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I liked the mention of clearing 32nm inventory (at competitor expense) and repurposing some additional 32nm fabs to 22nm. Inventory increase both in units and dollars was all new stuff. No brown bananas. Process yields ramping at record pace and ahead of plan. New lower price SKUs beginning to fill. 50% 22nm volume in Q3.
Tick tock...
gb
IIRC although NAND contributed the revenue miss at the end of the call it was stated that NAND was profitable and cash flow positive.
gb
I think he got sent to the farm team. VMware is 80% owned by EMC.
gb
Just a thought: the analysts can only do three things. They can agree with Intels assessment, judge it up, or judge it down.
Agree means essentially doing nothing. Judging up would be purely speculative and unprecedented. Judging down gives the appearance of "adding value".
Appearances can be deceiving.
gb
No matter what guidance intel gives the analysts will shoot holes in it and judge it down. They're all convinced that Apple and Arm are it now and forever. Intel is just so last century.
gb
Thereby running into all four of Intel's factories pumping out IB at full throttle by that time and whenever that happens Intel moves it into the full range of price slots under the Pentium and even Celeron monikers.
Sure, that'll make Trinity more competitive...
gb
I think for most companies who are concerned about compliance with Reg FD they will warn whenever they believe something material exists which is likely to be known outside executive ranks and therefore could be exploited. How soon this occurs no doubt varies from company to company.
gb
Bet a Beowulf cluster of those would run Crysis great!
gb
To me it signals that Intel is serious about keeping tick-tock cadence moving and reducing costs through larger wafer sizes. It's also clear they weren't clear with the pace of progress in key technologies. That this funding was necessary signals that ASML wasn't seeing sufficient pull to reduce the risk of a schedule acceptable to Intel. That signals to me that few if any others are likely pushing for 450mm wafers and extreme UV.
Makes it more likely that Intel just pulls further ahead. Ironic that Intel is investing in an EU company to make this happen. If Intel is the only one using extreme UV and 450mm developed in the EU I wonder how the EU competition committee will blast Intel next time.
gb
About time for RR to start "executions" again. How long have the heads of sales and product development been in place?
Off with their heads!
gb
Did anyone see a expected date for the ruling of the EU appeal?
gb
mmoy
looks nearly the same
gb
How does the Mac dock differ from the Win7 dock?
gb
:LOL:
If the judgement is overturned and since Intel has already paid the fine the EU might just give Intel Greece as compensation.
gb
I wonder if some affected companies will just buy new machines?
http://krebsonsecurity.com/2012/06/dnschanger-trojan-still-in-12-of-fortune-500/
Monday, 9 July.
gb
http://m.cnet.com/news/windows-8-pro-upgrade-set-for-$3999-media-center-too/57465416
Apparently for win7 home premium as well.
WMC was previously to be an extra cost item. I have a HTPC which I like.
gb
I see that upgrades to Win8 Pro have been reduced to $40 per copy and that includes WMC. Has anyone seen a comprehensive list of what Win8 brings to Win7 user that doesn't have touch?
gb
FTA:
Of course, it should be said here that UMC's plan to offer FinFETs at 20-nm is, at this point, just a plan. Even with the IBM technology, there is no guarantee that devleoping the new process will go out without a hitch. And UMC itself has offered no timetable for when this technology will be available to customers.
I'm pretty confused by msft. As best I can figure MSFT must have looked at the WART designs and felt they were far too short of exciting especially given the substantial handicap of no legacy support. Rather than continue the "normal" path they decided for a hail Mary. This must have been part of the plan given the already limited WART engagement.
I expect WART to fail. Dunno about Surface on x86.
gb
Krait et al will be process limited. in that sense they *will* be standing still.
Any added features or performance will impact battery life.
gb
8 weeks is a sabbatical!
gb
I suspect for most applications this will turn out to be a pendulum at its extreme. Some no doubt will find a use for it.
gb
I don't expect iPhi to be at the top of the performance list for several years. But I do expect a lot of folks will follow the easier porting path it affords over much more expensive and exotic machinery.
I once did a project in the early days of microprocessors and the prototype software was running on VAX/VMS Fortran. The choice of micro was heavily influenced by the availability of Fortran. The first implementation was in Fortran directly portedd onto a flock of TI9900!! It worked very well. It could not have been done in assembler in light of the myriad algorithm changes that were underway. Speed of porting and correctness of results were the absolute limiters in that project. The subsequent availability of the x86/87 and Intel Fortran and the performance possible made it possible to implement the algorithms in much more compact hardware again without software mods.
A parallel project that I implemented involved using the 86/87 pair on a global nav system which gave us fits in comparison to the prototype VAX/VMS implementation since the results failed to properly compare. The head VAX programmer was convinced that the Intel HW/SW was to blame. He ate some serious crow when a third party examined both programs and found he had made a datatype error (SP vs DP) and his VAX results were in error.
Software matters...a lot...
gb
but with one of those choices you can actually have software ported and working in a month or so. can you guess which?
gb
it's such a pleasure to hear those words coming from her mouth...
kroes almost eating crows...
gb
Now that is truly nasty!
And their excuse is??
gb
Perhaps they just don't think they have what it takes to keep up with intel on their own in the area of security and wanted to buy their way in.
Or it's a start down a different path.
Dunno...
gb
On a more serious note Euclid is behind on his royalty payments.
gb
You're probably waaaay under calling it. Tax critters for breathing as well as vegetable kingdom for transpiring at night. Then there's all that iron that's rusting. Also air is 70% nitrogen so tax tstorms and legumes for fixing nitrogen!!
To the mooooon!!
gb (who has spent too much time behind the wheel today with two more hours to go...)
I'm surprised Apple hasn't patented air.
gb
I know it's not the current rage but I'd live to see a 17" IB laptop which leverages some of the UBook goodness.
gb
You might want to TM that!
gb
Very few if any of them have any semico process or product development experience.
It is painfully apparent from their posts. I expect someone there to suggest GF's graphene process will whip intels sorry ass RSN.
gb
And for additional entertainment check out the increasingly gloomy tone of this one.
http://semiaccurate.com/forums/showthread.php?t=6104
The faithful put all sorts of their own spin on the past words of RR and are slowly realizing what's actually going on.
gb
My bad. Here's the thread.
http://semiaccurate.com/forums/showthread.php?t=6494
They might even go back to the 287 interrupt problem!
I see some there are becoming part of the ARMy. Anyone but Intel. Of course the first victim of the ARMy will be their former beloved AMD.
Fickle...
gb
Need a good laugh? Check this thread. Black helicopters, bag men all over again. The "faithful" are not happy.
http://semiaccurate.com/forums/member.php?u=1050
gb