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wbmw

02/10/14 1:25 PM

#129517 RE: This Causes an Error #129516

It's 2014, and we're still throwing stones at Clover Trail? You might as well call out Prescott and Tejas while you're at it. The Pentium FDIV bug is another favorite....
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morrowinder

02/10/14 1:34 PM

#129518 RE: This Causes an Error #129516

CT+ has been modestly successful...

I own one CT based Sony Bluray player and 2 CT+ tablets. Clovertrail was about getting some design wins in emerging categories and preparing for the future. While it wasn't a world beater it was very competitive and won quite a few sockets. Charlie is hardly an unbiased source on this and I would carefully reconsider his over the top rhetoric as very few people take him seriously any more. It's a good thing to question Intel but quite another to be a perpetual basher. Some of us have been stock holders for decades and have watched the doom and gloom scenarios before: FDIV, Itanium, Willamette(ask chipguy about that some time:P),Prescott, the processor serial number fiasco. Intel has always had its fair share of harsh critics but it has always been able to win in the end. Mobile is a lot harder than the PC space but Intel is doing reasonably well in tablets and they have dipped their toe in on phones. It is Apples and Samsungs game to lose but they are not innovating like they used to either. Intel has a small but growing beach head in tablets and personally I am going to wait for MWC for news on phones. I did sell some of my shares when it passed 25(Tenchu made a really good case in his post at the time) because Intel hasn't stayed above 25 very often in the last 14 years. But I am holding on to a significant portion of my shares(some because they are so old I would take a hell of a tax hit:P). The dividend is good and I still see potential and think Intel can use its process advantage to take share.
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borusa

02/10/14 1:35 PM

#129519 RE: This Causes an Error #129516

Clover Trail is massive, so big that it is not economically viable in the markets that they are fighting for.



well, BOM and contra revenue rather specific sounding. in the real world,... Who knows.
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simplytom

02/10/14 4:20 PM

#129532 RE: This Causes an Error #129516


I realize this is CLT, not CLT+, but it serves to further my point that Intel's chips in this space have been pretty disappointing thus far. Bay Trail at 102mm^2 was also a bit of a shock, but for the performance it gives and for the features it has, it's nowhere near as bad as CLT+ which seems to be nearly 100mm^2.



Qualcomm needed a long time to get there.

http://rtcgroup.com/arm/2007/presentations/253%20-%20ARM_DevCon_2007_Snapdragon_FINAL_20071004.pdf

Without a proper Scorpion-CPU they wouldn't have the right basement for the Krait-CPU.

Qualcomm made good decisions in the last couple of years.

From Scorpion to Krait.
They bought the ATI-mobile-graphics-division at the right time.
It was such a good decision for their current product portfolio.

But currently they are not fast enough.
The 64bit-race is to fast.
Samsung, nvidia, Apple and Intel will have a good 64-bit-core before Qualcomm is ready with their in-house-design-team.

Qualcomm is currently the best player but it will loose in the next couple of month (Chandrasekher just pointed out that they are not ready for 64-bit).

nvidia is no competition for Intel.
Apple is only designing for their own products.
Samsung could be the fast follower after Apple and Intel.
If Samsung is really able to announce a Samsung Galaxy S5 with their own in-house-design-64-bit-ARM-Core then Intel is in real trouble.

But I don't think that this will happen.

I think that those "voice enabled Android-Tablets" from HP is a kick in the butt of MSFT. They have to extend Windows 8 with Voice-Call-functionality - Period