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  • Xiaomi: Copied Apple's DNA? [View article]
    Oh come on, all of the components for smart phones and tablets are off-the-shelf with the most critical one being economical labor. Apple's in 5th position in China and suing Xiaomi (Show-me), a Chinese enterprise, is going to be a lot more difficult then Samsung, A South Korean enterprise. Basically, if Apple sues Xiaomi they'll be suing the Peoples Republic of china and that will not end well for Apple in China.
    Aug 28 03:57 PM | 3 Likes Like |Link to Comment
  • Intel Seeks Relevance With Spreadtrum Tie-Up [View article]
    INTC and QCOM are both amazing semiconductor enterprises with entirely separate claims to fame. China's investing QCOM because of QCOM's IP licensing practices and how they impact anybody that wants to succeed in mobile chips that require 4G/LTE. Intel owns PC and server chip markets and should be a very good position to take greater market share in tablets in 2014-16 and make inroads in smart phones in 2015-17. I'm thinking the whole ARM ecosystem is going to be really challenged by Intel in the 14nm and 10nm tick tock cycles.
    Aug 28 03:50 PM | 3 Likes Like |Link to Comment
  • Intel Seeks Relevance With Spreadtrum Tie-Up [View article]
    Intel's leading in PC and server $80 billion market with around 90% share while QCOM leading in $40 market with 80% share. If that's irrelevant wait until Intel hits stride in 14nm SoCs.
    Aug 28 03:39 PM | 6 Likes Like |Link to Comment
  • Regulator Clarifies Microsoft Probe, Monopoly Stance [View article]
    All socialists whether they be in Asia, EU or US are always looking for ways to fine and tax the overachievers to support their political base. I wonder why they don't fine the automobile makers for now making the entertainment and sound systems in cars so difficult to replace or upgrade?

    Oh, well China's going to set their own international rules as they see fit after all they have had a civilization about twice as long as their western counterparts. They're eliminating $4 billion in smart phone subsidies offered by their carriers and that's going to have a huge impact on $600-800 devices like iPhone 6, Lumia 935 and Samsung Galaxy. Their COS (China OS) project could also definitely get Apple, Google and Microsoft's attention since offering Cinux built on Linux will not be that difficult at all. The western robber baron capitalists may have finally meet their match. Globalization's great until you lose your job and investment profits.
    Aug 28 10:43 AM | 1 Like Like |Link to Comment
  • Apple's iWatch Is A Game Changer [View article]
    iWatch could be the iRock but with a shorter life span!
    Aug 28 10:32 AM | Likes Like |Link to Comment
  • Server growth positive in Q2; IBM loses share, H-P/Cisco gain [View news story]
    Really good news for Intel.
    Aug 27 11:18 PM | 1 Like Like |Link to Comment
  • A Look At The Intel Developer's Forum [View article]
    Can't wait should be REAL interesting and informative.
    Aug 27 04:23 PM | Likes Like |Link to Comment
  • Apple's A8 Processor Launch And Its Impact On Intel's Mobile CPUs [View article]
    Author •Apple Will Go To Great Lengths to Position its New A8 As Beyond Intel's 14nm Broadwell

    Apple may initially have a marketing win but unless they contract with Intel's to fab their A8, 9 and beyond they're not going to have a process or technology win.
    Aug 27 04:20 PM | 3 Likes Like |Link to Comment
  • Update: Intel's New Initiatives In IoT - Smart Bracelet And World's Smallest Modem [View article]
    Intel's IoT strategy is going to be really interesting as they demonstrate with things like the bracelet just how embedded and small X86 can really go. Intel Inside everything is really a bind teaser.
    Aug 27 04:17 PM | Likes Like |Link to Comment
  • How Intel Earns Real Profit From Mobile [View article]
    The next "big" thing after Apple concedes that Microsoft's Surface Pro isn't really that bad of an idea with be how far and fast the fonetab idea catches on. Its going to be a no brainer that all devices above 6" could also accept phone calls. Microsoft's merging of Windows Phone and Windows RT offers some really interesting possibilities to the Wintel ecosystem along with Android on Chromebooks with Intel Inside.
    Aug 27 04:13 PM | 1 Like Like |Link to Comment
  • Android Vs. iOS: Which One Will Make The Most Money? [View article]
    Nether since they're both free! Windows Server makes the most money!
    Aug 27 04:03 PM | Likes Like |Link to Comment
  • Apple: iPad Pro Won't Be A Surface Pro Killer [View article]
    Yep, along with the 1-2 billion users and $600 billion Wintel ecosystem.
    Aug 27 04:00 PM | Likes Like |Link to Comment
  • Has Google Finally Made Microsoft Obsolete? [View article]
    Microsoft's business model is enterprise first (60%), consumer last (25%) with an up and coming devices and services segment (15%). Apple's all about consumers (100%) and Google's all about online advertising (95%). So comparing the three is like comparing baseball, football and soccer. They're all professional sports, they all have fans and they all involve playing with a ball but none really impact the other.
    Aug 27 03:25 PM | 10 Likes Like |Link to Comment
  • Has Google Finally Made Microsoft Obsolete? [View article]
    Exactly, Microsoft's Commercial Licensing accounts for close to 60% of their revenue with Consumer Licensing accounting for around 25%. The other 15% is devices including gaming, smart phones (Lumia) and tablets (Surface). Comparing Apple or Google to Microsoft is a foley since neither have any commercial licensing to speak of.
    Aug 27 03:21 PM | 3 Likes Like |Link to Comment
  • How Intel Earns Real Profit From Mobile [View article]
    Great article even with the missed 2015 assumptions. Intel's PC Client Group includes desktops, notebooks, all-in-1, 2-in-1 devices while Mobile and Communications Group includes smart phones and tablets. I think all-in1 and 2-in-1 growth is going to really surprise the tablet proponents.

    If Intel's PC Group can grow tablets with keyboards and their Mobile Group can eliminate contra revenue Intel's should report total strong 2015 revenue growth but diminished gross margins. That's a huge positive given everyone that reads Intel's Quarterly Reports and listens to the earnings call knows that the gross margin will return to the Mobile Group in 2016.
    Aug 27 03:16 PM | 1 Like Like |Link to Comment