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Rumor: TSMC inks deal to build 20nm 'A8' chips for Apple starting this year - Page 2

post #41 of 52
Quote:
Originally Posted by matrix07 View Post

Garbage publication. But I have to wonder: where is the buy-back money? This could get political fast and even TC's position could be in danger if he allows the market to continue abusing the stocks.

The market is what it is. TC can no more prevent market abuse than the janitor at Apple can. If the majority of your stock is owned by manipulators and or speculators you are basically out of control. The idea that a company has some sort of control over stock prices, especially when so much stock is controlled by so few is ridiculous right from the start.

Beyond that the idea that Apples stock is trading low is totally bogus. Last year people saw Apples stock ballon due to significant market manipulation and for whatever reason thought that such inflated prices represented the real value of the company. It is really sad to see just how delusional people can be.
post #42 of 52
Quote:
Originally Posted by MyDogHasFleas View Post

Um, an agreement not to compete would not be looked at favorably from an antitrust point of view.

 

Not true at all. Non-disclosure/Non-compete are very common contract clauses between companies with potential conflicts of interest who might want to do business together.

 

Apple never forged one with Samsung because they both already manufactured components/products in a competitive space and footing. Risky business, but the profits outweighed the risks.

post #43 of 52
Quote:
Originally Posted by ElFig2012 View Post

Every day since 2 weeks now I read every time good news about Apple on this website.
And every day, with almost no exception, I see the price of AAPL stock go down...today 12 points !

I'm seriously in doubt about the future of Apple, looking at their WWDC conference I'm no longer confident that they have the "touch" that Steve had in his time.

I wonder if you guys feel the same way,,,,

 

No, I do not. When the stock falls on Apple's "good" news, it usually means Apple is doing something right. I don't pay much attention to the market manipulations and movements. Especially when it's clear they are taking the bull by the horns and moving the entire market forward. 

 

So no, I have absolutely no doubt about Apple's future, and continued leadership position, in both products and ongoing innovations...

post #44 of 52
Quote:
Originally Posted by Daekwan View Post

This is the best way to fight Samsung.  Not by suing them.. but by giving them less business.

Losing the Apple Ax series of processors has to mean billions of revenue gone from Samsung's bottom line.
Yes it allows Samsung better competition then, but not now not really.
post #45 of 52
Apple wont be ditching Samsung completely yet. At least the future A7 are still being produced by them being used in iPod touch or Apple TV. So there should be at least 2 years to go.

The A7 will very likely be faster clock speed 28nm die shrink of A6X along with 2GB of LPDDR3 ( very likely to be same one being used in the new MBA ).
And Apple could very well be using A7 as their testing chip for TSMC, meaning A7 will be manufactured by both Samsung and TSMC.
post #46 of 52
Quote:
Because Intel would then have early access to Apple tech and could then use it in their chips that get sold to competitors. 

iOS on x86 is a horrible idea. 

 

Apple are designers who will use technology they see fit. Intel have historically given Apple early access to their technology.

If this does not happen with ARM then obviously Apple may jump ship there too. They usually do manage to control costs and stay ahead of the game this way.

 

Around the world away from the USA  it also appears as if Apple could head the way of Blackberry, so licensing IOS is surely going to happen too. Apple could license out IOS for ARM whilst use Intel for premium IOS themselves.

post #47 of 52
Quote:
Originally Posted by aBeliefSystem View Post

 

 Intel have historically given Apple early access to their technology.

This has never really been proven. If you're talking about engineering samples, all oems receive those. You're likely identifying benefits of being a contract buyer rather than ones that are specific to Apple's contracts with intel.

post #48 of 52
Quote:
Originally Posted by drblank View Post


I just wish the respective governments of these component/finished product companies split them up somehow so they aren't in conflict of interest. Making components for customers and then making finished goods that compete with their component customers is a VERY unethical business model.

 

Do you have any reference of how that steps on antitrust laws in any given country? You can spin this in any way you want depending on viewpoint, but I don't see how it's highly unethical. Those customers are aware that Samsung and LG make finished products, yet they buy from them. What country has laws saying a company can't compete with customers of its subsidiaries? I'm just skeptical here, as I can't think of a single good reference for that argument.

post #49 of 52
Quote:
Originally Posted by hmm View Post

This has never really been proven. If you're talking about engineering samples, all oems receive those. You're likely identifying benefits of being a contract buyer rather than ones that are specific to Apple's contracts with intel.

 

Never proven? The first Intel Macs were part of that deal. Apple have been a  lucrative customer for Intel and the Macbook Air was similarly so,

 

What is noticeable this time is that Intel Haswell is arriving elsewhere quicker than prior.

post #50 of 52
Quote:
Originally Posted by aBeliefSystem View Post

 

Never proven? The first Intel Macs were part of that deal. Apple have been a  lucrative customer for Intel and the Macbook Air was similarly so,

 

What is noticeable this time is that Intel Haswell is arriving elsewhere quicker than prior.


You're using rumors there. Intel has other lucrative customers. That is what I mentioned. All contract purchasers would enjoy some amount of early access to technology that comes with NDAs. As to when things show up, look at the past couple cycles. Others shipped Sandy and Ivy around the same time. That's the thing. If you have a purchasing contract to buy millions of cpus, it does come with some amount of preferential treatment whether you're Apple or HP. I thought you might use the case of thunderbolt where Apple offered the use of mini displayport. Sony worked on their own version of that too based on usb, but that obviously didn't go anywhere.

post #51 of 52

Seem far better to use ones personal memory than to rely on Wikipedia. Much of the stuff there on "Apple's transition to Intel processors" is waffle.

I'm forgetting which chips Apple got a 12 month 'window' on but they were the obvious choice for Intel to market their top end CPUs.

The massive failure of the Ultrabook marketing shows that.

 

Talking of Wikipedia, compared to what looks like a very infantile writing descent on technology stuff at Wikipedia , that 'transition' wiki  is high grade waffle.

It is now increasingly common to find good Wikipedia articles almost vandalised into low grade childishness, backed up by very 3rd rate citations.

I do wondering if Wikipedia has had a sad decline, or whether it was always so bad.

post #52 of 52
Quote:
Originally Posted by aBeliefSystem View Post

Seem far better to use ones personal memory than to rely on Wikipedia. Much of the stuff there on "Apple's transition to Intel processors" is waffle.

I'm forgetting which chips Apple got a 12 month 'window' on but they were the obvious choice for Intel to market their top end CPUs.

The massive failure of the Ultrabook marketing shows that.

 

Talking of Wikipedia, compared to what looks like a very infantile writing descent on technology stuff at Wikipedia , that 'transition' wiki  is high grade waffle.

It is now increasingly common to find good Wikipedia articles almost vandalised into low grade childishness, backed up by very 3rd rate citations.

I do wondering if Wikipedia has had a sad decline, or whether it was always so bad.

Wiki varies quite a bit. They're quite accurate if you'

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