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Cg: you now owe me a keyboard and monitor!!!!
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IIRC, the fine was paid into an escrow account until the matter was settled. If reversed in whole or in part it would be a nice bump into the cash on hand.
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I don't think Qualcomm or TI would have much useful dialog with Intel as they are silicon competitors. Apple makes end products and is much more likely to have a productive conversation.
I fully expect the seven dwarfs (historical reference) to continue to band together in pursuit of a traditional spectrum of silicon process tech with the usual results expected of a committee process. It's ironic that IBM is now one of the dwarfs.
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I suspect intel will have some interesting discussions in the coming years with a variety of folks. It will be interesting to see the outcomes.
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We disagree on "enthusiasts."
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Overclocking silliness.
It seems the "faithful" are citing poor overclocking ability of IB as evidence of product failure. They apparently look at the process freq/voltage/power curves as a recipe for overclocking.
They seem to not understand that those are curves for the designers and process folk to set the parameters for the chip design rather than overclocking guidelines.
I suspect the days of "overclocking" are pretty much over unless it describes buying a downbinned $100 chip and then overclocking that.
As process tech focuses more on battery life, energy efficiency and yields, the process parameters are likely to be tighter with reduced distribution tails to exploit, particularly at the highend of the performance spectrum.
I doubt that RR will spend too many sleepless nights trying to appease their tantrums either. Maybe they can start overclocking ARM chips...
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It seems like everyone has forgotten that the point of tick-tock is to separate process upgrades from product upgrades. Sure this is a "tick-plus" and there are some tweaks but the real point of a tick is to port an existing product to a new and eventually more cost effective process to wring it out and reduce die size a bit.
The diesize redux are often offset somewhat by something simple like a cache boost. Some minor microarchitecture fixes are possible as "product improvements."
This time they took a big risk (imo) in revamping a major chunk of the graphics engine.
At 160mm with a big graphics upgrade this one should be easy to ramp to big numbers.
The greenteam "faithful" aren't going to like the consequences of that a bit. Meanwhile they deride the processor performance as not enuf, graphics boost as not enuf and apparently lack of overclockability as evidence of product failure.
EOY financials will be very telling for both companies.
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No displays...no content displayed.
My guess is that it will eventually get displayed somehow but in the meantime it is likely focused on digital distribution for theaters.
They'll also get a lot more testier about content protection being airtight which so far hasn't worked all that well.
Likely it will be on something a couple a years after Haswell before it's relevant.
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I'm not aware of any content now or planned for 4k. Ota standards are 1080i and 1080p is not even in discussion.
WTFO?
gb
IMO, it's not clear at all that Intel has struggled with 22nm. Production started sometime in Q3, who knows when. Qualification occurred in Q4, who knows when. Shipments for revenue could have occurred anytime thereafter but likely not until Q1. That would have run head on into the harddrive issue which would have made it unlikely for a big push by the OEMs for new SKUs in a traditionally down quarter (Q1).
Launch is now and from reports of the Q1CC 22nm is expected to be a huge portion of shipments in 2012.
Doesn't seem like an "issue" to me.
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Transparency is seldom used to describe AMD financials.
However with the now complete sundering of the GF arrangement there are fewer places to hide issues.
Houdini was a chump in comparison...
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This should be fun to watch. QCOM setting some high expectations in ability to bring on another 28nm supplier.
Popcorn hot and buttered...
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I wonder if PSO will give any IB status updates?
Also when is the usual spring analyst meeting?
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Interesting.
http://finance.yahoo.com/news/amd-appoints-darrell-ford-senior-200500849.html
An external hire HR VP??
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I'm shocked that AMD continues to rise unabated. I wonder if their 2012 financial will support these levels.
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It's basically a two sided pc board that fits between two silicon chips. Sometimes organic sometimes silicon with thru silicon vias.
Makes stacking of die easier when you don't control the pad layout of all the die involved.
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I wonder if HP might file tort as well given the significant damage caused by Oracles very public claims?
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I wonder what punitive damages are possible if HP wins?
gb
This question should resolve itself in a couple of months. Llano hasn't exactly been plentiful. If the chip rather than wafer yields go up dramatically availability and price should reflect that. Of course there's still the matter of sort and binsplit and whether the output matches market needs.
FWIW, I seriously doubt GF can build that big a die with 80% chip yields.
gb
Thanks. Now I need to take a shower.
gb
Larry??
Hence the very careful approach evident so far.
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There's a few articles floating around claiming some have maxed their monthly plans with their 4G iPads. Should be even easier to do with four friends helping.
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obviously no longer a company with any growth prospects. expect trading at trailing p/e <10 within a year.
/sarc
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Apple will go where the tech takes them. If Intel has a superior offering they'll go there.
gb
I wonder what is going on in the legal battle between ORCL and HPQ?
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No argument from me but I'm always amazed at their ability/willingness to hang in. I doubt they will kill their existing socket compatible tweaks but I don't see them having enough share by the time they could do something on a new socket to have the OEMs consider investing a ton of money on validation of server SKUs with no prospect of volume.
Maybe RR will pull the plug sooner rather than bleed further. At the Q2'11 CC when questioned about server profitability they implied that they weren't profitable at 5% MSS.
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With all the good press and apparent uptake on SB-e I suspect AMD's share to fall further this year perhaps by half. At what point do they hit a cliff where no IT manager would consider them?
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I think you're right which is why the continual stream of ARM rumors.
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LOL!!!
I gave up going there long ago.
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the same...
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I once saw a soft drink cup at the theater which said, "Big is More"
made as much sense...
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They did scramble to implement gate last after failing on gate first. So they're out there on their own. Perhaps they didn't get the process or libraries adequately qualified.
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As I've stated before I suspect they're going to drift into the shared nothing cluster zone where they can use their TSMC low end stuff.
I don't think they'll even be in the mainstream and certainly not high end business server chip biz by the end of 2013.
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vapor...
gb
That's a good point. With Intel trouncing them badly with the EP and no response from AMD expected soon if ever, you'd have to wonder what an CIO would be thinking if they bought an AMD based server at this point.
gb
If you look at all the other reasons in addition to speed alone you see that this is a complete rout. Servers aren't bought on FPS in Crysis.
Pricing isn't going to save AMD this time and price only makes up a minor portion of the price of the server.
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Not even Chuckles fell for that. S|A is running on SNB-EP.
The faithful are not happy.
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Well the S|A true believers are already trying to find sites other than S|A to support their findings. Of course none would ever badmouth Chuckles for his ringing endorsement. Not having much luck. So far all they're doing is impugning the integrity of all those finding SNB-EP to be superior.
I'm sure they'll find someone, somewhere that actually finds a niche for Opteron based on some set of benchmarks.
The market will sort it out in a hurry based on the number of OEMs with SNB-EP SKUs that have been announced so far.
gb