| Message | Subject | Recs | Date/Time (ET) |
| Of course, if it comes for free...
But everything is a tradeoff. The interes | AMD, ARMH, INTC, NVDA | | 05/22/2013 04:00:32 PM |
| Yeah, as I said, CPU performance doesn't seem to be the key anymore.
| AMD, ARMH, INTC, NVDA | | 05/22/2013 11:00:35 AM |
| Err, no. Perhaps you could enlighten us on what I was actually commenting on: | AMD, ARMH, INTC, NVDA | | 05/22/2013 10:06:38 AM |
| Meanwhile, a whole bunch of deckchair shuffling at Intel, along with the typical | AMD, ARMH, INTC, NVDA | | 05/21/2013 09:06:44 PM |
| ST gets nearly $0.5B from EU to push FDSOI into production:
http://www.eetime | AMD, ARMH, INTC, NVDA | | 05/21/2013 09:02:23 PM |
| I suspect that the Infineon line might still be fab'ed outside of Intel, and its | AMD, ARMH, INTC, NVDA | | 05/21/2013 06:59:07 PM |
| PC weakness hurting BIOS vendors:
http://www.digitimes.com/news/a20130520PD20 | AMD, ARMH, INTC, NVDA | | 05/21/2013 05:03:25 PM |
| Marvel rolls a quad A7 + LTE modem:
http://www.eetimes.com/design/communicati | AMD, ARMH, INTC, NVDA | | 05/21/2013 04:47:05 PM |
| AMD didn't get any boost from Xbox today. Sell the news I guess. For that matt | AMD, ARMH, INTC, NVDA | | 05/21/2013 04:18:53 PM |
| Compared to a lot of Asian fabless chip players, they are pretty profitable. T | AMD, ARMH, INTC, NVDA | | 05/21/2013 04:12:29 PM |
|
Supply chain to begin volume shipments of new Xbox console orders in | AMD, ARMH, INTC, NVDA | | 05/21/2013 12:27:45 PM |
| MediaTek revenues are passing AMD:
MediaTek 2Q13 sales likely to b | AMD, ARMH, INTC, NVDA | | 05/21/2013 12:26:31 PM |
| <i>
Qualcomm, Samsung pass AMD in microprocessor sales | AMD, ARMH, INTC, NVDA | | 05/21/2013 09:44:07 AM |
| I'd call that the best win for Intel in mobile so far. Kudos to them!
| AMD, ARMH, INTC, NVDA | | 05/21/2013 09:40:41 AM |
| Looks like the remaining inch between tablets and phones is going to go:
Hand | AMD, ARMH, INTC, NVDA | | 05/20/2013 08:03:25 PM |
| I note he was in charge of tending the Apple account at Nvidia.
| AMD, ARMH, INTC, NVDA | | 05/20/2013 04:11:22 PM |
| Both Facebook and Google provided something which was missing but seems obvious | AMD, ARMH, INTC, NVDA | | 05/20/2013 04:09:42 PM |
| http://semiaccurate.com/2013/05/20/sean-pelletier-leaves-nvidia-for-amd/ | AMD, ARMH, INTC, NVDA | | 05/20/2013 03:22:39 PM |
| And quite the contrast to Jobs. IIRC, Jobs was rather dismissive of Gates' char | AMD, ARMH, INTC, NVDA | | 05/20/2013 03:10:14 PM |
| Hard to say. The thing that always amazes me is that many companies with vast r | AMD, ARMH, INTC, NVDA | | 05/20/2013 03:08:56 PM |
| Nvidia also currently has all the Mac mobiles.
| AMD, ARMH, INTC, NVDA | | 05/20/2013 03:04:16 PM |
| GPU shipments: Intel falls, AMD flat, Nvidia gains:
http://www.theinquirer.n | AMD, ARMH, INTC, NVDA | | 05/20/2013 09:26:58 AM |
|
<i>
Taiwan component makers conservative about growth in 2H13 notebook shipme | AMD, ARMH, INTC, NVDA | | 05/20/2013 09:25:07 AM |
| Apple and Google have in fact taken away his monopoly, which is a story that has | AMD, ARMH, INTC, NVDA | | 05/18/2013 10:03:21 PM |
| Yes, I noticed that claim as well. In which case, Bill has been remarkable succ | AMD, ARMH, INTC, NVDA | | 05/18/2013 02:32:20 PM |
| I think the idea of making sure each generation of your descendents figures out | AMD, ARMH, INTC, NVDA | | 05/18/2013 12:06:11 PM |
| 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 |
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