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I wonder if intel actually said partner. Intel legal used to drum it into our skulls that 'partner' was a forbidden word.
gb
IIRC the inventory buildup was of not yet qualified Haswell chips.
Not a problem, IMO.
gb
ARMs valuation is strictly based on the phone and tablet bubble. Once it becomes clear that they aren't the slickest thing since snot on a doorknob their valuation will retreat to its "pre-apple" number...whatever that was.
Washing machines and cutlery won't keep Warren East in the media spotlight...
gb
I fully expect intel to be recognized as a significant "mobile" player in 2014 and by 2015 the competitors will be loud-talking Intel as a result. Warren East will become the new Baghdad Bob.
The analysts won't fully get onboard until Qualcomm and ARM start complaining. Samsung and AAPL are unknowns but I suspect an Intel/iPhone eventually, perhaps in 2016. No idea on Samsung.
J
gotta be due to black helicopters...
gb
Do you honestly think that team in Israel was under the radar? No way! That same team had been working on low power x86 products since RAMBUS/P4 days.
Intel has often had teams working on activities that could either become products or be incorporated in products.
I strongly suspect Paul has very personal reasons for retiring and I think it is only civil to let it rest.
gb
Luongo's name sounds familiar. Can't place it though. Perhaps he was a poster of "fame" a few years back.
gb
Did you see that they are just going to make the "easy" change from gate-first to gate-last? If it was "easy" why didn't they make it before?
And that's the first thing they're going to do...erm...stumble over...
gb
I can't imagine that it's a walk in the park for NSK. No idea about HP-UX.
gb
They wouldn't be building so much material if it wasn't highy likely to qual. They specifically mentioned Haswell which surprised me but since I think the first SKUs are mobile it takes more time in the pipeline since I think they are soldered down rather than socketed.
Of course the socket vs solder could just be another of my senior moments...
gb
Fitch cut AMD to CCC.
http://mobile.reuters.com/article/idUSWNB002UU20130130?irpc=43
gb
"genetic?" or generic?
can you share more info?
thanks
gb
mmoy
what performance sensitive application is sscanf used for?
tnx
gb (hardware guy...)
BTW, RR was pretty specific about additional cost saving ideas but short on whizzy products. They're going only after "big" deals to save on sales and backend support costs. They're going completely automated layout and minimizing the number and types of different modules. I suspect that eliminating GloFo and the separate layout costs to another set of process libs is on the short list as well.
All of this leads to more layoffs to save money. They claim they will remain above their $700M min cash threshold thru this year.
I think it's more layoffs that get them there instead of improved sales of traditional products that compete with Intel. Most likely SeaMicro and embedded gameboxen from the usual suspects will be their revenue sources this year and in the future.
Hence the repeated use of the word "execution."
gb
I think AMD is likely to just become a small version hybrid of SeaMicro and Nvidia rather than an Intel competitor. They better start selling something someone wants pretty soon rather than just talking about "execution."
They're getting small enough that I'm not sure that Abu Dhabi would care if they disappeared. Their wafer agreements appear to be minimal at this point since I think most of the low end stuff and the graphics chips are TSMC.
That makes another Abu injection of $$ rather pointless.
gb
Their one bright spot was SeaMicro whose market share in dense servers they crowed about but neglected to mention its nearly all with Intel CPUs.
gb
CC blathering on and on about "execution". Not many happy words about shipping products...
gb
Did you mean a windows update?
gb
If you go back a couple of years and look at process tech presentations you'll see that whereas Intel had fairly separate process development for embedded and high performance devices, 22nm would be the first process where there would be a common but tunable process to address both.
And the recent demonstrations by Intel show they have achieved that.
gb
Modest could refer to the amount of resources available for OoO scheduling rather than the types of instructions which can be OoO.
gb
450 is a bit orthogonal to finfet. It addresses cost but nothing for power or performance. It will likely make a nice positive impact in allowing Intel flexiblity in pricing.
I fully expect the shrinks to give Intel the ability to address power and performance as well.
gb
My impression of what's going on is that the foundries are having trouble keeping even their powerpoints competitive with Intel's shipping process.
I have zero confidence in anything other than Intel's roadmap. If your product fits an existing foundry process and you can get committments on wafers then you're fine. Else your products and your company is at major risk.
gb
In my memory Intel has done his at least twice in the past and it paid off handsomely. The analysts seem to be blind to history.
Fabs underutilized? Convert them ASAP to the next node for maximum benefit when the market returns.
gb
dj, thanks for the tip on the corsair.
i'll see how this works with the stock hsf first but that would be nice if needed.
gb
I just ordered a bunch of parts to build a replacement for my daughter's failed Dell first gen Corei7.
i7-3770, nice case, ps, card reader, dvd, 16g memory, intel mb and intel wireless all for less than $800.
Putting the recently purchased Intel 480g SSD in as the system drive and a 2T WD in for her huge image library and videos both are reused from the Dell.
Dual 24" monitors, KB, mouse are fine so they're reused as well.
This puppy should run fast and quiet.
gb
Haswell based NUC with two display ports, lots of usb3 ports, 8-16g mem capacity and a 500g ssd will be a very nice desktop. 802.11 also.
gb
Actually I expect Haswell onchip VRM controller to improve the power efficiency overall. If it has the ability to drive self refresh displays it could reduce the consumption of the display as well.
gb
I also wonder what's taking so long for LTE. I wonder if it's a patent issue or a certification with the carriers issue. It's not like they don't have enough manpower to do the work.
gb
Many folks would like to do the same but I think this is just a watch your channels anywhere rather than a modified subscription plan.
gb
My issues on all of our desktop machines is that they are used for dense information activities. Dumbing down an interface to accommodate a one size fits all *as long as it is a tablet* is ruinous.
I have 10 windows open on one 24" display and two or three others on the other display simultaneously to show various aspects of my ham radio activity. My wife has multiple windows open at a time when manipulating stitches with her embroidery software. My daughter runs Lightroom, Photoshop and a few other programs all open with their windows visible simultaneously. Each of us uses two 24" displays.
None of this is done because we're messy. We do it because it is the best way to achieve productivity in our activities.
MSFT made a mistake in trying to reduce everything to a small portable display. They need two interfaces: one to accomodate the simple fatfinger interface and an interface which was working fine for dense information display and interaction.
You can't manipulate dense information with a fat finger. And zooming in/out is insane.
I have and use an iPhone. I know whereof I speak.
I support a dozen machines for friends and family. All but one is Win7. I know my way around all of the versions of DOS/Win dating back to DOS2.0 I don't do MAC or *nix.
gb
My message was rude. I apologize.
Win7 is a very good desktop/nb non-touch IF. They should have left that alone and added tablet/touch for those types of devices.
Windows ain't windows with the ability to window.
Full screen only is "optimal" on a limited display surface. We have multiple computers in this house with multiple 24" screens.
The closest thing we have to a tablet is a Nook...which my wife increasingly finds too slow.
There isn't anything wrong with the start button and start menu...nothing at all...
I think MSFT is headed for real trouble on their current course. I can't believe any corporation will adopt Win8 as it stands except for tablets.
gb
ugh...
nuff said.
enjoy your workarounds...
wasn't necessary at all.
gb
Somehow I doubt they will remain positive.
For instance: Win8 OOB includes setting up the first user with an ADMIN level with no warning. PITFA to find the proper control panel to setup up a proper ADMIN account and then reduce the first account to USER level.
In general the lack of a start bar/button on the "normal" desktop was senseless and just makes everything needlessly complicated.
I've not found any value to the tiles on the tablet interface since they go to MSFT store places or Windows Mail, etc. All such places aren't Windows but a BF full screen crap mess.
If MSFT wanted to add a tablet interface to Win8 they should have done so as an OEM option to be used as appropriate. Definitely not appropriate on non-touch laptops or desktops.
Hugely positive...yeah, right...
gb
Setting up my wife's new 17" IB notebook with Win8 today and I've found nothing I like over Win7.
All pain, no gain...
Pasting a tablet UI on a notebook or desktop device is a unmitigated disaster.
gb
Herb
Any insight on Haswell desktop intro date?
gb
The OEM hesitation is understandable but I think contributing to a self-fulfilling prophesy. Not hitting the market hard with IB tablets will keep the IB tablet market tepid and contribute to negative perceptions. I'm sure HW will make for a better tablet but the dearth of products in the meantime will keep the analysts claiming doom and make the OEMs hesitate further.
Of course eating a bunch of IB inventory that didn't sell is the alternative.
No easy choices...
gb
Good question. Certainly not me.
gb
S/A: Intel killing discrete gfx
http://semiaccurate.com/2012/12/17/intel-slams-the-door-on-discrete-gpus/
http://semiaccurate.com/2012/12/18/how-intel-can-slam-the-door-on-gpus/
I don't have access since they now paywall most of their articles. Chuckles seems to be on a roll lately. Previous rant was on Broadwell signalling end of desktops.
gb
Don't forget AMDs BoD. My feeling is they'll continue to milk whatever they can from x86 with minimum investment while moving to ARM which promises lower R&D costs. Only investing in those things which can be easily reused on ARM.
All the while looking for someone to buy them out.
gb
Getting brown bananas cheaper doesn't suddenly remove their spots. AMD is uncompetitive across the board with no improvements in sight.
This game nearly over. Perhaps they have a new one planned. Goofy HSA stuff is just wishful thinking.
gb