Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Bella, >>"Maths" is correct over my side of the pond and it was us who invented the language. << Very true, but your syntax leads me to believe you majored in "maths!" And, please don't forget that we invented transistors on our side of the pond! ;) ;)
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Oops, messed that up. I guess I could call you on "maths," but just as an ardent ARM apologist like yourself doesn't seem to appreciate the importance of market leading performance (when it comes from Intel), a Brit wouldn't appreciate being "corrected" on "maths." Iso performance at ~25% of the wattage is a revolutionary jump, not marketing hype. They could be lying. I doubt they are.
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
A brilliant way to leverage the buyback imho! Not that it isn't working great right now...
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
Similar, but Apple has 58 Bn to buy puts with...Bernanke's put buying power is unlimited!
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
Unfortunately, the iP5 is meeting expectations because the expectations have been dramatically lowered. The midpoint of Apple's guidance for Apr-Jun calls for shrinking revenues (another 1st in recent Apple history), and with the lower margins far lower profits. If the new products don't show until Sep-Oct, next qtr will be worse, as people hold off for the next generation. So, Apple is no longer growing revs, and profits are falling rapidly (likely 20-30% this qtr and possibly worse next), the pipeline appears empty for two qtrs, and the stock is rallying like no tomorrow! I would say the buyback was a huge success and Apple mgmt should be congratulated. The fundamental news for the next 4-5 months almost could not be worse during one of Apple's strongest upward moves ever!
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
bella, no my argument is dead on. It isn't magic; it is physics. If Intel's 3D transistors can produce the same exact work for .25% of the wattage of competitors (or even close to that) then the battery is going to last a lot longer. It is very similar to the engine of a car and its HP/torque vs gas mileage. What Intel is saying is the gas mileage is 4 times better at the same HP/torque. You may not understand "the odd millimeter" but engineers do, and customers will understand much better gas mileage. It isn't a small difference, if Intel's charts are correct.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
itbj2, you missed the point...again. We aren't talking about 12 hours instead of 11. Everybody is focusing on Intel's performance bars and they aren't focusing on the revolutionary part of Silvermont--performance per watt. Look at the charts! I find them hard to believe, and so have several engineers in these blogs. Yes, Bay Trail will dramatically outperform everything (CPU) out there, but it will provide the same performance as Clovertrail for about 25% of the wattage. So, battery life will be dramatically improved. Most people don't use their tablet full out, so Silvermont shines best at reduced or typical workloads. If Motorola or Asus or Acer figure out that a Bay Trail tablet gives good performance and 2-4 hours longer battery life, Intel should take over the tablet market.
Which Stocks To Hold Beyond The Q1 Earnings Season [View article]
Shockingly, the midpoint of Apple's guidance for this quarter is actually lower than last year. So, they will have to hit the top end of guidance to have a flat topline YOY qtr. The guidance for lower margins means earnings are shrinking dramatically. With T. Cook saying new products in the Fall--4-5 months from now, next quarter will likely be worse, as people hold out for the next generation. The buyback is obviously working very, very well. Without the buyback Apple would be down in the 300s still imho.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Toasty, you are missing that there was no tablet market to speak of four years ago. It is a fast changing ballgame. Intel is sampling Bay Trail and if the numbers are as good as they say, it should be a game changer. Everybody is locked up on the performance numbers and they aren't looking at the revolutionary part of Silvermont: power savings. You noticed they showed *huge* power savings at the same performance levels of other chips--the real strength of Silvermont is performance per watt. Most people don't stress the CPU out for max performance. Even though Intel wins there, it wins by many furlongs at lower performance levels--typical of most users--assuming their presentation was correct. Best performance, longer battery life....companies will flock to it because it beats everything out there.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
This is what Intel said about Merrifield, vector: "Intels Merrifield is scheduled to ship to customers by the end of this year. It will enable increased performance and battery life over current-generation products and brings support for context aware and personal services, ultra-fast connections for Web streaming, and increased data, device and privacy protection." Bay Trail and Avoton are sampling now, so they may be sampling 14nm Atoms in early '14. They also said Merrifield will ship *this year* at 1/5th power of of Medfield at the same performance! I think you are trying to minimize Intel's claims. You are pointing out the big performance gains that Intel has already measured, and not mentioning the bigger number: tremendously lower power out of the Trigate transistors. That is a huge reduction, and it would enable very long battery life. Incidentally, I find it interesting that Intel mentioned security, and Google mentioned they were working on much longer battery life phones! Two of Android's biggest problems.
KIS, if you put quotes up, you need to quote accurately. My whole family has the 5! The problem isn't my family or your friends. The problem is the numbers. iPhone 5 is the first turkey iPhone (from a sales growth standpoint only) Apple has ever produced. It appears to have shrunk YOY last qtr from iP4S sales, according to reports. People have speculated as to why--saturation, int'l sales imploding due to Android and others, weak battery life on the 5, etc. It could be a combo, or something else, but the key point is that iPhone 5 sales in the last qtr did not grow over last year's iP4S sales, and that is an astounding departure from all previous generations. The big warnings from key suppliers could back this up--that Apple appears to have been planning for much higher sales figures, perhaps tens of millions in CY'13.
Relayer, you need to face the facts and stop being emotional. An Apple exec pointed out (in the Samsung testimony) that each iPhone generation outsold all previous phones combined. The 4S sold roughly more than the 4, 3GS, 3, etc. combined. The 4 sold more than all preceding phones combined--you get the idea. The 5 is the first iPhone to break that mold, but it is much, much worse than that actually, and it has yet to get picked up in the press. If you look at the projected sales numbers, the 4S actually sold more in last year's 1Q than the 5 did in this year's 1Q! So, not only are iPhone sales barely growing, now it is the older discounted models that have any growth at all. The headline phone--the 5--actually declined YOY in its second quarter. So, overall this is very, very disturbing to Apple investors. The trend is what is disturbing. The 5 is doing terribly compared to all preceding iPhones, in terms of sales. If you need me to elaborate and post links, I can. It really isn't personal or hating; these are facts. That is why you are seeing all of the huge warnings, most likely, because Apple probably expected tens of millions more iPhone 5 sales. That is what is scary to me about the 5S, assuming it is just a camera and processor bump.
Bill, Just lucky? I agree that Apple has come a long way. Of course, I think it sold off a mile more than warranted, so this could simply be a needed correction up. However, there are huge headwinds coming for Apple. This quarter's guidance is terrible. TC said new products are coming in the Fall--4-5 months away from now! If they make $36-$38 a share in this year, it means the second half will be horrendously bad because the first half was OK. The trend of imploding earnings in the second half is very dangerous. The next quarter's guidance may be worse because of the lack of new products. We could see the $300s again if we get another panic. The optimism is all based on Apple's pipeline, but in light of how terrible the iPhone 5 sales numbers have been, do we really believe a slightly modified 5S will move the needle? That is the real danger. If the 5S fails as badly commercially as the 5 has failed, then look out below.
ARM Vs. Intel: Why It Doesn't End Badly For Either [View article]
Solid thinking. In reality, both are great companies and they will likely fare well. A couple of points: Intel is busy building a competitive model in mobile and they are pretty smart folks, along with Google and others. Apple's <$20 cost for A6s just gets the chips built. They have to supply most of the engineering, which isn't cheap. Intel's <$50 is their retail OEM price. Intel will, along with Google, provide much of the hardware and software engineering for that price, so they may actually be a lot more competitive with Apple than it looks. If Intel can outperform Apple's chips by a significant margin, then I think they will be tough to beat. Of course, Apple has many strengths, so being behind on chip performance might not affect them that much.
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
>>"Maths" is correct over my side of the pond and it was us who invented the language. <<
Very true, but your syntax leads me to believe you majored in "maths!" And, please don't forget that we invented transistors on our side of the pond! ;) ;)
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. [View news story]
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Which Stocks To Hold Beyond The Q1 Earnings Season [View article]
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Apple: Too Far, Too Fast? [View article]
Apple: Too Far, Too Fast? [View article]
Apple: Too Far, Too Fast? [View article]
Just lucky? I agree that Apple has come a long way. Of course, I think it sold off a mile more than warranted, so this could simply be a needed correction up. However, there are huge headwinds coming for Apple. This quarter's guidance is terrible. TC said new products are coming in the Fall--4-5 months away from now! If they make $36-$38 a share in this year, it means the second half will be horrendously bad because the first half was OK. The trend of imploding earnings in the second half is very dangerous. The next quarter's guidance may be worse because of the lack of new products. We could see the $300s again if we get another panic. The optimism is all based on Apple's pipeline, but in light of how terrible the iPhone 5 sales numbers have been, do we really believe a slightly modified 5S will move the needle? That is the real danger. If the 5S fails as badly commercially as the 5 has failed, then look out below.
ARM Vs. Intel: Why It Doesn't End Badly For Either [View article]