Toshiba (TOSBF.PK) has joined H-P in cancelling plans to sell a Windows RT (MSFT) tablet, and...


Toshiba (TOSBF.PK) has joined H-P in cancelling plans to sell a Windows RT (MSFT) tablet, and stating it will focus on Intel-based Windows 8 Pro systems for now. Toshiba blames component shortages, but it's hard not to speculate whether the company, like Acer, is rankled by the arrival of Microsoft Surface, or worried about software issues. Especially since systems featuring Intel (INTC) Atom chips can sport similar dimensions. Toshiba was planning to use a TXN processor for its RT system. (earlier: $199 Surface rumor)

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Comments (17)
  • J.D. Welch
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    This'll help INTC's price tomorrow, I reckon...
    14 Aug 2012, 06:02 PM Reply Like
  • stephenelkins
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    I hope so ... Unless the news of Buffet selling his entire position in INTC trumps in short term. I'm still holding long. I think Intel has a nice future ahead of them.
    14 Aug 2012, 06:20 PM Reply Like
  • wigit5
    , contributor
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    Buffet sold his entire stake?
    14 Aug 2012, 06:52 PM Reply Like
  • J.D. Welch
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    Yeah, and I think that's why INTC was down $0.21 by the end of the day... So I think (hope) that we've already realized the impact of Buffett's sale of INTC...
    14 Aug 2012, 07:14 PM Reply Like
  • J.D. Welch
    , contributor
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    In other good news for Intel, Toshiba has announced that, along with HP, they will not bother making Windows RT tablets, but will focus on Intel Atom-based tablets...
    14 Aug 2012, 07:16 PM Reply Like
  • wigit5
    , contributor
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    Yeah good for Intel
    14 Aug 2012, 07:17 PM Reply Like
  • J.D. Welch
    , contributor
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    Wow, I thought I was on the Buffett announcement when I made that comment. Talk about being redundant (me)!
    14 Aug 2012, 07:20 PM Reply Like
  • wigit5
    , contributor
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    It happens
    14 Aug 2012, 07:23 PM Reply Like
  • Russ Fischer
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    I suspect that Intel has a few tricks up their sleeve with regard to Atom. I wouldn't bet that HP can find their own ass, but Toshiba knows precisely what they are doing, or in this case not doing.

     

    We all know about the 28nm shortage, but this is beginning to look like the "compelling products" that Ottelini talks about.

     

    BTW, Ottelini has always (that I can find) given the opening keynote speech at the Intel Developers Forum. He's not doing that this year. The IDF in Sep 11-13. the big Apple announcement is expected Sep 12. Coincidence?
    I remember Ottelini's appearance in a fab "bunny suit", on stage with Jobs, at the Apple announcement of their move from Power PC to x86.
    So, what does Intel stock do if the iPhone 5 has Intel made parts in it?

     

    The Buffet deal was done with one of his "boys". I think he made some money and moved on with his point proved. This stuff is a quarter behind, he could be back into the stock and we wouldn't know.
    14 Aug 2012, 09:12 PM Reply Like
  • J.D. Welch
    , contributor
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    "BTW, Ottelini has always (that I can find) given the opening keynote speech at the Intel Developers Forum. He's not doing that this year. The IDF in Sep 11-13. the big Apple announcement is expected Sep 12. Coincidence?"

     

    Holy cow, camerguy! That's an amazing observation! Otellini's still a few years away from retirement, so it's not like he's in the process of "turning over the reins" to whomever is next in line to succeed him yet. I don't think that's a coincidence... Wow. But now we have to wait a month to see what happens on the 12th!

     

    Once again, you come through, camerguy! Thanks!
    :-)
    14 Aug 2012, 09:30 PM Reply Like
  • jjmc2001
    , contributor
    Comments (1347) | Send Message
     
    I saw the Buffett update but his position was sold a while back and the stock has still been strong. Although everyone likes to mirror Buffett's trade he had a relatively small position. What impressed us INTC lovers is that he has never invested in tech so his stamp of approval was important in that it showed INTC was more of a solid blue chip.
    Not sure if this table news will matter as INTC was going to sell the chips in all of the devices anyway.
    14 Aug 2012, 07:27 PM Reply Like
  • debtfree1
    , contributor
    Comments (209) | Send Message
     
    Still though, the Oracle has spoken.
    Kinda of scary to those of us holding a lot of INTC.
    14 Aug 2012, 07:33 PM Reply Like
  • jjmc2001
    , contributor
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    I was in it before Buffett and will continue to add on dips. Don't be afraid of Warren getting out it was a small position for Berkshire.
    14 Aug 2012, 07:52 PM Reply Like
  • J.D. Welch
    , contributor
    Comments (1957) | Send Message
     
    debtfree1: Warren Buffett does not dictate the world's economies; he merely profits from them. Don't be scared, Intel is a solid company... But, whatever...
    14 Aug 2012, 08:53 PM Reply Like
  • KevinRemde
    , contributor
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    One idea here (and in spite of who my employer is, I have no knowledge whatsoever of this) is that HP and Toshiba are, in the short term, really just admitting that they have no experience with building hardware around ARM processors.
    15 Aug 2012, 07:23 AM Reply Like
  • Russ Fischer
    , contributor
    Comments (3018) | Send Message
     
    "... is that HP and Toshiba are, in the short term, really just admitting that they have no experience with building hardware around ARM processors."

     

    More probable is that they have learned that ARM brings nothing of value sufficient to make the investment in ARM servers.
    Quite likely that companies that are inclined to design new products that need 28nm ARM based large chips are finding how severe and long term the 28nm shortage is and will be. They may have also seen a sneak preview of the Atom roadmap.

     

    I think we are seeing the very early signs of the collapse of ARM for heavy duty applications. The collapse will be total when Apple announces the change to Intel and x86 architecture.

     

    I don't know if anyone caught the little pissing contest between Intel and Samsung during the Apple/Samsung trial yesterday. Prior to this it was as likely that Samsung would use Intel manufacturing as Apple. That little tidbit might be a subtle message that the alignment is Intel/Apple vs. Samsung. An Intel Smartphone-on-a-Chip at three nodes ahead of Samsung could be the "direct hit" that allows Apple to crush Samsung. It would have to be exclusive to Apple in order to have the desired effect.

     

    I would love to be a mouse in the corner during strategy meetings at Apple, Intel, and Samsung. There is commercial war of great magnitude going on out of the sight of the rest of us.
    15 Aug 2012, 09:28 AM Reply Like
  • wigit5
    , contributor
    Comments (4354) | Send Message
     
    Sometimes your posts make me think you are a little mouse in the corner of these meetings...
    15 Aug 2012, 10:04 AM Reply Like
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