Landing a large commercial jet is hard when people on the ground are shinning laser pointers into the cabin, and passengers cell phones' are disrupting the instruments, and Li-ion batteries are burning a hole in the cargo hold, and that hot, new, red-headed stewardess you're trying to bang.
Is the end of carrier subsidies. Although the net cost to consumers may be about the same with and without the subsidy, the psychological effect of having to pay full price for a phone upfront (or in clearly-demarcated monthly payments) is a great disincentive to upgrading.
Sometimes when I click on a video the female protagonist underaged. Then I notice her tramp stamp tattoo and c-section scar and go merrily on about my "business".
You're speaking as if the foundries provide Intel a unique competitive market position. In terms of the x86 market they certainly do (at least they used to) - the mobile market is another story. Those vertically-integrated foundries can be a capital nightmare. The arrangement works well when growth is strong but become a multi-billion dollar albatross when it doesn't. This is why nearly every company has become fabless; the contract fab model works better for all market participants, for the fabless companies because they avoid the capital investment and the fabs who get better utilization of their resources when the semiconductor product mix changes.
As for the forest, you pointed out in your previous message how many more chips get put into a computer vs a mobile device. That's fine except for the fact that PC shipments for 2016 will probably be around 270 million, compared to a projected 1.5 billion smartphones. Add to that tablets, internet of things, microwaves, automobiles, etc.. etc.. etc..
You're missing the forest for the trees. While it's true that ARM couldn't have become the success it has without contract foundries like TSMC, the core reason for ARM's success is because they've been the performance-per-watt leader for embedded solutions for a very long time, including the early days when Intel even licensed ARM's technology for their StrongARM chip.
While ARM is a tiny company compared to Intel and likely always will be, they've had an enormous impact on Intel's inability to leverage their manufacturing and design prowess for the desktop->mobile inflection point that's been occurring for the past 7 years.
It's because the prospect of exponential revenue growth, no matter how illusory or profitless, holds much more sway with investors than an established behemoth that prints money but whose best growth days are behind it.
Cloud = Their core market (desktop+server CPUs) is in a deep consolidation phase where future purchases will be made by a relatively few number of large cloud players and total unit volumes will be drastically lower.
Internet of Things = Intel is being forced to chase razor-thin margins just to have a new market to soak up their excess semiconductor production capacity.
The National Hurricane Center is reasonably good at projecting the paths of hurricanes but horrible at predicting their intensity and even worse at predicting how busy a season will be. The NWS is a bit better at predicting tornadic events but still lacks basic understanding about why certain mesocyclones produce tornadoes while others don't.
I agree it takes resources. Saudi Arabia has most of our modern weapons system and $750 billion in US treasuries alone. I think those are enough resources.
I would agree but it's too late to put that genie back in the bottle, which means if that region falls into a oil-demand depression then the entire world will become a less safer place.
of being unusable. It was pretty amazing how much faster iOS got on the 5S with 9.2.1, which came after the uproar from customers and threat of lawsuits.
$752M as of April of last year. As you indicated, valuation is usually described as the amount of money raised for a startup's most recent investment, relative to the percentage of equity sold for that offering. It's just like the most recent bid/ask of a publicly traded company, except private.
When investors are willing to place a $9B valuation on a tech unicorn that is so secretive nobody even knows what their actual product is or whether it even works.
Joke or not he's voluntarily entered himself into the timeless database known as Google, viewable with the not-so-secret incantation "google Marco Marsala"
Nope, just transcribed the interval from the article incorrectly, which I promptly correctly. After further research my thesis still stands, such as this report from the Fed:
Slashdot Mirror
Time to actually write something of substance.
And Microsoft's effort to push people to Windows 10 will be just as successful.
Landing a large commercial jet is hard when people on the ground are shinning laser pointers into the cabin, and passengers cell phones' are disrupting the instruments, and Li-ion batteries are burning a hole in the cargo hold, and that hot, new, red-headed stewardess you're trying to bang.
Is the end of carrier subsidies. Although the net cost to consumers may be about the same with and without the subsidy, the psychological effect of having to pay full price for a phone upfront (or in clearly-demarcated monthly payments) is a great disincentive to upgrading.
Sometimes when I click on a video the female protagonist underaged. Then I notice her tramp stamp tattoo and c-section scar and go merrily on about my "business".
The $10 bill will see a surge of use down there.
The bidding starts at $500.
You're speaking as if the foundries provide Intel a unique competitive market position. In terms of the x86 market they certainly do (at least they used to) - the mobile market is another story. Those vertically-integrated foundries can be a capital nightmare. The arrangement works well when growth is strong but become a multi-billion dollar albatross when it doesn't. This is why nearly every company has become fabless; the contract fab model works better for all market participants, for the fabless companies because they avoid the capital investment and the fabs who get better utilization of their resources when the semiconductor product mix changes.
As for the forest, you pointed out in your previous message how many more chips get put into a computer vs a mobile device. That's fine except for the fact that PC shipments for 2016 will probably be around 270 million, compared to a projected 1.5 billion smartphones. Add to that tablets, internet of things, microwaves, automobiles, etc.. etc.. etc..
You're missing the forest for the trees. While it's true that ARM couldn't have become the success it has without contract foundries like TSMC, the core reason for ARM's success is because they've been the performance-per-watt leader for embedded solutions for a very long time, including the early days when Intel even licensed ARM's technology for their StrongARM chip.
While ARM is a tiny company compared to Intel and likely always will be, they've had an enormous impact on Intel's inability to leverage their manufacturing and design prowess for the desktop->mobile inflection point that's been occurring for the past 7 years.
ARM Holdings plc
It's because the prospect of exponential revenue growth, no matter how illusory or profitless, holds much more sway with investors than an established behemoth that prints money but whose best growth days are behind it.
Cloud = Their core market (desktop+server CPUs) is in a deep consolidation phase where future purchases will be made by a relatively few number of large cloud players and total unit volumes will be drastically lower.
Internet of Things = Intel is being forced to chase razor-thin margins just to have a new market to soak up their excess semiconductor production capacity.
Most likely the kind used by governments to spy on their people.
The National Hurricane Center is reasonably good at projecting the paths of hurricanes but horrible at predicting their intensity and even worse at predicting how busy a season will be. The NWS is a bit better at predicting tornadic events but still lacks basic understanding about why certain mesocyclones produce tornadoes while others don't.
I agree it takes resources. Saudi Arabia has most of our modern weapons system and $750 billion in US treasuries alone. I think those are enough resources.
I would agree but it's too late to put that genie back in the bottle, which means if that region falls into a oil-demand depression then the entire world will become a less safer place.
of being unusable. It was pretty amazing how much faster iOS got on the 5S with 9.2.1, which came after the uproar from customers and threat of lawsuits.
Things are unstable enough as it is in that territory. Matters could get a lot worse if they lose their only major source of income.
$752M as of April of last year. As you indicated, valuation is usually described as the amount of money raised for a startup's most recent investment, relative to the percentage of equity sold for that offering. It's just like the most recent bid/ask of a publicly traded company, except private.
When investors are willing to place a $9B valuation on a tech unicorn that is so secretive nobody even knows what their actual product is or whether it even works.
Find the most tenuous connection between the number 73 and sporting events and then talk about the plot of a completely unrelated movie.
Joke or not he's voluntarily entered himself into the timeless database known as Google, viewable with the not-so-secret incantation "google Marco Marsala"
Guy takes himself way to seriously, as if this exploit can be used to compromise a remote ICBM launch pad or something.
Nope, just transcribed the interval from the article incorrectly, which I promptly correctly. After further research my thesis still stands, such as this report from the Fed:
https://www.richmondfed.org/~/...
Literally and figuratively.