| Message | Subject | Recs | Date/Time (ET) |
| IIRC, $10M each, which yes, to me is a nice pile, but its a bit short of what so | AMD, ARMH, INTC, NVDA | | 05/17/2013 08:58:07 PM |
| Further, (unless Gates and the Misses have changed their minds) they aren't leav | AMD, ARMH, INTC, NVDA | | 05/17/2013 08:42:00 PM |
| Intel says ARM Inside Silvermont was an "honest mistake", and really, there is n | AMD, ARMH, INTC, NVDA | | 05/17/2013 05:42:37 PM |
| Further, IIRC, early next week is MSFT's Xbox reveal, so AMD might get some addi | AMD, ARMH, INTC, NVDA | | 05/17/2013 03:24:30 PM |
| That chart don't look so great for GF!
On the other hand, the revenue being q | AMD, ARMH, INTC, NVDA | | 05/17/2013 12:46:36 PM |
| <i>I see it bouncing back up to $4.00 before expiration.</i>
Flat lining alon | AMD, ARMH, INTC, NVDA | | 05/17/2013 12:39:04 PM |
| Dell continues to decline in PCs, while services and enterprise side do better:
| AMD, ARMH, INTC, NVDA | | 05/17/2013 10:38:55 AM |
| ST keeps making incremental progress on getting FDSOI into production (via GF it | AMD, ARMH, INTC, NVDA | | 05/17/2013 10:30:23 AM |
| IMHO, this is a problem both for Android and ARM:
<i>
Samsung rakes in 95 pe | AMD, ARMH, INTC, NVDA | | 05/16/2013 11:21:49 PM |
| <i>The new processor surpasses the competition on SPEC CPU2006, including both i | AMD, ARMH, INTC, NVDA | | 05/16/2013 08:32:28 PM |
| Not only does Nvidia have lots of cash, AMD still has significant debt. What | AMD, ARMH, INTC, NVDA | | 05/16/2013 06:06:51 PM |
| Its only 4 weeks ago that it was $2.30. I don't understand the runup in the las | AMD, ARMH, INTC, NVDA | | 05/16/2013 04:43:04 PM |
| Thanks for posting it was a good read.
It never fails to amaze me however, th | AMD, ARMH, INTC, NVDA | | 05/16/2013 03:08:23 PM |
| Computex will be all about Haswell, and tablets/smartphones. AMD might get a bo | AMD, ARMH, INTC, NVDA | | 05/16/2013 02:43:02 PM |
| I'd guess if anything their traders were setup and waiting ahead of time. They | AMD, ARMH, INTC, NVDA | | 05/16/2013 02:41:34 PM |
| AMD having a minor correction today.
| AMD, ARMH, INTC, NVDA | | 05/16/2013 10:57:43 AM |
| http://www.digitimes.com/news/a20130516PD207.html
<i>
Windows 8.1 estimate | AMD, ARMH, INTC, NVDA | | 05/16/2013 09:06:56 AM |
|
PC shipments in Western Europe decline 20.5% in 1Q13, says Gartner
Press rele | AMD, ARMH, INTC, NVDA | | 05/16/2013 09:03:03 AM |
| Notebook vendors pessimistic about 3Q13 outlook, say Taiwan makers
http://www | AMD, ARMH, INTC, NVDA | | 05/15/2013 11:46:45 PM |
| Silvermont appears to have ARM Inside!
http://www.theinquirer.net/inquirer/ne | AMD, ARMH, INTC, NVDA | | 05/15/2013 10:34:36 AM |
| IMHO, its literally an example of how places like North Korea arise. Cult perso | AMD, ARMH, INTC, NVDA | | 05/15/2013 10:20:54 AM |
| EETimes article on Q1 mobile phone sales (from Gartner)
http://www.eetimes.co | AMD, ARMH, INTC, NVDA | | 05/14/2013 03:57:31 PM |
| A few days back (and now paywalled) Digitimes had an article on Samsung, HTC, an | AMD, ARMH, INTC, NVDA | | 05/14/2013 11:30:06 AM |
| White box tablet vendors want displays to stay cheap:
http://www.digitimes.co | AMD, ARMH, INTC, NVDA | | 05/14/2013 12:47:47 AM |
| 1Q13 Semi vendor rankings:
http://www.eetimes.com/electronics-news/4414274/Ja | AMD, ARMH, INTC, NVDA | | 05/13/2013 08:53:05 PM |
| Meanwhile, notebook OEMs/ODMs suffered big drops in April:
http://www.digitim | AMD, ARMH, INTC, NVDA | | 05/13/2013 08:05:17 PM |
| Haswell notebooks currently shipping, to arrive at retail in late May
http:/ | AMD, ARMH, INTC, NVDA | | 05/13/2013 08:04:08 PM |
| From EETimes, musing from TSMC on the future:
http://www.eetimes.com/electron | AMD, ARMH, INTC, NVDA | | 05/13/2013 07:57:19 PM |
| I think you are simply pointing out where the opportunity lies: Figuring out ho | AMD, ARMH, INTC, NVDA | | 05/13/2013 05:52:36 PM |
| I'd add scenario #4 to that:
4) As Moore's Law starts failing well before 20 | AMD, ARMH, INTC, NVDA | | 05/13/2013 01:57:35 PM |
| Charlie at SA has a brief article on Intel's P1271 process for Silvermont:
ht | AMD, ARMH, INTC, NVDA | | 05/10/2013 03:16:29 PM |
| The Swiss Army knife, (or is it a fork?) continues its conquest:
http://www.e | AMD, ARMH, INTC, NVDA | | 05/10/2013 02:52:45 PM |
| I'm thinking of getting a 5" smartphone as a replacement for my HP15C calculator | AMD, ARMH, INTC, NVDA | | 05/10/2013 01:27:06 PM |
| They are nice in high ambient light conditions however. I wish a good color dis | AMD, ARMH, INTC, NVDA | | 05/10/2013 10:11:57 AM |
| That was the same prediction made for H2 of 2012 due to Ivy Bridge + Win8.
<i | AMD, ARMH, INTC, NVDA | | 05/10/2013 09:42:17 AM |
| Good for you. Hope you don't miss the comforting weight of your desktop while r | AMD, ARMH, INTC, NVDA | | 05/10/2013 09:38:41 AM |
| Intel has stated that the smartphone version is early 2014, but they have not st | AMD, ARMH, INTC, NVDA | | 05/09/2013 11:22:21 PM |
| No?
No what?
It sounds like you are already backtracking on Silvermont. A | AMD, ARMH, INTC, NVDA | | 05/09/2013 08:47:54 PM |
| MarketWatch has had that sort of error several times in the last week or so. If | AMD, ARMH, INTC, NVDA | | 05/09/2013 06:03:02 PM |
| From MarketWatch
Advanced Micro Devices Inc. (NYSE: AMD) is trading in the ra | AMD, ARMH, INTC, NVDA | | 05/09/2013 05:55:16 PM |
| When BayTrail starts shipping, the competition will be heavily into integrated L | AMD, ARMH, INTC, NVDA | | 05/09/2013 03:13:27 PM |
| Well I guess next year you can say it wasn't good enough, but since you never kn | AMD, ARMH, INTC, NVDA | | 05/09/2013 02:57:58 PM |
| The reverse if anything is happening. MediaTek (and Qualcomm) were the entrench | AMD, ARMH, INTC, NVDA | | 05/09/2013 02:57:15 PM |
| You don't seem to want to be specific. Could you put some numerical values on h | AMD, ARMH, INTC, NVDA | | 05/09/2013 02:54:54 PM |
| I'd like to poll the considerable knowledge pool (LOL??) of this board's contrib | AMD, ARMH, INTC, NVDA | | 05/09/2013 02:48:38 PM |
| Allwinner would be much cheaper and would instantly give them a major presence i | AMD, ARMH, INTC, NVDA | | 05/09/2013 02:41:13 PM |
| Why not develop it in private until it was competitive, rather than the very pub | AMD, ARMH, INTC, NVDA | | 05/09/2013 02:39:40 PM |
| 1) So are you on record as thinking that Intel must "dominate" in performance/wa | AMD, ARMH, INTC, NVDA | | 05/09/2013 02:38:52 PM |
| If Medfield was not a chip which ARM needed to worry about, why did Intel make i | AMD, ARMH, INTC, NVDA | | 05/09/2013 01:10:56 PM |
| What was wrong specifically with Medfield, vs the competition at the time?
| AMD, ARMH, INTC, NVDA | | 05/09/2013 01:09:43 PM |
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