AE also trashed Intel's tablet efforts but now they're on track to sell 40 million of them this year.
Indeed. The naysayers complained Intel wasn't in mobile (tablets or smartphones) but now that Intel has proven them wrong in tablets they've narrowed their focus to smartphones. The list of missing items critics like to complain about gets smaller by the day. Smartphones was always going take longer, we know that. However we see the steady march Intel is making toward that goal.
Of course, then there is the Internet of Things that can eclipse the size of the smartphone market but critics like to ignore that topic.
I appreciate well reasoned critical analysis but with AE the glass seems to always be half-full on Intel's Mobile.
I would point out that he missed a pivotal change in the tablet space. Because tablets had originated with ARM/Android & iOS he believed Intel would not see any traction in the space until Intel competed on ARM's battleground with Android. Instead Intel & partners redefined the tablet with 2-1s using Windows and delivering far more versatility for work and entertainment than any ARM tablet. And these 2-1s sell in the same price range as many plain ARM tablets. Hence Intel's meteoric growth in the tablet space. Yes, Intel has Android tablets too but the 2-1s is where the innovation is and what's going to be huge going forward That's why there are like 90 new models of 2-1s preparing to be released. This is because experienced buyers want more than cheap, they want lasting value for their purchase.
Now AE seems to have shifted from Intel's "Missing Android" to Intel Mobile's yet-to-occur break-even and again he'll miss the bigger picture that will drive Intel's trading range.
Intel is a company that continually pushes the edge of physics and creates complex technology in volume no other company in the world can do. If Intel suddenly stopped operating the modern world would definitely feel the loss.
Facebook is an overgrown website whose business model exists to sell the personal data of its users and if it stopped operating there would be numerous others to take its place. The world would barely notice FB's absence.
At least Amazon is a merchant with an honest business model. They aren't irreplaceable but they do provide utility and they do have a super return policy.
Interesting comment he made about Intel's share buyback, particularly the $4B Intel said it will be purchase this quarter. I assume Intel expected what was going to happen when they reported glowing Q2 numbers so they should have purchased within the last week. That would qualify as "this quarter". In any case, it suggests they are very confident the second half is going to look very good.
There's nothing like real CPU horsepower, a graphics card with over 2,000 Cuda cores and two or three side-by-side high-res displays to get thing done. The next step up is to have side-by-side 4K monitors. Add some virtual desktops to that and you have more real-estate than the State of Texas.
The history of predictions onm this board has demonstrated that it's possible to completely correct on the fundamental forces of change though not know when the expected changes will occur. Santelli's predictions might be wrong, or he may be right but the consequences are yet to occur.
His famous rant against the welfare state mentality and individuals who willing entered into highly leveraged mortgages they couldn't pay then expecting their neighbors to bail out their debt expressed the sentiment of many hard working Americans.
U.S. tech companies are already seeing their revenues crushed by customers fleeing to foreign vendors and cloud operators because of privacy. In an even more absurd case the Justice Department is saying that any company with operations in the U.S. must surrender the data off its servers no matter what country the server is located. The Justice Dept. is demanding data from Microsoft's servers in Ireland even though the courts cannot issue a warrant for federal officials to enter the facility in Ireland. The administration doesn't want to use the accepted legal method of using international treaties because in their view it isn't efficient, even though representatives of Ireland say it is.
If the administration persists in this manner they will be solely responsible for forcing the cloud business to foreign operators that don't need a U.S. presence. Microsoft has filed an appeal to a federal judge and the hearing will be heard July 31.
These are nice upgrades to the product line with 2.2 Watt Scenario Design Power and support for 4GB of RAM.
According to Tom's Hardware "On Wednesday, Dell made available its two new Venue 7 and Venue 8 tablets, costing customers a starting price of $149.99 and $179.99, respectively. The Venue 7 is based on Google's Android 4.4 "KitKat," whereas the Venue 8 model uses Android 4.3 "Jellybean."
It's innovative and I would like to see a proof of concept project done in a sparsely populated area but the public policy and liability issues will keep this debated for years. I would suggest that any entity wanting to experiment with this technology would get greater support if it was positioned as a way to deliver urgent medical supplies to the injured rather than as a faster/cheaper substitute for UPS.
The WSJ piece is garbage journalism and just factually wrong. Growing from low single digit tablet share to 20% of the market is hardly "frozen" out of the market. Also, China's economy is expected to grow faster than Europe so it makes perfect sense for Intel to grow their presence with an array of product at multiple price points.
Delivering the 14nm Core-M first is brilliant and will produce the greatest benefit to Intel for everything mobile and fanless. The product selection for the holiday season will be phenomenal.
It is truly unfortunate Microsoft will not allow OEMs to build true-dual boot devices like the type Asus and others wanted to build. Dual and multi-boot PCs (with Windows) are exceptionally useful and have provided enhanced value to their owners over the life of the device. In essence, Microsoft is intentionally limiting the capability and usefulness of the hardware the consumer is buying and if not anti-competitive in law it certainly is anti-competitive in spirit.
Furthermore, it is moronic for Microsoft to take this position because there are so many ways to run Android with Windows anyway without their cooperation.
I look forward to evaluating Console OS.
According to Investor Business Daily. It is unbelievable Microsoft would do this considering Windows 8 is still not completely fixed but given 51% of the world's PC run W7 what a boost this will be for Intel next year. Security updates will be available until 2020 but bug fixes and feature updates will not.
Completely agree that some IoT will demand or at least benefit from NLOS spectrum. That being said MESH is not specific to short range in-building use. MESH can also be used to build community-wide networks using free license-exempt spectrum. The downside of MESH with many hops has traditionally been latency but this isn't likely to be an issue with asynchronous data traffic typical of IoT sensors.
For a lot of reasons IoT is exciting because there are so many dimensions and the total market is so large. It's fair to say that this is an emerging market that Intel will be central player from the start.
Although IoT is difficult to characterize because it is so broad there are characteristics that give Intel an advantage in defining the specifications. Virtually all the envisioned data traffic for IoT is asynchronous data. Voice and video is minimal. The nature of data traffic, the possible network topologies and security are far closer to what Intel has been involved than what QCOM does. Cellphone networks are incredibly simple with a client device communicating to the nearest cell tower. Yes, cellphone handoff requires some effort but it's not like the type of fault tolerant many-to-many mesh networks that exist in the data world.
IoT communications won't just be limited to cell-to-tower or device to Wireless Router, there are good reasons to borrow on architectures developed for the military to make the networks more robust, more secure, self-healing, and network and RF adaptable. Intel has been there, done that and many of the protocols already exist on Intel architecture.
Intel hits the ground running in IoT and they bring a huge depth of experience, technology and value-add to it's IoT consortium.