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AMD, ARMH, INTC, NVDA 05-17-13 08:58 PM 4,491
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Big Dog's Boom Boom Room06-08-08 03:09 PM 4
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Posts by neolib
MessageSubjectRecsDate/Time (ET)
IIRC, $10M each, which yes, to me is a nice pile, but its a bit short of what soAMD, ARMH, INTC, NVDA  05/17/2013 08:58:07 PM
Further, (unless Gates and the Misses have changed their minds) they aren't leavAMD, ARMH, INTC, NVDA  05/17/2013 08:42:00 PM
Intel says ARM Inside Silvermont was an "honest mistake", and really, there is nAMD, 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 addiAMD, 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 qAMD, 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 alonAMD, 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 itAMD, 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 peAMD, ARMH, INTC, NVDA  05/16/2013 11:21:49 PM
<i>The new processor surpasses the competition on SPEC CPU2006, including both iAMD, 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 lasAMD, 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, thAMD, ARMH, INTC, NVDA  05/16/2013 03:08:23 PM
Computex will be all about Haswell, and tablets/smartphones. AMD might get a boAMD, 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 estimateAMD, ARMH, INTC, NVDA  05/16/2013 09:06:56 AM
PC shipments in Western Europe decline 20.5% in 1Q13, says Gartner Press releAMD, ARMH, INTC, NVDA  05/16/2013 09:03:03 AM
Notebook vendors pessimistic about 3Q13 outlook, say Taiwan makers http://wwwAMD, ARMH, INTC, NVDA  05/15/2013 11:46:45 PM
Silvermont appears to have ARM Inside! http://www.theinquirer.net/inquirer/neAMD, ARMH, INTC, NVDA  05/15/2013 10:34:36 AM
IMHO, its literally an example of how places like North Korea arise. Cult persoAMD, ARMH, INTC, NVDA  05/15/2013 10:20:54 AM
EETimes article on Q1 mobile phone sales (from Gartner) http://www.eetimes.coAMD, ARMH, INTC, NVDA  05/14/2013 03:57:31 PM
A few days back (and now paywalled) Digitimes had an article on Samsung, HTC, anAMD, ARMH, INTC, NVDA  05/14/2013 11:30:06 AM
White box tablet vendors want displays to stay cheap: http://www.digitimes.coAMD, ARMH, INTC, NVDA  05/14/2013 12:47:47 AM
1Q13 Semi vendor rankings: http://www.eetimes.com/electronics-news/4414274/JaAMD, ARMH, INTC, NVDA  05/13/2013 08:53:05 PM
Meanwhile, notebook OEMs/ODMs suffered big drops in April: http://www.digitimAMD, 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/electronAMD, ARMH, INTC, NVDA  05/13/2013 07:57:19 PM
I think you are simply pointing out where the opportunity lies: Figuring out hoAMD, 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 20AMD, ARMH, INTC, NVDA  05/13/2013 01:57:35 PM
Charlie at SA has a brief article on Intel's P1271 process for Silvermont: htAMD, ARMH, INTC, NVDA  05/10/2013 03:16:29 PM
The Swiss Army knife, (or is it a fork?) continues its conquest: http://www.eAMD, ARMH, INTC, NVDA  05/10/2013 02:52:45 PM
I'm thinking of getting a 5" smartphone as a replacement for my HP15C calculatorAMD, ARMH, INTC, NVDA  05/10/2013 01:27:06 PM
They are nice in high ambient light conditions however. I wish a good color disAMD, 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. <iAMD, 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 rAMD, ARMH, INTC, NVDA  05/10/2013 09:38:41 AM
Intel has stated that the smartphone version is early 2014, but they have not stAMD, ARMH, INTC, NVDA  05/09/2013 11:22:21 PM
No? No what? It sounds like you are already backtracking on Silvermont. AAMD, 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. IfAMD, ARMH, INTC, NVDA  05/09/2013 06:03:02 PM
From MarketWatch Advanced Micro Devices Inc. (NYSE: AMD) is trading in the raAMD, ARMH, INTC, NVDA  05/09/2013 05:55:16 PM
When BayTrail starts shipping, the competition will be heavily into integrated LAMD, 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 knAMD, ARMH, INTC, NVDA  05/09/2013 02:57:58 PM
The reverse if anything is happening. MediaTek (and Qualcomm) were the entrenchAMD, 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 hAMD, ARMH, INTC, NVDA  05/09/2013 02:54:54 PM
I'd like to poll the considerable knowledge pool (LOL??) of this board's contribAMD, ARMH, INTC, NVDA  05/09/2013 02:48:38 PM
Allwinner would be much cheaper and would instantly give them a major presence iAMD, ARMH, INTC, NVDA  05/09/2013 02:41:13 PM
Why not develop it in private until it was competitive, rather than the very pubAMD, ARMH, INTC, NVDA  05/09/2013 02:39:40 PM
1) So are you on record as thinking that Intel must "dominate" in performance/waAMD, 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 iAMD, 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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