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I tried this morning and got the same message you referred to.
Don't waste your time with him. He only knows what he is talking about. He forgets what he wrote and then he will not check what he has said.
Where is AMD now? No where in servers. Your argument does not even make sense.
Thanks, MAS.
He wants to say things for saying. Article clearly stated that android for desktop and haswell is for laptop and desktop. ARM has no presence there.
Anyone knows why Intel stock is up more than 2% despite overall market being down. I wanted to write some calls-Dec. 24 or 25.
Thanks.
We have not finished 2013 yet. All of of 2014 is still ahead of us. I am not sure any rumors at this stage has any value.
That was digitimes and not Intel saying that it will be 30m.
I remember you mentioned about this. As I recall it included only Samsung. But it also applies to HTC gadgets.
Multiple Samsung, HTC devices banned from benchmark site for cheating
BGR.com By Zach Epstein
November 27, 2013 3:10 PM
Multiple Samsung, HTC devices banned from benchmark site for cheating.
Multiple Samsung, HTC devices banned from benchmark site for cheating
Despite the company’s denial last month, Samsung has been found by multiple reputable testers to cheat on benchmark tests. According to reports, several Samsung smartphones and tablets crank up the heat when they detect benchmark tests being performed. The problem seemingly extends beyond just Samsung though, and several other vendors including HTC and LG apparently juice their benchmark tests as well. Now, it looks like benchmark test providers are starting to fight back.
As noted by The Register, benchmark test creator Futuremark has publicly shamed Samsung and HTC by removing several of their devices from its website. The site ranks smartphones and tablets according to their performance on its 3Dmark test for Android, which measures graphics performance on mobile devices.
So far, Futuremark has delisted Samsung’s Galaxy Note 3 smartphone as well as the company’s flagship Galaxy Note 10.1 tablet. From the HTC camp, the One and One mini have both been banned from the site’s rankings as well.
“The platform may not detect the launch of the benchmark executable,” Futuremark’s regulations clearly state. “The platform must not alter, replace or override any parameters or parts of the test, nor modify the usual functioning of the platform based on the detection of the benchmark.”
But the fact he is analyst and has a following. That is what matters.
For a year or so, Intel will lose a lot of money. That is not good.
In fact he is making your point, that BK will abandon ATOM family of processor.
This article was not penned by Asharaf.
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Intel’s New Chip Is Exactly What Google’s Android Needs to Crush Windows
By Sam Mattera |
November 25, 2013 | Comments (10)
Will Google's (NASDAQ: GOOG ) Android ever replace Microsoft's (NASDAQ: MSFT ) Windows? Analysts at Gartner think so; by 2017, the research firm expects Google's mobile operating system to have fully supplanted Microsoft's Windows as the world's dominant computing environment.
Intel (NASDAQ: INTC ) could play a big role. The company's new Bay Trail chips can run 64-bit Android, meaning that devices running Google's mobile operating system could be about to get far more powerful.
The power of 64-bit architecture
The market for mobile devices has exploded in recent years -- demand for tablets is expected to have increased nearly 60% in 2013. Meanwhile, the market for traditional PCs is in decline -- PC shipments fell to a historic low in the first quarter, and have remained poor all year.
Yet, there has to be a limit. Smartphones and tablets excel at many tasks (web browsing, video consumption, gaming) making them ideal devices for consumers. However, when it comes to heavy computation, mobile processors are still lacking.
Intel's new, 64-bit chips could change that. Simply put, 64-bit processors, as opposed to the current, 32-bit ones, allow for far greater performance. The biggest issue is one of memory -- 32-bit systems are limited to 4 GB of RAM. Most smartphones and tablets have less than 4 GB of RAM (Samsung's beefy Galaxy Note 3 only has 3 GB), but as the devices become ever more capable, that 4 GB hard cap looms menacingly.
Intel claims that, by going to 64-bit, some mobile applications, including Adobe Photoshop, would see a 40% performance boost. In short, 64-bit would make mobile devices much more powerful, and therefore, able to do some of the processing jobs once reserved for traditional PCs.
Oversized Android hybrids could accelerate the PC's demise
These overpowered mobile devices sporting Google's Android could take the form of oversized tablets. Both Samsung and Apple are rumored to be working on larger, 12-inch tablets to be released in 2014. Laptops with 11- to 13-inch screens are fairly common; equipped with a keyboard and a 64-bit processor, a 12-inch tablet could cannibalize a large chunk market for these traditional PCs.
Microsoft seems to have accepted this process as inevitable; indeed, Microsoft's Windows strategy aims to keep the PC relevant in the mobile era. A new Microsoft TV ad profiles Asus' T100, a 10.1-inch Windows 8 laptop with a detachable keyboard. Microsoft's ad pitches the T100 against Apple's iPad, hoping that some would-be iPad buyers would consider a PC running Microsoft's Windows instead.
But I think the cannibalization is likely to head in the other direction. Indeed, Microsoft's attempts at bringing Windows to mobile have borne little fruit, and the radical changes may have even discourage some buyers.
In IDC's recent report on the tablet market, the research firm remarked that tablets running Microsoft's operating system continue to struggle, while Microsoft itself has reported disappointing Surface sales, taking a $900 million writedown on hardware back in July. Before Windows 8 was released, Microsoft's new operating system was expected to give PC sales a boost -- it did no such thing; Samsung executives even blamed the "uncompetitive Windows platform" for poor PC sales.
Will Antel defeat Wintel?
In its heyday, "Wintel" (Microsoft's Windows running on Intel's processors) dominated the computing space. Given the rise of mobile, those days are obviously gone. Yet, mobile devices remain limited -- the traditional PC seems destined to live on in some form, at least for the foreseeable future.
But for how long remains uncertain, and if Intel's new, 64-bit chips gives Google's Android the boost it needs, the mobile operating system should further expand its dominance. Larger, more powerful Android devices should eat away at even greater share of the market for Microsoft's Windows.
In time, "Antel" could come to replace Wintel.
It was quite obvious that phone with Intel inside was not going to be available in US. Intel may have phones for 3rd world country.
In your case, when you hate Intel so much, it never made sense to wait for Intel's phone.
Here is another point of view on Data center growth for Intel. A lot stats to back up his argument.
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http://email.seekingalpha.com/track?type=click&mailingid=1862091&messageid=O_2800&databaseid=&serial=O_2800O1862091O1385410513.620d772f34b233b08856023be2e38418&emailid=vijayc_us%40yahoo.com&userid=9163431&extra=&&&3000&&&http://seekingalpha.com/article/1862091-intels-largely-ignored-data-center-group-make-it-a-30-stock?source=email_rt_article_readmore&app=1
You become true to your form in three posts. How come you have been waiting for smart phone from Intel? You don't like Intel but in fact hate Intel.
You love to make statements without even knowing what you are saying.
Go and read and listen to the con. call. Intel stated that it was 3 years ahead.
For how long you have been waiting for $22.00 or below. It has not happened yet.
One of these day you will be right. But in the mean time, don't let your hopes die.
I was going to say the same. Stacy clearly stated that. Intel does not need foundry business to fill its factories. So it is hogwash to say that Intel should go to ARM to fill its factories.
Frustrations, I can understand it from investment point of view. But from technology perspective, Intel is not relenting.
As Elmer has stated in the past, Intel stock is best suited for writing covered calls and covered puts. One can make easily 3-4% per month. I have been doing it for years.
You are holding for 2 years and you have said it yourself that there are a few of us who are holding for ever.
When the stock broke $25.00, it was running away from various brokers house. They had not expected to run away so quickly. and What are they suppose to do? Recommend sell and that is why what you are seeing. Over reaction in my opinion.
I wrote(sold) Dec. 24 puts for $0.36 and $0.48. I know you can get $0.52 now. That gives you 1.5% and 2%. If I get assigned, I am ready to buy stock around $23.52/$23.64.
Headlines are very deceptive. This was shown by Stacy smith and not made up by this blogger. That is why I think every analyst will realize soon.
Whether this results in design wins, the only time will tell.
In fact, it was stated in the analyst meeting that Intel will take the existing designs of various OEMs and substitute with Atom and help these OEMs that way.
I also did the same by writing(selling) Dec. 24 puts.
What is the point? You have been writing for Alpha for so long. You have been justifying for so long that Intel is great long term investment. Now with one analyst day you have shown your true color. Please go listen to BK comments in Q&A from yesterday.
He clearly said that Intel will fab parts for any one if it made financial sense. He is only starting the dialogue of making parts. If you don't talk how would you know. He clearly said that in Intel's opinion it can charge higher price for its processes. Let us see how many show up on Intel's door steps.
Personally speaking, it is not that bad at all. PC client group is the biggest revenue generator and if it is down 5-6% in 2014, it is being compensated by revenue increase in Data center and mobile.
But I guess, analysts will look at it as glass half empty.
Intel stock is down AH due to comments made by CFO smith. PC will decline by middle single digit and revenue flat in 2014.
Cherrytrail is 2014 H2 story. Presentation lacked any cutomers/oems name.
Presentation for PC client group
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http://intelstudios.edgesuite.net/im/2013/pdf/2013_IM_Skaugen.pdf
Presentation for Data center group
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http://intelstudios.edgesuite.net/im/2013/pdf/2013_IM_Bryant.pdf
Here is presentation about mobile
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http://intelstudios.edgesuite.net/im/2013/pdf/2013_IM_Eul.pdf
What is this new chip called sofia? And why it is being built by Intel partners?
-------------------------
SAN FRANCISCO, Nov 21 (Reuters) - Intel CEO Brian Krzanich said on Thursday he planned to expand his company's small contract manufacturing business, paving the way for more chipmakers to tap into the world's most advanced process technology.
With Intel far behind rivals in making chips for smartphones and tablets, many on Wall Street have urged the company to expand its contract manufacturing business, which currently contributes little to its overall revenue, and to open its factories to high-volume clients making mobile chips.
"We're going to go much further. If we can utilize our silicon to provide the best computing, we'll do that," Krzanich told analysts. "People who can use our leading edge and build computing capabilities that are better than anyone else's - those are good candidates for our foundry service."
At his first annual investor day since taking over as chief executive in May, Krzanich said the slumping personal computer industry, Intel's core market, was showing signs of bottoming out.
"Our view is that it's declining but it's beginning to show signs of stabilization," he said.
Krzanich said that during his six-month tenure as CEO, Intel had improved its chip offerings for tablet makers and he pledged to quadruple the number of tablets with Intel chips in 2014.
Tablets with Intel chips would range in price from less than $100 to more than $400, he said, adding he recently gave every Intel board member a $149 Android tablet made with an Intel chip to demonstrate the progress the company was making in mobile.
Intel is the world's top chipmaker and it dominates the PC industry, but it was slow to adapt its processors for smartphones and tablets - markets now dominated by rivals like Qualcomm and Samsung Electronics .
Intel shareholders and its board are betting that Krzanich, a veteran from Intel's cutting-edge manufacturing operation who replaced retiring CEO Paul Otellini, will be able to steer the company back on track.
"When we began our search for the CEO a year ago ... I was embarrassed that we had lost our way," Intel Chairman Andy Bryant said at the event.
NEW CHIPS
Intel also unveiled two upcoming mobile chips from its Atom line designed to easily interchange features to create different versions of the component.
A high-end version of the new chip, codenamed Broxton, and is due out in mid-2015.
Krzanich pointed to SoFIA, a low-end version, as an example of Intel's new pragmatism and willingness to change how it does business. He said that in the interest of speed, SoFIA would initially be manufactured outside of Intel, with the goal of bringing it to market next year.
Intel will later move production of SoFIA chips to its own cutting-edge 14 nanometer manufacturing lines, Krzanich said.
Manufacturing chips on behalf of other companies is a major departure for Intel, which for decades had based its business on using its factory prowess to offer its own PC chips that were superior to rival products.
As PC sales shrink and Intel's fabrication plants operate at less than full capacity, Krzanich sees an opportunity to fill idle production lines while earning new revenue. He appears much more willing than his predecessor, Otellini, to open Intel's factories to a wide range of companies, including potential competitors.
Otellini agreed early this year for Intel to manufacture programmable chips on behalf of Altera , a Silicon Valley neighbor it does not compete with.
That deal, seen as allowing Intel to eventually take on larger customers, spurred speculation that Intel could do a much bigger deal to make iPhone or iPad chips for Apple , which currently depends on Samsung to manufacture its chips.
Another article with opposite perspective
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Intel: Jefferies Sees Advantage in Mitigating Transistor ‘Leakage’
By Tiernan Ray
Jefferies & Co.‘s Mark Lipacis today reiterated a Buy rating on shares of Intel (INTC), and a $30 price target, writing that Intel’s advantage in semiconductor process technology is set to expand as the issue of so-called leakage power becomes more prevalent with smaller chip feature sizes.
Lipacis paints the implications of leakage, and how they require Intel’s “more-efficient” transistor designs:
The power consumed by a transistor or digital integrated circuit (digital IC or chip) can be broken into two groups: 1) Leakage Power, or power used by a transistor when it is idle; and, 2) Dynamic Power, or the power used when the transistor is turned on. Historically, power consumption was driven by the power consumed by the transistors on the chip as they were being used (dynamic power). However, as chips have gotten smaller, so have gate widths, pitch and insulators. And as those (electron) barriers become thinner, the probability that electrons break through those barriers (aka “tunnel” in quantum physics) increases. That dynamic is known as leakage. As the process nodes (and transistors) have become smaller, the amount of leakage power increases exponentially. We think that high leakage power in transistors has the potential to shift the competitive dynamics in favor of Intel’s core competency of transistor design. Before, when power consumption was driven more by dynamic power, architectural considerations like instruction set architecture (ISA: RISC vs CISC), and microarchitecture simplicity (e.g., instruction size, number of memory registers) etc., could have a material effect on the power consumption of the entire chip. However, if more of the power consumption of the chip is being driven by transistors that are idle, then we think that more efficient transistor design becomes more critical. And we think that Intel has consistently delivered innovation in transistor design that has kept it ahead of its competitors.
Lipacis notes that Intel spent $60 billion building factories and funding R&D in the last three years, double the $30 billion spent by Taiwan Semiconductor Manufacturing (TSM), the contract foundry that manufactures chips for Intel competitors such as Qualcomm (QCOM).
He also notes Intel has had several breakthroughs contributing to power efficiency in chips, such as “strained silicon” technique, in 2003, “high-K metal Gate” in 2007, and the latest, Tri-Gate 3-D transistors, which were first unveiled in 2011 and are now in mainstream production.
Pointing to a slide used by Intel at a Jefferies conference, he notes the company inserted the phrase “wait and see” regarding the next innovation, due this year. Lipacis wonders if Intel may tomorrow unveil that new breakthrough at its annual analyst day event at its headquarters in Santa Clara.
Intel shares today closed down 14 cents, or 0.6%, at $24.56.
Qualcomm: COO Mollenkopf Sees Edge on Intel in Tablet Chips
By Tiernan Ray
Following Qualcomm‘s (QCOM) analyst day meeting in New York today, president and COO Steve Mollenkopf was kind enough to talk with me for a few minutes regarding a variety of topics, including emerging market smartphone trends and the battle for tablet computing.
On the latter score, I asked Mollenkopf how he sees Qualcomm faring relative to Intel (INTC), which has received accolades for its latest “Atom” application processor for tablets, “Bay Trail,” released earlier this year.
Mollenkopf assures me that “given the performance we can deliver with Snapdragon 800 or 805, we are not too concerned about where we sit with respect to other vendors,” referring to the company’s most recent models of its application processor family.
On a deeper level, Mollenkopf rejects the notion, propounded by Intel, that tablet computers will be something more like the traditional personal computer, as the category matures in power and performance, supposedly tipping the advantage to Intel as the PC heavyweight. It is a view that was espoused by former Intel CEO Paul Otellini, and that has been taken up by his successor, Brian Krzanich.
“The tablet is not really so much like a PC,” says Mollenkopf.
“There are a number of things that need to be integrated, and here the PC model basically comes up short, such as video.” He offers as an example the Amazon.com (AMZN) “Kindle Fire HDX” tablet released in recent weeks. It uses a Snapdragon 800. “There are many things we did there that differentiate us, things such as the display, to make it more readable in direct sunlight, for example — those are things you wouldn’t do if it weren’t a mobile product.”
“We also incorporated special security features [in the chipset] for the download and storage of rental content on the Kindle Fire.”
In sum, then, the “we look at the tablet as more of a mobile device, more like a phone, and not a laptop.”
When I suggest that Intel has long dominated the use of performance benchmarks to push the prowess of its chips, Mollenkopf bats that aside, replying “As far as benchmarks for tablets, we have created more realistic benchmarks than the stuff that typically gets thrown around in the PC world, benchmarks that are more attuned to the demands of mobile.”
I also asked Mollenkopf about how he sees the next big leap in chip manufacturing playing out, and whether it may prove problematic given that Qualcomm last year suffered through delays in getting parts at the latest technology node, using features measuring 28 billionths of a meter.
Would there be the same problem with this latest technology process, 20-nanometer, I asked?
“20 nano will not be a drama,” he says. “What happened there was, we had so much traction that we couldn’t match the ramp on the front end.”
“But generally speaking, the problem you just had is never the one you will have next,” he says with a wry smile, before adding, more seriously, “We are converting the supply chain from being node-laggard to node-leader, so things will be different this time.”
I ask Qualcomm about Intel’s vaunted prowess in semiconductor process technology, and Intel’s contention, held by some analyst on the Street, that Qualcomm’s partners, such as Taiwan Semiconductor Manufacturing (TSM), may run aground as chip features face more daunting effects at small feature sizes in coming years.
On the one hand, “we have many partners for making chips,” he points out, “and we think there are many companies that will do just fine making transistors at these new technology nodes, including Samsung [Electronics (005930KS), and TSM, and we think GlobalFoundries has a shot as well. We also fab with [China-based] Semiconductor Manufacturing International. So, we think there are a lot of parties who are capable of making transistors.”
At the same time, “We think, unlike our friends up north [Intel], that the transistor is not necessarily the most important thing,” argues Mollenkopf.
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Refer to comments in the end.
Intel Analyst Day on Tap: Best Products in a Decade, Says B Riley; Capex to Decline?
By Tiernan Ray
Intel (INTC) will host its annual analyst day meeting this Thursday, November 21st, in Silicon Valley, and a couple of observers weighed in with thoughts about the first such meeting for CEO Brian Krzanich, who took the helm in May of this year, along with president Renee James following the eight-year tenure of Paul Otellini.
B. Riley & Co.’s Craig Ellis reiterates a Buy rating on the shares, and a $28.50 pricer target, writing “We expect realistic acknowledgement of known, visible headwinds to past growth such as tablet PC cannibalization but expect strong counterpoints to include un-encroached multi-year technology and manufacturing leadership, strong embedded, mobile, PC, and server product cycles, and recent time to mkt and custom product-enhancing org/process changes.”
Krzanich will highlight the company’s multi-year semiconductor manufacturing process lead, and the advantages across servers, tablets, networking and other areas, he thinks:
We expect CEO Krzanich to express confidence Moore’s Law will be sustained with transitions to in-progress 14nm, in-development 10nm in 2015, and 7nm in 2017. The cadence – un-impacted by a now-resolved 14nm Broadwell defect intensity issue, would hold a multi-yr lead to industry, as shown by 22nm finFET’s timing.
With products such as the “Xeon E5” family of server chips, the “Haswell” line of PC processors, and the “Bay Trail” processor this year, “INTC can fairly state its portfolio is in the best position in 10+ years,” writes Ellis.
Ellis expects fairly consistent “messaging” as far as financials — mid-teens growth of data center products, a bottoming in the PC market, double-digit growth in embedded chip applications, and a 40% target for the free cash flow paid out as a dividends. Intel may back off of the average $10.8 billion in capital spend the last three years and target something more like $7 billion to $8 billion, which will leave more money for dividends.
In a less sanguine vein, Cowen & Co.’s Timothy Arcuri reiterates a Market Perform rating, arguing demand for “hybrid” PC devices that Intel has championed is uncertain; he also sees lower capex ahead:
The company is well positioned on new PC form factors such as 2-in-1s, but demand for these products remains, to us, very questionable. Competitive ARM solutions have forced Intel to match pricing but the company believes customers are choosing Intel for its technology roadmap as it continues to ramp 22nm, migrate to 14nm and work on integrated LTE solutions. Relative to concerns on growth as ASP mixes lower with Bay Trail, INTC continues to highlight that Bay Trail socket cannibalization should not be looked at relative to a >$100 Core part, but rather relative to a low-end ARM part or what is already a lower ASP Celeron/Pentium part that has not had the right cost structure for that price point. We would expect the company to press this point at the Analyst Mtg this week. On capex, it continues to push more re-use in an effort to combat rapidly rising capital intensity. While headline capex in ’14 could come down to the $9B level from ~$10.8B in ’13, we think this is predominantly related to 450mm (pushed out 18-24mos) and “core” capex will likely fall from ~$9B in ’13 to ~ $8-8.5B in ’14.
Intel shares today are up 14 cents, or 0.6%, at $24.66.
This article is from Ashraf. There is some truth to it. How does every one feel about this?
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Microsoft’s Tablet Ecosystem Has Just 1 Issue
By Ashraf Eassa | More Articles | Save For Later
November 9, 2013 | Comments (7)
It is important to understand that Microsoft (NASDAQ: MSFT ) is truly a world-class software house. When it comes to sheer technical prowess, free cash flow generation, and even business diversity, it is truly difficult to beat Microsoft. While Microsoft continues to try to play itself up as a devices company, the reality is that the 75% of Microsoft's business not tied to Windows is actually faring quite well. Even Windows, which saw a slump due to weakening PC sales and poor adoption of Windows 8, is still likely to continue doing well in the long term as the PC evolves and Windows finds a home in tablets.
However, Windows tablets still continue to face one fatal flaw -- apps. This isn't a problem for Windows 8.1-based notebooks and desktops since the "legacy" desktop mode still offers a broad, rich ecosystem of applications. The 2-in-1 and convertible devices get the goodness of traditional Windows with a touch-oriented OS added for free. The problem, arises with smaller tablets.
Something Microsoft and Intel did right -- hardware and OS
In the interest of balance, it is important to point out that both Microsoft and Intel (NASDAQ: INTC ) did a superb job on the suite of 8" and 10" Windows 8.1 tablets that have begun to roll out. The operating system itself is quite efficient compared to Google's (NASDAQ: GOOG ) Android, and has a similar level of "slickness" that an Apple (NASDAQ: AAPL ) device might provide. Intel also did a superb job with its Atom Z3000 chips, finally clearing the name "Atom" from its woefully underpowered past.
In addition, while this is less applicable for 8" devices, the 10" Windows 8.1 with Atom Z3000 devices (like the ASUS Transformer T100) have also been given truly competitive price points. Can a $350 10" tablet coupled with a real, hard detachable keyboard, a fast quad-core CPU, and a full copy of Microsoft Office Home and Student really be beaten in value for somebody who needs both a lightweight productivity device as well as a consumption device?
The big issue -- 8" tablets
While the value proposition for 10" Windows 8.1 convertibles is clear, the same can't really be said for 8" devices. While 8" devices like the Dell Venue 8 Pro are still silky smooth, and much of the core functionality works very well, Microsoft's touch-only ecosystem lacks apps.
While a 10" convertible with Windows 8.1 has a distinct advantage because it can run full legacy Windows applications, that advantage is muted on an 8" device. When paired with a Bluetooth keyboard and mouse, it becomes a compelling mini productivity device. However, at the end of the day this form factor must be "tablet first," which requires a beefier touch-centric software ecosystem.
This is an area in which Apple has excelled. Not only is the iOS ecosystem rich by virtue of the popularity of the iPhone, but the actual iPad-optimized ecosystem is also very robust. Instead of trying to build its own Surface devices in a bid to earn hardware margin, Microsoft should be diverting every last Surface dollar to the stimulation of its software ecosystem. Microsoft has already done a good job with first-party apps, but the third-party app ecosystem still needs plenty of work, particularly in gaming.
Microsoft can fix this
Application ecosystems take time to build. While the ubiquity of Android devices makes it a natural target for application developers, the same can't be said for touch-enabled Windows 8.1 devices. Everybody buying a new PC will be forced to have Windows 8.1, but it will be some time before the majority of notebooks at every price point are touch-enabled. Even then, many consumers buy notebooks to use them as traditional PCs, so the touch capability may not be fully exploited by users. App developers may not see the right return on investment, especially if they develop touch-enabled applications that go unsold.
That's why Microsoft needs to step in and, as a good steward of its ecosystem, spur growth in the ecosystem. The case becomes stronger for developers now that fairly low-priced 8" Windows 8.1 tablets have begun to roll out, but Microsoft still needs to get the ball rolling. By giving app developers a reason to want to spend the time and money to port to Windows 8.1, and then once the ecosystem grows, it will become more attractive, setting the virtuous cycle in motion.
I do recall that and I was very much against that then.
Intel does have a good product per your own statement. If Intel partners are not executing or rather conservative, there is very little Intel can do accept to start selling products under its own brand.
You need to allow this the rest of 2013 play out. I would not be surprised if in 2014 Intel will be forced out to start selling its own brand.
You make some good points. If you or others don't like the plan Intel presented or did not execute according to the plan, then those investors can leave or may be that they have already abandoned Intel as an investment.
It is not about stock. That is only one element. It is about technology and Intel will deliver. It may take time but it will happen.
PO clearly stated that it is very long race. Intel knew what it will take over that market.
Intel needs to keep on making progress.
7160 is built on inferior process but it is the smallest chip per what Intel had stated. It was proven by 3rd party that its performance was extremely good.
I rather believe Intel. Yes, the real proof is when products are announced using 7160.
When 7260 comes, 7160 will be reduced in price and it will become even more compelling.
It is quite obvious that he is loosing faith in Intel. It is fine with me.