Technology Stocks | AMD, ARMH, INTC, NVDA


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To: neolib who wrote (5520)4/11/2012 10:12:39 AM
From: fastpathguru of 9758
 
And Intel takes another stab at education, this time with a tablet:

Still gunning for the highly specialized OLPC project with their useless-for-the-niche COTS crap...

slashgear.com 

fpg

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From: To The Moon4/11/2012 7:14:45 PM
of 9758
 
Before move to AMD, Intel engineer stole documents

Pani gave notice to Intel on May 29, 2008, with his last day set for June 11 and began work at Advanced Micro Devices (AMD) on June 2, "while retaining access to Intel's data system," according to prosecutors

news.cnet.com 

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From: Joe Kerr4/11/2012 7:25:47 PM
of 9758
 
news.cnet.com 

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To: To The Moon who wrote (5522)4/11/2012 7:47:39 PM
From: neolib of 9758
 
Did you read this portion:

The FBI was able to recover the documents before any damage was done to Intel, according to the report. AMD also cooperated in the investigation and there is no evidence of AMD wrongdoing.

BTW, how the heck did they arrive at this:

The value of the documentation found in his home was between $200 million and $400 million.

That strikes me as a little LOL!

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To: Joe Kerr who wrote (5523)4/11/2012 8:13:31 PM
From: neolib of 9758
 
Worldwide only Lenovo and ASUS are showing much growth, and Acer is getting pounded.

Apple's growth in the USA ain't much to brag about either. I'm assuming that Apple's USA growth is just the Mac line, or do tablets can counted with "PCs" in this? If so, ain't good news for Apple.

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From: FUBHO4/11/2012 9:58:57 PM
of 9758
 

Analysts start Intel Ivy Bridge CPU teardown

eetimes.com 

Rick Merritt4/11/2012 7:26 PM EDT
SAN JOSE – UBM TechInsights started a teardown analysis of an Intel Ivy Bridge processor. The Ivy Bridge chips are the first to use Intel’s 22 nm process technology with 3-D transistors and have yet to be officially launched.

Some Web reports speculate Intel may formally launch Ivy Bridge chips as early as April 29. Other reports have said the launch could be delayed until July.

An Intel spokesman said the official launch of the chip will be “very soon.” He added that “we have been in production of the chip since late last year,” likely meaning in sample quantities for most of that time.

UBM TechInsights has an Ivy Bridge processor marked as a 3.3GHz Core i5-3550 chip packaged in Malaysia. It has a die size of 170 mm2, down from 208 mm2 for the current Sandy Bridge i7 2600K CPU.

In its initial tests, UBM TechInsights found gate pitches of 90nm in the embedded SRAM array in the processor. It also found logic regions with gate lengths of 22 nm.

The exact naming of a process generation is part art and science, expert say. Even inside Intel debates rage about exactly what gate lengths to use as a name for a chip process.

Most of the semiconductor industry has said the next big process is a 28 nm technology. Altera and Xilinx have already made 28 nm FPGAs and AMD and Qualcomm are making 28 nm chips in the process at foundries including GlobalFoundries and TSMC.

Intel's 22 nm technology is unique in its use of 3-D transistors otherwise known as FinFETs. The transistor designs are supposed to lower power leakage, one of the biggest problems for current state-of-the-art chips. Other chip makers say they will deploy similar technologies in sub 20 nm processes.

UBM TechInsights aims to deliver two reports based on its examination of the Ivy Bridge chip. It will release about May 4 a logic detail structural analysis report covering the chip’s process technology, embedded memory, logic cells, logic and I/O transistors with high res images of the chip and its key regions.

The company aims to deliver about May 18 a second report on transistor characteristics of the CPU. It will include an analysis of the DC electrical properties of the chip’s NMOS and PMOS transistors, data on its gate and channel leakage current and performance benchmarks measured at three temperature levels.

The analysis will include use of Scanning and Transmission Electron Microscopy, Spreading Resistance Profiling and X-ray techniques. UBM TechInsights is a sister division of UBM LLC, the publisher of EE Times.


A TEM cross section of an Ivy Bridge chip (above) taken by TechInsights shows the 3-D transistors.

A die photo of the Ivy Bridge chip (below) also taken by TechInsights, is compared to a die photo of a current Intel Sandy Bridge i7 2600K CPU (bottom).




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From: To The Moon4/11/2012 10:38:15 PM
of 9758
 
Has AMD Become the Perfect Stock?

Since we looked at AMD last year, the chipmaker has managed to keep its 4-point score. The semiconductor industry has only gotten more competitive, and AMD is having to struggle just to keep up ...

EOM

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To: To The Moon who wrote (5527)4/11/2012 10:48:30 PM
From: neolib of 9758
 
As anyone who has been awake during the last decade+ should know, you don't generally buy and hold tech stocks.

Look at AMD vs Intel for the last 12 months (the article you linked was from 12 months ago) and the last 6 months.

Hopefully you learn something.

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To: neolib who wrote (5528)4/11/2012 10:55:18 PM
From: neolib of 9758
 
AMD vs INTC for the last decade is also a very interesting chart. INTC = 0, AMD = -50%.

But AMD went up 200% during that period, and INTC only briefly (and marginally) got its head above water in the decade.

Adding ARMH to the decade chart makes it a little more interesting, but there are big portions of the decade you wouldn't have wanted to hold it either, including the last 12 months.

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To: neolib who wrote (5528)4/11/2012 11:31:49 PM
From: To The Moon of 9758
 
Look at AMD vs Intel for the last 12 months (the article you linked was from 12 months ago) ...

Always easy looking back. Many cannot post about AMD because they have lost too much.

finance.yahoo.com 

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