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Dennis Baker

 
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  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    "You do know that INTC gives preferential treatment to AAPL right? I believe they got the first Haswell chips that shipped so they could launch the Macbook Air with 10 hours battery life. DOUBLE the battery life of the previous generation."

    Incidentally, your numbers are way off here. MacBook battery life was roughly 8 hours prior to Haswell and increased to about 12-13 hours after depending on the model. Roughly a 50% battery life increase.

    My understanding is Intel gives Apple 'preferential treatment' for specific SKUs because Apple commits to large volumes. If Lenovo, HP, or Dell were willing to commit to large volumes of those higher end SKUs, they could probably bump themselves up the list in front of Apple. Intel loves Lenovo, Dell, and HP and spends billions helping them advertise and co-developing products, but Apple comits to those big high end CPUs early in the product cycle.
    Aug 23 01:41 AM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    "What if you had a truck and that has the same efficiencies as a Prius? ... Why would Apple not want to?"

    Every single hybrid truck/ car concept vehicle that's been made has eventually been a failure (Subaru Brat, El Dorado, Subaru Baja). Every single computer designed around those same principals has eventually met a similar fate. They are trying to serve too many masters and the result is mediocrity.

    Second, you are comparing to-be-released future Intel CPUs versus year old A series chips. Once both Apple a Intel have their chips released, we can make comparisons, until then it's all theorycrafting.

    Keep in mind, Apple isn't trying to make a CPU for desktop computers or even laptops. Intel is a generalist here, trying to make a chip that serves many purposes while Apple is crafting chips specific to their needs. Even if Intel can beat Apple's next gen chips at benchmarks, they don't have the features which Apple has built their operating system around. Apple isn't ditching Touch ID or their M7 coprocessor to get a few clock cycles on benchmarks.

    Finally, Intel's next gen chips aren't going to be selling for a competitive price versus the A series chips. Intel's newest chips have always sold at a premium while the A8 is going to cost Apple roughly the same $28/ chip the A7 cost. Even their low end Atom chips aren't price competitive with Apple's in-house designed chips, how is Intel's "Freshest" designs going to compete?

    It's likely someone is going to be selling a Broadwell based tablet by this time next year that is price competitive with Apple's iPad, but Apple ditching their A series for Intel isn't going to happen. It's more likely they will go the other way around and release their own chip for their Macs.
    Aug 23 01:32 AM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    Not sure where you get your numbers from but according to AnandTech, Bay Trail's benchmark supremacy versus Apple's A series chips lasted all of 1 week, which is to say from launch until the iPhone 5S was released. So Apple's part which is roughly 30% less expensive than the Intel CPU was getting better performance at launch than Intel's closest comparable piece. http://bit.ly/1aJdpkG

    Considering we're only a few weeks prior to the next big iPhone launch, it's likely we'll see even those previous numbers get smashed. Few OEMs are excited about the Atom in tablets and CPU price is a big part of that formula. The next gen (Broadwell?) chips sound much more interesting, but it's unlikely they will be selling for $37/ per piece, they are destined for higher priced systems like the MacBook Air.

    "So AAPL would not fund the competition when they buy their millions of chips from Sammie? Where do you think the every single A series chip currently in use is made? A5 and up all are made at Samsung and buying from INTC would fund what competition considering they have virtually no market share in mobile??"

    Samsung's margins on A series chips are razor thin and Apple is able to farm out CPU production to keep costs a margins down. Nor has Samsung been able to take advantage of Apple's chip design improvements. Making A series chips has done little to help bring 64 bits to Samsung's tablets or phones, nor has it helped Samsung add features which Apple pioneered in their chips like their secure vault. If Samsung wants the GPU Apple licensed for inclusion in their SOC, they would need to license it separately. Nor does Samsung benefit from the M7 coprocessor which Apple developed.

    By contrast, Apple encouraged and helped finance Intel's Iris GPU because they wanted a less expensive/ more efficient GPU on their Macs. Similarly, if Apple wants their secure vault technology or a low power co-processor on their Macs, they will have to work with Intel to add and it will be added for all Intel based computers.
    Aug 23 12:57 AM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    "Don't mind me my first job was as a computer technician. What happens when you assume?"

    So you have no excuse for spouting nonsense like that.
    Aug 23 12:13 AM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    The IBM deal is essentially a no risk deal for Apple, they get a corporate advocate and embeded sales and support staff with no investment on their own part. I don't think many people assign a huge value to the IBM deal, but it has little downside for Apple. IBM isn't the corporate behemoth it once was, but they still have a huge presence in lots of businesses.
    Aug 22 07:32 PM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    Apple designs their own chips because they can get the features, performance, and efficiency they want out of a chip without paying a huge premium to Intel for each chip. The iPad's processor costs Apple $28 versus $100+ for an Intel chip with comparable performance. Apple can add things like on CPU secure storage without other companies benefitting from them.

    When they buy Intel chips, Apple is funding processors their competition will use. When they fund their own A7, they advance their own interests.
    Aug 22 07:22 PM | 2 Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    A 24" tablet can house even more batteries. Heck why stop there, a 72" tablet might last for months on batteries. Sarcasm aside, size matters, right now 7-10" tablets outsell larger tablets by a huge margin because people prefer portability. The only way to increase a tablet's battery capacity is to increase weight or increase efficiency. You can easily increase the battery capacity of a tablet by making it thicker instead of wider, the result in both cases is more weight which few people want.

    When you make comments like 'running a full OS' you are only illustrating that you don't know what an OS is or does.
    Aug 22 06:27 PM | 1 Like Like |Link to Comment
  • Apple's Biggest Threat - Declining Prices Of Computing Devices [View article]
    Mac prices have been going down for the past 5 years. Both the base price of the lowest end Mac and the average price. This is both desktop, iMac, and Laptops. MacBook Airs are cheaper than ever and dropped 10% this year alone the base MacBook Pro prices are way down too, the base MacBook Pro is $200 less than it was last year.

    They haven't dropped in price nearly as quickly as PCs, but their prices are much lower. The MacBook Air was introduced at $1600 and now sells for $900 and can often be found discounted to $800.

    Apple is quite good at maintaining value and pricing appropriately, each price cut digs deeper into the Windows markets even as Apple is able to maintain their profits.
    Aug 22 03:33 AM | Likes Like |Link to Comment
  • Microsoft: Surface Pro 4 May Be Due In Early 2015 [View article]
    I've used my iPad as a hotspot and as a tethered device. It's been possible and easy since day 1.

    Better check your source.
    Aug 21 05:27 PM | 1 Like Like |Link to Comment
  • Microsoft: Surface Pro 4 May Be Due In Early 2015 [View article]
    It's sort of like... Every tablet made since the iPad.
    Aug 21 01:26 PM | 1 Like Like |Link to Comment
  • Microsoft: Surface Pro 4 May Be Due In Early 2015 [View article]
    Does the SP 3 even have an LTE option? Kind of difficult to turn it into a hotspot when it can only act as an endpoint.
    Aug 21 03:05 AM | 1 Like Like |Link to Comment
  • Microsoft: Surface Pro 4 May Be Due In Early 2015 [View article]
    It's pretty crazy how inexpensive Windows and Chromebook systems are now. I need a setup for testing out web site on IE and it's getting to the point where it's cheaper to just buy a low end system than set up a VM. Now if only I could buy a Windows system that supported IE 8 & 9 I'd be set.
    Aug 21 02:41 AM | Likes Like |Link to Comment
  • Market Undervalues Apple's Growing iTunes And Accessories Segments [View article]
    I general, hard to see BB as an increasing threat to Apple when their market share continues to bleed out. Down to 1.9% this quarter from 2.9% this time last year. Just a few companies and overly stubborn people left. They aren't even in the top 5 smartphone makers anymore... maybe not in the top 10.

    http://bit.ly/1q1Oukv
    Aug 21 02:00 AM | Likes Like |Link to Comment
  • Microsoft: Surface Pro 4 May Be Due In Early 2015 [View article]
    Umm, again no one cares what engine is running things.

    Does it run the apps they want? Can it access the web? Can you read your email? Facebook? Twitter? Are there good native clients for those networks? Can you read and edit Office Docs? If you are an artist, can you draw on it?

    I you can do what you want on it, then you don't care if it runs Intel or ARM or some other chipset. What tablet/ laptop people get depends on their needs. If they just need basic web access and think a keyboard is important, they might go with a Chromebook. If they just want internet access and portability, an Android tablet or an iPad mini might work. For more apps, an iPad, Windows PC, or Mac might be the tool of choice.

    The days when "WinTel" dominated are done. People buy based on needs and Windows isn't high on the list for a lot of people.
    Aug 21 01:47 AM | 2 Likes Like |Link to Comment
  • Apple: Monetization Is Easier Said Than Done [View article]
    Apple monetizes by selling things to people. I'm not sure why that is difficult to grasp.
    Aug 20 05:24 PM | 2 Likes Like |Link to Comment
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