flumeride's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1019294/comments http://seekingalpha.com/article/1448431/comments?source=feed#comment-19061641 19061641 Tue, 21 May 2013 04:56:31 -0400 http://seekingalpha.com/article/1448431/comments?source=feed#comment-19050601 19050601 Mon, 20 May 2013 20:14:58 -0400 http://seekingalpha.com/article/1426831/comments?source=feed#comment-18768961 18768961 Mon, 13 May 2013 12:50:36 -0400 http://seekingalpha.com/article/1349881/comments?source=feed#comment-17796031 17796031 Thu, 18 Apr 2013 13:59:12 -0400 http://seekingalpha.com/article/1349881/comments?source=feed#comment-17795731 17795731 Thu, 18 Apr 2013 13:52:54 -0400 http://seekingalpha.com/article/1324161/comments?source=feed#comment-17555611 17555611
Edison wasn't known so much for stealing from his employees as he was for going meeting with a guy at the patent office with a bottle of whiskey. The guy had a drinking problem, so Edison would bring him his favorite booze and then get access to current patents. Then Edison would develop something very similar that would not break the patent.

Tesla left Edison because Tesla knew AC was a much better way to transport power long distances. After words Edison would try to attack Tesla's theories. He even went as far as electrocuting animals with AC and eventual criminals on death row in an attempt to prove AC was more dangerous than DC.]]> Fri, 12 Apr 2013 15:21:19 -0400
Edison wasn't known so much for stealing from his employees as he was for going meeting with a guy at the patent office with a bottle of whiskey. The guy had a drinking problem, so Edison would bring him his favorite booze and then get access to current patents. Then Edison would develop something very similar that would not break the patent.

Tesla left Edison because Tesla knew AC was a much better way to transport power long distances. After words Edison would try to attack Tesla's theories. He even went as far as electrocuting animals with AC and eventual criminals on death row in an attempt to prove AC was more dangerous than DC.]]> http://seekingalpha.com/article/1324161/comments?source=feed#comment-17362831 17362831 Mon, 08 Apr 2013 13:23:18 -0400 http://seekingalpha.com/article/1324161/comments?source=feed#comment-17309281 17309281
First, they haven't any significant design wins in the mobile market today. Apparently none of the major players today think that Intel has the best chips for smartphones.

Second, the most important aspect of a smartphone is the OS. That is why in today's market we have Apple with IOS, and virtually everything else is some version of Android. To succeed, they might have to partner with one of those two. No way Intel can jump into the OS business and compete. They probably wouldn't do any better than Microsoft. (In the smartphone and tablet market)

Third, the last critical piece of the mobile market is packaging. What background does Intel have in that arena. This is arena is not as difficult to address, but does anyone think Intel can compete with the likes of a Jony Ive design? I don't.

Then Intel has to decide what other component to use in their design. What are their relationships with other chip vendors and how would that change if Intel were building a smartphone?

Last, but not least as has been mentioned in other posts. How would they expect to get design wins with other smartphone suppliers?

To many stars are out of alignment.]]> Sat, 06 Apr 2013 18:34:06 -0400
First, they haven't any significant design wins in the mobile market today. Apparently none of the major players today think that Intel has the best chips for smartphones.

Second, the most important aspect of a smartphone is the OS. That is why in today's market we have Apple with IOS, and virtually everything else is some version of Android. To succeed, they might have to partner with one of those two. No way Intel can jump into the OS business and compete. They probably wouldn't do any better than Microsoft. (In the smartphone and tablet market)

Third, the last critical piece of the mobile market is packaging. What background does Intel have in that arena. This is arena is not as difficult to address, but does anyone think Intel can compete with the likes of a Jony Ive design? I don't.

Then Intel has to decide what other component to use in their design. What are their relationships with other chip vendors and how would that change if Intel were building a smartphone?

Last, but not least as has been mentioned in other posts. How would they expect to get design wins with other smartphone suppliers?

To many stars are out of alignment.]]> http://seekingalpha.com/article/1322801/comments?source=feed#comment-17275881 17275881 Fri, 05 Apr 2013 14:06:18 -0400 http://seekingalpha.com/currents/post/915961?source=feed#comment-16989061 16989061 Fri, 29 Mar 2013 13:58:51 -0400 http://seekingalpha.com/article/1289561/comments?source=feed#comment-16561471 16561471 Wed, 20 Mar 2013 14:51:12 -0400 http://seekingalpha.com/currents/post/885471?source=feed#comment-16232961 16232961 Wed, 13 Mar 2013 12:59:43 -0400 http://seekingalpha.com/article/1244931/comments?source=feed#comment-15870861 15870861 Tue, 05 Mar 2013 13:32:13 -0500 http://seekingalpha.com/article/1244931/comments?source=feed#comment-15870451 15870451 Tue, 05 Mar 2013 13:27:46 -0500 http://seekingalpha.com/article/1246761/comments?source=feed#comment-15868971 15868971
http://bit.ly/13DipWL]]> Tue, 05 Mar 2013 13:06:46 -0500
http://bit.ly/13DipWL]]> http://seekingalpha.com/article/1244931/comments?source=feed#comment-15835071 15835071 Mon, 04 Mar 2013 21:41:38 -0500 http://seekingalpha.com/article/1244931/comments?source=feed#comment-15834291 15834291
Back to today. Windows 8 is certainly not loved. Windows phones are going nowhere. Android is not hated, but it does have more bugs than IOS. However, I have to say that Android has cool features not included in IOS. Swype texting for example. Selective licensing and control of what is offered by a clone might work. A company like Dell or HP or Toshiba might jump at the chance to build IOS products and might be willing to meet demands dictated by Apple.]]> Mon, 04 Mar 2013 21:15:14 -0500
Back to today. Windows 8 is certainly not loved. Windows phones are going nowhere. Android is not hated, but it does have more bugs than IOS. However, I have to say that Android has cool features not included in IOS. Swype texting for example. Selective licensing and control of what is offered by a clone might work. A company like Dell or HP or Toshiba might jump at the chance to build IOS products and might be willing to meet demands dictated by Apple.]]> http://seekingalpha.com/article/1244931/comments?source=feed#comment-15833621 15833621
Longterm it may be an issue there is a possibility that Samsung would dominate the IOS hardware market, but that is not guaranteed. Apple makes quality hardware and I think it would continue to increase it's hardware sales. Some customers will always want the "Apple" hardware despite higher costs.

Windows I just don't ever see as mounting a substantial threat in the mobile market. The MS DNA doesn't understand quality. Never has, never will.]]> Mon, 04 Mar 2013 20:55:18 -0500
Longterm it may be an issue there is a possibility that Samsung would dominate the IOS hardware market, but that is not guaranteed. Apple makes quality hardware and I think it would continue to increase it's hardware sales. Some customers will always want the "Apple" hardware despite higher costs.

Windows I just don't ever see as mounting a substantial threat in the mobile market. The MS DNA doesn't understand quality. Never has, never will.]]> http://seekingalpha.com/article/1244931/comments?source=feed#comment-15820341 15820341
I think you missed a couple of items. First Microsoft won the PC war long before they went to a graphical interface. MS had IBM on it's side at a time when IBM was the undisputed king of computers. It was in fact, IBM that decided to build an open platform, not MS. This was a "total DNA change" for IBM at the time. They chose MS for the OS and Intel for the CPU and eventually IBM lost control. MS took the drivers seat away from IBM. At the time Jobs was young and not a savvy business man. Gates on the other hand was a brutal business man. Windows 3 was not very good, it was windows 95 that created the stock market boom of the late 90's. It was the fact the MSDOS, the dominant PC OS, moved to a GUI and then (finally) made it multitasking that sent Microsoft to the moon. It was such a radical improvement every business in the world had to buy a new PC for the majority of it's employees. That in turn cranked up sales of memory chips, Intel CPUs, monitors, and other third party accessories like power supplies and keyboards. However, in the long run Gates arm twisting tactics and shoddy, buggy products caught up. It was the Netscape lawsuit that finally began the downhill slide for MS. No longer could MS force hardware vendors to NOT include specific software such as a Netscape browser. I believe that is why Gates stepped down when he did. He saw that he could no longer run things the way he had in the past and he knew MS could no longer be the dominant force that it had become. So he stepped down and let Balmer take the blame for the downfall.

Back to present day. The fact that Apple offers limited versions of iPhones and iPads is a problem. If Apple licensed IOS to a limited set of hardware vendors then customers would have multiple choices. For example I was about to buy the iPhone5, but I like large screens. Most of us over 40 need a larger screen. I bought the Galaxy Note II, I love the screen size and it does have some nice features that even IOS doesn't offer. If Apple offered something in the phablet market I would probably bought that instead.

A licensed hardware vendor such as HP or Dell, could and would offer different form factors than Apple and give consumers the variety they desire.

However, if Apple opens up IOS to any vendor, then the product would not work as flawlessly as it does today. That is a simple technology issue. You can't support 10 million versions without issues and increasing your support and maintenance by 100 fold. You could be like Google and make it free and leave support to somebody else and then you'd have a product that works on par with Android. So my belief is a limited set of hardware vendors is workable, but not any vendor that wants to buy a license. ]]> Mon, 04 Mar 2013 16:24:59 -0500
I think you missed a couple of items. First Microsoft won the PC war long before they went to a graphical interface. MS had IBM on it's side at a time when IBM was the undisputed king of computers. It was in fact, IBM that decided to build an open platform, not MS. This was a "total DNA change" for IBM at the time. They chose MS for the OS and Intel for the CPU and eventually IBM lost control. MS took the drivers seat away from IBM. At the time Jobs was young and not a savvy business man. Gates on the other hand was a brutal business man. Windows 3 was not very good, it was windows 95 that created the stock market boom of the late 90's. It was the fact the MSDOS, the dominant PC OS, moved to a GUI and then (finally) made it multitasking that sent Microsoft to the moon. It was such a radical improvement every business in the world had to buy a new PC for the majority of it's employees. That in turn cranked up sales of memory chips, Intel CPUs, monitors, and other third party accessories like power supplies and keyboards. However, in the long run Gates arm twisting tactics and shoddy, buggy products caught up. It was the Netscape lawsuit that finally began the downhill slide for MS. No longer could MS force hardware vendors to NOT include specific software such as a Netscape browser. I believe that is why Gates stepped down when he did. He saw that he could no longer run things the way he had in the past and he knew MS could no longer be the dominant force that it had become. So he stepped down and let Balmer take the blame for the downfall.

Back to present day. The fact that Apple offers limited versions of iPhones and iPads is a problem. If Apple licensed IOS to a limited set of hardware vendors then customers would have multiple choices. For example I was about to buy the iPhone5, but I like large screens. Most of us over 40 need a larger screen. I bought the Galaxy Note II, I love the screen size and it does have some nice features that even IOS doesn't offer. If Apple offered something in the phablet market I would probably bought that instead.

A licensed hardware vendor such as HP or Dell, could and would offer different form factors than Apple and give consumers the variety they desire.

However, if Apple opens up IOS to any vendor, then the product would not work as flawlessly as it does today. That is a simple technology issue. You can't support 10 million versions without issues and increasing your support and maintenance by 100 fold. You could be like Google and make it free and leave support to somebody else and then you'd have a product that works on par with Android. So my belief is a limited set of hardware vendors is workable, but not any vendor that wants to buy a license. ]]> http://seekingalpha.com/article/1217131/comments?source=feed#comment-15445661 15445661
I agree with Ashraf that there is no need for name calling, but this a a poorly written article. It is more fiction, than nonfiction. However, I think it is more because of ignorance than because of some ulterior motive.]]> Sun, 24 Feb 2013 14:51:12 -0500
I agree with Ashraf that there is no need for name calling, but this a a poorly written article. It is more fiction, than nonfiction. However, I think it is more because of ignorance than because of some ulterior motive.]]> http://seekingalpha.com/article/1217131/comments?source=feed#comment-15391811 15391811 Fri, 22 Feb 2013 17:43:47 -0500 http://seekingalpha.com/currents/post/835431?source=feed#comment-15212511 15212511 Tue, 19 Feb 2013 13:13:10 -0500 http://seekingalpha.com/currents/post/819801?source=feed#comment-14894951 14894951 Tue, 12 Feb 2013 13:51:18 -0500 http://seekingalpha.com/article/1138121/comments?source=feed#comment-14371471 14371471
Rob was just having a little fun with you guys so let's not label him a psychopath just yet. It's okay to disagree. Rob just likes to be a little bit of a smart ass about it.

I will not forget this article and will be thinking about it over the next two years as we wait to see how Intel adapts to the smartphone market.]]> Wed, 30 Jan 2013 15:13:03 -0500
Rob was just having a little fun with you guys so let's not label him a psychopath just yet. It's okay to disagree. Rob just likes to be a little bit of a smart ass about it.

I will not forget this article and will be thinking about it over the next two years as we wait to see how Intel adapts to the smartphone market.]]> http://seekingalpha.com/article/1138121/comments?source=feed#comment-14371031 14371031
http://bit.ly/11gE0yH

The latest version of Qualcomm's Snapdragon has a Krait core which is based on an ARM design, the Cortex A-15.

http://bit.ly/Wy4o83

http://bit.ly/11gE2GP)

I think arguing over whether the snapdragon is ARM or not ARM is far off the point of this article and Rob is just having a little fun with you guys. Let's don't label him a psychopath just yet. Okay Russ?]]> Wed, 30 Jan 2013 15:03:32 -0500
http://bit.ly/11gE0yH

The latest version of Qualcomm's Snapdragon has a Krait core which is based on an ARM design, the Cortex A-15.

http://bit.ly/Wy4o83

http://bit.ly/11gE2GP)

I think arguing over whether the snapdragon is ARM or not ARM is far off the point of this article and Rob is just having a little fun with you guys. Let's don't label him a psychopath just yet. Okay Russ?]]> http://seekingalpha.com/article/1138121/comments?source=feed#comment-14368071 14368071 Wed, 30 Jan 2013 14:01:48 -0500 http://seekingalpha.com/article/1138121/comments?source=feed#comment-14333701 14333701
I'm not sure Intel fully grasps the requirements for the mobile market and I'm not sure Intel is willing to start from scratch and design a new CPU that is not compatible with the X86 instruction set. In the mobile world today and for some time to come compatibility with Android OS's and IOS is what is required. They seem to work fine using CPUs other than X86. I think if Intel wants to really win, they should start from ground zero and make a CPU that addresses the mobile market. Microsoft doesn't have a chance in the mobile world, but Intel has to appease Microsoft because of the PC business. So I just don't see how they will keep Microsoft happy and also design a kick ass mobile product that integrates nicely with what Google and Apple have planned.]]> Tue, 29 Jan 2013 21:02:09 -0500
I'm not sure Intel fully grasps the requirements for the mobile market and I'm not sure Intel is willing to start from scratch and design a new CPU that is not compatible with the X86 instruction set. In the mobile world today and for some time to come compatibility with Android OS's and IOS is what is required. They seem to work fine using CPUs other than X86. I think if Intel wants to really win, they should start from ground zero and make a CPU that addresses the mobile market. Microsoft doesn't have a chance in the mobile world, but Intel has to appease Microsoft because of the PC business. So I just don't see how they will keep Microsoft happy and also design a kick ass mobile product that integrates nicely with what Google and Apple have planned.]]> http://seekingalpha.com/article/1138121/comments?source=feed#comment-14269841 14269841 Mon, 28 Jan 2013 15:08:33 -0500 http://seekingalpha.com/article/1138121/comments?source=feed#comment-14268741 14268741
Word on the street has been that Apple will use it's own design for future iPads. That may change but right now Intel has an uphill battle.]]> Mon, 28 Jan 2013 14:49:51 -0500
Word on the street has been that Apple will use it's own design for future iPads. That may change but right now Intel has an uphill battle.]]> http://seekingalpha.com/article/1112201/comments?source=feed#comment-13837951 13837951 Thu, 17 Jan 2013 14:23:37 -0500