You guys are in denial refusing to see the writing on the wall, WinRT as a separate tablet o/s is toast. Surface 3 will contain a 14nm Cherry Trail Atom quad-core (my informed opinion) whose gpu will rival Logan's. Now that I have spelled out the bad news, the good news is that a lot of the WinRT specific software will find itself migrated to Windows Phone so if you can get yourself into a windows phone device ...
'So the goal was to deliver two kinds of experiences into the market, the full power of your Windows PC, and the simplicity of a tablet experience that can also be productive. That was the goal. Maybe not enough -- I think we didn't explain that super-well. I think we didn't differentiate the devices well enough. They looked similar. Using them is similar. It just didn't do everything that you expected Windows to do. So there's been a lot of talk about it should have been a rebranding. We should not have called it Windows. How should we have made it more differentiated? I think over time you'll see us continue to differentiate it more.
We have the Windows Phone OS. We have Windows RT and we have full Windows. We're not going to have three. We do think there's a world where there is a more mobile operating system that doesn't have the risks to battery life, or the risks to security. But, it also comes at the cost of flexibility. So we believe in that vision and that direction and we're continuing down that path. '
No hope required. As I pointed out in the post below Silvermont is perfectly designed for its process size unlike the ARM competition and this trend will only be accentuated when 14nm and then 10nm Goldmont arrive while the ARM competition try and fit an even more power hungry A57 into a mobile socket.
It's fortunate then that Goldmont will deliver then and rescue BK from his incomplete thinking (nicest way I could have put the last part :)
5. Next year on the day they release the 14nm Cherry Trail Surface 3. They will also move some of the IP to Windows Phone.
This company has too much positive equity to ever go into the Pinks which I have been telling you for years but it still does not penetrate that dumb brain of yours. Your short is toast, within weeks you will be crying uncle.
Nevermind ARMH, AMZN IS the true poster child of bubble stocks with a P/E of 1365 ! One day its investors will wake up and all realize that Emperor has no clothes ;-).
Not at all, we gave everyone an early heads-up as to the carnage that would ensue in the following days whereas you insisted everything would be fine. Shareholders own the company and they have every right to criticize/advise management if they don't like what they are doing. Shareholders should be pro-active rather than just try and excuse everything management do. I have advised/discussed business strategy with CEOs in other companies I was a shareholder of and that was solely due to the persuasion of my arguments. One of those was actually Hector Ruiz when I was an AMD shareholder many many years ago so I know you can make a difference in company strategy in even big companies if you have good points to make. Technical support in this stock is the only thing that prevented this stock crashing down further to the low 20s. It was a wake-up call to management as to their priorities which should not involve wrapping up a ten/twenty dollar bill with every Atom fighting for marketshare with ARM licensees who are happy only making millions not billions in profit.
Completely justified. This stock lost $2 due to the bad decisions made in that presentation. Should have been pushing $26 today rather that relying on Technical Support to prevent a free-fall in price. It's fortunate that there is so much support in this area. A race to the bottom is completely unnecessary in mobile as next years models never depend on last years models. Assine strategy.
23.66, dividend adjusted. More importantly there is a band of medium term moving average support in the 22.5-23.0 band that has to hold the stock otherwise the price is toast for months. Never mind though, some analysts were pleased with what they were fed last week so collateral damage like the pps is just too bad in the great grand scheme of things.
'Q - as you put it - does have something that we don't know about:)'
Lemme guess, using what passes for intelligence in the ARM cpu development world ;-), a 28nm quad-quad Krait 450 octo-core cluster ;-)
Because they are accepting business advice from their shallow critics rather than their own more considerable intellects. No wonder Otellini retired early if this was the menu the BoD tried to force on him.
Could be the end of World Wars as we once knew them (as long as the Japanese and Chinese can contain their chest-strutting and silly WWII old arguments over some small un-inhabited pacific islands). Oil is heading right down now that Iran will eventually be allowed to supply the world again. Even Saudi Arabia today reckons it could provide a framework for a settlement and they were/are ready to ship already bought Pakistani Nukes in at a moment's notice for defense puposes. Israeli does not like it but they have to be very paranoid to ensure their long term survival.
and why is any of this material news to you if you had listened *carefully* to what I was saying rather than let your imagination run wild with fantasy cpus ...
I told you Snapdragon was on the raggedy edge of its development curve and that they would evolve it until it had no more oopmh to give. Goldmont Broxton will be competing against 20nm 64-bit Snapdragon and I bet it's not shaking in its boots at the prospect lol ! ;-)