Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Well, how about Asus Padphone. Personally, I very much like it's Transformer since I don't really do anything fancy on a laptop (write and surf), I don't need a zillion floating point calculations and 14h battery life and a sublime screen and lightweight/portability works for me. But to each his/her own. Form factors will co-exist.
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Yes, there are things that a PC does better still, but with Moore's law I'm not sure for how long.
The logical conclusion of shrinking chips is that your mobile phone is going to be your computer in the future, hook it up to a keyboard and a screen, and voila..
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
There is no contradiction here. They (MSFT) were left hanging UNTIL Intel's processors can compete with ARM energy wise. Then I ask the question whether that change enables MSFT to compete better in the tablet/hybrid space.
The answer is yes, but I also argue that since for most practical purposes, all processors have so improved that any of the newest generation enables consumers to do most they want, which is why the experience matters more than the processor.
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
You clearly haven't read the article, but that's not stopping you to waffle about it. Now read it again. No I did not argue that Haswell is a low impact product, yes I agree that MSFT has been "hanging in the breeze" by Intel and that is now being redressed. What I do argue is that, apart from the enterprise space, the processor matters a great deal less than the overall experience.
I guess you called yourself evildog for a reason, oh well..
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
I was already writing on the assumption that the new Haswell iCore processors would provide enough progress in energy use and reduced form factor as to level the playing field, so the new Atom processor doesn't really add much, if anything from that perspective.
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Yes, I didn't make sufficiently explicit that I was writing about the consumer market as of course the enterprise market isn't rolling over anytime soon and Wintel's position there seems assured there, even if Apple has made significant inroads with innovative uses (in healthcare, education, field workers, etc.)
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Huh? I think I readily admit that Intel has made great strides in power usage.
Re point A. Wintel based tablets/hybrids will still be more expensive than comparable ARM/Android ones
Re point B. Video runs good enough on the latest ARM based tablets even with super HD screens, but yes, Intel based ones might skip the need for a GPU to to that. However, other video needs (gaming) might not, so this is a moot point.
Re point C. You might want to read the article before you criticize..
["The user could either buy a rather underpowered Atom CPU based tablet/hybrid that was as sleek and energy efficient as most of the competition, or a much less energy efficient iCore based tablet/hybrid that is thick, heavy, doesn't last all day but is fully powered in terms of processor needs. With the new Haswell processors, that trade-off has become distinctly reduced, perhaps it even disappears completely."]
My point is simply that processors from both ARM camp and the new Intel ones are good enough for tablets and hybrids, that is, the processor is less important, the experience is what counts most, and there Microsoft is still wanting.
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Yes, I largely concur with that, INTC will benefit almost in any scenario bar them receiving no traction, which seems improbable to me. Whether MSFT will ride on the back of INTC this time is quite another matter though..
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
I agree with that. I think, sooner or later, it's inevitable that wages start to rise in line with productivity increases. Low interest rates are no substitute for that.
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
Thanks Martin,
And yes, these forces are probably largely responsible for a significant shift in the power between 'labor' and 'capital' Bit of a worrying trend. Apart from social cohesion, it also breaks the relation between wages and productivity increases, which can create aggregate demand shortfalls.
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
I'm really not sure how that works, to be honest. If govt. deficits are reduced, how does that impact corporate profitability? I can only see positive relations here: - Reduced public deficit are produced by economic growth, which also increases corporate revenues - Reduced public deficits make future tax hikes less likely. - Reduced public deficits make public borrowing requirements less, so interest rates can remain low (unless economic growth is picking up)
Ultimately, interest rates will get back to normal but I already covered that in the article.
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
Yes, I'm familiar with these articles. Some 'leaking' is actually warranted. One of the things the Fed is likely to want is creating a bit of a wealth effect. Since the market isn't overvalued by any measure, there is no harm in that, considering the economic circumstances.
If and when this leaking becomes a problem, it should be dealt with by regulation (brakes on shadow banking, leverage, etc.) rather than withholding the right monetary policy for the economy.
Re your corporate profit objection. Yes interest rates are low, but many corporations are locking these in. Apart from that, interest rates are appropriate considering the economic circumstances (a large financial surplus in the private sector) and when these change, the economy is likely to improve so higher interest rates will be balanced by higher revenues.
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
Yes, you're right, but I was referring to the measures they're using, which depend for much of their effectiveness on things happening on the demand side, which they cannot force.
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
The logical conclusion of shrinking chips is that your mobile phone is going to be your computer in the future, hook it up to a keyboard and a screen, and voila..
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
The answer is yes, but I also argue that since for most practical purposes, all processors have so improved that any of the newest generation enables consumers to do most they want, which is why the experience matters more than the processor.
Capice?
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
I guess you called yourself evildog for a reason, oh well..
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
Re point A. Wintel based tablets/hybrids will still be more expensive than comparable ARM/Android ones
Re point B. Video runs good enough on the latest ARM based tablets even with super HD screens, but yes, Intel based ones might skip the need for a GPU to to that. However, other video needs (gaming) might not, so this is a moot point.
Re point C. You might want to read the article before you criticize..
["The user could either buy a rather underpowered Atom CPU based tablet/hybrid that was as sleek and energy efficient as most of the competition, or a much less energy efficient iCore based tablet/hybrid that is thick, heavy, doesn't last all day but is fully powered in terms of processor needs. With the new Haswell processors, that trade-off has become distinctly reduced, perhaps it even disappears completely."]
My point is simply that processors from both ARM camp and the new Intel ones are good enough for tablets and hybrids, that is, the processor is less important, the experience is what counts most, and there Microsoft is still wanting.
Is Microsoft With Intel's Haswell A Winning Combination? [View article]
The Myth Of Liquidity And Bubbles In Financial Markets [View article]
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
And yes, these forces are probably largely responsible for a significant shift in the power between 'labor' and 'capital' Bit of a worrying trend. Apart from social cohesion, it also breaks the relation between wages and productivity increases, which can create aggregate demand shortfalls.
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
- Reduced public deficit are produced by economic growth, which also increases corporate revenues
- Reduced public deficits make future tax hikes less likely.
- Reduced public deficits make public borrowing requirements less, so interest rates can remain low (unless economic growth is picking up)
Ultimately, interest rates will get back to normal but I already covered that in the article.
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
The Stock Market Can Go Much Higher Before It's A Bubble [View article]
If and when this leaking becomes a problem, it should be dealt with by regulation (brakes on shadow banking, leverage, etc.) rather than withholding the right monetary policy for the economy.
Re your corporate profit objection. Yes interest rates are low, but many corporations are locking these in. Apart from that, interest rates are appropriate considering the economic circumstances (a large financial surplus in the private sector) and when these change, the economy is likely to improve so higher interest rates will be balanced by higher revenues.
The Stock Market Can Go Much Higher Before It's A Bubble [View article]