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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (146034)	5/8/2018 2:58:51 PM
From: waitwatchwander	Read Replies (1) \| Respond to of 196527

The key to all you say is whether anyone is paying to use the product. If not, it's no different than Mirasol. Qualcomm's relationship with Cloudfare is totally non transparent to all but those running both companies. If cash is flowing Qualcomm's way, you are right that someone may have interest. If not ...

To: Art Bechhoefer who wrote (146034)	5/8/2018 3:53:07 PM
From: THE WATSONYOUTH	1 Recommendation Recommended By sag Read Replies (1) \| Respond to of 196527

Yet, isn't it a fact that the Centriq chip is now commercially available and has been found suitable for at least certain types of cloud servers? ..........AMD EPYC x86 commercially available since June 2017.........and particularly favorable for cloud servers among most of other things...............volume adoption by Baidu and Microsoft to date with additional announcement from other cloud service providers coming this year............AMD on pace to end year with 5% server share..............I estimate at least 28M x86 server chips sold each year at perhaps $600 ASP although median SP is much lower.............so AMD likely at 1.4M server chips this year at perhaps $400 ASP adding about $560M in revenue (42% of their projected 25% overall revenue increase this year)...............and I expect at least another 5% share gain next year......................and then there is EPYC 2......sampling to customers later this year...........to be released by this time next year on 7nm...............likely to be 16 cores / 32 threads per chip and 4 chips in an MCM tied together with AMD's infinity fabric............yielding a 64 core / 128 thread MONSTER at around 200W...................so what does Q have???? And isn't the cost of that server well below its Intel competition, along with power consumption? .............so is EPYC

To: Art Bechhoefer who wrote (146034)	5/8/2018 4:12:23 PM
From: Qurious	Read Replies (1) \| Respond to of 196527

Art, Centriq using a technology which anyone can license at a very reasonable cost is not an assumption on my part. It is a fact. ARM is the biggest electronic commodity ever, by a long shot. We brag about our proprietary customizations etc. Yet Apple, Samsung, Huawei et al have all managed to produce perfectly viable (they may even claim superior) versions of ARM-based APs. As to ARM-based server cpus, unlike APs, we are not only not an early adopter, we are very late to the party. AMD has been at it since when? And Cavium? Have they seen any traction. Can you name any real design wins? Do we (whether dependent or independent of Q) have enough domain software expertise to support our customers in this space?