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Posts by shompa

This have been impossible before, since Intel didn't have fab capacity to accommodate Apple. But Intel lost over 30% market share last year and their last report had that they used their fabs 50%. The only reason why Intel would agree to do this with Apple is if Apple signs a new 5 year deal to use X86 chips in their computers. This would hinder wide adaption of ARM in ordinary computers. If Apple released and ARM based computer: that would show the industry that ARM...
The analytics are so retarded (or calculating). Apple already spend over 12 billion on tooling. That is more then Intel for example. Now they believe that Apple have to double it. There is no evidence for it. The short term analytics investors wants Apple to pay dividend, buy shares, Iprefs and so on. All things that HURT AAPL long term. They complain that Apple stuff is to expensive. "Apple is doomed". When Apple's margins goes down because their stuff is less expensive...
There is almost a billion of Apple shares in circulation. Splitting it would mean that there is to many shares driving the price down. I hate these short time investors that want Apple to pay dividend/buy back shares. Look what it have got Apple today. Just look at 1985 and history how it almost killed Apple. Instead of one dividend, Apple could buy/build a foundry and make its own chips. A must in a world where Samsung have lower costs since they produce all their own...
Intel could produce A series chips. But please understand that Apple would need almost ALL of Intels 22nm manufacturing capacity. Intel don't have the capacity. People seems to forget that Apple needs 50K 22nm wafers starts / 70K 28/32nm wafer starts each month. Apple should buy a fab from Global Foundries.
The problem is that Apple would need all of TSMC capacity. Apple needs almost 70K wafer starts per month. Thats more then 1 fab line! BTW. Remember that TSMC had trial runs of A6 in june 2011. Yield problems. Apple's SoC team have tons of work to do. First the A5 32 nm shrink, then the A5X, A6 32nm, A6X 32nm. I personally don't understand why TSMC would manufacture A6/X. Apple needs to do a new tape out for TSMC. Why not instead do a A7 SoC with PowerVR Rouge? That is...
I have said it many times: The one thing I hate about Apple as an investor: Apple gives their executives huge amount of free shares. This dilutes the shares for all the other owners and the market sees as a negative when an executive sells shares. "they don't believe in the company". Apple should do this: They should buy the shares on the open market (= not dilute the shares for all other) they should buy double the amount and shred the other shares. This means that...
I don't understand Google. Its ok to pay MSFT 5-15 dollar for each Android device. But when Apple wants them to stop copying iOS/or pay some royalties = no. In Sweden we have legal right to know what a company store about it's users. Only Google refuses to release the data. Why? What are they hiding? They refuse to delete the data. I want to be able to pay Google for its great services, but that they stop to index everything. I personally hate that people who use Gmail:...
Nope. This is the real iPad3. The iPad3 that was released was a desperate product when plans did go wrong. TSMC production of A6 tanked and Qualcomms 28nm baseband chip was delayed. This lead to the desperate A5X thicker battery. Apple should of course have waited and released the real iPad3. Apple wants to release the new iPad in late Q3-early Q4 to maximise holiday season. This is the new Apple. About maximising profits. Steve's Apple was about making the greatest...
I feel gay just watching the add. Its a subliminal message to make me love penis.
This is PC all over again. Today 70% of PCs have malware and/or Virus. And Google uses Linux/Unix. The most secure OS there is. This is solved in ten minutes by Google, if they wanted it. They need to certify that the program is malware free to have it on their app store. The problem is that Google can't do that since they would be open for law suites. Google would be responsible to remove all pirate apps, including emulators/roms and all that fun stuff. And one of the...
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