Ashraf, to be fair to WW, though he has been very focused on process and "ARM's fabrication problem" quite a bit, I don't recall him denying that architecture is important.
In the same vein, I think you have mentioned that a combination of design improvements and process will result in Broxton being 58mm^2 at iHub.
Let's just agree both are very important for a company to have leadership in CPU/SoCs.
I think there are going to be solid new x86 devices with 64-bit Android at MWC in less than a week.
Dell is rushing to clear its CLT+ inventory.
Quote: Bingo! If they own the device, the SoC, the software stack they still make money - they don't need to drop it's OS+Office fees so OEM's can take their cut..
Nope, that's not what I meant. If Microsoft tries to do it all themselves, more OEMs would flee Microsoft...and enable more of Android or Chrome, etc. Microsoft volumes by going with their own devices would plummet. They may make more per device, but overall volumes/revenues from those devices will not be very big - they will be reduced to a niche player.
What I meant was Microsoft accepting lower licensing fees on "OS+Office" and working with OEMs to keep the 90% market share. Then focus on cloud-based software and services to consumers and enterprises to increase their overall revenues. Sort-of like how Intel is combining lower-priced Atoms with higher-end Cores, Xeons, etc.
For MS to ship a $200 tablet and maintain what it's earned in the PC era,
it has to own the whole thing. Device, SoC, Store etc.
That's an Android device. And that ship has already sailed long time back. And Microsoft can never catch up with it.
No, wait a minute. Yes, it can. By dropping its "OS+Office" licensing fees for low-end devices to a pittance - because they are competing with free Android. And try to make money on other higher-end software for consumers and enterprises. MS Office still has the pull, but once QuickOffice and OpenOffice become adopted more widely, even that MS Office pull is gone forever!
Microsoft has been blind to the reasons of its past success - and forgotten that it provides a mass market product. And any mass volume product needs to have a huge ecosystem.
With its failed hardware devices (Zune, Kin, RT, etc.), it has failed to learn. With Surface, it kicked its OEMs in the teeth. And now the OEMs are going big on Android and Chrome. Who is the loser? Microsoft, entirely!
Microsoft trying to go vertical with its own CPU/SoC like Apple will push it to a small niche market. Microsoft will become a third-rate Apple. And Google will become like the Microsoft of the 90s and early 2000s.
It is all about open platforms and building the ecosystem - not a closed RT with an app store and tearing up your own established partnerships.
While Microsoft is still trying to convince everyone that Windows RT devices are the spiritual successors to the netbook, Intel has made its feelings clear – ARM isn’t welcome to a piece of the Windows action.
The new Atom platform delivers a dramatic performance increase – enough power for casual gaming – and the same great battery life, all at a price that has allowed Asus to sell the Transformer Book T100 for only $600. In our opinion, this represents the death knell for Windows RT.
As for the T100 itself, it delivers everything you could ask for, and it’s ludicrously affordable. Snap one up while you can – we predict these will sell out fast.
ASUS T100 continues to garner phenomenal reviews. This detachable hybrid has been a best-seller since Nov 2013. I'm sure other OEMs are trying to replicate this success and that the consumers and Intel benefit enormously from it.
The death of RT will add a couple of dollars immediately to Intel's stock price. As Otellini mentioned, there were several of the scares holding back Intel's stock price - RT, microserver, death of the PC, tablets, smartphones - each of them will be peeled away one by one - and IMO, Intel will come out ahead.
Well, it could turn to be a moot point if you choose to ignore it altogether.
BTW, that may still be good news for Intel as far as impacting MediaTek, RockChip, AllWinner, etc. I recall we discuss these ARM vendors also from time to time.
Sorry Ashraf, my comment was about you rather than whether or not this is good news for Intel....and THAT is not a moot point.
Ashraf, you don't have to pick everything and turn it into a comment against Intel.
If ARM's new offerings are weak, then it is a plus for Intel - hopefully, Intel will capitalize on these opportunities.
I will take him at his word, have no reason to do otherwise. Besides, he is quite passionate about wanting the mobile group at Intel to do well.
Ashraf is under heavy pressure having invested a substantial part of his family funds (dad's?) in Intel. Between that and his ego (as an analyst) taking a hit due to Intel's poor performance, he is in a pretty difficult position.
Interesting thing is that he is an open guy, most folks investing in the market make and lose money - but he is the only one who has shared these details on a public bulletin board.
Once Intel announces some good design wins, he will be more relaxed and be able to focus on his analysis and writing.
Right on, icecoldbrewdoggy!
But then, you did the same with your post.
And I am doing the same with my post.
Seems straightforward advice and a no-brainer, but it is the practice that is hard!
It won't raise all boats - only those that have the willingness and $ to adopt 450nm...and can move on it. Only one company comes to mind regarding which company can do it really fast - Intel.
Others will follow in due course, but Intel can reap the benefits in the meantime.
Ken Luskin, again? He reported me at Seeking Alpha for poking fun at his article...just humor okay, nothing serious. Hit his hot button I guess.
BTW, Ashraf, how do you know amdtripledigits is this Ken Luskin guy?
Ashraf: When Intel is done with AMD, $0.05 is where AMD's stock will be. The ARM server play the AMD CEO did is a total wild goose chase - kept his job for some more time than he could have otherwise.
Your alias proves that you are living in a fantasy world...
Yes. If you had held the shares till yesterday and sold it yesterday morning, you will be the "shareholder of record" till Feb 7 - the buyer will become the "shareholder of record" from Monday, Feb 10.
Wednesday is the Trading Day.
+ 3 Business days - Thu, Fri, & Monday
Setttlement Day is Monday.