Microsoft yanks Windows 8.1 update for Surface RT after 'Blue Screen of Death' reports
[Long-awaited update 'bricks' some tablets after it corrupts boot configuration data file]
By Gregg Keizer
October 20, 2013 07:14 PM ET
Computerworld - Microsoft on Friday yanked the Windows RT 8.1 update from its Windows Store after some Surface RT owners reported their tablets had been crippled.
"My credibility and reputation should be based on the accuracy of the information that I provide and the quality of the analysis, not the particular venue that I choose to publish at."
[This is hopelessly naive. If you write for a publication well-known for a strong bias, you can't possibly believe that you will not be affected by the perception of that bias. I won't read anything from his website because of his bias. And that includes anything of yours that appears there.]
I absolutely agree with Wallisweaver on this. There is some type of commercial arrangement (Marketing, PR, customer introductions, etc.) between TSMC/other foundries and Nenni. As such, everything on that site open and/or subtly promotes the foundries vis-a-vis Intel.
I don't know what induced you (Ashraf) to write for the website - fee, royalty, or a wider coverage - or a combination of these.
Whatever your compensation is, publishing on Nenni's website has and will cause a hit to your credibility. It is no different than an independent going on Fox constantly and claiming he is still an independent. Just an example, I'm sure it happens on Democratic-leaning media sites as well.
Hey Ashraf, good to see tons of people wishing you well, I am among them.
Also, wanted to point out, almost everyone here (including myself) post under an alias. Easy to say random and obnoxious stuff when posting under an alias - no need to hold back and stay polite. As an analyst, you have put your name on the line and been very visible here, in iHub, and even at Intel events. So you have become a very clear target.
As for "sheer hate" from some posters, it just says volumes about their character and nothing about you. If you want to be visible and have your say, it is inevitable that you will attract negative, even obnoxious criticism - unfortunately, that's how the world works. You should let these things bounce off of you and learn to ignore these folks.
Good Luck! Will continue to follow your posts on iHub.
Ummm...no, actually they are giving stuff away. Michael Dell decided to make Dell a not-for-profit when he took it private :)
I recall that the Tablets released in Pakistan which were sold out (article quoting Intel Pakistan) mentioned that those were manufactured by Elitegroup Computer Systems (ECS) too.
Looks like ECS is working closely with Intel making devices for multiple markets.
So the key question is: Why didn't Intel warn....?
Today is the last day of Q3, they have all the data.
Do you think Intel knows a bit more than Stern Agee as to what they are selling?
Yep...go, get in line soon. Haven't seen this long a list of charitable organizations. /sarcasm
Well, you may be right. PC was/is the greatest commoditized technology market. And Apple was in the teens if I remember right.
Apple can command the highest ASPs in the 5-10% market that it will have in future.
We will be happy with the rest of the market, thank you very much!
Yes, he had big expectations for Clover Trail - and so did a lot of others. But it was a stop-gap chip which didn't do much for Intel. So he is showing his disappointment with CLT by calling it junk...that is his opinion and he is entitled to it.
Ashraf has raised both good and bad with Intel, and that does make him a good "public" analyst - never mind he may not be a "true professional" like Covello or Romit Shah - in fact, Ashraf may not want to be one!
If I may proffer a thought: Stop jumping on other folks, may make you feel good for a bit...but in the end, doesn't make you better - in fact, it makes you worse.
These acronyms have been very standard for a long time. IA - Intel Architecture. CLT - Clover Trail.
All you needed to do was just to request a clarification, no need to be insulting.
Well, look at Google doing really well with open Android....it is far ahead of Apple in Tablets now - and will surely do the same in Smartphones if it hasn't already. Don't have the latest stats.
BTW, no vertical, closed-model can get to 10-15% of the market. Even Apple couldn't do it with their Macs. The early lead they got with Tablets is evaporating and I think they are at 15% or so lately. Same thing with happen with their Smartphone marketshare. Just you wait!
Ashraf, one of the posts above by Alex indicates it is based on Medfield z2460 - more of a smartphone chip, but very different from CLT (to my understanding). Yes, a lower end, low-performance chip - but can it fend off Mediatek and Rockchip - and others - That is the key question.
Also, my question to your earlier post was more to do with Android on Intel - which has been clearly shown to be shipping already in Pakistan (and probably other emerging markets). This effectively shoots down your statement - "I wouldn't expect Android devices on IA until November". But, as a Intel long, I'm pretty sure you would welcome it. It is a highly positive development for Intel longs who want to see Android-based Intel devices out in the market asap.
According to a post on iHUB, there was an article from Intel Pakistan that their Android-based tablets manufactured by ECS sold out fast.
Given that most Tablets are used with wi-fi, integrated (or non-integrated) LTE should not be a concern for the US Tablet market.
So what is the exact status....are Intel-based Androids shipping now....or not? Is Intel releasing Android-based tablets in emerging markets first to iron out issues....?
Looks like you are trying to "find" a whole bunch of arguments on why Intel will not do well.
As a customer, I look for reasonably-priced devices that will serve my need and brands that have a reputation for decent quality. Most customers are not bleeding-edge and don't need devices from "category defining" companies.
The same Apple that gained huge market share in smartphones and tablets - has not gained more than 10% in the desktop/laptop market...ever.
I predict the same thing will happen in the Smartphone/Tablet market once other OEMs catch up. Most customers will go for reasonably-priced devices that will serve their need. The 10% crowd will go for cachet-value and will stick with Apple.
(BTW, this is already happening in the Tablet market where Android has gained huge market share against Apple - and not because of Samsung. Android Tablets from other companies including Kindle Fire are doing extremely well.)
I agree with your comments on the Motley Fool...I stopped reading them when they constantly came out with sensationalistic headlines without much research to back it up...just read the blurb at the end of their articles and you will know what I mean.
Anything to push page views....sensationalistic headlines, weak research....and sometimes acting as the tool of the hedge funds (remember Cramer's comments about feeding rumors on the Jon Stewart show)...no wonder journalists are not held in very high regard....
Interesting, didn't know that. Wonder where Fudzilla got their pricing data from...and how dependable they are.
Perhaps, ARM chip vendors also don't charge list prices. So the only logical way to do this may be to compare list prices - which is okay.
This is a great datapoint to say that Intel is not too far from ARM chip prices. And with Airmont and Goldmont coming out in 2014, Intel is in a great position to take market share.
Intel officially launches Bay Trail-T
Retail availability in Q4
Intel used IDF 2013 to showcase a number of interesting products and technologies, but Bay Trail stands out as one of the biggest announcements coming from Chipzilla this year.
Bay Trail-T is now officially out and this tiny SoC is designed with tablets and convertibles in mind. Intel says consumers will be able to pick up the first products based on Z3000-series chips sometime in the fourth quarter. Acer, Asus, Dell, Lenovo and Toshiba are already on board, which is not really news as some of their products were showcased at IDF.
Intel appears to be pricing its first proper tablet SoC quite aggressively. For example, the Asus Transformer Book T100, which was announced two weeks ago, starts at just $349 with 32GB of storage and 2GB of RAM – yet it packs a quad-core Z3470 processor. Moreover, Intel said its ultimate goal is to come up with Windows 8.1 tablets priced at just $99, although that probably won’t happen anytime soon (think $599 Ultrabooks).
Bay Trail-T is Intel’s first crack at the tablet market and early benchmarks indicate that it has what it takes to compete with ARM SoCs. The unit price is what counts in this segment, every penny in this high-volume market translates into tens of millions at the end of the day. Companies don’t announce the pricing of their top ARM SoCs, but analysts usually put the price of flagship chips like the Exynos 5 Octa, Snapdragon 800 and Tegra 4 in the $22 to $28 range.
Intel’s 22nm Z3740 is priced at $32, while the 1.46GHz Z3770 goes for $37. While this isn't on a par with flagship ARM SoCs, the prices are very close.
This is a rather worrying trend for the ARM crowd. With each new generation Intel gets closer, not only in watts and die size, but more importantly in dollars. Silvermont probably won’t get there, although it is already getting dangerously close, but 14nm Airmont products could pose a serious threat
Ashraf: pretty close to the mark...according to the article in "Light Reading" attached below, it is 3.25% for 4G. That is a drop of more than 1/3 or 33%.
Licensing (QCL) is 35% of Qualcomm's revenues, but 70% of EBT. If Qualcomm doesn't restructure the business based on the drop in royalty from ~5% to 3.25%, there will be a huge impact to the current gross margins of 85-88% for this business.
SoCs (QCT) gross margins are pretty low at 18-20%.
Intel needs to chip (pun intended) away at Qualcomm on both sides by expediting LTE (and tying up with Verizon); and aggressively pushing Silvermont and its successors against the Snapdragons.
From Seeking Alpha article by Michael #$%$ dated 4/25/2013:
Qualcomm makes semiconductor chips (QCT business) and collects license royalties related to 3G/4G patents (QTL business). Let's look at QCT and QTL business quickly:
QCT (equipment): 65% of sales, 30% of EBT (earnings before taxes), gross margins of 18-20%.
QTL (license): 35% of sales, 70% of EBT, gross margins of 85-88%
LTE Chips Away at Qualcomm's CDMA Royalty (Light Reading)
Ever since Verizon Wireless laid out its timeline for single-mode LTE smartphones, investors have been concerned for one company that may not be as excited about the transition: Qualcomm.
The chip giant, of course, gets a hefty royalty from 3G CDMA chip sales since it invented the technology in 1990. Verizon Wireless is its biggest customer, so losing its business will be a blow to the steady stream of fees it has collected ever since.
"The move to VoLTE is inevitable and will impact what has been a long and prosperous royalty stream for Qualcomm," BTIG Research analyst Walter Piecyk writes in an email to Light Reading.
A Qualcomm spokeswoman says that the company's patent position will let it charge about 3.25 percent for single-mode LTE, just for the essential patent portfolio.