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This is an eventual $110m contract
www.jpeocbd.osd.mil/packs/DocHandler.ashx?DocID=14506
TITLE: Next Generation Chemical Detector (NGCD)
CONTRACT TYPE: CPIF/FFP (Up to four separate contracts for each NGCD
CDD material solution)
PERIOD OF PERFORMANCE:
• 2 years Engineering Manufacturing Development (EMD)
• 6 years (option) Initial Production / Full rate Production
TOTAL ESTIMATED PROGRAM FUNDING IN PB14: $ 110M (FY17-19) (Note: 4
distinct efforts, each with Research & Development funding for 3 years of EMD)
KEY MILESTONES:
• Issue RFP: October 2016
• Forecast Award: March 2017
Batelle NGCD prototype award was for $842,316
https://www.fbo.gov/index?s=opportunity&mode=form&tab=core&id=5d22d7af24e65a67b255c2fa5ed7c659&_cview=0
This has been in play since June 2013 and there was only one other competitor in its MSID class who also got an award ($637K), Bruker, so it is a straight shoot out between the two.
https://www.fbo.gov/index?s=opportunity&mode=form&tab=core&id=c914d24d553a37acf4ceb62686321d9b&_cview=0
Intel mobile parts have been competitive since Medfield/Clover Trail(+) which are still selling today yet still Intel is finding it tough to overcome ARM mobile incumbent lock-in inertia but it's making steady progress, more so than other ISAs like MIPS.
ARM partners have barely even started fielding actual products for servers yet.
Did not Anand test a Calxeda server that he found reasonably competitive ? Whatever happened to that/them, oh yeah no demand contrary to the fantasy you are peddling here.
There is only going to be one truly competitive ARM server design and that's only because it is basically a copy of an already successful MIPS XLPII network chip design, the multi-threaded Broadcom Vulcan but it is still years away from production as it is a FF design. Until then it's still going to be less than 1% m/s and holding .
10x that hype has been coming from the demand for such products.
There is no demand, the ARM server vendors are building the products and just hoping for sales just like the Windows RT vendors did and they all bombed spectacularly. The ARM server chip efforts don't even match the current Sparc or Power nevermind x86 and Power/Sparc have great software legacy behind them and the financial might of IBM/Oracle too. ARM vendors should stick to phone/tablet chips because they are only going to get crushed with their unsophisticated non-threaded server efforts.
10nm, it will wave the foundry white flag of surrender and come over to Intel.
Just keep pretending there's no demand for ARM servers there
The pretence is in believing there is ! It is still much < 1% and holding. Normally the way it works in chip sales is you develop a disruptive product and people then demand the technology. ARM did it back to front, wildly claimed they would have a disruptive product and that there would be great demand for it before even the first A9/A15 array was built. Neither was or is true in the real world.
A whole new market dawns ...
Spacetech had revenue of $130K in FY2014 and $133K in FY2013 so it's not quite zero more like eight MMS-1000 sales.
http://www.sec.gov/Archives/edgar/data/1001907/000157104914004871/t1401825_10k.htm
I suspect DMRJ will want to convert all their options before management do at 1.40. I also suspect they stop selling at 1.18 which is the highest price options they have and was around the price the stock was before IDIQ.
On full dilution you are probably double that but did all those shares need to be created in the first place and at such a low buy price for DMRJ; 8c for many of them ? Andy was one of many pointing out to me 2-3 years ago that IMSC's pps was double ASTC's so you can see which one has improved in that time.
I am pretty sure he just sold ASO for 3-4 times what ASTC paid for it 15 years ago so that's hardly run into the ground more like a $40+m profit. He rescued SPAB/ASTC from impending bankruptcy, converted $60m debt at $5 per share (not $0.08-1.18 like the IMSC CEO !!!) keeping it on Nasdaq in the process and has just given 1stDETECT 7-8 years of future debt-free runway to get established and it will. He does not say much but he's quite competent in his own way.
p.s. the proof is in the stock price pudding, ASTC is still double IMSC even after today.
I hope we can build that many in a year.
You won't have to, 2014-5 is only when they are ordered but they could take some time after before they are all delivered e.g. remember the India order ? Cumulatively though $162m is about 4 years of break-even operation for IMSC, so delivered over 2-3 years you are looking at continuous profitability during that time.
The more and more I look back at this news, the more I am shocked we aren't closer to $5 than $1.
There is no getting around the fact that all of those tens of millions of DMRJ options have to be converted first and I reckon you will need a cumulative 100-150m trading volume to do that. However the easiest way to get trading volume is to get big orders and profitable quarters and both seem likely over the coming year(s) and that was not a given before today by any stretch of the imagination. This big one-year single award $162m TSA IDIQ is the best possible scenario that you could have imagined and I am not sure even Buldoc was expecting it to be this big and he's known to spin a tale or two .
No, it is definitely only a 1-year IDIQ. Whatever they order from this IDIQ must be done by a year from now. Click "View"
https://www.fpds.gov/ezsearch/fpdsportal?desc=Y&s=FPDSNG.COM&sortBy=SIGNED_DATE&q=IMPLANT+SCIENCES+VENDOR_FULL_NAME%3A%22IMPLANT+SCIENCES+CORPORATION%22+PIID%3A%22HSTS0415DCT2011%22+PIID%3A%22HSTS0415DCT2011%22&indexName=awardfull&y=0&templateName=1.4.4&x=0
Date Signed (mm/dd/yyyy) : 11/10/2014
Effective Date (mm/dd/yyyy) : 11/10/2014
Last Date to Order (mm/dd/yyyy) : 11/10/2015
To me it looks like the TSA just used all of their FY2015 ETD budget on IMSC. Congratulation to all the Longs as this management sure made you wait a long time on their promises but on the other hand the Smiths/Morpho IDIQs only just ran out so perhaps they were just in time after all
Single IDIQ award and only one year to order ? Looks better than your wildest dreams guys Click view ...
https://www.fpds.gov/ezsearch/fpdsportal?desc=Y&s=FPDSNG.COM&sortBy=SIGNED_DATE&q=IMPLANT+SCIENCES+VENDOR_FULL_NAME%3A%22IMPLANT+SCIENCES+CORPORATION%22+PIID%3A%22HSTS0415DCT2011%22+PIID%3A%22HSTS0415DCT2011%22&indexName=awardfull&y=0&templateName=1.4.4&x=0
No Smiths or Morpho in sight
https://www.fpds.gov/ezsearch/fpdsportal?s=FPDSNG.COM&sortBy=SIGNED_DATE&q=+CONTRACTING_AGENCY_NAME%3A%22TRANSPORTATION+SECURITY+ADMINISTRATION%22+CONTRACTING_AGENCY_NAME%3A%22TRANSPORTATION+SECURITY+ADMINISTRATION%22+CONTRACTING_AGENCY_NAME%3A%22TRANSPORTATION+SECURITY+ADMINISTRATION%22+CONTRACTING_AGENCY_NAME%3A%22TRANSPORTATION+SECURITY+ADMINISTRATION%22&indexName=awardfull&y=0&x=0&templateName=1.4.4&desc=Y
So they can start to get back the tens of millions they lent IMSC. The long process of converting all those tens of millions of options started today and it will take many months of high volume trading to get rid of them all but at least you have a nice $162m pump flag to wave at prospective buyers now to get them interested. Real stock appreciation will only take place once all of DMRJ's options are converted and that is some time away but you should get there in the end. I would say this company/ticker has a future now as no way is DMRJ going to kill this golden option goose now not with tens of millions of options in the money.
In the real world Intel's i- revenue keeps increasing as the performance of Apple's A- chips goes up.
He's doing his usual 2 + 2 = 22 surface deep analysis in this one and extrapolating a particular software issue with Chrome to general performance ...
http://www.fool.com/investing/high-growth/2014/10/29/1-reason-apple-incs-next-macbook-air-wont-use-inte.aspx
'Apple is unlikely to put a Core M inside of its next MacBook Air should it lead to a noticeable performance regression even in common tasks such as watching YouTube videos and browsing the Web.'
Poor.
Poor options menu, automatic updating you can't disable etc.
They should have put an extra battery in the keyboard dock like they do with their other transformer range. The device has two other faults, poor heatsink and no SSD. Fix these three faults and that would be a winning device. I don't think Asus tried too hard with that.
I don't use Chrome. I object to having a browser I have no control/visibility over. I use Firefox usually with IE very occasionally.
That's a better balanced design that delivers what was promised from Core-M, a fanless genuine Core experience. I really don't know what miracle you was expecting instead ...
Intel Settles Pentium 4 Lawsuit by Paying $15 to Customers
http://finance.yahoo.com/news/intel-settles-pentium-4-lawsuit-223707959.html
Chipmaker Intel Corporation (INTC) has agreed to settle a 10 year old Pentium 4 Benchmark Manipulation Class Action Lawsuit by offering $15 to Pentium 4-powered PC owners. The eligible buyers will need to show proof that they bought the PC/PCs between Nov 2000 to Dec 2001 or between Jan 2002 and Jun 2002.
A lawsuit was filed against Intel in California on behalf of those who purchased Intel Pentium 4-based PC in the U.S. from Nov 20, 2000 to Jun 30, 2002. The lawsuit claimed that the chipmaker manipulated benchmark scores for its first-generation Pentium 4 processors in 2000 by using its considerable resources in the computing world.
Intel’s Pentium-4 processor series was based on a new microarchitecture called Netburst. But Pentium-4 processors were not as famous as its predecessors Pentium-3, nor were they as competitively priced as Advanced Micro Devices’ (AMD) Athlon Thunderbird.
Therefore, Intel tried to mislead customers by misrepresenting the performance capabilities of the Pentium 4-processor to show that it was better than AMD Athlon Thunderbird. The lawsuit claims that Intel cheated on customers by introducing benchmarking tests called WebMark 2001 and SYSmark 2001, which showed that Pentium-4 processors were superior than Pentium III and Athlon Thunderbird.
The lawsuit also alleges that Hewlett-Packard (HPQ) was privy to the matter and had helped Intel in this misconduct. Though neither company admitted any wrongdoing, they have agreed to settle the lawsuit.
Though $15 is minimal, it’s better than nothing. Intel will also donate $4 million in educational charities as a part of the settlement.
Curse of virtually all in-order chips that really need a great compiler and well-behaved/predictable applications to perform at their best. Probably only Itanium got away with it with brute-force execution units and very low latency caches but it still was behind Power and Xeon most of the time. K1-64 is really just an updated Transmeta chip for ARM by virtually the same displaced team and that was not a performer.
It all depends at what clock rate and more importantly at what power final silicon is released at as the ipc is undeniably high like Itanium, or even greater, as chipguy noted. The Chief Architect also has an impressive bio ...
http://www.linleygroup.com/events/agenda.php?num=29&day=2
Mohammad Abdallah, Founder, President & CTO, Soft Machines
Mohammad Abdallah is Founder, President and CTO of Soft Machines, a privately-held Silicon Valley start-up he co-founded in 2006 with the mission to redefine the CPU world based on a revolutionary approach to computing architectures. With over 19 years of executive, technical, and architecture experience, Abdallah is the primary driver, chief scientist and architect behind a new microprocessor architecture that revives IPC scaling, which is expected to change the microprocessor architectural paradigm for the next 10-15 years. Under Abdallah's technical leadership, Soft Machines has filed 75 U.S. patent applications. Abdallah's career began in 1995 at Intel Corporation where he worked on the Pentium Pro microprocessor family. He was instrumental in defining and developing Intel's SSE multimedia technology instruction set, and was a key architect for the Pentium III, one of Intel's most successful microprocessor products. From 1998 to 2004, Abdallah also participated in developing the micro-architecture of various microprocessor projects belonging to the Pentium 4 and Core Architecture processor families. Prior to leaving Intel at the end of 2005, Abdallah served as a senior architect with Intel's microprocessor architecture group where he drove architecture and micro-architecture features on Intel's 45nm flagship CPU.
Abdallah holds a bachelor's degree in electrical engineering from the University of Jordan and a master's degree in computer engineering from Louisiana State University. At LSU, Abdallah worked on residue number systems (RNS) and established new theories that generalized Fermat numbers and their use in RNS implementations. He has authored many IEEE publications and personally holds close to 100 patents and pending patents.
The major foundries still don't have viable yield rates on their respective FinFET processes. In fact, according to Ultratech CEO Art Zafiropoulo, the yield rates at the major foundries is between 10%-20%. This is nowhere close to acceptable for high-volume production at reasonable cost.
http://www.fool.com/investing/general/2014/10/28/intel-corporations-finfet-leadership-looks-intact.aspx
we already saw this process play out with Europe. While Germany is still the engine, most of the other countries are basket cases. With labor participation rates lower than ours.
Those basket cases are mostly caused by being locked in a currency union with Germany at too high an initial exchange rate which was tolerable before the 2008 financial crisis but it proved lethal for them afterwards when everybody started devaluing with QE and the EU did not. These countries did not all suddenly get lazy in the last 5-10 years as their employment all used to be much better.
I really don't know what the answer for them is apart from coming out of the Euro and re-establishing their national currencies and devaluing as their debt deflation is getting steadily worse because the interest they are paying on their debt far exceeds their inflation which is negative in many cases which means their budget surplus rate has to match their debt interest rate just for their debt to stay still. The Euro was a badly implemented idea and I suspect Italy will be the first to break away followed by Spain and Greece and maybe others. The second major party in Italy is advocating a referendum on leaving the Euro and re-establishing the Lira.
OT: actually I think that the minimum wage should always pay more than welfare so I did not phrase that not greater than statement well, should have said less than. It should always be more financially advantageous to work than not to work and if someone on welfare refuses a job that is offered to them then their welfare should be withdrawn as punishment.
I do believe though that minimum wages should be liveable because employers naturally use it as a lowest common denominator, my cousin for instance who used to pay his employees less before it was introduced and it made no real difference to his business profits when he had to raise their salaries.
Obviously at some point a minimum wage becomes too expensive and creates unemployment but we are far from that point I believe and you can for instance instead raise the lower tax threshold for everyone and those earning lower wages will benefit proportionately more.
It's a well known fact that the more proportionate the distribution of wealth the more greater the positive financial effect on the economy as those with serious wealth hoard most of it and it is taken out of productive circulation. I am not saying use socialism to correct this but you can structure the tax system to do this so you pay much less tax on say your first $20K. I am all for lower taxes and less government expenditure but capitalism also should be made to benefit everyone who participates in it not just the guys at the very top.
I really don't know what you are advocating though as a solution as I can recognise and sympathise with all the bad symptoms you mention. No welfare at all, survival of the fittest/luckiest ? If you think crime is bad now wait and see how that turns out and what about those who use welfare just as an aid in between jobs, should they be collateral damage ? The 30s Depression was absolutely terrible for those 25% who found themselves out of work through no fault of their own and wanted to work, do we really want to turn the clock that far back ?
Work just has to be made to pay more than welfare to remove moral hazard and it surely is not beyond the realm of elected governments to structure a wage/tax/welfare system that does
this. Welfare should be a hand up not a hand out.
p.s. France is now reversing that 75% policy after seeing how uncompetitive it made them to top earners who were fleeing France in numbers.
Ok, I see what your PoV is now which is not really dissimilar to mine which is that welfare should not pay more than the minimum wage and should not be a viable lifestyle choice. If when you mention the subject in passing again, as it is of more relevance to the general economy than INTC, if you could please use a term that more accurately describes what you mean like say welfare dependants rather than 'dirt people' there will be less risk of misunderstanding about exactly who you mean. Thanks.
believe he was referring to 100 million Americans who are living off the rest of us
That many ? With official unemployment only about 7% ? I must admit I have zero tolerance for those who choose welfare as a lifestyle choice but any civilized country needs a welfare system to help productive people in between jobs and obviously governments should always make work pay more than welfare with an appropriate tax system. A welfare system is also something that can only be changed at election time so one has very little control over it otherwise and is not worth stewing over in between. If it makes Tim feel any better about the situation perhaps he should consider these people as current or future subsidized buyers of INTC and/or APPL products !
OT: This forum is about Intel and its future not about silly poems!
True but I thought I would indulge myself just once out of all the thousand posts I have written to make a point against extreme nationalistic/social/racial thinking as I believed was raised in Tim's post who otherwise makes excellent contributions. The type of thinking that eventually cost about a hundred million lives last century in two World Wars and probably as much collectively again in the centuries/millennia before. Humans really need to learn to get along with each other better after all this time and all those hard lessons.
p.s. the poem does not sound so silly when heard as originally sung, it was quite a big hit in the 70s
OT: History Lesson via the Eagles - Last Resort
She came from Providence
The one in Rhode Island
Where the old world shadows hang
Heavy in the air
She packed her hopes and dreams
Like a refugee
Just as her father came across the sea
She heard about a place people were smiling
They spoke about the red man's way
And how they loved the land
And they came from everywhere
To the Great Divide
Seeking a place to stand
Or a place to hide
Down in the crowded bars
Out for a good time
Can't wait to tell you all
What it's like up there
And they called it paradise
I don't know why
Somebody laid the mountains low
While the town got high
Then the chilly winds blew down
Across the desert
Through the canyons of the coast
To the Malibu
Where the pretty people play
Hungry for power
To light their neon way
And give them things to do
Some rich men came and raped the land
Nobody caught them
Put up a bunch of ugly boxes, and
Jesus people bought them
And they called it paradise
The place to be
They watched the hazy sun, sinking in the sea
You can leave it all behind
And sail to Lahaina
Just like the missionaries did, so many years ago
They even brought a neon sign said "Jesus is coming"
Brought the white man's burden down
Brought the white man's reign
Who will provide the grand design?
What is yours and what is mine?
Because there is no more new frontier
We have got to make it here
We satisfy our endless needs and
Justify our bloody deeds
In the name of destiny
And in the name of God
And you can see them there
On Sunday morning
Stand up and sing about
What it's like up there
They call it paradise
I don't know why
You call someplace paradise
Kiss it goodbye
For what purpose on a computing technology forum does segmenting different people to you as unworthy or useless have any relevance ? How does it affect INTC or the industry ? I am pretty sure there are socio-political forums on this site for you to vent your spleen on such matters. I am also pretty sure that only a few hundred years ago the whole of the Americas had only the type of people you referred to i.e. this was their land originally.
released Yoga 3 Pro is fanless - an obvious difference to the pre-production model. Looks like that model was a transitory WIP.
It's a momentous occasion, Core in its lowest power variant finally becomes a self-contained SoC which means that *all* of its transistors benefit from 14nm Trigate FF.
Now Variant ‘U’ and ‘Y’ will integrate this PCH (Platform Control Hub) on the die while the ‘S’ and ‘H’ variants will not and require the chip separately.
A good way to reduce power by getting rid of that trailing process edge chip. So 4W for one Skylake-Y SoC chip. Not bad at all.
A8X vs Core-M Geekbench 3
http://browser.primatelabs.com/geekbench3/compare/922000?baseline=1061742
This is the Core-M that turbos up to 2 GHz (a 2.6 GHz turbo exists too)
http://ark.intel.com/products/83610/Intel-Core-M-5Y10-Processor-4M-Cache-up-to-2_00-GHz
A8X could probably clock faster too in a desktop/laptop socket as its pipeline is not short although granted not as much percentage wise as Core whose primary purpose is desktop dominance.
Three cores is the way to go when you are faced with a dual-core with hyper-threading as opposition as I stated years ago and as AMD eventually did at 65nm and 45nm when they were last competitive.