Tue, Mar 3, 2015, 4:52 AM EST - U.S. Markets open in 4 hrs 38 mins

Recent

% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

  • ltisteve@verizon.net ltisteve Jul 14, 2011 1:18 PM Flag

    Get out of ARMH blog post

    http://www.minyanville.com/businessmarkets/articles/arm-holdings-semiconductor-stocks-chip-industry/7/14/2011/id/35729?camp=syndication&medium=portals&from=yahoo

    Oh it's nothing but blue skies and apple pie for ARMH. Is this guy getting speed jitters, or he realizing that a good thing can't last forever?

    Hey has a good point about Wall Street and ARMH. One bad piece of news and ARMH will get dumped faster than a Miss America contestant with her own porn site.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • gregory.lynn@rocketmail.com gregory.lynn Jul 15, 2011 10:42 PM Flag

      The point was not whether or not a Core i5 ULV processor would fit an existing iPad form factor, I only speculated that Apple would do well to head off the competition who will be using them in tablets.

      I think there would be a market for a Thunderbolt enabled OSX Lion tablet, even if it is slightly larger than iPad 2, for people like me who expect better performance for $600.

    • 10 watts may be too high for you, but for consumers hungry for richer multimedia and raw performance, I think not.

      I predict we will see a paradigm shift, starting with tablets and then in smartphones. The "good enough" model will switch from performance to battery life.

      Let's say with 10w you only get 6-8 hours vs. 10-12. For a lot of consumers on the fence about buying a tablet, that might just be "good enough" so long as they get extra features and performance.
      ------

      It's not me, from a product point of view it's to much. Given the same battery, a 10w would drain in less than two hours. You then have the rest of the chipset, graphics etc...the fan...thicker...more weight...etc etc...


      What additional multi-media performance would you want in an ipad type device?

    • gregory.lynn@rocketmail.com gregory.lynn Jul 15, 2011 12:21 PM Flag

      10 watts may be too high for you, but for consumers hungry for richer multimedia and raw performance, I think not.

      I predict we will see a paradigm shift, starting with tablets and then in smartphones. The "good enough" model will switch from performance to battery life.

      Let's say with 10w you only get 6-8 hours vs. 10-12. For a lot of consumers on the fence about buying a tablet, that might just be "good enough" so long as they get extra features and performance.

    • ltisteve@verizon.net ltisteve Jul 15, 2011 9:15 AM Flag

      Yes, Sandy Bridge I5 processor around 1.9Ghz is what I am hearing. It's a Quadcore processor, but since it's an i5 it won't hyper thread. Regardless, it's going to be a mean processor.

      The current line up is with a much slower, much hotter Core 2 Dou.

      Sounds like the same processor is showing up in other laptops like Asus sometime latter on this year, as the first Ultra Books.

      From what I hear, people are foaming at the mouth for lattest MacBook Air. The question is will it get announced before or after earnings. When it comes out its going to be a shot in the arm to Apple and Intel.

      I can see this Sandy Bridge processor being used in tablets. What you will give up is endless hours of battery life. What you will gain is the ability to run x86 legacy apps with ease. It would be the perfect tablet if Windows 8 is indeed viable.

      I know that Microsoft doesn't always get it right (such as Vista). But they do have one hell of an install base for Windows based PC's. If it's viable, it's the dark horse that can throw the tablet wars toward the legacy x86 platform even though the UI will work with ARM processors.

      At the current time people are focused on Windows 8 clunky UI. I don't think people will be drawn to it for a Windows Phone/Zune user experience. They will want the native x86 apps it can run.

    • ULV Core Procs might be 17 watts today, but will be at 10 watts starting with Ivy Bridge.. when do those hit the shelves again?
      ...
      Tick, tock.
      -----

      The A9 core in the A5 is a Tock (from the A8 core in the A4) we still have a process shrink to come (the tick). The shrink is likely to be to 28nm.

      10 watts is way too high for a device like the ipad - would be nice in my laptop though:)

    • gregory.lynn@rocketmail.com gregory.lynn Jul 14, 2011 4:35 PM Flag

      That is too funny. I can't believe it has taken this long for somebody to state the obvious about ARMH valuation and the fact that they will be facing stiff competition in the near future from Intel.

      There are new tablets featuring Intel Core i5 ULV processors coming in the next couple of months! I think Apple would do well to switch iPad to a Core ULV processor and run it with OSX Lion. That would shake things up a bit, and keep them ahead of the pack. Otherwise, with Android x86 port nearly complete, iPad will lose market share, big time.

      • 4 Replies to gregory.lynn
      • gregory.lynn@rocketmail.com gregory.lynn Jul 15, 2011 12:30 PM Flag

        And the number one reason why it makes sense for iPad to use ULV core processors is... Thunderbolt!

      • There are new tablets featuring Intel Core i5 ULV processors coming in the next couple of months! I think Apple would do well to switch iPad to a Core ULV processor and run it with OSX Lion. That would shake things up a bit, and keep them ahead of the pack. Otherwise, with Android x86 port nearly complete, iPad will lose market share, big time.
        -----

        Fancy adding a pound or two in weight to the iPad (as well as a fan). That's what you would need to do to switch to the Core line.

        The Android x86 port...well, lets see when it arrives:)

        As a side, have a look at:

        http://www.theregister.co.uk/2011/07/14/dell_kace_m300_appliance/

        Although the product is a none event for Intel or ARM in terms of revenue it highlights some of the issues with the Atom line. Dell clearly want to use Atom, but they can't because it runs to hot and is too expensive. As this device plugs into the mains, you would think that power draw is no issue, but when you dont need it fan, it reduces the BOM (Bill of Materials) and makes manufacture cheaper. There are also other pluses such as a smaller device and silent operation.

        I would certainly expect that the next generation Atom to run cool enough so that no fan is needed, but will Intel reduce it's margins to win sockets such as these?

      • ltisteve@verizon.net ltisteve Jul 15, 2011 12:55 AM Flag

        The thing I love about the ARM fans is that they don't want the greedy X86 manufactures ruining their market. ARM has a 98 percent market share in the smartphone market. In AMD's forty year history they have sold 1/3 of the processors that all the ARM manufactures sold last year. So, which monopoly are we talking about?

        I am very skeptical about the tablet experience. The thing that makes smartphones amazing is that you can take it with you. I think you are willing to overlook a lot for the sake of ease of portability. Tablets are a scaled up smartphone experience. Except, you usually use it at home. They are too large to throw in your pocket. My belief is that people may want a bit more from the experience, such as a scaled down computer experience. I know that Windows based tablets in the past didn't work. They were too heavy, too expensive, and the OS wasn't designed for a tablet experience.

        As long as you can keep them light, keep them under $500, and have a battery that last a few hours it will probably be fine for most people. What I am curious to see is if people will spend a little extra for a tablet that has a decent sized SSD drive and ports. If it was a PC that could run OS/X or Windows 8, will people give up battery life, and a few extra bucks in favor of a scaled down computer experience as opposed to a scaled up smartphone experience?

 
INTC
34.06+0.81(+2.44%)Mar 2 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.