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  • Apple Outguns Intel? Bay Trail Not Selling? I Think Not [View article]
    It's going to be really interesting to see which enterprises and processor ecosystems can generate the $10 billion capex required to get through each of the next four tick-tock cycles; 22-14nm, 14-10nm, 10-7nm and 7-5nm with the ASP of smart phone processors already at or under $30. The easy math is $10 per billion chips, or $30 per 333 million chips. I sure like Intel's odds with the 2nd math example. Atom Bay Trail-M is not cannibalistic compared to iCore Haswell if you're really in the market for a mobile computing device vs a mobile browsing device. The challenge for Intel is not designing an Atom that has higher performance specs then an A7, it's designing a range of Atom chips that satisfies mobile demands while maintaining superior performance price ratios for classic PC's and servers.
    Feb 28, 2014. 07:54 PM | 7 Likes Like |Link to Comment
  • Apple Outguns Intel? Bay Trail Not Selling? I Think Not [View article]
    Interesting article and reply to AE. We've seen these performance bench marks wars for decades with little or no real impact on market share. Intel has 80-90% market share in classic PCs and severs because of the Wintel ecosystem. Android has 80% market share in mobile devices because Android is free. Apple is very popular with got to have want to be techies because it's made for them only and not designed for enterprise flexibility.

    Your automobile analogy is right one because many buy based on performance hype but few ever use that performance in their daily tasks. Most can't safely operate a vehicle with over 400hp. Smart phones and tablets are new and interesting PC forms but the smart phones size will forever limit its performance relative to other PC forms and rightly so. Intel's taking the right approach in protecting their existing $50 billion PC and server markets while trying to hit the sweet spot in mobile devices. Intel will eventually secure a 15-30% share of the mobile device market and I doubt that any ARM device will do the same in classic PC or server devices.

    My 2004 Mustang SVT Cobra V8 32v 280ci produces 560hp with 5 pounds of Eaton turbocharger boost which is way better then my 1970 Mach 1 V8 351ci. Isn't technology great!
    Feb 28, 2014. 01:59 PM | 4 Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    How does Apple have a 1 year lead on 64-bits when almost all of Intel's processors are 64-bit?
    Feb 28, 2014. 12:08 AM | 3 Likes Like |Link to Comment
  • Relax, Intel Is Doing Just Fine In Tablets [View article]
    Nice article. Intel's done a really good job in protecting their PC and server turf from processor cannibalization but has missed the mark by at least 12-18 months in mobile chips. I suspect it will play out just like the RISC vs CICS wars of old as soon as 2015-18 rolls around.

    I do not agree with statement "I can see a day when the smartphone has all the processing power anyone needs and connects wirelessly to peripherals such as monitors, mice and keyboards as you approach them with the bulk of storage in the Cloud." There is no need for a smart phone to have "all the processing power" when that's going to be available in other PC forms like tablets and home servers. The smart phone will become an inexpensive peripheral with only the power we really need to do daily tasks. PC's and servers will remain the real power houses for serious productivity such as creating CAD, video and other content. The power constraints of s smart phones size will always limit it's performance versus other PC forms.
    Feb 28, 2014. 12:01 AM | 1 Like Like |Link to Comment
  • Relax, Intel Is Doing Just Fine In Tablets [View article]
    True tablet - something that can't be converted into a small laptop essentially?

    That's a totally ludicrous statement that sounds like Cook & Jobs.
    Feb 27, 2014. 11:49 PM | Likes Like |Link to Comment
  • Relax, Intel Is Doing Just Fine In Tablets [View article]
    Asus T100 has a Bay Trail-M inside and has sold very, very well.
    Feb 27, 2014. 11:47 PM | Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    LOL, there's several hundred million consumers that disagree!
    Feb 27, 2014. 11:29 PM | 6 Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    It would be very interesting to see the Geekbench result details which would report what OS and processor were actually used and what the results of each test segment were such as integer, etc. I guess if you use Geekbench on a daily basis you should shell out $520 at Virgin Mobile.
    Feb 27, 2014. 11:25 PM | 1 Like Like |Link to Comment
  • Apple Outguns Intel [View article]
    Article contains some interesting results. I just downloaded and ran Geekbench on my Asus T100 with Atom Bay Trail-M Z3740 1.33 GHz 4 core Win8.1 32 bit with the following results;

    Single core 785
    Multi core 2500 <--- 4 cores

    So the reported results for the Z3480 dual core 2.13 GHz processor were 859 vs my 785 which is only 9.4% for a processor running 60% faster and with a 64 bit OS? Something seems fishy about the report Z3480 results? My T100 is a really nice 2-in-1 which cost only $379 and does a lot more than an Apple 5s.
    Feb 27, 2014. 11:18 PM | 4 Likes Like |Link to Comment
  • J.C. Penney flies 25% higher post-earnings [View news story]
    You can still buy JCP around $7 and sell Jan 2016 $10 calls for around $1.70.
    Feb 27, 2014. 12:36 PM | Likes Like |Link to Comment
  • Microsoft: The New Direction Of The Devices Segment [View article]
    Microsoft (MS) has reduced W8 and WP8 licenses to $15 from $50 for devices with ASP <= $250. MS's D&S investments will allow MS to increase W8 and WP8 license revenue to > $50 for devices they sell including hardware margins. Windows is a superior ecosystem to Android and iOS/OSx if you are a Windows ecosystem worker which includes over 1.5 billion users.
    Feb 27, 2014. 10:46 AM | 5 Likes Like |Link to Comment
  • Microsoft: The New Direction Of The Devices Segment [View article]
    WP is superior to Android and iOS of you're ecosystem is Windows. All modern PC OS's are basically the same with the real distinctions offered by apps and ecosystem. Microsoft has a enterprise ecosystem that Apple and Google can only dream about. Microsoft D&S investments will insure that Windows licenses still generate > $50 per PC sold if hardware margins are included.
    Feb 27, 2014. 10:43 AM | 7 Likes Like |Link to Comment
  • Intel: The Worst-Case Scenario [View article]
    Nice article with interesting speculations. However, "Given Apple's profile, stronger past growth, more growth expected this fiscal year, and larger buyback, that seems to defy logic." is way off base. If Intel's feeling the heat of Android plus ARM as tablets become $250 commodities and smart phones become $150 commodities how do you think Apple will turn out? The falling ASP and GM of all PC's is going to require huge unit sales increases. As Intel's CFO recently said there's room for only 2 survivors and who will they be.
    Feb 27, 2014. 10:06 AM | 1 Like Like |Link to Comment
  • Intel: The Worst-Case Scenario [View article]
    I've got an Asus T100 Bay Trail-M 10" 2-in-1 that run as fast as my Toshiba i3 and the battery lasts 12 hours in T100 vs 4hrs in Satellite.
    Feb 27, 2014. 10:02 AM | 2 Likes Like |Link to Comment
  • J.C. Penney: A Ray Of Hope, But Be Careful Of Being Blinded [View article]
    Wow, so the math is (4+12)/2=8 and (1+11)/2=6 giving us (8+6)/2=7 which is where we'll open tomorrow. So buy 100 shares at $7 and sell the Jan 2016 $10 calls for $1.20 and you can make 17-63% over 23 months.
    Feb 27, 2014. 12:21 AM | Likes Like |Link to Comment