Dana, this is a very exciting picture of a vision for Yahoo. As a software developer myself, I can envision such a transformation. It may be hard to grasp for others who have not lived in the software world such as most analysts. The unleashing of software creativity is a thing to behold when it happens. It brings iPhones and gazillions of apps and The Internet! I agree with your thesis. Execution will be interesting to watch from the sidelines. New software development technologies make building software so quick now, it is mindboggling. But those who are mere consumers of software have little idea IMHO how far we have come or how fast we can go now to get to "tomorrow". I will start watching YHOO much closer. I am sure we will see "evidence" of change in short order. Stay tuned, huh? I do not own any YHOO stock.
Intel's Iris: Clearly Designed For Apple's Retina [View article]
Fantastic article - and comments! Helps greatly in my being able to maintain confidence in my investments. Helps to have you guys sort through all the news and point out what's relevant. Makes SA my indispensable daily read. Long INTC - thankfully. :)
New Surface tablets are expected to be unveiled at Microsoft's (MSFT -0.1%) June 26-28 BUILD developer's conference, sometime-accurate Digitimes reports - if true, look for a model running on an Intel Haswell CPU. The WSJ has already reported 7" Surface tablets are in the works. IDC just estimated Q1 Surface shipments only totaled 900K, and Bloomberg reported in March 1.5M Surface units had been sold since the tablet line's Oct. launch. OEM hardware sales will probably play a bigger role in determining Windows 8's fate in the tablet market than the Surface line. [View news story]
I am long msft; am writing this comment on my Lumia 822; and I own a wonderful Surface Pro. The products are dynamite. Possibly expense of them is a barrier to adoption. Possibly software - once you start using them - you want more and more. I use them constantly, every day...and they are not needed for my job. I think the addiction will be "catching" as long as all are quality like these are.
Mr. Stewart - the clarity and relevance of your material like this is why I am a follower. Thank you. I know reports like this take effort, and I hope you know those efforts are really appreciated.
Isn't it a giggle that I am reading this dire prediction on my wonderful Nokia Lumia 822? Verizon says I can upgrade it at no cost anytime in the next 22 months so Lumia 928 here I come. Oh, did I miss your point? Clearly, you have done a lot of hard work on your article. Thank you for that. It is sobering to see how hard Nokia is working to right the ship. Nobody expected it would be easy. But I for one am very grateful for this wonderful smartphone. Now, you need to give some thought to writing about the next Chapter...success. Long NOK.
Microsoft's Earnings Report And Its Future - Part 2 [View article]
Fine job! I would only add that the emphasis on synergy across its software businesses is a true growth catalyst. Nearly 50% of its new phone users are coming from feature phones--big market with less cost to capture. Also have met many XBox devotees who carry Lumias because of mobile gaming ability - even my mom and I are new users of the games on our phones - just bought new gold memberships. Also picking up Office 365 because it integrates so well with my new Surface tablet - running Win 8 Pro. It just keeps getting better. Expect the unexpected....growth is ahead. Sent from my Windows 8 Phone - a Lumia 822.
Microsoft: More Resilient Than Given Credit For [View article]
Thanks for the great article. You have brought up an important point: "cloud" status for MSFT could begin to turn some other Wall Street heads more positive. The Street has loved Salesforce.com; I found out all the MLynch brokers use SalesForce for client notes. Because they use it, they can better understand what "cloud" delivers. MSFT just needs a positive catalytic "theme" like "cloud" to moderate negative views of the company. Such a wonderful earnings report in such a blah economy...good goin' MSFT! I am long MSFT.
Intel: Don't Be Fooled By The Next Move Up [View article]
I am reading this article in one window and writing this comment, while also handwriting some notes in a side-by-side window in Office 2013's OneNote with a pen on my new Surface Pro. OMG! AWESOME! I have moved slowly to this point over the last month. Yes, there have been some struggles. I went this way after falling in love with my Win8 Phone [Nokia Lumia 822]. I looked at and tried in the stores every new touch product on the market. I only found the Surface Pro has all 5's in Amazon user comments. Other screens were blurry, touch was jerky. This has Intel Core5 in it. It is only bested by Intel Core7 -- which I have in my new Dell 8500 with 12GB of RAM -- also AWESOME! Don't be too skeptical until you have tried it. I will never go back.
Intel Investors: Keep Your Eye On The Ball [View article]
Terrific article. No one has mentioned how much it helps those of us who can't or won't navigate all the numbers all the time. I love the focus on key metrics. I have taken notes. I know what to watch. Thank you sooo much! I invested in INTC last year as a newbie control-your-own-portf... investor. I have not understood why Wall Street hates the stock - but I agree that it does. I understand how fine a company it is - and more so, how superior its chips are. So seeing your key metric charts helps explain a lot! I am also going to check out Ycharts. Please keep writing these good articles!
dnpvd51, Did anyone explain runtime environment? I scanned the posts but did not see anything. I will give it a try, and folks can correct me or expand. I don't know how much you know about computers. The "heart" that runs a computer or smartphone is a processor, or CPU [like Intel makes or Qualcomm makes].
There is software that gives the processor its "action" -- its instructions. That is the operating system [OS]. You know that "Programs" can run in/on the OS. The OS watches for the programs' requests and "schedules them" through the CPU. So "activities" or "tasks" are being juggled by the OS and given to the CPU as fast as possible. You can run the tasks in "parallel" if you have multiple "cores" -- which are in fact little mini-CPUs all running at the same time. The OS can asynchronously send tasks to each of these cores simultaneously.
Now, a "runtime" is actually another Program. The Runtime talks to the OS; it is not allowed to talk directly to the CPU. A "runtime" is an "interpreter" of yet another Program--so the runtime is a program but it mimics what an OS does, so it is an "OS-like" program, which is what ANDROID is..since it is Java, Android cannot really be an actual Operating System. Linux must be the Operating System. What the other commenter is saying is that the OS in Android systems is a slimmed-down Linux. Without a Runtime, you have a simple software processing stack running at all times, which is very fast: User-Program---OS---CPU. Instead, in the Android systems, you have an extra pile of software running in the processing "stack": User-Program--Android Runtime[Java Program]--OS[Linux]--CPU.
The Runtime is a bunch of software and is like a "middleman" that "interprets" the Android code to the Linux OS. Then, the Linux OS talks to the CPU. By its nature, this architecture/stack is slower than if you have a User-Program talk directly to the OS which schedules it directly on the CPU.
Because the Runtime introduces another "software layer" into the [smartphone/computer] cake, this "stack" is, by nature, prone to introducing additional bugs that occur during the running of this more complex and cumbersome system.
If speed is critical, it is more highly desirable to have a the slimmer and faster User-Program->OS-&a... architecture/stack for the highest possible responsiveness for all programs. This is also highly likely to be very efficient and much less buggy than having a User-Program->Runti... stack.
I need to add that this will inflame many who have very strong opinions about the quality of various Runtime engines that are out there. I am trying to just share the "bare bones" description with you so you have an understanding of what geek-types mean when they talk about "Runtime".
Java has always run inside a "Runtime" environment. C and C++ programmers write "native" code software that talks directly to the Operating System [like Linux or Windows]. These programs run very very very very fast. Java must run inside a "Runtime" program, because most of it is an "interpreted" language [some parts of it were improved to offer capabilities that are "native-like"].
This is highly debated. Many new inventions have come along to speed up Java and the Runtime environments, which I have not kept up with. So, the "debate" rage on.
I hope this explanation helps. I apologize to anyone out there for any misrepresentations I might make; I am giving the "basic" idea.
Intel Perfectly Positioned For Next Computing Revolution [View article]
Very refreshing article! Will print and study...as well as the comments. Long INTC.
Thanks for giving voice to the fantastic "potential" of Intel processor technology. Few [sadly, which is normal, I guess] grasp the unbelievable growth trajectory processing technology is currently on. You have made a great deal of it visible; thank you for that. I see these gains occurring from "inside" as a software programmer. How fast we in the industry are moving is breathtaking; it is hard to articulate the speed and the engineering effort that is underway to "outsiders" who do not understand the intricacies of computing. The world is demanding more, and we have barely scratched the surface of what it is taking in skill and resources to begin to meet these demands. The PC debate is so trivial it is a classic distraction. Thank you for changing the conversation.
IMHO, Nothing matches the performance of Intel processors...and they are quadrupling and quintupling down on their records to advance into the future...a future that is very nearly the present. Medical demands, communication demands, defense demands, commerce and data-gathering demands--all are demands for more and better and faster processing--and these demands are moving at lightspeed. Nothing could be more revealing than the steadfast course Intel has set upon to make huge capital investment now. As an investor, I thank God for Intel's vision and clarity.
It boggles my mind that "the street" folks do not grasp this...all the while, when TV cameras pan the trading floors, there is Intel technology everywhere--everyone has their hands on some sort of "processing" device. Of course, the back rooms are full of unbelievable Intel technology that is virtually derided and ignored. Duh.
I for one am not laughing at the most aggressive forecasts for INTC future value. Meanwhile, I go to work everyday to stretch myself programming to the latest CPU marvels because our customers impatiently await delivery of more technology to use in their businesses for competitive advantage. You call this "dying"?????? Get real, folks. Don't get distracted by what the technology is called; by any other name, it is still the future.
More on Wells Fargo's Intel (INTC +1.1%) estimate hike: Analyst David Wong thinks the x86 server CPU market can grow at a mid-teens annual rate over the next several years, and is an overlooked beneficiary of the smartphone/tablet boom. He notes Intel has suggested "122 tablets generate enough data traffic to occupy 1 server, and 600 smartphones generate a similar amount of traffic." Wong also argues tablets aren't powerful enough to displace notebooks, and has high hopes for Intel's next-gen mobile processors. [View news story]
Very useful comments; I hope I can do justice to them with a couple more things to think about.
re: "multitudes" who now do email on tablets -- humbly, this "target market" were never true users of heavy computing power. That may be the mistaken assumption in quotes on "pc decline". The growth I see will come from a power user base. Also, there will be a growing power user base, I believe, because the applications demanded today require more and more computing power to satisfy these users. As today's young people begin entering the workforce [a larger cohort than the boomers, by the way] many many more of them will have computers as part of their work and daily life than any generation coming before them....
Businesses/employees use more computing power every day, and I believe David Wong is seeing "back-end" operations for smartphone and tablet apps growing to support more and more consumers carrying them--more banking, more healthcare, more entertainment processing, etc., will require them.
The example from Micah on GE is a perfect case in point. More usage of computing power is being invented every hour. I see it and work in it every day.
re: Mr. Tomasello's question on how many "users" per server... I am not sure what Mr. Wong's assumptions were. I am more of a software than a hardware person. But I think of it slightly differently. I am not sure, but I believe that games utilize the client to process a portion of the game action. That is usually why gamers need "high end" pc's...with extra heavy graphics processing and plenty of storage and memory capability...because a great portion of the game is processed locally and not remotely on the server. So, the server could handle more clients because the clients themselves do a good part of the processing which relieves the server load a good deal.
Contrary to this gaming model, the smartphones and tablets do not really do much of their own processing. They "render" simple graphics...but I believe that a great deal or most of the processing is done exclusively on the server. While the "thin client" [which is what tablets and smartphones are] easily makes a request to the server, the server probably has a great deal more work to do just for that one request. That request may involve the server going to a back-end database, and to another repository such as an email server, and back again, with some data-crunching or other fairly heavy processing having to be done amongst all of these -- before it eventually returns to the client with a response to the client's request. Most clients like these are doing a great deal of media [maps, videos, pics, etc.] and servers are likely encrypting and decrypting all of the data simultaneously. With heavier and heavier activity [say, bank account processing], the stress on the servers grows. So you need to reduce the number of clients allowed access simultaneously, or you need to increase the numbers of the servers available for simultaneous access.
The problem is usually communication bottlenecks at some point along the chain, and not necessarily the server itself. Sure, most heavy-duty server systems are set up to handle thousands of clients. However, at my work, we have seen our network speeds and pc response times decline dramatically as our "cloud" operations have ramped up. So, something is sapping the ability of our servers to continue as they did in the past, with greater and greater demands handled in cloud-type environments.
Given this, I would give Mr. Wong's assumptions the benefit of the doubt--possibly being conservative as the industry struggles with determing the new infrastructures and computing power that are going to be needed to cope with the new environments.
More on Wells Fargo's Intel (INTC +1.1%) estimate hike: Analyst David Wong thinks the x86 server CPU market can grow at a mid-teens annual rate over the next several years, and is an overlooked beneficiary of the smartphone/tablet boom. He notes Intel has suggested "122 tablets generate enough data traffic to occupy 1 server, and 600 smartphones generate a similar amount of traffic." Wong also argues tablets aren't powerful enough to displace notebooks, and has high hopes for Intel's next-gen mobile processors. [View news story]
Ditto for me.
I am also a geek [programmer]. I have been so frustrated that "no one" [think Wall St.] was "getting" the inconsistency of having more and more smartphones and tablets [no matter the brand] while not seeming to realize that you have to have more-and-more processing power to go along with them--at ALL ends of the bandwidth/computing spectrum.
None of my current PC's will handle the level of Internet traffic and computing I currently do daily. While I will "add" portable processing power to my repertoire, I will also upgrade the bigger machines I depend on most at home. I realize not everyone will do this. However, I watched QVC recently where DELL was featured--people were buying up DELL's latest and greatest PC's like mad. All of the folks interviewed were talking about how they had not changed out their "main" computer in years--but were looking for something "new" in addition to their smartphone and tablet; these folks too realized that they needed "modern" computing power [IMHO].
At the employer where I program, we are upgrading to faster and faster machines [all with Intel CPU's in them] to handle the B-to-B software we are constantly upgrading. No customer yet has said they have enough power; they want more and more.
I also am long INTC -- and have been long through all the ups and downs of the past 2 years. Sigh. Sometimes it is tough to be so far ahead of Wall St.
Thank you David Wong. Thank you too to you other posters. Finally, maybe INTC will get some RESPECT! :) Ignore IDC and Gartner, too, they don't know what to forecast until it turns and hits them in the behind. Oops...also long DELL. :)
Intel: Retirement Of CEO Paul Otellini Is Bad News [View article]
Thank you, Mr. Eassa, for this thoughtful piece; I am also grateful to some of the commenters who expanded on my knowledge of Mr. Otellini's contributions, and especially where the technology is likely to be at. I am long INTC. I come down on the side that Mr. Otellini is well satisfied with the company's trajectory; he was especially passionate about launching the Ultrabooks. I'll bet he has so much vision that he sees what it will take next to launch the 22nm SOC -- and I would believe he wants a hand in putting in place the person who will lead that effort. It wouldn't hurt to have someone with a strong vision of where mobile and our future "100% connectedness" [read data centers,cloud,etc.] is going to lead the world [literally]. This person will need to see/lead INTC through this vision for at least the next decade or two--something I would imagine Paul is keenly aware of. He will serve INTC's future best by taking a strong role in putting that person in place, and then being around to lend a hand as need be. IMHO.
Why Yahoo Has Just Started To Run [View article]
Intel's Iris: Clearly Designed For Apple's Retina [View article]
New Surface tablets are expected to be unveiled at Microsoft's (MSFT -0.1%) June 26-28 BUILD developer's conference, sometime-accurate Digitimes reports - if true, look for a model running on an Intel Haswell CPU. The WSJ has already reported 7" Surface tablets are in the works. IDC just estimated Q1 Surface shipments only totaled 900K, and Bloomberg reported in March 1.5M Surface units had been sold since the tablet line's Oct. launch. OEM hardware sales will probably play a bigger role in determining Windows 8's fate in the tablet market than the Surface line. [View news story]
Market Analysis: The EU, Part I [View article]
The Fall Of Nokia Continues [View article]
Clearly, you have done a lot of hard work on your article. Thank you for that. It is sobering to see how hard Nokia is working to right the ship. Nobody expected it would be easy. But I for one am very grateful for this wonderful smartphone.
Now, you need to give some thought to writing about the next Chapter...success. Long NOK.
Microsoft's Earnings Report And Its Future - Part 2 [View article]
Sent from my Windows 8 Phone - a Lumia 822.
Microsoft: More Resilient Than Given Credit For [View article]
Intel: Don't Be Fooled By The Next Move Up [View article]
Don't be too skeptical until you have tried it. I will never go back.
Intel Investors: Keep Your Eye On The Ball [View article]
This Is Why Microsoft Needs Nokia [View article]
Did anyone explain runtime environment? I scanned the posts but did not see anything. I will give it a try, and folks can correct me or expand. I don't know how much you know about computers. The "heart" that runs a computer or smartphone is a processor, or CPU [like Intel makes or Qualcomm makes].
There is software that gives the processor its "action" -- its instructions. That is the operating system [OS]. You know that "Programs" can run in/on the OS. The OS watches for the programs' requests and "schedules them" through the CPU. So "activities" or "tasks" are being juggled by the OS and given to the CPU as fast as possible. You can run the tasks in "parallel" if you have multiple "cores" -- which are in fact little mini-CPUs all running at the same time. The OS can asynchronously send tasks to each of these cores simultaneously.
Now, a "runtime" is actually another Program. The Runtime talks to the OS; it is not allowed to talk directly to the CPU. A "runtime" is an "interpreter" of yet another Program--so the runtime is a program but it mimics what an OS does, so it is an "OS-like" program, which is what ANDROID is..since it is Java, Android cannot really be an actual Operating System. Linux must be the Operating System. What the other commenter is saying is that the OS in Android systems is a slimmed-down Linux. Without a Runtime, you have a simple software processing stack running at all times, which is very fast:
User-Program---OS---CPU.
Instead, in the Android systems, you have an extra pile of software running in the processing "stack":
User-Program--Android Runtime[Java Program]--OS[Linux]--CPU.
The Runtime is a bunch of software and is like a "middleman" that "interprets" the Android code to the Linux OS. Then, the Linux OS talks to the CPU. By its nature, this architecture/stack is slower than if you have a User-Program talk directly to the OS which schedules it directly on the CPU.
Because the Runtime introduces another "software layer" into the [smartphone/computer] cake, this "stack" is, by nature, prone to introducing additional bugs that occur during the running of this more complex and cumbersome system.
If speed is critical, it is more highly desirable to have a the slimmer and faster User-Program->OS-&a... architecture/stack for the highest possible responsiveness for all programs. This is also highly likely to be very efficient and much less buggy than having a User-Program->Runti... stack.
I need to add that this will inflame many who have very strong opinions about the quality of various Runtime engines that are out there. I am trying to just share the "bare bones" description with you so you have an understanding of what geek-types mean when they talk about "Runtime".
Java has always run inside a "Runtime" environment. C and C++ programmers write "native" code software that talks directly to the Operating System [like Linux or Windows]. These programs run very very very very fast. Java must run inside a "Runtime" program, because most of it is an "interpreted" language [some parts of it were improved to offer capabilities that are "native-like"].
This is highly debated. Many new inventions have come along to speed up Java and the Runtime environments, which I have not kept up with. So, the "debate" rage on.
I hope this explanation helps. I apologize to anyone out there for any misrepresentations I might make; I am giving the "basic" idea.
Intel Perfectly Positioned For Next Computing Revolution [View article]
Thanks for giving voice to the fantastic "potential" of Intel processor technology. Few [sadly, which is normal, I guess] grasp the unbelievable growth trajectory processing technology is currently on. You have made a great deal of it visible; thank you for that. I see these gains occurring from "inside" as a software programmer. How fast we in the industry are moving is breathtaking; it is hard to articulate the speed and the engineering effort that is underway to "outsiders" who do not understand the intricacies of computing. The world is demanding more, and we have barely scratched the surface of what it is taking in skill and resources to begin to meet these demands. The PC debate is so trivial it is a classic distraction. Thank you for changing the conversation.
IMHO, Nothing matches the performance of Intel processors...and they are quadrupling and quintupling down on their records to advance into the future...a future that is very nearly the present. Medical demands, communication demands, defense demands, commerce and data-gathering demands--all are demands for more and better and faster processing--and these demands are moving at lightspeed. Nothing could be more revealing than the steadfast course Intel has set upon to make huge capital investment now. As an investor, I thank God for Intel's vision and clarity.
It boggles my mind that "the street" folks do not grasp this...all the while, when TV cameras pan the trading floors, there is Intel technology everywhere--everyone has their hands on some sort of "processing" device. Of course, the back rooms are full of unbelievable Intel technology that is virtually derided and ignored. Duh.
I for one am not laughing at the most aggressive forecasts for INTC future value. Meanwhile, I go to work everyday to stretch myself programming to the latest CPU marvels because our customers impatiently await delivery of more technology to use in their businesses for competitive advantage. You call this "dying"?????? Get real, folks. Don't get distracted by what the technology is called; by any other name, it is still the future.
Microsoft - Can The Sleeping Giant Write A Turnaround Story? [View article]
More on Wells Fargo's Intel (INTC +1.1%) estimate hike: Analyst David Wong thinks the x86 server CPU market can grow at a mid-teens annual rate over the next several years, and is an overlooked beneficiary of the smartphone/tablet boom. He notes Intel has suggested "122 tablets generate enough data traffic to occupy 1 server, and 600 smartphones generate a similar amount of traffic." Wong also argues tablets aren't powerful enough to displace notebooks, and has high hopes for Intel's next-gen mobile processors. [View news story]
re: "multitudes" who now do email on tablets -- humbly, this "target market" were never true users of heavy computing power. That may be the mistaken assumption in quotes on "pc decline". The growth I see will come from a power user base. Also, there will be a growing power user base, I believe, because the applications demanded today require more and more computing power to satisfy these users. As today's young people begin entering the workforce [a larger cohort than the boomers, by the way] many many more of them will have computers as part of their work and daily life than any generation coming before them....
Businesses/employees use more computing power every day, and I believe David Wong is seeing "back-end" operations for smartphone and tablet apps growing to support more and more consumers carrying them--more banking, more healthcare, more entertainment processing, etc., will require them.
The example from Micah on GE is a perfect case in point. More usage of computing power is being invented every hour. I see it and work in it every day.
re: Mr. Tomasello's question on how many "users" per server... I am not sure what Mr. Wong's assumptions were. I am more of a software than a hardware person. But I think of it slightly differently. I am not sure, but I believe that games utilize the client to process a portion of the game action. That is usually why gamers need "high end" pc's...with extra heavy graphics processing and plenty of storage and memory capability...because a great portion of the game is processed locally and not remotely on the server. So, the server could handle more clients because the clients themselves do a good part of the processing which relieves the server load a good deal.
Contrary to this gaming model, the smartphones and tablets do not really do much of their own processing. They "render" simple graphics...but I believe that a great deal or most of the processing is done exclusively on the server. While the "thin client" [which is what tablets and smartphones are] easily makes a request to the server, the server probably has a great deal more work to do just for that one request. That request may involve the server going to a back-end database, and to another repository such as an email server, and back again, with some data-crunching or other fairly heavy processing having to be done amongst all of these -- before it eventually returns to the client with a response to the client's request. Most clients like these are doing a great deal of media [maps, videos, pics, etc.] and servers are likely encrypting and decrypting all of the data simultaneously. With heavier and heavier activity [say, bank account processing], the stress on the servers grows. So you need to reduce the number of clients allowed access simultaneously, or you need to increase the numbers of the servers available for simultaneous access.
The problem is usually communication bottlenecks at some point along the chain, and not necessarily the server itself. Sure, most heavy-duty server systems are set up to handle thousands of clients. However, at my work, we have seen our network speeds and pc response times decline dramatically as our "cloud" operations have ramped up. So, something is sapping the ability of our servers to continue as they did in the past, with greater and greater demands handled in cloud-type environments.
Given this, I would give Mr. Wong's assumptions the benefit of the doubt--possibly being conservative as the industry struggles with determing the new infrastructures and computing power that are going to be needed to cope with the new environments.
More on Wells Fargo's Intel (INTC +1.1%) estimate hike: Analyst David Wong thinks the x86 server CPU market can grow at a mid-teens annual rate over the next several years, and is an overlooked beneficiary of the smartphone/tablet boom. He notes Intel has suggested "122 tablets generate enough data traffic to occupy 1 server, and 600 smartphones generate a similar amount of traffic." Wong also argues tablets aren't powerful enough to displace notebooks, and has high hopes for Intel's next-gen mobile processors. [View news story]
I am also a geek [programmer]. I have been so frustrated that "no one" [think Wall St.] was "getting" the inconsistency of having more and more smartphones and tablets [no matter the brand] while not seeming to realize that you have to have more-and-more processing power to go along with them--at ALL ends of the bandwidth/computing spectrum.
None of my current PC's will handle the level of Internet traffic and computing I currently do daily. While I will "add" portable processing power to my repertoire, I will also upgrade the bigger machines I depend on most at home. I realize not everyone will do this. However, I watched QVC recently where DELL was featured--people were buying up DELL's latest and greatest PC's like mad. All of the folks interviewed were talking about how they had not changed out their "main" computer in years--but were looking for something "new" in addition to their smartphone and tablet; these folks too realized that they needed "modern" computing power [IMHO].
At the employer where I program, we are upgrading to faster and faster machines [all with Intel CPU's in them] to handle the B-to-B software we are constantly upgrading. No customer yet has said they have enough power; they want more and more.
I also am long INTC -- and have been long through all the ups and downs of the past 2 years. Sigh. Sometimes it is tough to be so far ahead of Wall St.
Thank you David Wong. Thank you too to you other posters. Finally, maybe INTC will get some RESPECT! :) Ignore IDC and Gartner, too, they don't know what to forecast until it turns and hits them in the behind. Oops...also long DELL. :)
Intel: Retirement Of CEO Paul Otellini Is Bad News [View article]