NVIDIA Tegra 3 in 2 out of 5; Samsung Exynos 5 in 1 out of 5; Apple A5 in 1 out of 5;
As excepted, Qualcomm Snapdragon in NONE of the five.
1. Microsoft Surface RT
The Surface is an astonishing, confounding achievement; a superior specimen of thoughtful engineering designed to showcase the company’s brand new tablet software, Windows RT. Out of everything that’s happened this year—maybe the past few years—you can argue that Microsoft’s Surface announcement (and maybe entire year as a whole) was one of the more surprising we’ve seen.
We’d heard rumors of some mysterious device being welded by Microsoft earlier in the year, something simmering in the gullet of the company’s Redmond labs. But this? The Surface isn’t just a tablet—it’s different and brave, easily one of the more intriguing devices currently available. That in no way means it’s the best, however—it’s definitely not.
More than anything, Microsoft’s slate is a step toward the next frontier of tablet technology, an imperfect look at what could be. While Amazon is creating devices to consume, Microsoft is deviating from the busy highway of iPad success, and instead exploring where companies have yet to tread—that existence in between tablets and laptops.
While the Surface RT hasn’t been met with runaway success, it laid the groundwork for something greater than a device you merely watch Netflix on before bed. It’s as impressive as it is frustrating; as thoughtful as it is confusing. But it’s still an exciting, wonderful machine that’s been meticulously crafted. I can’t wait to see Microsoft fully flush out the next iteration (not just the Surface for Windows 8 Pro). [Surface RT Review]
stock market is forward looking - all this is already baked in and has Nvidia barely holding 12.
At this point market is skeptical that Nvidia can hold on its own against Qualcomm, Mediatek and Intel going forward.
Nvidia needs to hit the cover of the ball with an Icera LTE solution. Beyond Icera 410 and AT&T approval, nothing new was announced in all of 2012. I hope Nvidia has something new to announce at CES, but they are already late for 1H2013 products and revenues.
Absolutely have to disagree that it's mobile wins are baked in. What's baked in is the risk of a PC centeric company. The mobile stuff hasn't stuck yet, but I would agree they need to announce new wins, products and hopefully an SoC complete with base-band. This should finally give some legitimacy to it's mobile division. If that doesn't then nothing will. BTW: House looks to be conceding and willing to accept the Senate Bill so we should have a dandy Wednesday, add some CES momentum and news and we may see 13.25 in less than a couple weeks.
"Nvidia needs to hit the cover of the ball with an Icera LTE solution. Beyond Icera 410 and AT&T approval, nothing new was announced in all of 2012. I hope Nvidia has something new to announce at CES, but they are already late for 1H2013 products and revenues."
A whole two years after T3, and $700M of Tegra loses later, how about the paper spec for T4? As for being late for 1H2013 products and revenues... ah, a press release and a press conference is worth a whole lot more than that, non?
Nvda is all lined up to lose $400M in Tegras this year, and the longs want the stock to do what?