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  • GoPro confidentially files for IPO [View news story]
    If you would like my positive thoughts on GoPro and its key supplier AMBA, please give me your email address.
    Feb 10 09:37 AM | 1 Like Like |Link to Comment
  • Ambarella Looks Like A Short [View article]
    If you would like a more balanced and positive view of AMBA in light of its overall picture and GoPro's IPO filing, please send me your email address
    Feb 10 09:17 AM | Likes Like |Link to Comment
  • GoPro confidentially files for IPO [View news story]
    TIME TO COVER ANY AMBA SHORTS
    Feb 7 11:18 AM | 1 Like Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    Almost all iPhones and iPads are built in China by Chinese companies
    Dec 18 11:25 AM | Likes Like |Link to Comment
  • Apple Has The Ecosystem And Products To Maintain Strong Momentum [View article]
    A number of you have asked about what companies are well positioned in AAPL's ecosystem. There are a number of component and manufacturing suppliers (JBL will report its November quarter results this afternoon and has about 20% of revenues coming from AAPL) but it is hard to find companies with a high enough portion coming from AAPL that is not offset by weakness elsewhere. ARMH is one that does not have that problem and is earning (up to 70%) higher royalties of the technology behind AAPL;s new 64-bit processors in its new top iPhones and iPads. And now other ARMH-based AAPL competitors like Samsung must move to 64-bit to compete with AAPL - a positive for ARMH.

    OLED is the leader in OLED display technologies and materials to produce them. It is rumored to have AAPL as a new customer next year as AAPL introduces its first OLED display on a product with the iWatch.

    Much of what makes up the AAPL ecosystem is the one million iOS apps which mostly come from private companies.
    Dec 17 08:29 AM | Likes Like |Link to Comment
  • Facebook Moves Ahead On Its Own [View article]
    Deep tissue or Swedish on FB?
    Dec 15 09:12 PM | 2 Likes Like |Link to Comment
  • I Concede Defeat On ARM Holdings [View article]
    Good to see you on the right side on Arm. The Arm Cortex A-57 technology used by Apple in its 64-bit A7 processor generates 70% higher fees to Arm. All Apple iOS devices are Arm-based.
    Oct 30 10:47 AM | Likes Like |Link to Comment
  • Intel's 64 Bit Weapon [View article]
    I agree with you Gumby, INTC now has to do what always has been tru in the semiconductor industry - to get OEMs to switch chip vendors they have to ofer a 30-50% advantage in price/performance/energy consumption, INTC and NVDA both face tough challenges in this regard, especailly against excellent ARMH-based chips from AAPL and QCOM. And in today's iOS/Android world you need the top OEMs to be able to sell high volumes at good prices.
    Oct 25 12:45 PM | Likes Like |Link to Comment
  • Intel's 64 Bit Weapon [View article]
    Good question JR. And the free iPad personal productivity (word processing, spreadsheet, etc) apps are just augmenting the serious business apps from cloud SW companies like CRM. The iPad is their delivery platform of choice. The cloud-based apps are being written by SW companies or enterprises themselves and Wndows compatibility is little significance for most of them.

    Having said that there will be some people who care about Windows compatibility so we can generously cede 10% of the market long-term to Windows tablets, up from less than 1% so far,
    Oct 24 03:12 PM | 1 Like Like |Link to Comment
  • Intel's 64 Bit Weapon [View article]
    Ashraf, Ashraf:
    1. The ARM Cortex-A57 is 64-bit and the basis for the 64-bit AAPL A7 processor already in the market. The ARM license was signed 2-3 years ago.
    2. A number of other Cortex-A57 licenses have been signed and no doubt include QCOM, Samsung and others who may well be to market with 64-bit processors before MSFT moves to 64-bit Windows on tablets.
    3. MSFT's tablet market share is less than 1% after a year on the market. And through the end of June, it had written off as much in Surface tablet inventories (about $900 million) as the sales value of all Surface tablet sales to that date and also about equal to what they have spent on surface tablet ads. I call that a Zune-like failure, so far. MSFT will no doubt keep trying but your assumed success of MSFT with enterprises seems to reflect a huge leap of faith and speculation. Most enterprise iPad applications are custom or from many enterprise SW companies like CRM so they are not that focused on running Windows apps.

    4. For 3+ years most all of the tablet enterprise app development by SW companies has been for the iPad with some Android versions now being created. Very few are for Windows. Go to a Tech Crunch or other developers event and virtually all apps are being shown on and being developed for iPads with no MSFT Surface tablets or PC apps in sight.
    Oct 24 02:33 PM | 3 Likes Like |Link to Comment
  • Intel Has No Answer For ARM Architecture [View article]
    darturtle, in addition, as evidenced by its new ARMH-based 64-bit A7 processor, AAPL has the ability to create custom ICs that integrate with its hardware and software designs to provide superior performance, battery life and value. Away from AAPL, even Samsung is increasingly using QCOM Snapdragon processors for its mobile devices. Most of the smartphone and tablet industry profits are going to AAPL, ARMH and Samsung. As investors, it makes sense for us to "follow the dollars" and invest in AAPL and ARMH.
    Oct 24 08:17 AM | 1 Like Like |Link to Comment
  • Intel Has No Answer For ARM Architecture [View article]
    CRaig, et al. How many more quarters do you want to have dead money in INTC before it might perform at some point down the road? Best case it faces the challenge of primarily being a declining business selling high priced processors into the declining PC market that any reasonable near-term modest success selling much lower priced chips into tablets cannot offset anywhere near fully. that is the big picture risk and challenge.
    Oct 22 04:02 PM | 2 Likes Like |Link to Comment
  • Intel Has No Answer For ARM Architecture [View article]
    In addition to the point that AAPL and QCOM are really the competition to INTC, not ARMH, there is the decades long standard that it takes 30-50% better price/performance/power consumption to get most OEMS to switch from one IC company's technology to another. INTC is still well short of the moving target the ARMH-based world represents, led by AAPL and QCOM who dominate the smartphone and tablet processor market.

    Here in Silicon Valley there are plenty of former INTC employees who acknowledge that INTC is a strategic mess with too much PC-think still dominating. However, it is too early to say if its new CEO will change that at some point.
    Oct 22 10:18 AM | 3 Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    Good article Rochelle and it relates well to my articles regarding the AAPL ecosystem and technology leads.
    Oct 15 08:35 AM | 1 Like Like |Link to Comment
  • Apple's Technology Lead Is Set To Extend To More Products [View article]
    hype, the custom 64-bit A7 processor technology alone took two years and lots of engineering by AAPL to develop. It is based on advanced ARMH Cortex-A57 technology) but greatly enhanced by AAPL to optimize it for AAPL iOS-based products. No one else has control of all three technologies: semiconductor design, software and device hardware. Even Samsung uses GOOG's Android software.
    Oct 10 10:50 AM | 8 Likes Like |Link to Comment
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