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techy46

techy46
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  • Intel/Micron: 3-D NAND, Taper And The IMFT Cost Advantage [View article]
    So when we have Windows smart phones with Atom X86 4gb memory and 128Gb of storage that remotely to keyboards and screen will they finally be called PCs?
    Jul 28, 2015. 02:22 PM | 5 Likes Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    "Marion Morales, an IDC analyst briefed on the technology, said assessing its true merits will take until 2016 or 2017."

    Oh boy, IDC will tell retail investors how great it is after they tell the big boys that pay their fees to back up the trucks to INTC and MU options and shares.
    Jul 28, 2015. 02:06 PM | 5 Likes Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    So what do you think about INTC+MU 3DXpoint announcement?
    Jul 28, 2015. 02:01 PM | Likes Like |Link to Comment
  • Microsoft: The Windows 10 Hardware Argument [View article]
    Microsoft added a W10 update tool yesterday to stop updates from messing with drivers which was causing the issues with hybrid PC's that use multiple displays and separate graphic boards. Everyone loves to complain and whine about a great "free" upgrade.

    http://bit.ly/1DMtK5e
    Jul 28, 2015. 01:58 PM | 7 Likes Like |Link to Comment
  • Microsoft: The Windows 10 Hardware Argument [View article]
    Classic PC sales are around 300m but tablets are also around 300m so taken together PC sales are really 600m vs. 350m several years ago.
    Jul 28, 2015. 01:54 PM | Likes Like |Link to Comment
  • Microsoft: The Windows 10 Hardware Argument [View article]
    Me too, I may upgrade my 4 year old W7 notebook to W10 but will still buy a new notebook with i5, SSD and touch screen but probably won't wait for Sky Lake ad just look for a deal on 5th gen Broadwell i5.
    Jul 28, 2015. 01:52 PM | Likes Like |Link to Comment
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    They answered with "equally faster writes" and very long lifetime! Will not be licensing to 3rd parties! Get the capital, you got to be kidding!
    Jul 28, 2015. 12:48 PM | 15 Likes Like |Link to Comment
  • Microsoft: The Long Struggle Ahead To Grow Windows Revenue [View article]
    davel - 1) Microsoft sells software ( and now software services ) it does not sell hardware, 2) Yes Microsoft is now selling about $900m worth of tablets but that is mot affected by an OS upgrade, 3) Windows does not matter. Is it any wonder that the PC market ( and hence windows ) has been shrinking for years? What does win 10 do to affect the rate of change? Nothing.

    1/2) Microsoft is now selling about $10 billion worth of Lumia, Surface and Xbox. Granted, that's not Apple size but a $10b devices division should be able to make 30-40% GM once they get rid of all the Nokia noise. Microsoft's devices revenue could quite easily double to $20 billion over the next 3-5 years. Xbox will soon be a Windows 10 poered home entertainment server.

    3) Windows 10 does matter since the one OS strategy is what will drive adoption of Windows across more device that can be monetized via Microsoft's Cloud apps and services. It's also a huge source of recurring enterprise revenue that supports all the client access licenses for SQL Server, Visual Studio and Windows Server.
    Jul 27, 2015. 05:26 PM | Likes Like |Link to Comment
  • Intel Is Pushing Aggressively Into The Internet Of Things [View article]
    Intel can outspend Sammy because they own the enterprise server market that generates huge returns per chip. That's also why Intel's going to tick-tock-tock for 14nm and beyond to squeeze out more ROI as the ticks become more and more costly and have less impact on CPU performance but more impact on number of IP components (GPU, cache, etc.) per surface area.
    Jul 27, 2015. 02:02 PM | 2 Likes Like |Link to Comment
  • Intel Is Pushing Aggressively Into The Internet Of Things [View article]
    Vlad - Not to mention all new model cars are all full with IoT products.

    Chrysler's already got them, ha, ha!
    Jul 27, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Microsoft: How Windows Will Become Obsolete [View article]
    skifun333 - High end mobile phones already have more computing power than most OSs had ten years ago.

    That statement makes absolutely no sense?
    Jul 27, 2015. 01:56 PM | 2 Likes Like |Link to Comment
  • Intel Is Pushing Aggressively Into The Internet Of Things [View article]
    I just updated my home thermostats to Honeywells Wifi models which are now only around $100 and I can set and view from any Wifi device. It's really handy when in a different location and you want to check on your home. You can get home sprinkler controls with Wifi now too. The home network can become a real convenience and time saver. However, the bigger IoT opportunities are in commercial applications for commerce and industry which are almost limitless.
    Jul 27, 2015. 11:54 AM | 6 Likes Like |Link to Comment
  • Microsoft: The Long Struggle Ahead To Grow Windows Revenue [View article]
    Glen, I understand your pessimism and negative points. However, Windows 10 is all about the convergence of all PC's including smart phones, tablets and even gaming consoles. Your concern for Windows 10 Mobile (Windows Phone) not having hardware support from OEMs is unfounded since Apple's already proven that 30-40% GM on a $600 device is much better then 100% licensing for a $15 OS. Microsoft now produces 95% of Windows Phones (Lumia) and that's actually to their advantage if their Windows 10 one OS strategy proves as smart as it looks and Windows Phone's newest Lumia models to be released in Sept 2015 are as good as many expect. Smart phones (Lumia) and tablets (Surface) are now off the shelf devices that anybody can contract to have assembled in China for $5-10 from off-the-shelf components. It's all about Microsoft's Windows 10 client and enterprise ecosystem that nobody else can duplicate.

    http://bit.ly/1KtMOdm


    http://yhoo.it/1S7VHjQ
    Jul 27, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • Intel Is Pushing Aggressively Into The Internet Of Things [View article]
    Interesting article. Most Intel followers attribute Intel's M&A of Altera as a supportive move for Intel's DCG server platforms. However, I'm sure Intel has bigger plans for FPGA's across all sectors of their 14nm process. This may be another contributing factor to Intel's adding another tock to their 14nm roadmap so they can generate more ROI as each tick node is getting much more costly.
    Jul 27, 2015. 11:36 AM | 8 Likes Like |Link to Comment
  • Barron's: Microsoft's cloud transition could lead to 50% gain in 3 years [View news story]
    You can't please all of the consumers all of the time even for free!
    Jul 27, 2015. 12:17 AM | 7 Likes Like |Link to Comment
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