Advanced Micro Devices: Is Goldman Sachs Right? [View article]
"Whether this is the right design target or not for AMD to maximize profits remains to be seen, but don't be surprised when Microsoft doesn't put "Temash" in the next Surface!"
You didn't actually go there did you? This is the same company that put a 17w i5 in the first Surface... 3.9w dual-core Temash is definitely in running on that. Whether they do it or not is a different story. But, it won't be b/c Temash isn't good enough on a cost/power/performance curve.
Nokia Hits A Home Run With Asha And Facebook [View article]
@Kamminga This is not a valid comparison. Of course Nokia wouldn't put WP8 on Asha hardware... they are not a fit. WP8 vs. iOS and Android, which is its competition not Asha, is far lighter in terms of system requirements to give a fluid user experience.
The 520 is not cutting edge equipment, if anything it is 18 month old equipment in terms of its CPU/GPU power, etc. Cutting edge is a quad-core a15 ARM. Even the 920 only runs a dual-core SoC and honestly runs rings around Android.
That was my original point and it is perfectly valid. Asha is not a competitor but rather a complimentary platform to Windows Phone... the upsell, as it were.
Nokia Hits A Home Run With Asha And Facebook [View article]
@Kamminga Sorry if I missed your point, But what you said about Asha is absolutely correct... they are platforms built for different purposes and WP8's strength is, like Asha's, superior performance on marginal hardware.
The AGM comments were, of course, overblown. The sell-side must keep retail away for as long as possible while they accumulate. The situation in AMD is very similar.
Nokia Hits A Home Run With Asha And Facebook [View article]
@Kamminga Yes you are right. WP8 is very capable on hardware that is far below the 'bleeding edge ' of technology. This creates a great user experience with lower priced handsets... and this changes the economics of the industry.
Nokia Hits A Home Run With Asha And Facebook [View article]
@Robar They haven't had any problems selling millions of Ashas before this. The supply issues they had with the Lumia 920 were due to its complexity and the strength of the response -- it outstripped their projections by a wide margin. Elop is the one talking 100 million of these things. They have the opportunity right now.
The point they wanted everyone to understand was that it is one thing to make a cheap Android phone (or even Windows Phone) but to do so means compromising the platform's performance and in doing so you pollute the brand with bad user experiences.
This is the reason why HTC is in trouble... poor overall user experience and it's a major problem with Android at the low to mid end of the market.
This Asha is designed from a hardware and software level for this price and performance point. That will always deliver a better overall experience for the user. If the rest of the device is then designed for the target market properly the product should be a hit.
Nokia Hits A Home Run With Asha And Facebook [View article]
@system the 620 only became available in the U.S. today and in 3 cities ... none of which i live in. The T-Mo package is good and I can tell you that she gets better service in my rural N. Florida house than I do on the same network with a Samsung Focus. I will be getting a Lumia 521 in the near future. Most likely with my next Seeking Alpha author's check. ;) The 620 is really good. Nice piece of work and if it had a 1700 MHz radio I would seriously consider it.
Nokia Hits A Home Run With Asha And Facebook [View article]
@nhilbich I'm not in a position to buy stock at this point and if I were a buyer of anything i would be adding to my gold reserve. My capital goes to other things.
Also, I would prefer to keep my objectivity (as best as I can) by not having any ownership bias. It's the same answer I've given in my articles on AMD's turnaround. Heck, stating my opinions in public is commitment enough. :)
From the moment I saw the WP interface I knew that Microsoft had a winner if they could wrap it in the right hardware. The Asha phones are perfect for their intended markets and India/Brazil are vast landscapes hungry to use data but don't have $300+ and $70/month for a decent smartphone package.
No one else understands emerging market connectivity like Nokia. They proved that again yesterday.
Nokia Hits A Home Run With Asha And Facebook [View article]
@Dave I agree that numbers would be nice, but is it really that much of a stretch to believe that many people buying smartphones just want one to browse FB and do a little web browsing? I'd wager that's half of Android's sales are from this type of consumer. Give them a reasonably-priced alternative and they will snap it up.
I'm sure Facebook has those numbers and intimated as such during the presentation of the Asha 501. In that presentation they said that the pilot project they ran in Mexico was very successful at driving sales and upsells of data packages.
They're launching this phone/service with 60+ carriers covering 90 countries. That alone should tell you what the numbers are. So should Facebook's mobile user growth.
Nokia Hits A Home Run With Asha And Facebook [View article]
@Deep These phones are $30 more than what they were selling the 311 for at the end. No worries on the profit end of it. Asha kept Nokia running in 2012. The Indians stood up and cheered the phone for a minute when Elop showed it off.
Nokia Hits A Home Run With Asha And Facebook [View article]
@Mr. Knowitall I do not. I know only what I saw in the presentation. Nokia is the first company FB has done this with. Honestly, the more I think about this the more I think Nokia will now sell 100 million of these Asha 500 series phones in the next year without trying.
Advanced Micro Devices: Is Goldman Sachs Right? [View article]
You didn't actually go there did you? This is the same company that put a 17w i5 in the first Surface... 3.9w dual-core Temash is definitely in running on that. Whether they do it or not is a different story. But, it won't be b/c Temash isn't good enough on a cost/power/performance curve.
Nokia Hits A Home Run With Asha And Facebook [View article]
The 520 is not cutting edge equipment, if anything it is 18 month old equipment in terms of its CPU/GPU power, etc. Cutting edge is a quad-core a15 ARM. Even the 920 only runs a dual-core SoC and honestly runs rings around Android.
That was my original point and it is perfectly valid. Asha is not a competitor but rather a complimentary platform to Windows Phone... the upsell, as it were.
Nokia Hits A Home Run With Asha And Facebook [View article]
Nokia Hits A Home Run With Asha And Facebook [View article]
The AGM comments were, of course, overblown. The sell-side must keep retail away for as long as possible while they accumulate. The situation in AMD is very similar.
Nokia Hits A Home Run With Asha And Facebook [View article]
Nokia Hits A Home Run With Asha And Facebook [View article]
The point they wanted everyone to understand was that it is one thing to make a cheap Android phone (or even Windows Phone) but to do so means compromising the platform's performance and in doing so you pollute the brand with bad user experiences.
This is the reason why HTC is in trouble... poor overall user experience and it's a major problem with Android at the low to mid end of the market.
This Asha is designed from a hardware and software level for this price and performance point. That will always deliver a better overall experience for the user. If the rest of the device is then designed for the target market properly the product should be a hit.
Nokia Hits A Home Run With Asha And Facebook [View article]
The 620 is really good. Nice piece of work and if it had a 1700 MHz radio I would seriously consider it.
Nokia Hits A Home Run With Asha And Facebook [View article]
Nokia Hits A Home Run With Asha And Facebook [View article]
Also, I would prefer to keep my objectivity (as best as I can) by not having any ownership bias. It's the same answer I've given in my articles on AMD's turnaround. Heck, stating my opinions in public is commitment enough. :)
From the moment I saw the WP interface I knew that Microsoft had a winner if they could wrap it in the right hardware. The Asha phones are perfect for their intended markets and India/Brazil are vast landscapes hungry to use data but don't have $300+ and $70/month for a decent smartphone package.
No one else understands emerging market connectivity like Nokia. They proved that again yesterday.
Nokia Hits A Home Run With Asha And Facebook [View article]
I'm sure Facebook has those numbers and intimated as such during the presentation of the Asha 501. In that presentation they said that the pilot project they ran in Mexico was very successful at driving sales and upsells of data packages.
They're launching this phone/service with 60+ carriers covering 90 countries. That alone should tell you what the numbers are. So should Facebook's mobile user growth.
Silver Caught In Cross Currents [View article]
If it works on Wall st. it is not to be trusted.
Nokia Hits A Home Run With Asha And Facebook [View article]
Nokia Hits A Home Run With Asha And Facebook [View article]
Nokia Hits A Home Run With Asha And Facebook [View article]
Nokia Hits A Home Run With Asha And Facebook [View article]