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Muzosi,
great comeback, very thoughtful and insightful; congrats.
how difficult would it be for apple to make a 12/13" a9 based notebook which has all their apps installed on it ?
Tim, I always carry my smartphone in my pants pocket.
A few days ago, I checked out the iPhone 6 and 6+. The 6 felt just right, with the larger screen than my current 5S but not too large. The 6+, however, was too big to carry around in my pocket.
The "bending" problem sounds like a minor embarrassment for Apple, but how are Apple's competitors going to take advantage of that? "Unlike Apple, we like to make our big-ass phones thick, heavy, and un-freakin'-bendable!"
Tenchu
Muzosi,
it only needs to happen once ...
Elmer,
I'm 100% in favor of doing business in Israel
Elmer, has the price of a fab gone up? At the turn of the millennium, the price tag was $2B. Just a few years ago, it was $4B. Now it's $6B?
Also, the significance of Intel continuing to invest in Israel cannot be understated, given the rather "spicy" geopolitical situation there.
Tenchu
Muzosi,
an a8/a9 will also allow a fanless notebook too
FPG,
I don't see how helping to grow and legitimize a non-PC ecosystem helps Intel's PC business... A business which ARM is already "out of."
Tim,
My belief is that if Apple were to negotiate a deal with Intel for some version of the A10, Intel would not balk on the simplistic basis that "we sell chips, we don't just make chips for other people." Intel would be doing a lot more than just taking Apple files and doing a "dumb foundry" job on them: Intel would almost certainly work with Apple to fine-tune things to make it effectively a joint project.
Beamer,
I don't think Intel has enough 14nm capacity to provide Apple with foundry services, either.
Mas,
I mean Apple using Intel as a foundry like TSMC.
Elmer and all, a great article from several angles:
Competition Is for Losers
This applies both to Intel's past, especially its antitrust battles, and Intel's future as it tries to make gains in SOC.
Tenchu
AG,
How does this compare in cost to what others pay....Is it reasonable?......I'm looking forward to it
Ibc,
I'm just stating that you don't need "hyperpipelining" to hit 2GHz in 20nm.
Beamer,
I think the rumors of a 2GHz Cyclone core pointed to what Apple was targeting.
FPG,
Just a reminder that a while ago, one of our board's thought-police was adamant that TSMC would be dead within a year based on their FCF and Intel's inevitable ascension into mobile market leadership.
Morrowinder,
And the watch suffers from the same kind of lameness that most smart watches do. I couldn't imagine anyone wanting that.
David,
The Apple A8 is expected to be 2GHz.
IBC, that must have been recent, because the last time I checked (probably over a year ago), OneNote wasn't available on the Mac, and that was confirmed by several people.
Tenchu
Oooh, gotta try it ... EOM
Slightly off-topic, but Anand Shimpi, founder of AnandTech when he was a teenager, has joined Apple:
http://www.theverge.com/2014/8/31/6091393/anandtech-founder-anand-shimpi-retires-from-journalism-to-join-apple
Here's a link to Anand's swan song on his web site:
http://www.anandtech.com/show/8456/the-road-ahead
Amazing guy. I'm sure he'll be quite an asset to Apple. (Too bad it's not Intel.)
Tenchu
FPG,
I'm curious why you need Microsoft specifically to do spreadsheets... Aren't there plenty of alternatives that you could use? (i.e. LibreOffice Calc for one...) Office policy? Portability issues? Features?
FPG,
Nope, and that's why I use the VM.
Dmcq,
You point out Intel's biggest advantage but push a strategy that makes the other foundries stronger and loses money for Intel.
FPG, you and I require Linux for our respective jobs. That's undeniable. (Refer back to my story about Albert Yu trying to get Intel's R&D teams to move from UNIX to Windows NT, and how that eventually led to Linux.)
I, however, do not want to use Linux for other stuff. Yahoo mail, Gmail, YouTube, Twitch, photo editing, document scanning, Quicken, TurboTax, World of Warcraft, etc.
To do all of the above, I'll either have run MacOS or Windows. MacOS, of course, is a walled garden, and Windows, of course, is M$'s baby.
But to try and completely "live free" with Linux is to invite a LOT of headaches that I really don't have the time to deal with. Apparently you do, considering you have to deal with VMs just to run OpenSUSE.
Tenchu
FPG,
Because you know I just love to have options/choice taken away from me.
FPG,
Guess what one of the biggest reasons that PC's are "enjoying this comeback" is? Laptops are slowly turning into augmented tablets. Touchscreens, 180 degree hinges, Windows 8, 2-in-ones, Android laptops, Chromebooks, free-falling (subsidized-by-Intel) prices, etc. etc. etc. It's totally a "can't beat 'em, join 'em" thing...
Wthdik2,
except that they have spent (tens of??) billions of dollars over the last decade trying to enter the mobile market without success.
FPG,
Anything that reduces Wintel's grip is fine with me.
Wthdik2, that's a fine strategy for maintenance, but I don't see anything remarkable about it. Maximize returns today, become irrelevant tomorrow.
I for one think Intel should continue to go full steam ahead in mobile and PCs. Like I keep saying, PCs will become more mobile-like while the mobile market will become more PC-like. There's no reason why Intel can't leverage its strengths in one and make gains in the other.
Intel's lead in servers should, of course, be maintained. Only problem is that the investing community doesn't seem to be impressed by it. That's kind of discouraging personally, especially given my background in servers.
If the future of silicon rests in billions and billions of connected devices, then Intel should indeed be a major player in it. The alternative is to just rest on one's laurels.
Tenchu
Wthdik2,
Smartphones (both at the device level and the component level) are an incredibly difficult business to make a decent ROI in...intense competition, commoditized parts, easy switching between suppliers, etc.
Wthdik2,
wifi only tablets are already under $100..by this time next year they'll be under $50. How much silicon content in the BOM can a $50 tablet possibly support...$5??? good luck making a business out of that.
Tim, as a gamer, I log onto Twitch.tv a lot these days. It's probably one reason why I watch very little (traditional) TV.
But I agree with you that Twitch.tv is wildly overvalued. Right now, at any given moment, the total viewership of Twitch.tv is somewhere around 200K to 400K viewers.
Sometimes there will be video game tournaments broadcast onto Twitch. Let's take the most popular online game, League of Legends, as an example. The total prize money for the current season is $8M.
That's bigger than many people expect, but it's still paltry compared to the near $1B valuation of Twitch.
Bottom line is that there is no way an online network with less than 1M concurrent viewers can bring in revenue that would justify such a valuation. (But then again, you probably could have guessed that.)
Tenchu
P.S. - Yes, the initials of League of Legends is LOL ...
FPG, Wthdik2 claimed that "everyone in here was downplaying the importance of tablets ("can't do real work!!" "Toys!!")."
I don't remember saying that. Maybe one or two people dismissed the tablet craze back when the first iPad was introduced in 2010, but by 2012 it should have been clear that tablets were popular and not just a fad.
The only pessimism I expressed regarding tablets is the notion that they can replace PCs. They cannot and they will not.
So yeah, what you and he are saying is PURE BULLSHIT.
Tenchu
Wthdik2, you can make the same argument for smartphones, tablets, cars, real estate, etc.
You should probably invest in agriculture and energy. There's always a constant demand for food and oil.
Unlike tablets, which no one needs until the old ones dies. Like vacuum cleaners.
SMH
Tenchu
Wthdik2,
This board is funny...two years ago..when the tablet phenomenon was hitting (and Intel didn't have a chip ready to participate) everyone in here was downplaying the importance of tablets ("can't do real work!!" "Toys!!").
Wthdik2,
Tablets are dead and if you mention "hybrids" to most people they'll assume you are talking about cars.
AG,
A few followers may not realize who and WHAT you are.
Tim,
I just saw that a startup devoted to people watching streams of other people watching streams of video gamers is now more valuable than nearly any other Silicon Valley chip company, I wanted to barf.
Tim,
That's all a distraction and probably causes at least some in AMD management to think that some court decision will give them what they could not earn in the market.
Chipguy, the overclocking "achievement" is a nice publicity stunt, but why does it belong in Yahoo's finance section? Unless AMD can somehow take this stunt to the bank, the news is better suited for a hardware web site like Tom's Hardware or Anandtech. Heck, even Yahoo has a section for tech news.
Just goes to show you how companies like AMD can release whatever statement they feel like and the press will publish it without question. (This isn't just an anti-AMD rant, either, but rather a rant on the media that serves as a dumb echo chamber for big organizations like corporations, special interests, etc.)
Tenchu