Your behavior patterns are highly suggestive of mental illness. You're a rage-fueled stalker, plain and simple. I've recommended in all seriousness that you get some mental health care. But let's be clear: I'm not your therapist nor am I your whipping boy for you to try to abuse to make yourself feel better. Get professional help before we have to read about you on CNN.
It's a mystery to me why the pinheads on Wall Street couldn't figure out that the anticipation of Windows 10 and Skylake had a pronounced impact on PC sales in Q2. Well, here they come now. Bump for Intel as the second half of the year looks really exciting.
Consumer interest in Windows 10 and Intel Skylake is building up.
Weak first-half PC sales maybe temporary and transitional.
Consider players such as Intel, Micron or even Microsoft.
According to IDC, global PC shipments is tumbling due to the expectation that consumers are holding back PC purchases in anticipation of Microsoft's (NASDAQ:MSFT) Windows 10 on July 29, 3 years after Windows 8. Intel (NASDAQ:INTC) is also expected to release Skylake in 2H of 2015, which is a completely new platform after 2 years.
Earlier in June, I suggested a 2H 2015 rebound for Micron (NASDAQ:MU) and the PC market here. I am reiterating my view with considerations of Windows 10 and Intel Skylake.
Windows 7 was a major hit among consumers because it was a significant performance boost from Window Vista, an OS that many consider to have performance issues. Windows 8, like Windows Vista, is unpopular among consumers and does not enjoy the same adoption success as Windows 7. Windows 10 resolves the technical faults and user interface issues of Windows 8 at no cost to the consumer (for one year). This could very well be history repeating itself. Hence, given strong early reviews and pent-up expectations, I foresee consumer adoption rate of Windows 10 to be on the high side.
The combination of Windows 10 and Skylake can prove to be a strong tailwind for the PC market given the timing. Interests in the two products are also building up, and investors should be excited if indicators tops previous search highs or even come close to it. Furthermore, Windows 10 is free, and price is no longer a barrier to entry for current Windows 7 and 8 users. This is good news for the PC. Consider players such as Intel, Micron or even Microsoft after the release of these products.
From Jerome Lam at Seeking Alpha
In an effort to accelerate cloud adoption in the marketplace, Intel and Rackspace announced an aggressive campaign to accelerate cloud adoption. They cite Jevons paradox (normally used in energy consumption) which states, in effect, that when technology advances so do efficiency and efficacy, and user demand increases. Under this assumption, Intel has announced ‘Cloud for All’. This initiative, in conjunction with Rackspace, is designed to accelerate cloud adoption by making it easier to deploy public, private, and hybrid cloud solutions. This is the first of at least fifteen associated announcements by Intel over the next year.
Over the next 5 years, we anticipate over 80% of businesses will have at least 60% of their internal applications supported in the cloud. Intel believes the technology industry is not moving fast enough to support this growth. This is in large part due to:
Fragmented solutions combined with a number of choices and configuration options that create complexity when integrating software components into a single stack
Complexity in deploying integrated workloads and solutions that lack scalability
Gaps in features and functionality for enterprise-grade deployments, and lack of coherent container strategy
Intel believes it can help drive the next wave of cloud deployments by investing in 3 primary areas:
Investment - See article for details
Optimization - See article for details
Alignment - See article for details
With leadership comes responsibility and Intel and Rackspace have the opportunity to drive both.
Leaked Intel presentation slides show what is believed to be Skylake's improvements over the company's current Fifth Generation Broadwell processors. The new Skylake chips, expected later this year, will deliver faster processor compute performance, better graphics and longer battery life.
Skylake will be Intel's Sixth Generation processor architecture. Intel will have three different mobile chips – Y-Series, U-Series and H-Series – as well as the desktop-class S-Series for this generation. The leaked slides show that Skylake brings at least an 11% processor improvement across the board, and graphics performance will increase between 16% and 41% compared to Broadwell's integrated Intel HD Graphics.
Not only will mobile workers be able to get better computing performance, you'll also be able to work longer on a single laptop or tablet charge. Skylake is anticipated to deliver a 30% increase in battery life, and Intel is claiming 1.4 hours longer battery life in its Y- and U-Series processors.
Windows 10 release on Wednesday will drive the press cycles.
Microsoft expects Windows to be running on a BILLION devices within 2-3 years.
Skylake will follow a week from Wednesday.
Next up will be IDF on Aug. 18-20, 2015 further ramping up the press cycles.
As Wall Street continues to get stupid. Intel and Micron are excessively oversold.
Amazon, employment and oil tell us that the sky is not falling. We should have a good week next week with the Windows 10 release and imminent arrival of Skylake.
Looking forward to a really good second half. Bump for Intel and Micron.
Twink's prostate is acting up again today. Please try not to make him any more angry than he already is. It makes it hard for him to go.
No one wants to listen to the barking prostate any more than we have to.
"Add the word annapurna to your search and you'll get a hit.."
"with custom chip architectures potentially improving AWS performance."
[Key word potentially. This is your great white hope for ARM servers? Ha. Nobody seems excited about it.
Googling, aws arm annapurna yields a mere 84 results. Meh.]
Bryant said that Intel would do somewhere on the order of 15 to 20 announcements over the coming year from within the Cloud for All initiative.
The first such announcement was done in conjunction with Rackspace Hosting, which is arguably the 4th largest supplier of cloud computing in the world, behind Amazon Web Services, Microsoft Azure, and Google Compute Engine. (IBM SoftLayer is probably still smaller than Rackspace, but comparing the two depends on how strict of a definition of cloud you want to use; Rackspace and SoftLayer do a lot of traditional hosting as well as selling utility-style compute and storage cloud capacity.)
Intel will be adding hundreds of engineers to the OpenStack cloud controller project as part of its collaboration with Rackspace, said Waxman, and the goal is to work to make the Nova compute controller inside of OpenStack more robust as well as improving its networking functions, which have been notoriously cranky. Intel is also kicking in to help on general bug fixes and to work to integrate Docker and other containers into the OpenStack controller.
In addition to that, Intel will fire up two 1,000-node OpenStack clusters in the San Antonio datacenter owned by Rackspace and open it up for companies to test OpenStack clusters at scale with their applications. Waxman said that OpenStack has been shown to scale to a few hundreds of nodes “at best” but companies wanted it to scale to thousands of nodes and wanted proof that it could do it. (The original design goal of OpenStack set by NASA and Rackspace five years ago this week was 1 mil nodes and 60 mil virtual machines, in case you don’t remember.) Intel and Rackspace do not plan to charge for access to these test clusters, which should be up and running in six months or so. And the OpenStack community is rightfully more concerned with getting enterprise-grade features into OpenStack and less about that humungous scale of the original plan from the two project founders.