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Clearwire Corporation (CLWRD) Message Board

mega.hurts 219 posts  |  Last Activity: 12 hours ago Member since: Jan 11, 2008
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  • mega.hurts mega.hurts 12 hours ago Flag

    I examined a Surface Pro 3 recently and it is impressive. Most impressive is the new 12" screen instead of a 10" screen, the lighter weight and this touchpad is actually smooth and actually works. My one issue with the product is that it is awkward to use on a lap because the support for the display is behind the tablet and not built-in to the keyboard. In this respect I much prefer the new way the 2-1 hybrids are made where the keyboard provides support for the display. These are much better to travel with particularly if one wants to use the desktop mode of Windows.

    I haven't seen anything like this yet for Surface Pro 3 but it sure would be an improvement.

  • A federal judge ruled today that Microsoft must hand over e-mails stored on an overseas server to US authorities. The case gives the Obama administration approval to reach into servers abroad.

    The bizarre part of this case is that the U.S. has no authority to enter the premises of Microsoft's overseas servers but the administration demanded the data anyway. Microsoft is appealing the decision.

    Now if there weren't already enough security reasons for U.S. customers to take their cloud business to foreign companies abroad, this will definitely do it. One way or another the administration appears bent to destroy the U.S. cloud business.

  • Due to stagnating sales of smartphones and tablets. Best Buy is also reporting that tablet sales have crashed. Most people that can afford a smartphone already have one and people learned that Windows 2-1s offer better value than simple tablets.

    Going forward the growth in mobile may be low-cost smartphones to first-time buyers and 2-1s. Of course when WINTEL releases a smartphone that includes desktop portability that will redefine the product category and a lot of high-end smartphone owners will trade up for that capability.

  • mega.hurts mega.hurts 22 hours ago Flag

    Agree. There is also a recognition that for a small incremental cost a well designed 2-1 gives the buyer everything the tablet does plus a lot of what a laptop can do and even some of what a desktop can. The value proposition is so much better.

  • How quickly things change:

    Tablet sales at BB are falling flat and now the retailer is hoping a laptop revival is going to save the day.

    "The tablets boomed and now are crashing. The volume has really gone down in the last several months," Best Buy CEO Hubert Joly told Re/code. "But I think the laptop has something of a revival because it’s becoming more versatile."

    When ARM was reporting stellar growth for tablets, many of us here said tablets can be useful for some leisure tasks but ultimately the person will need to use something else to get things done. We also said the novelty of touch & the consumer oriented tablet would wear-off. Apparently that day has come, especially as consumers realize they can get devices like Bay Trail hybrid 2-1s that do both leisure and work in an affordable package.

  • Reply to

    Twitter Up 36 Percent AH!!!

    by wallisweaver Jul 29, 2014 4:50 PM
    mega.hurts mega.hurts Jul 29, 2014 5:04 PM Flag

    One can profitably trade social media firms but Twitter is not even in the same league as Intel. Most social media companies can be replaced by a handful of talented programmers in fairly short order. There is no equivalent to Intel for semiconductors and no company can step in take its place.

  • Reply to

    Expect To See Sub-$250 Laptops in 2H 2014

    by wallisweaver Jul 27, 2014 9:40 PM
    mega.hurts mega.hurts Jul 28, 2014 12:32 PM Flag

    Mandating screen size to be larger than 10.1" is useful because to comfortably use a device all day long the display should be 12" or larger. The requirement that the device NOT have touch means these devices won't be capable of being a 2-1 like the Asus T100. However, if touchpad is really smooth, supports multi-touch gestures then the absence of touch on the display is not critical. The sweetspot for display size and carry weight may be around 13". The industry is in desperate need for low cost versions of devices in this category because the very nice 13" offerings from Samsung and Lenovo generally run about $1000 or more.

  • mega.hurts mega.hurts Jul 27, 2014 7:59 AM Flag

    Core M is a very big deal. I'm looking forward to seeing new models from Asus and others that know how to deliver useful products at reasonable cost.

  • Reply to

    Does WW still hate "incredibly rich people" ???

    by nuff101 Jul 26, 2014 10:47 AM
    mega.hurts mega.hurts Jul 26, 2014 11:21 AM Flag

    Sorry to burst your bubble but $20.8 million doesn't qualify as "incredibly rich". Even having net assets of that amount wouldn't even qualify one to be an ultra high-net worth client with Citi or JP Morgan's private banking group. That amount would be affluent for sure, but "incredibly rich" needs a lot more zeros.

  • Initially AE made an assertion that Microsoft would be unable to deliver a phone for Verizon or Sprint in 2015 if Microsoft chose x86 for a future version of Windows Phone. Some of us challenged that assertion although for different reasons. I made the case that most U.S. carriers have already deployed LTE for data and T-mobile & AT&T have already launched support for VoLTE also. Verizon is behind with VoLTE but according to Engadget May 20 of this year, Verizon says it will offer VoLTE support this year, in 2014 - see "Verizon's next-gen voice service still planned for this year, will come with video calling". Most importantly Verizon says unlike other carriers that rolled out VoLTE incrementally, they will launch VoLTE support nationwide from the start.

    So IF Verizon is truthful there won't be a need for CDMA fallback with Verizon after this year. Even if Verizon misses their schedule by six months they should still have VoLTE by 2015 when Microsoft might release a 100% x86 based phone.

    Now here comes a confusing comment in AE's article.

    "the 3G standards -- including CDMA -- will be phased out in favor of LTE for voice and data. Once this happens (Verizon thinks it can complete this transition by 2021), lack of CDMA support will no longer impede Intel's efforts to gain share in U.S. based handsets."

    The text, "Verizon thinks it can complete this transition by 2021" suggests that an LTE phone cannot operate on Verizon's network without CDMA fallback for another seven years. I don't believe that's what its saying. I believe the 2021 date is referring to how long Verizon may keep some portion of CDMA operations alive but this may be for legacy devices and specialized applications having nothing to do with smartphones.

    This appears to be a clever slight of hand to suggest a far longer dependency on CDMA than is warranted.
    And as Blueredmonk pointed out, a smartphone with an x86 CPU and separate modem eliminates the CDMA issue altogether.

  • Reply to

    OT: marsavian software

    by theblueredmonk Jul 24, 2014 8:24 AM
    mega.hurts mega.hurts Jul 24, 2014 10:03 AM Flag

    If one limits the discussion to highly static environments and a very narrow set of applications the argument might improve. Although Intel is now prepared to make custom chip solutions for the types of workload you're referring to so it will not be easy even on technical terms. Ultimately there needs to be a compelling economic case. ARM can always hope.

  • Reply to

    AE's Latest Article

    by wallisweaver Jul 24, 2014 12:01 AM
    mega.hurts mega.hurts Jul 24, 2014 8:54 AM Flag

    Yes, the topic of voice & data over LTE is more involved but my main issue with AE's statement was his blanket assertion that Microsoft would be simply shut out of Verizon and Sprint if they select x86 for the app processor. It's just not the case, especially in 2015. Your example shows another reason AE's statement was flawed.

  • Reply to

    OT: marsavian software

    by theblueredmonk Jul 24, 2014 8:24 AM
    mega.hurts mega.hurts Jul 24, 2014 8:41 AM Flag

    Suppose you're buying equipment for your server farm. You could buy x86 based servers and simply know that it will run everything in the Linux/Unix/MS world, or you could buy ARM servers to use on the subset of Linux applications. Unless there is some huge cost advantage upfront (which is not likely the case) or operating cost advantage (also not likely the case) it would be unwise to buy the equipment that is limited in its use. And later, when one is ready to upgrade to newer gear the ARM-based equipment will not have the same value in the secondary market because of its limitations.

    Total cost of ownership includes the residual value of the gear when traded and the ARM gear is likely to be less favorable to the owner.

    It's a bit like Windows RT tablets. Yes, it can be built, and yes it can run some applications but there's no compelling reason to buy it given the availability of more versatile products at comparable cost.

  • Reply to

    AE's Latest Article

    by wallisweaver Jul 24, 2014 12:01 AM
    mega.hurts mega.hurts Jul 24, 2014 7:27 AM Flag

    In his article, "Will Microsoft Kick ARM To The Curb" AE says "Ditching Qualcomm (and, by extension, ARM) would be a very risky move, particularly given how proven a supplier Qualcomm is in smartphones. Further, only Qualcomm's modems at this time support the CDMA standard, which means that if Microsoft were to go all-Intel, Windows Phones would not work on Verizon and Sprint -- two major U.S. carriers."

    The second statement is a gross misrepresentation of reality. In 2015 Intel based phones would support LTE which is the most advanced 4G technology all carriers are moving to and both Verizon and Sprint heavily promote. CDMA is a dying technology far less popular globally than GSM and is used only on the older legacy networks those carriers operate until CDMA is phased out completely.

    And, CDMA was a technology developed by guess who? Qualcomm. It's obvious where AE is getting his speaking points.

  • Reply to

    CNNMONEY: Microsoft Is Killing RT

    by mega.hurts Jul 23, 2014 1:14 PM
    mega.hurts mega.hurts Jul 23, 2014 3:00 PM Flag

    This announcement has very positive implications for Intel. It seems like analysts are either distracted or haven't been able to connect the dots yet to the implications.

    This puts WINTEL as the front runner to deliver on the promise of a unified user experience from smartphones to workstations and everything in between. WINTEL is back in a big way.

  • Reply to

    CNNMONEY: Microsoft Is Killing RT

    by mega.hurts Jul 23, 2014 1:14 PM
    mega.hurts mega.hurts Jul 23, 2014 1:43 PM Flag

    Big implications to this. First, it means ARM's assault in Windows tablets is stopped dead. Secondly, if the future unified version of the Windows is x86 based then what are the implications for Windows-based smartphones? The benefit of a unified OS is lost if Microsoft is having to manage one-offs and separate ecosystems for specific product lines.

    This increases the likelihood of seeing a smartphone that runs real Windows & legacy apps. The portable desktop and one-device-to-carry would be such a killer product.

  • CNN reports Microsoft will combine all its various Windows versions into one unified version next year. They go on to say what everyone already knew, "The biggest failure of Windows RT was that it took away the single best part of Windows - the fact that it can run just about every application ever created."

  • Reply to

    Microsoft to converge on x86 in mobile drop ARM

    by zisdead1 Jul 23, 2014 8:08 AM
    mega.hurts mega.hurts Jul 23, 2014 10:41 AM Flag

    Maybe the folks at ARMH leaned on the British publisher because such an event would have a big impact on ARM's image. In any case, if there's a discussion about Microsoft converging on a CPU architecture there's only one logical choice if MS wants a thriving mobile business.

  • Reply to

    Microsoft to converge on x86 in mobile drop ARM

    by zisdead1 Jul 23, 2014 8:08 AM
    mega.hurts mega.hurts Jul 23, 2014 8:28 AM Flag

    This would be huge, and it makes sense. Look at what happened to Microsoft's RT-based tablets. And one of Microsoft's biggest opportunities ahead is to make smartphones that allow one to run full Windows when docked or used with wearable displays. This is the exclusive domain of x86.

  • mega.hurts mega.hurts Jul 22, 2014 2:37 PM Flag

    This may be the one time I agree with you.

    Of all the good locations Intel could build a multi-billion dollar capital intensive facility Israel is not a wise choice. I don't care how well Israel's Iron Shield works it will never be 100% effective. People intensive activities like R&D and other functions that use ordinary office space and the staff can quickly move when needed does make sense, but not pricey state-of-the-art fabs.

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