is you are in major intc pumping mode today, par for the course for you, 4 years plus of non stop pumping, and a heck of lot of garbage today"

    [You wouldn't know a post with content if you fell over one. You don't post on technology because you don't know anything about technology. You should us the same approach on investing since you don't know anything about it either. ARM down 9 percent in two days. Enjoy your weekend in the woodshed. ]

  • Reply to

    ARM Has Too Much Leakage

    by wallisweaver Apr 11, 2014 2:15 PM
    wallisweaver wallisweaver Apr 11, 2014 2:44 PM Flag

    "waldo in major pumping mode as INTC continues to work off it's overbght condition."

    [Twinkletoes continues to try to get his foot out of his mouth as Intel corrects much, much less than most of the market and much, much less than ARM's plummet. ]

  • wallisweaver by wallisweaver Apr 11, 2014 2:15 PM Flag

    A second keynote on the second day of ISPD-14 was titled "Physical Design and FinFETs." ARM fellow Rob Aitken told the audience: "20 nanometer is the last bulk node, because it has too much leakage. FinFET is a replacement for bulk CMOS, but only for a short term of about three generations."

    [More news on the flawed 20nm node.]

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