Thanks, I will spin it. This guy knows where the bones are buried, and who to talk to.
I thought the A series processor was the only thing Apple needed to hold a lead. What good are these 1000 processor folks working for Apple if they can't justify their existence?
GM used to have some of the unsafest cars on the road. They had a Malibu at one point that would cost an additional $9 to fix the gas tank, but lawsuits would only cost them less than $3 per car. They have made large strides in safety. A recent article said that GM cars are about as safe as anything on the road. They promote safety though GM cars aren't as safe as a Volvo.
Intel can talk about energy efficiency because this was ARM's selling point against Intel. Intel is making huge stride to change it's image. They can promote this fact now because the improvements began.
It's a message about energy efficiency. It's the direction the company is heading with more energy efficient processors.
I agree about iPad being a momentum sale. They are looking to make the screen larger such as around 12.9 inches. I don't know if that's enough to justify the high prices. People are going to want a bit more performance than they can get with an iPad which leads to a Core processor. I can see 15" Transformer style tablet from Apple in the iPad Air line. The keyboard can hold extra batteries which can power and recharge the tablet.
You will need to put this into the search engine
Apple tablets losing ground in education; Jumbo iPad planned
Interesting article about how the iPad has fallen out of favor in the classroom in favor of laptops and Chromebooks. Oh ARM fans, Where's your Messiah now?
I see the computer OS as a transitory thing in the future. I can see the hard drive broken into three parts. The first is hard core OS files. They come from Microsoft and never really change. The second are functional files for the OS that do change over time such as .ini files, third party program files and hardware drivers. The third is pure data.
I'd like to give Microsoft free access on my PC to change the hard core OS files as needed. No patches, just swap outs. The real action would be in the second level. How many times have we downloaded software, used it once and either removed it or ignored it? Wouldn't it be great for a fresh install if your PC asked you about all the programs you wish to reinstall that it mentioned to you "You've downloaded WinAmp and never used it, would you like to reinstall it?" In developing websites I use Joomla. It's mostly a database program that writes HTML code. Microsoft could do the same thing for writing .ini files. It's amazing how well it works.
I actually do like the idea of the C backup for a couple of reasons. First, it rarely gets done. I've seen many people spend $5000 to have a dead hard drive sent to a company that opens it in a clean room and gets back their data. Yet these same people won't spend $100 on a backup drive and use it because they never think about it. The backup would be faster than you'd expect because Microsoft could store every version of every program on the planet. Mostly they would be the same programs and Microsoft would know that the PC has Microsoft Office 2010, Adobe Photoshop CS5, Quickken 2014 and other titles. It would just make a not of it but not upload it to it's servers. It would copy over photo files, music files (if different than what's on their server) and reg files. But yes it could make a local disk image to speed up the process, and rely on the backups if that fails.
One of the things that made me question things was my own daughter spent the year complaining about her PC. It's an old quad core Core2Duo and I was thinking that she needed a new setup. But instead I bought her a $50 video card. and re-installed Windows 7. She hasn't complained once. It would be nice if your computer could mention to you that you play a lot of video games and your old video card is creating a bunch of heat and not doing well. If it could schedule an appointment for you to take your PC to either the Microsoft Store or Bestbuy to replace the videocard I think the average consumer would appreciate it.
Both Microsoft and Apple put limits on who gets the new software titles. What if the newest versions of Photoshop, Premier and other high end graphics programs only ran on Windows 9 machines? Make it like books, first it comes out in hard back, then paperback. If you want to upgrade to the latest version of Photoshop and are running Windows 7 you'll have to wait a year.
It's time Microsoft embraces a new model for selling Windows. The OEM price for Windows, regardless if it's $30 to $50 a unit is still something that pushes up the price of the computer or laptop. This didn't matter in the past, but now with tablets coming in at around $100 it certainly does.
There is money to be made elsewhere such as licenses for software that run on the Windows platform (yes, I do smell a Windows store at the central core of Windows 9). There are books to sell as well. Microsoft has it's own publishing company. And of course other tutorial things as well.
My primary complaint with Microsoft is that Windows does update drivers automatically, but for the most part they throw patch over patch. Over time the operating system gets bogged down and corrupted with errors. Windows 7 and 8 actually monitors these issues and once in a while suggests a fix. Often too little too late.
I think that the ideal model would be a paid upgrade service from Microsoft. For something small like $10 you can have Microsoft store up to 128GB from your C drive online and then wipe your C drive, reformat it and then put in a custom install of Windows. Have it turn off features you don't use and build the operating system based on the user's past usage profile. Microsoft could charge more for extra storage. It could also monitor how you use your computer and make suggestions about hardware improvements, And it could sell consumers on when it's time to upgrade to new computer systems. I'd like to see newer versions of Windows only being made available to the latest versions of Intel hardware. Can you imagine a Windows 10 only available on 14nm or lower CPUs? This would lead to optimized software built for optimized hardware.
I never said that Intel was going to only offer X86 to Apple and force them to move away from their own SoCs. Apple has a 'sum of the whole is great than the parts' mentality. My point is that having a cutting edge node for a processor in their SoC didn't seem to move the needle much. It won't be until white box phones come into the market and take on Apple head on with specs that will embarrass Apple that they will care.
I do see custom processors for Apple, but my view is that they will want to make the entire line of products on one platform. I don't think it will be X86. I think it will be some form or RISC that both Intel and Apple hold joint licenses to. I don't think it will be ARM based however.
I know getting IOS devices will be Intel's crowning achievement. And yes that day is coming. I just don't think it will occur as quickly as you think. Apple is large enough to play on it's own terms. The A series processors kept them street competitive though they weren't always on the fastest nodes. Then the moved a node ahead of everybody and for the most part it didn't register with their market base. They were more excited about case colors, and finger print readers.
The point is that Apple needs to decide when it wants to structure a deal. Do they want to go head to head on the streets with Intel based phones which are much less expensive and show similar if not superior performance? If they strike a deal with Intel they will always have the most compelling processors. I have a feeling that Apple is trying to dictate terms right about now and stipulations and Intel may not be up for it. Perhaps a little humble pie would change their mind?
I held a position in HP until today. I bought it cheap and watched it pick up over 40% in the past couple of years I got out not because it was a bad stock. I just feel it's grown fast over the past couple of months and anything but an upside surprise won't move the stock. I'm calling it to be flat to a slight miss. HP may drop as much as ten percent in the near term.
The impact on Intel on a miss will occur for the last two days of this week. But, next week I think it will be long forgotten, unless it's a blood bath. So far HP's reorganization has gone well But they can make this past quarter look like anything they want. They can show PC growth, or they can sandbag it.
Even if HP is inline with estimates I still see about a 5% drop due to a fast run up on the stock in the short term. The impact on Intel won't be that great. If HP has a blow out quarter (which I doubt) Intel may fly past $35.
Keep your eyes on HP over the next couple of days. One thing that got me a bit worried was a recent upgrade on HP. The big boys may want out right about now.
Where ARM needs to be right now in order to take on Intel at the 14nm level is to have 28nm be the defacto tried and true technology that has been out in high volumes for years. 20nm needs to be roughly where 28nm really is right now, in general high production, and easy to obtain.
ARM is about to do battle with Intel not at the 20nm level but with 28nm. 14nm will steal business from those needing higher performance in the near term which in a very real way helps fund the ARM 20nm production.
The real question is going to be as a designer do you want stay the course with ARM or switch to Intel? How soon will it be before you can really get your hands on ARM 20nm? When will ARM 16nm really come out? At what price? What are Intel's plans? Will you be fighting Intel with a very expensive ARM 20nm when Intel is flooding the market with 14nm? Could your competitors get a lead on your designs and offer similar technology for much less?
Should be interesting to see Intel's design wins over the next year.
Hyper hread this it's 24 cores. Fun for a desktop but killer in a server. Soon enough it will be at 14nm. This is why Intel is hard to beat in servers.
This is the same management that told the industry in no uncertain terms that this year would be flat. When they made this statement the stock was somewhere in the 24 to 26 range. So the increase is icing on the cake of what should be a pretty dismal year. The dividends come out of retained earnings. When you look at the weighted average cost of capital retained earnings tend to be the most expensive money you can get your hands on. However when you pay it out it simply means that you have no better use for the money. Intel is eating cash like there is tomorrow. It's one of the rare companies that can do this. Its on a race for market domination. To do this it's going to need every penny it can get it's hands on. By next year we'll see who is at 14nm finfet and who is talking about 16nm finfet. By this point the industry will be forever changed.
As for me, though I don't own ARMH I am happy about this. I'll take this win even on a technicality. The reason why is because if ARMH were to lose steam now it really cannot be fully attributed to Intel as of yet. The entire narrative would be lessening demand in the tech industry and Intel would suffer as a result.. The short term narrative could pull down Intel's stock price at a time that it's experiencing new highs. Strange how bad news for AMD didn't affect Intel but ARMH just possibly could.
Yawn. Okay, so you want us all to believe that there is some psychotic pr1ck who comes on this board and pushes mainly Wallis Weaver around day after day. You and Wallis Weaver, day after day. Focus on you and Wallis Weaver day after day. Posts by you and Wallis Weaver day after day. Most people don't have time for this. Except someone who is an accountant and finds it funny to host multiple personalities day after day. I can call you at home if you'd like to discuss this further.