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  • January 10, 2011 at 11:25 PM #18380
    Coronita
    Participant

    So if anyone is following CES and what’s hot or not?

    While I’m not a proponent of official investment advice, I’m thinking ARM Holdings and Nvidia are going to be cooking, while Intel is well, um, screwed.

    Perhaps what Intel should have done is bought Nvidia right about the time Nvidia started to get into the mobile platforms… Or maybe they should have considered buying ARM….But oh, no….What did they buy? McAfee…..

    Thoughts?

    Disclosure. I skipped Molycorp or any other speculative play in rare earth and went directly to ARM Holdings, thinking it will eventually be a takeover candidate.

    January 11, 2011 at 12:06 AM #651018
    Eugene
    Participant

    My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.

    January 11, 2011 at 12:06 AM #651087
    Eugene
    Participant

    My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.

    January 11, 2011 at 12:06 AM #651667
    Eugene
    Participant

    My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.

    January 11, 2011 at 12:06 AM #651804
    Eugene
    Participant

    My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.

    January 11, 2011 at 12:06 AM #652132
    Eugene
    Participant

    My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.

    January 11, 2011 at 5:45 AM #651049
    Coronita
    Participant

    [quote=Eugene]My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.[/quote]

    Noted in the pure computer chipset markets…But nvidia is exiting the computer/graphics chipset only market… They are repositioning themselves as a manufacturer of GPU processors, specifically for low power applications, and their strategy is to be a direct threat to intel which currently is pretty much shut out of the mobile/tablet markets because or their architecture. They have no game in mobile right now and sandy bridge hasn’t really caught on.

    I think this is actually a really interesting play because especially with these smartphones and tablets, people tend to upgrade them much more frequently than traditional pc’s. Mobile phones for example, usually people are eligible for subsidized upgrades in 2 years…I don’t think people typically throw away their computers in 2 years. That’s why I think this mobile/tablet market is pretty huge.

    January 11, 2011 at 5:45 AM #651117
    Coronita
    Participant

    [quote=Eugene]My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.[/quote]

    Noted in the pure computer chipset markets…But nvidia is exiting the computer/graphics chipset only market… They are repositioning themselves as a manufacturer of GPU processors, specifically for low power applications, and their strategy is to be a direct threat to intel which currently is pretty much shut out of the mobile/tablet markets because or their architecture. They have no game in mobile right now and sandy bridge hasn’t really caught on.

    I think this is actually a really interesting play because especially with these smartphones and tablets, people tend to upgrade them much more frequently than traditional pc’s. Mobile phones for example, usually people are eligible for subsidized upgrades in 2 years…I don’t think people typically throw away their computers in 2 years. That’s why I think this mobile/tablet market is pretty huge.

    January 11, 2011 at 5:45 AM #651698
    Coronita
    Participant

    [quote=Eugene]My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.[/quote]

    Noted in the pure computer chipset markets…But nvidia is exiting the computer/graphics chipset only market… They are repositioning themselves as a manufacturer of GPU processors, specifically for low power applications, and their strategy is to be a direct threat to intel which currently is pretty much shut out of the mobile/tablet markets because or their architecture. They have no game in mobile right now and sandy bridge hasn’t really caught on.

    I think this is actually a really interesting play because especially with these smartphones and tablets, people tend to upgrade them much more frequently than traditional pc’s. Mobile phones for example, usually people are eligible for subsidized upgrades in 2 years…I don’t think people typically throw away their computers in 2 years. That’s why I think this mobile/tablet market is pretty huge.

    January 11, 2011 at 5:45 AM #651834
    Coronita
    Participant

    [quote=Eugene]My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.[/quote]

    Noted in the pure computer chipset markets…But nvidia is exiting the computer/graphics chipset only market… They are repositioning themselves as a manufacturer of GPU processors, specifically for low power applications, and their strategy is to be a direct threat to intel which currently is pretty much shut out of the mobile/tablet markets because or their architecture. They have no game in mobile right now and sandy bridge hasn’t really caught on.

    I think this is actually a really interesting play because especially with these smartphones and tablets, people tend to upgrade them much more frequently than traditional pc’s. Mobile phones for example, usually people are eligible for subsidized upgrades in 2 years…I don’t think people typically throw away their computers in 2 years. That’s why I think this mobile/tablet market is pretty huge.

    January 11, 2011 at 5:45 AM #652162
    Coronita
    Participant

    [quote=Eugene]My insight is to always threadlock your brake caliper mounting bolts … if I had done that, I wouldn’t have ended up stuck north of San Bernardino with a missing bolt, at 6 AM. Fortunately, there was a Home Depot nearby…

    Intel is doing very well with their latest release. And they had a bright idea to put a GPU (with twice the gflops of the CPU) on the same die with the CPU and to allow it to share the L3 cache, which is promising, though I’m not sure if they implemented it right. It’s still not clear how or if this GPU can be operated outside the DirectX 10/11 framework.

    On the other hand, NVIDIA seems to be losing market share. They made a major step in the wrong direction with Fermi, and now they are having trouble competing with faster and cheaper AMD’s.[/quote]

    Noted in the pure computer chipset markets…But nvidia is exiting the computer/graphics chipset only market… They are repositioning themselves as a manufacturer of GPU processors, specifically for low power applications, and their strategy is to be a direct threat to intel which currently is pretty much shut out of the mobile/tablet markets because or their architecture. They have no game in mobile right now and sandy bridge hasn’t really caught on.

    I think this is actually a really interesting play because especially with these smartphones and tablets, people tend to upgrade them much more frequently than traditional pc’s. Mobile phones for example, usually people are eligible for subsidized upgrades in 2 years…I don’t think people typically throw away their computers in 2 years. That’s why I think this mobile/tablet market is pretty huge.

    January 11, 2011 at 3:24 PM #651695
    Eugene
    Participant

    Intel has a better chance of breaking into the GPU market (and messing directly with NVIDIA’s bread and butter) than NVIDIA has of breaking into the mobile market. NVIDIA has no experience building general-purpose processors.

    January 11, 2011 at 3:24 PM #651763
    Eugene
    Participant

    Intel has a better chance of breaking into the GPU market (and messing directly with NVIDIA’s bread and butter) than NVIDIA has of breaking into the mobile market. NVIDIA has no experience building general-purpose processors.

    January 11, 2011 at 3:24 PM #652351
    Eugene
    Participant

    Intel has a better chance of breaking into the GPU market (and messing directly with NVIDIA’s bread and butter) than NVIDIA has of breaking into the mobile market. NVIDIA has no experience building general-purpose processors.

    January 11, 2011 at 3:24 PM #652486
    Eugene
    Participant

    Intel has a better chance of breaking into the GPU market (and messing directly with NVIDIA’s bread and butter) than NVIDIA has of breaking into the mobile market. NVIDIA has no experience building general-purpose processors.

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