Yep, if I were an IT manager, I wouldn't touch ARM servers with a barge pole. You remember the old IT saying - No one got fired for choosing IBM.
The new saying is - No one got fired for choosing x86 servers!
ARM Servers Now in Doubt as Calxeda Dissolves
What's the most worrying thing about this entire episode is the fact that Calxeda was kind of the darling of ARM microservers and led the charge against x86 powered Intel and AMD systems in the server space. While it remains to be seen what the impact could be for the rest of the server market, I do believe that it does cast further doubt upon the feasibility of some other ARM server players on the market.
If anything, this removes a competitor for Applied Micro, but they will have to prove to the market that ARM servers are a feasible and profitable business in the wake of Calxeda's folding.
I think it will be a steady increase from now on - perhaps 1% every trading day when the overall market is positive or a very minor pull back if the overall market is negative.
With Calxeda news, Android on Atom, PC Plus (Windows & Android) at CES, positive sales and earnings news (especially in Tablets with ASUS TA100/Dell Venue Pro) - there is more than enough in the pipeline to improve Intel stock prices.
Absent any black swan event, I think $27-28 by or around earnings is a strong possibility.
Big money is moving in - new investments or short covering in progress.
Not a big OEM by any means, but the article includes a picture showing Intel graphics versus Qualcomm's side-by-side - and Intel's graphics is clearly better. Remember, this is coming from an OEM, not Intel.
The Spanish handset manufacturer will use a 1.6GHz Atom Z2560 chip in its top-end phone, set to arrive in the first quarter of 2014.
Yup, the upcoming Geeksphone Revolution, a handset that'll run either Google's Android or Mozilla's Firefox OS, uses an Intel processor.
Specifically Geeksphone Revolution will employ a 1.6GHz Intel Atom Z2560 processor when it ships in the first quarter of 2014, the Spanish company said Friday. The company teased the Geeksphone Revolution in November, with one employee hinting that it had Intel inside.
Geeksphone is hardly a name-brand manufacturer, but Intel needs any help it can get in finding customers for its mobile processors in a market dominated by ARM chips from companies such as Qualcomm, Apple, Samsung, and Broadcom.
Geeksphone has yet to reveal pricing or share what the phone will look, but it did share some specifications Friday: a 4.7-inch IPS 960x540-pixel screen, a 2,000mAh battery, an HD-capable 8 megapixel camera with flash, and expandable storage.
Geeksphone rose to prominence through its early support of Firefox OS, a browser-based mobile operating system from Firefox developer Mozilla. It runs Web apps rather than software compiled to run natively on its processor, an approach that gives developers more flexibility about underlying hardware.
Android also insulates programmers from chip details through its use of a Java-like virtual machine layer. However, many Android programmers have written native components for their apps that work only on particular classes of hardware, so not all apps are easily portable.
Actually, it's not unthinkable. This is the natural progression.
The mass market will always move towards value. Apple was early with its innovations, so it enjoyed a highly visible sales success - and apps followed.
Now, the space is becoming a mainstream market. Android was positioned perfectly to take over this market with its wide range of offerings from several OEMs. And developers have moved/will move on to Android in increasing numbers.
Very good news. There have been similar data points and analyst comments with regard to the PC market. HP actually saw a strong stock price increase due to this.
A broad consensus seems to be forming now about the stabilization of the PC market which is something Intel mentioned during the Investor Meeting in November.
I am also finding that Microsoft Office may not be the only leverage Microsoft has. Outlook is a must-have on the enterprise side. Further, it looks like Microsoft Publisher has also gained fairly widespread adoption vis-a-vis Adobe's high-end products.
Based on this, Microsoft may be able to claw their way back into the Tablet market - especially with Hybrids.
Microsoft seems to be aggressively moving to support Bay Trail-based devices vis-a-vis its own Surface 2 (RT) products.
First, they started offering Dell's Tablet for $99 (small volume) to $199. Now, if these rumors are true, the Surface Mini would be a huge win for the Bay Trail platform.
Looks like we are beginning to see a new Microsoft here.
Microsoft Surface Mini may have Kinect like somatosensory tech, Intel Bay Trail CPU and 8” 1080p display
Posted By Stasys Bielinis on Dec 17, 2013 | 0 comments
The smaller Microsoft Surface Mini tablet has been rumored for months. First we expected it to show up together with the second generation Surfaces. Then learned that Mini has been pushed to spring 2014, because Microsoft had to pull tablet team members to finish the new XBox for Holiday Season launch.
And now we may know why Microsoft had to transfer people from Surface Mini to do the XBox stuff.
According to WP Dang, a Chinese website with a pretty good track record of Microsoft leaks, Surface Mini is getting Kinect like somatosensory technology. When released, the Mini will be able to recognize people’s faces, human hand movements, and should work much smoother than “Air Gestures” currently available on Samsung flagships like Galaxy S4 and Note 3.
WP Dang also says that Surface Mini will come with 8” 1080p display and Intel Bay Trail CPU, so it should run full Windows 8.1. Though ARM based Win RT Mini version might be in the works too, similar to what Microsoft did with bigger Surfaces this fall.
I am not sure whether Kinect like stuff is actually needed on a tablet. But you’ll never know before you try it. And Microsoft really needs to do something to set its slates apart from iPads and Androids.
Who knows, maybe the face recognition and well working touchless controls will do the trick.
The PR below seems to indicate this.
Retreat into the Home Screen with Koi Live Wallpaper for Android* Tablets by Kittehface Software
Koi uses Open GL 2.0 to bring the tranquility of a koi pond directly to your tablet.
(PRWEB) December 17, 2013
The gentle koi fish has long represented abundance, happiness and peace to Eastern cultures. Often found in serene garden ponds, the koi fish swims oblivious to the world above it, lost in the tranquility of the water. Now, users can bring some of the serenity of an Eastern garden directly to a tablet with the new Koi Live Wallpaper by Kittehface Software.
Koi Live Wallpaper transforms the user’s home screen into a window overlooking a peaceful koi pond. Featured on new Intel® Atom™ tablets for Android*, users can customize their desktop ponds by changing the background, selecting the type and number of fish and adding decorative details like lily pads.
Kittehface Software is an Intel® Software Partner and optimized Koi Live Wallpaper for the capabilities of Intel Atom tablets for Android*. The company accessed Intel tools, code, support and more in the Intel® Developer Zone.
“The support we received from Intel allowed us to create a unique wallpaper experience for our users,” said Jeremy Statz, owner of Kittehface Software. “Intel was very generous with its resources, and so we were able to create a product that is beautiful and customizable.”
I would love for Intel to set this up as a partnership with Verizon - much like Care Innovations - a GE/Intel venture.
Both will have skin in the game, but have deep expertise in hardware and consumer service business. Verizon will benefit from having a strong technology partner and Intel will benefit a lot too!
Thanks Ashraf. Whatever folks here may say, to me, you are a diligent and sincere tech/financial writer. Have a restful weekend.
Orders-of-magnitude. You hit the nail on the head, ps100.
If any of the investors and tech journalists are paying any attention, that is what they would focus on and the answer would be very apparent. It is not worthwhile for Google to pursue making their own server chips.
My theory is that the hedge funds have sold tons of $25 calls, they just want to make sure that these expire worthless...they will keep doing so as long as Intel decisively increases its sales volumes, revenues, and profits.
With Avoton and its follow-ons on the microserver side and low-to-high end Xeons, Intel provides a complete range of server chips. Why would Google take this on? Which foundry would they go to? How much money would they save by doing so?
This looks like the ARM microserver threat from 2-3 years back where similar rumors cropped up about FB designing their own chips.
In some ways, WW is right. There is too much sleaze on Wall Street and our regulations just don't have the teeth to address them.
Both Microsoft and Intel are mass-market products, price points are critical for high volume sales. After netbooks, Wintel did not have a good low-end offering for the last 2-3 years, period. So tablets ruled the roost.
The 2-in-1s priced around $299 should start the turnaround for Wintel and we are seeing first indications of this with the T100.
I would describe a 2-in-1 as a single self-contained device that is capable of providing both laptop and touch-based tablet functionality - this could be a detachable or a convertible (slider/swivel/360-hinge/flip screen) etc.
A Pure Tablet needs accessories to deliver laptop functionality - most times a good keyboard with ports and/or a docking station.
To me, a 2-in-1 is a clean, self-contained device. It has everything I need. I can add more memory or go in for bigger storage when I need to. Weight could be a slight disadvantage when used in tablet mode. But my laptop/tablet usage is 95:5. So I don't really care if it weighs more.
Tablets are a bit of a pain, the open screen needs to be protected well during transport. Keyboard and ports become add-on. Most tablets don't allow easy of memory and/or storage.
I guess, at the end of the day, each one has to see their own usage model and decide what would work best for them.
Some articles say this will have a Qualcomm 400 SoC.
ASUS phablets based on Intel are called Fonepad. Confusing, yes.
Intel needs mobile - so that it can keep the ARM guys from extending their offerings into Laptops, Desktops, and Servers from their huge base.
That's why Intel needs mobile...and they will penetrate this market successfully.
Absolutely, I think Google is going to become the Microsoft of the Tablet space.
HP Mesquite - based on Intel Medfield is selling in Walmart for $89-99 with a 4+ star ratings. Consistently good reviews from customers.
With Bay Trail, this trend will accelerate very fast. I am getting increasingly confident that all Intel OEMs would start shipping a very large number of products over the next few weeks.
With a wide range of price points and devices, Intel is going to scale very rapidly in Tablets.