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techy46

techy46
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  • The Intel Atom X3 Can Hurt Qualcomm And MediaTek [View article]
    Technology Investing? OK, if you're going to write about it, at least know that Windows Phone does not run on x86. It's ARM. Sorry to break that to you, but that kind of makes most of this kind of wrong.

    Sorry, but you just made a foolish statement! Windows 10, which is the new Windows Phone, can run on either ARM or X86 processors. Here's a great article for you to sharpen up your technology investing knowledge;

    http://bit.ly/1wIaEiA
    Mar 5, 2015. 10:27 AM | 2 Likes Like |Link to Comment
  • The Intel Atom X3 Can Hurt Qualcomm And MediaTek [View article]
    You should be happy that Intel's becoming competitive in mobile even if it requires giving $40 in component costs to make a $35 SoC sale. That just may make Apple cut the price of your next iPhone7 down to $400 were it belongs and you'll save $200.
    Mar 5, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • The Intel Atom X3 Can Hurt Qualcomm And MediaTek [View article]
    darturtle - Don't assume QCOM and TW:2303 sit there doing nothing. Their R&D also work hard to come up with better and better products.

    Do not assume that Intel's sitting there doing nothing either. These are just the first iteration of X3-x7 SKU's. There will be lots more to come!
    Mar 5, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • The Intel Atom X3 Can Hurt Qualcomm And MediaTek [View article]
    That's good, you got the main point!
    Mar 5, 2015. 10:18 AM | 1 Like Like |Link to Comment
  • Samsung's Smartphone Dilemma [View article]
    Author - Smartphone competition continues to intensify!

    That's what this article is all about - period. Samsung's problem is the sheer fact that anyone can make an Android smart phone even with hero specs. Apple's saving grace is that only Apple can make an iPhone. Smart phones and tablets are now PC's without a keyboard and mouse. All-in-1's prove that you can have a PC and tablet for the price of one. Next it will be proven that you can have a PC and smart phone for the same price.
    Mar 4, 2015. 05:56 PM | 3 Likes Like |Link to Comment
  • How Wide Is Apple's iOS Revenue Moat? [View article]
    pauldjay - this, btw, is one of the reasons that I believe a lot of Android phone makers continue to get destroyed by Apple in the premium smartphone market.

    Buying a smart phone is no different then buying a car or a TV. Ultimately it's an economic choice of intrinsic value and price leveraged by consumer fad, momentum and marketing. Samsung is not getting destroyed by Apple.
    Mar 4, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • How Wide Is Apple's iOS Revenue Moat? [View article]
    gpalermo64 - So what will knock Apple off their game?

    Commoditization equals falling prices for equal or better products. We are now seeing Samsung S6 and HTC One 9 that are really better products then Apple's iPhone6 but I haven't seen the prices. Intel is competing with Qualcomm and Samsung to produce SoC's that are better then Apple's An. Soon we'll see a Lumia 940 with SD 810 and Windows 10. Intel's IP reuse across all SoC's going down to 7nm or beyond and Microsoft's one OS strategy across all devices makes engineering, manufacturing and usability sense. It's not a race to the bottom, it's a race to maximize profits from increasing volume and reuse of R&D, IP and manufacturing facilities. You're going to keep hearing the statements until it happens.
    Mar 4, 2015. 01:07 PM | 3 Likes Like |Link to Comment
  • Intel's Mobile Business In Better Shape, But Qualcomm Remains Dominant [View article]
    AMD and Nvidia have little or no presence in smart phones or 3g/4g.
    Mar 4, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • Intel's Mobile Business In Better Shape, But Qualcomm Remains Dominant [View article]
    The author did give Qualcomm credit for SD 810 and modem leadership. Intel's constantly stated that they will use 3rd party FAB's for Atom x3 (SoFIA) until they can bring 3g/4g IP blocks in house on what is expect to be 14nm process.
    Mar 4, 2015. 12:29 PM | 3 Likes Like |Link to Comment
  • Intel's Mobile Business In Better Shape, But Qualcomm Remains Dominant [View article]
    Great article with good recap of Intel's mobile strategy and general reuse of IP blocks from Core products. It's all in place now for the reuse of Atom and Core IP across all market segments as Intel uses it's 22, 14 and soon to be announced 10 nm process. It's now all about using their tick tock strategy to cover their product pyramid that represents the potential 500m to 2b chips without cannibalizing their existing Core SKU's. Microsoft's one OS strategy is also going to enter Intel's product equations since they quitely announced that Atom Xn will be Windows 10 ready later in 2015.

    http://bit.ly/1wIaEiA

    That will not be a huge deal in smart phones for 2015 but will be in all-in-1's.
    Mar 4, 2015. 12:27 PM | 5 Likes Like |Link to Comment
  • How Wide Is Apple's iOS Revenue Moat? [View article]
    Over stuffed US consumers are very loyal to Apple having embraced the ecosystem early on with iTunes. That could easily change once device commoditization and other OS's achieve parity with iOS and OSx. Samsung's latest devices are better then i6 and so will Microsoft's next Lumia. Of course, Apple's iCar will solve everybody's problems!
    Mar 4, 2015. 11:39 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: The Interest Rate Cuts Continue [View article]
    US banks are a joke but so is the FED! We've got a monopoly economy with the banks sucking the money out of it to invest in markets instead of loaning it to create higher velocity. They destroy the system when they allowed banks to become investment houses gambling with depositors funds. Now they can't put Pandora back in the box!
    Mar 4, 2015. 10:11 AM | 4 Likes Like |Link to Comment
  • Intel Overshadowed By Samsung At Mobile World Congress [View article]
    trader_xx - It's not too late until we get to at least 7nm!
    Mar 3, 2015. 11:08 PM | 1 Like Like |Link to Comment
  • Intel Overshadowed By Samsung At Mobile World Congress [View article]
    Good Forbes recap of Intel's MWC announcements.

    http://onforb.es/17Pa4DV
    Mar 3, 2015. 08:59 PM | 3 Likes Like |Link to Comment
  • Intel Overshadowed By Samsung At Mobile World Congress [View article]
    Zipper0 - Mainframes, minicomputers, PC's and networks. Mobile PC's are just the latest and smaller form of the last revolution. The next revolution is cloud computing and Apple's not exactly leading?
    Mar 3, 2015. 08:58 PM | 2 Likes Like |Link to Comment
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