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May 07 Smartphones using Xscale
Comparison Table (5) | Asus P735 | Sharp EM-ONE S01SH | Gigabyte g-Smart q60 | Gigabyte g-Smart t600 | O2 XDA Flame
http://pdadb.net/index.php?m=pdacomparer&id1=693&id2=725&id3=722&id4=723&id5=673
Aug - Oct Upcoming Smartphones using Xscale
Comparison Table (8) | Okwap K871 | I-Mate Ultimate 7150 | I-Mate Ultimate 6150 | Samsung SGH-i760 | O2 XDA Helen | I-Mate Ultimate 8150 | Gigabyte g-Smart i350 | I-Mate Ultimate 9150
http://pdadb.net/index.php?m=pdacomparer&id1=777&id2=721&id3=718&id4=660&id5=786...
Demand for Skype Wi-Fi phones picking up
http://digitimes.com/systems/a20070725PD216.html
Irene Chen, Taipei; Steve Shen, DIGITIMES [Wednesday 25 July 2007]
Demand for Skype Wi-Fi phones has been strong and is still growing since Internet phone service provider Skype launched its 'unlimited calls' preferential rate program early this year, according to market sources.
Improved interfaces, more mature functions and declining prices also have combined to push up demand, said the sources, noting that the unit price of Skype-enable Wi-Fi phones has declined from a high of over US$200 to the recent level of around US$100-150.
Linksys, a division of Cisco Systems, reportedly ran out of Skype Wi-Fi phones in the US and was required to allocate inventory from other markets, the sources noted.
While Linksys is outsourcing the production of its branded Skype Wi-Fi phones to Wistron NeWeb, other vendors are subcontracting production to other makers, including Accton Technology and Inventec Appliances, the sources added.
According to eBay, Skype generated revenues of US$89 million in the second quarter of this year, up 102% from a year ago. The second quarter also was the second consecutive quarter of profitability for Skype, noted eBay.
Prices of branded Skype Wi-Fi phones in the US (US$)
Brand
Retail channel price
Manufacturer
Linksys
119.99
Wistron NeWeb
Netgear
199.99
Inventec Appliances
Belkin
148.99
Accton
Panasonic
319.96
Panasonic
SMC
153.99
Accton
Source: Compiled by Digitimes, July 2007
Apple iPhone Off to 'Great Start', beats by $0.20, $0.92 vs $0.72, last yr was $0.54
http://www.thestreet.com/_yahoo/newsanalysis/techtelecom/10370227.html?cm_ven=YAHOO&cm_cat=F....
Apple (AAPL - Cramer's Take - Stockpickr - Rating) sold 270,000 iPhones in its just completed fiscal third quarter, the company said Wednesday.
The Cupertino, Calif., tech giant recognized $5 million in iPhone revenue in the quarter ended June 30. The company is spreading out iPhone revenue rather than recognizing sales all at once.
"We're thrilled to report the highest June quarter revenue and profit in Apple's history, along with the highest quarterly Mac sales ever," said Steve Jobs, Apple's CEO. "iPhone is off to a great start -- we hope to sell our one- millionth iPhone by the end of its first full quarter of sales -- and our new product pipeline is very strong."
The news comes a day after AT&T (T - Cramer's Take - Stockpickr - Rating) said it had activated 146,000 iPhones in its second quarter ended June 30. The huge iPhone rollout took place the evening of June 29, so there were only two iPhone sales days in the latest quarter.
In keeping with the hyped-up nature of the iPhone rollout, Wall Street had high expectations for sales and activiations of the game-changing smartphone. So Apple shares sold off in heavy trading Tuesday after AT&T's numbers, which were taken as a disappointment.
Apple shares were halted late Wednesday after rising $2.37 in regular trading to $137.26.
Apple profit surges 73% on strong Mac, iPod sales
Company says it sold 270,000 iPhones in less than two days of quarter
http://www.marketwatch.com/news/story/apple-profit-surges-73-strong/story.aspx?guid=%7BEA0D7CFE%2D7A....
UPDATE 1-Apple quarterly profit rises on Mac strength
http://www.reuters.com/article/marketsNews/idUKN2537578020070725?rpc=44
AAPL gonna have good ER. So will MRVL in Aug. Time to load up if you haven't already. 3G iphone2, iPhone Nano, 2.5G iphone Euro launch, BB 8820, 9000, HDD 2H07 renaisance, flash controller, GigE gaining mkt share at the expense of BRCM, Bluetooth+Wifi at NOK, Xscale, comm processor (baseband), printer controller will fuel the rocket.
Vodafone usb hsdpa modem; Sharp's EM ONE: a dual-sliding Pocket PC with HSDPA and WiFi
Vodafone usb hsdpa modem has:
Marvell Yukon 88E8001/8003/8010
Marvell 88E1011 Gigabit PHY, rev. 5
http://www.nabble.com/vodafone-usb-hsdpa-modem-t4096158.html
Sharp's Marvell 520MHz PXA270 EM ONE: a dual-sliding Pocket PC with HSDPA and WiFi
http://www.engadget.com/2007/02/19/sharps-em-one-a-dual-sliding-pocketpc-with-HSDPA-and-WiFi/
Mysterious 520MHz Marvell PXA 270 3G O2 Helen smartphone appears
http://www.slashgear.com/mysterious-3g-o2-helen-smartphone-appears-215855.php
Marvell+Infineon+Me2B PXA3xx WCDMA/HSDPA Concept platform
http://www.xscale-freak.com/XSDoc/PXA3xx/PXAxx_Concept_Design_R2.pdf
Thanks for the great comment. I consider yours as the ultimate benchmark. It took NOK decades trying to perfect their cell phones. It took APPL 2 yrs on first try. That was v1.0. Imagine what v2.0 will bring. iPhone2 gonna be awesome.
I myself used iPhone quite a bit. SJ is the perfectionist. Had AAPL had that much time to perfect iPhone, NOK, MOT, Sam would be out of cell biz a long time ago. It's SW, SW, and user experience. HW just needs to be tied for first place. SW needs to be 5 yrs ahead.
The smartphone category currently is 10% of TAM ~ 110 MM unit. AAPL will own a lion share of it. This category has the highest margin. Everyone wants a piece of it.
This category will increase to ~ 30% in 09 as iPhone has set a new standard of excellence.
Five years out AAPL, RIM will eat NOK, Sam, MOT lunches and maybe dinners too.
AAPL will easily be a new 10% customer as MRVL could sell GiGE controller/PHY bundled with 11g, 11n Wifi, Bluetooth, Xscale, HEDGEA baseband, flash controller Santa Rosa, read-channel controlled HDD, HD-DVD/Blue Ray up converter, power mgmt, switching voltage reulator to MacPro desktop, iMac laptop, notebook MacBook in addition to iPhone. Therein lies the power of bundling pricing. How many companies in the world can do just that ?
Don't nickel and dime this stock lest we miss the big run-up. It will start this week.
S.J. on 3G
http://online.wsj.com/public/article/SB118306134626851922.html
WSJ: A lot of attention has been focused in some of the initial reviews of the iPhone on the EDGE network that this phone is going to be on. Steve, we saw somewhere that your concern in putting a 3G chip in the first edition of the iPhone was that the current generation of that technology would drain the battery a lot, and that there were also some issues of coverage of the AT&T 3G network at the time you did this deal. Is that correct and have those issues been resolved over time as we've seen the technology evolve?
Mr. Jobs: You know every (AT&T) Blackberry gets its mail over EDGE. It turns out EDGE is great for mail, and it works well for maps and a whole bunch of other stuff. Where you wish you had faster speed is…on a Web browser. It's good enough, but you wish it was a little faster. That's where sandwiching EDGE with Wi-Fi really makes sense because Wi-Fi is much faster than any 3G network.
What we've done with the iPhone is we've made it so that it will automatically switch to a known Wi-Fi network whenever it finds it. So you don't have to go hunting around, resetting the phone, flipping a switch or doing anything. Most of us have Wi-Fi networks around us most of the time at home and at work. There's often times a Wi-Fi network that you can join whether you're sitting in a coffee shop or even walking along the street piggybacking on somebody's home Wi-Fi network. What we found is the combination is working really well.
When we looked at 3G, the chipsets are not quite mature, in the sense that they're not low-enough power for what we were looking for. They were not integrated enough, so they took up too much physical space. We cared a lot about battery life and we cared a lot about physical size. Down the road, I'm sure some of those tradeoffs will become more favorable towards 3G but as of now we think we made a pretty good doggone decision.
WSJ: Can you say whether 3G technology has evolved to the point where you're already working on including that in the next edition of the iPhone?
Mr. Jobs: No, we just don't comment on future stuff.
Quanta mfgrs iPhone Nano for Xmas 07.
3G iphone2 has MRVL HEDGEA (HSDPA 7.2 Mbps downlink, 2.9 Mbs uplink, plus EDGE plus Monahans App Processor) single chip,
MRVL 11g Wifi+Bluetooth 2.0+EDR 88W8688 single chip, according to multiple sources including YHOO msg board.
My estimate is $45 to $50 per phone times 40 MM unit per year in 09. That's $1.8B to $2B per year to MRVL, folks ! This should greatly smooth out HDD seasonality. Imagine the day when HDD contributes only 20% of rev.
Looking forward to seeing FCC approval.
Soon analysts will scramble to publish their research report on iPhone2 content much like when they did for iPhone1 months before the announcement. The prize and prestige are high for them.
iPhone Review Series: iPhone vs. BlackBerry 8700
http://www.appleinsider.com/articles/07/07/24/iphone_review_series_iphone_vs_blackberry_8700.html
Needs Attention
http://www.appleinsider.com/articles/07/07/24/iphone_review_series_iphone_vs_blackberry_8700.html&am...
Conclusion
After two weeks with the iPhone I have never been more pleased with a phone. Apple has managed to produce a smartphone, PDA, and sleek video iPod all thrown in together. A mainstream phone with seamless integration on the Mac platform will be a relief to most Mac faithful users. The iPhone will offer perfect closure for the mobile phone community that will fulfill the needs of most users.
The iPhone and BlackBerry 8703e are both great phones that target different audiences. The iPhone will accommodate the majority of phone users alike who want a phone with PDA functionality, email, iPod features, and Wi-Fi capabilities. The BlackBerry will continue to dominate the corporate enterprise world where email functionality is king. Apple will be required to make great strides in its email services to penetrate the corporate audience with any real presence, in my opinion.
I am now an official iPhone convert, but I will miss features such as copy and paste, internet tethering, and mass email deletion that my BlackBerry offered. I feel that the iPhone is a great consumer product that will likely replace the term “Crackberry” as the cool reference used to describe what type of phone you have.
As a former BlackBerry user, I give the iPhone a four out of five rating.
MRVL will participate in those key investor-related conferences.
In addition, MRVL will attend the following trade shows.
Embedded Systems Conference -Boston
September 18 – 21, 2007
Hynes Convention Center
Boston, MA
Intel Developer Forum (IDF)
September 18-20, 2007
Moscone West Convention Center
San Francisco, CA
IO/PCI Community Exhibitor
IBC 2007
September 7 - 11, 2007
RAI Convention Centre
Amsterdam, the Netherlands
Hall 12P Pavilion
Booth 170
IFA Consumer Electronics
August 31 - September 1, 2007
Berlin, Germany
Bsquare announced 3 new development platforms for PXA3xx (aka Monahans)
http://www.windowsfordevices.com/news/NS4406552019.html
Windows CE feature phone platform adds Monahans
http://www.windowsfordevices.com/news/NS3712368156.html
New 65nm MRVL comm chip in new Xbox Falcon
Microsoft plans stepwise path to Xbox upgrade
http://www.eetimes.com/showArticle.jhtml;jsessionid=J30H2XEY3D4MAQSNDLOSKHSCJUNN2JVN?articleID=20100...
Trimble's Nomad rugged Pocket PC has an 806MHz PXA320 Xscale
http://www.geek.com/nomad-rugged-pocket-pc-has-an-806mhz-processor/
Picture Indicates Verizon Picking Up 312 MHz XScale Treo 755p Shortly
http://www.smartphonetoday.com/articles/2007/7/2007-7-19-Picture-Indicates-Verizon.html
Hands-On With The Palm Xscaled Foleo
http://www.gearlog.com/2007/07/handson_with_the_palm_foleo.php
400MHz PXA255 XScale HP IPAQ Pocket PC H5550
http://www.merinews.com/catFull.jsp?articleID=125436
416 MHz Xscale PXA270 JetBox 8210
http://news.thomasnet.com/fullstory/524262/264
520MHz XScale O2's Flame
http://star-techcentral.com/tech/story.asp?file=/2007/6/28/prodit/18126824&sec=prodit
400MHz Xscale iRex iLiad ebook reader sports WiFi, Wacom functionality
http://www.slashgear.com/irex-iliad-ebook-reader-sports-wifi-wacom-functionality-176274.php
Marvell’s foundry move spells end of Intel’s Colorado fab
http://www.fabtech.org/content/view/3077/
FCC Approves UMTS/HSDPA 3G 520MHz XScalei-Mate Ultimate Smartphone
http://www.smartphonetoday.com/articles/2007/7/2007-7-17-FCC-Approves-i.html
Marvell recruits staff from BenQ to strengthen its 3G platform
http://www.digitimes.com/news/a20070717PD214.html
Daniel Shen, Taipei; Joseph Tsai, DIGITIMES [Wednesday 18 July 2007]
Marvell, which purchased Intel's handheld chipset business last year, recently recruited 20 technicians from BenQ's handheld team with the goal being to improve Marvell's position in the 3G chipset market, according to sources at handset makers.
Since purchasing Intel's handheld unit, Marvell has thrown a lot of resources into developing the business and has successfully partnered with Taiwan handset makers including HTC, Inventec Appliances, Arima Communications, Gigabyte Communications, Compal Communications and Asustek Computer.
However, Asustek is Marvell's only Taiwan handset partner for 3G handset chipsets and that partnership has not always proceeded as smoothly as had been hoped, industry sources noted. By strengthening its 3G chipset support team, Marvell is now looking to expand its customer base in the 3G segment.
Marvell faces an uphill battle in the 3G market among Taiwan handset makers though, the sources at handheld makers pointed out. Most Taiwan-based handset makers have already signed 3G patent contracts with Qualcomm and Ericsson Mobile Platforms (EMP) and it is unlikely they will adopt another platform in the short term, the sources explained, while adding that makers are still evaluating Marvell's solution.
TI rev Up 7%; EPS of $0.42, Up 20% Sequentially
TI Reports 2Q07 Financial Results
Monday July 23, 4:30 pm ET
- TI Revenue Up 7% Sequentially
- EPS of $0.42, Up 20% Sequentially
- Record Gross Margin as Company Progresses Toward Higher Profitability Goals
Conference Call on TI Web Site at 4:30 p.m. Central Time Today http://www.ti.com
NEW YORK (Reuters) - Texas Instruments Inc (TXN.N: Quote, Profile, Research) posted on Monday lower quarterly profit and revenue as weak demand for its calculators offset improving sales of advanced phones that use its wireless chips.
TI, the world's biggest maker of chips for mobile phones, said its profit from continuing operations fell to $614 million, or 42 cents per share from $739 million, or 47 cents per share a year ago.
Revenue fell to $3.42 billion from $3.7 billion, said the company, which makes everything from calculators to chips for televisions.
On June 11, TI forecast earnings per share of 40 cents to 44 cents on revenue of $3.36 billion to $3.51 billion. It had lowered the midpoint of its revenue forecast, citing weak calculator sales offsetting improving wireless sales.
S&P Equity Research Raises Semiconductor Sub-Industry to Positive From Neutral
2:32 PM EDT July 23, 2007
S&P analyst, C. Montevirgen, says, "We think the inventory glut that has plagued recent results is generally behind us, and with our view of healthy end-market demand, we are raising our fundamental outlook for the semiconductor sub-industry heading into the seasonally stronger second half. We have a strong buy recommendation on INTC, and buy opinions on several other chipmakers, including Texas Instruments (NYSE: TXN), Microchip Technology (Nasdaq: MCHP), Spansion (Nasdaq: SPSN), Integrated Device Technology (Nasdaq: IDTI), and ON Semiconductor (Nasdaq: ONNN)."
Four Past Rumors That Came True Today
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_M/threadview?m=tm&bn=11960&tid=...
Renewed Takeover Chatter on Marvell Technology (MRVL)
11:26 AM EDT July 23, 2007
Hearing renewed takeover chatter on Marvell Technology Group Ltd. (Nasdaq: MRVL). Today, Nasdaq determines Marvell regains complete compliance with listing requirements.
By StreetInsider.com Market Rumors 07/23
TXN, ALTR, AAPL great earnings will lift Semi stocks.
Duke: IPhone Didn't Cause Power Outages
Friday July 20, 8:34 pm ET
Duke Officials Say Problem With University's Wireless Network to Blame for Outages, Not iPhone
http://biz.yahoo.com/ap/070720/iphone_duke.html?.v=3
Briefing: BRCM misses by $0.02
Thursday, July 19
http://briefing.com/GeneralContent/Investor/Active/ArticlePopup/ArticlePopup.aspx?SiteName=InvestorP...
After The Close Actual Reuters / Zacks Yr Ago Yr/Yr Rev
Conference Call (Telephone) Broadcom BRCM 0.06 0.08 / 0.08 0.18 -4.6%
STX warns 1Q Est 0.45, Preannounces 0.40 - 0.44
Updated 19-Jul-07 16:33 ET
19-Jul-07
Company Ticker Period Est Preannouncement
Down Arrow Seagate Tech STX Q1 $0.45 $0.40-0.44
http://briefing.com/GeneralContent/Investor/Active/ArticlePopup/ArticlePopup.aspx?SiteName=InvestorP....
BRCM and PMCS: expect in-line CY2Q results, outlooks mixed
GS 7/15/07
We expect Broadcom and PMC-Sierra will both report roughly in-line CY2Q results. We believe the business environment remains tepid and outlooks will remain cautiously optimistic with growth projections likely modest.
Earnings Preview: Seagate
Wednesday July 18, 11:59 am ET
Ahead of 4Q Results, Analysts See Tough Pricing Environment for Seagate Technology
http://biz.yahoo.com/ap/070718/earns_preview_seagate.html?.v=1
BRCM, STX ER on Thursday will affect MRVL stock price absent of any news.
S2, you must be a professional investor and a cunning trader. Wish I have the time. Too busy with day job making investors rich. It's great you can make a comfortable living in the market full time. Great job !
The link doesn't exist. Please re-post. No chip/firmware/driver is bug free. However, I believe TopDog is the best in the market, highest performance at lowest power.
S2 and CBS are more experienced traders than I am. S2 is a great mkt technician. I don't have time for short term trading anyway. Short term, pullback is expected due to INTC, YHOO, BRCM, and may be STX. It has nothing to do with MRVL's fundamentals. S2 has pointed out a short-term pullback near $18 is possible. I concur with it. DOW is facing a strong resistance at 14K. I still want the bottle from CBS. I just stated what I observed from the tape.
Mkt never goes straight up but zigzags. Mkt normally tanked in Sept. This is the pre-President election year. Therefore, it may be different.
Intel profit margin woes overshadow earnings rise
http://biz.yahoo.com/rb/070717/intel_results.html?.v=8
Gross margin in the second quarter was 46.9 percent, short of the company's forecast of 48 percent. Intel said it expected the margin to be 52 percent, plus or minus "a few points," in the third quarter.
"We did see more pricing pressure than we expected, and that depressed margin by one point," Intel Chief Financial Officer Andy Bryant said, adding that weakness in flash memory also contributed to the low margin.
I expect SOXX to pull back tomorrow. BRCM will likely give tepid outlook on Thurs since margin was squeezed and there is no major product upgrade cycle. Also, BRCM lost many design wins in HD-DVD, Blue ray to SIGM due to design problems. It can only display 1080i not 1080p.
As BRCM goes so goes MRVL short term.
STX ER on Thurs may be weak. Hopefully, outlook is better.
As STX goes so goes MRVL. Op Ex this Fri. I don't know what the max pain is. Could someone shed light on this ?
On the balance, I fully expect MRVL to retreat back to $17.8 - $18 short term as S2 has said.
Briefing: Technology – Overweight
The rotation into Tech has begun.
http://briefing.com/GeneralContent/Investor/Active/ArticlePopup/ArticlePopup.aspx?SiteName=Investor&...
IPhone code trail points to MBX graphics core
http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=200900740
iPhone2 MRVL HEDGEA chip incorporates PowerVR SGX
(HEDGEA: Hsdpa EDGE App)
http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_M/thre...
Rumors of second-generation Apple iPhone continue to surface
Emily Chuang, DIGITIMES, Taipei [Tuesday 17 July 2007]
http://www.digitimes.com/displays/a20070716VL200.html
Speculation about whether Apple will introduce a cost-down version of its iPhone continues to arise in the Chinese-language media, with a recent report in the Chinese-language Commercial Times newspaper indicating that Taiwan-based Wintek has gained touch screen panel orders from Apple for its second-generation iPhone.
The report claims that the new iPhone from Apple will begin shipping in September with prices ranging from US$249-299. The paper added that Apple recently visited Wintek to deliver instructions on manufacturing and the company has begun test production in small volumes.
Other Chinese-language media reports have listed Quanta Computer as the possible manufacturer of the second-generation device. Quanta has denied that report and Wintek has declined to comment, citing customers confidentiality.
JP Morgan has also contributed to the speculation, issuing a report earlier this month discussing the possibility of a low-end Nano version of the iPhone in the near term, with the financial firm basing its forecast on channel checks and a public patent filing.
However, a different team within JP Morgan followed up with a report of its own that stated it thinks it unlikely Apple will release a low-end Nano version of the iPhone in the near term. The report concluded that although a lower-end iPhone is inevitable, a near-term launch would be unusual and highly risky. JP Morgan now officially believes that the next iPhone iteration will be a 3G phone.
Concerning Digitimes’ own channel reporting, at this point there has been no news concerning a second-generation iPhone, but Apple remains active within Taiwan’s supply chain.
On July 11, Digitimes reported that Wintek will be the touch panel supplier of Apple's new iPod video, according to sources at upstream suppliers. The sources also pointed out that Wintek will begin shipping capacitive touch screen panels in the second half of 2007. The touch panel used for new iPod will be less complicated than that for Apple current iPhone, added the sources.
Quanta is also aggressively seeking iPhone orders from Apple, according to Quanta executives. However, a recent Digitimes report noted Quanta, along with Inventec and Foxconn Electronics (the registered trade name of Hon Hai Precision Industry) are all bidding for the Asian version of the iPhone, not the Nano version. Quanta has already been awarded some orders for the European version of the iPhone, according to a Goldman Sachs report.
Apple has not officially announced any plans for a new or next generation iPhone. Apple's iPhone became available in a 4GB model for US$499 and an 8GB model for US$599 on June 29 in the US market. It will be available in Europe later this year and in Asia in 2008, according to the company.
Analysts want to be the first to figure out iPhone2 chip suppliers. Whoever figures it out most accurately will be annoited the next Ax. In 60 days they will stampede to publish their research. Aug ER CC will provide some hints. I expect some major price movement right after CC.
UBS started to figure out BB 9K, next gen 8850 are owned by MRVL Xscale and Wifi all the way.
Wait until they ferret out what are inside iPhone2. The stock is so spring-loaded.
Xscale should be comfortably in the black in cal 4Q07. Any hint of that in the CC will propel the stock.
MRVL is at the onset of major product cycles. We ain't see nothing yet.
Also, don't discount M&A. > 50% premium will do. Anything is possible if the price is right. Remember Peoplesoft acquired by ORCL ?
Tate's departure is no biggie. TI CFO would fill his shoes easily
Do you hear the potential $160 B deal for VZ by Vodafone ?
http://biz.yahoo.com/ap/070716/wall_street.html?.v=44
It will be a real tragedy for Longs if they sell and wake up one day only to see the stock gap up by > 20%. Hurry back if you sold.
Do your own DD.
RIM develops Wi-Fi BlackBerry... again
By James Sherwood
10th July 2007 10:51 GMT
http://www.reghardware.co.uk/2007/07/10/backberry_wifi_in_pipeline/
The BlackBerry range has taken a step closer towards bringing Wi-Fi on board following claims that Research in Motion (RIM) has gained the Federal Communications Commission's (FCC) approval to include the connectivity feature in its handsets.
Exact details are still sketchy, but a number of online reports state that RIM will integrate 802.11a/b/g Wi-Fi into its BlackBerry 8800 series of GSM/GPRS/Edge handsets.
Such a development would be welcome news for BlackBerry fans, as it would mark the first time any of RIM's BlackBerry devices have combined both Wi-Fi and cellular capabilities together in a single handset, something users of numerous other handset brands now take for granted.
Interestingly, when details of the 8800 series first emerged back in October 2006, Wi-Fi was one of the features the then-unlaunched handset was claimed to incorporate. But when the smartphone - reviewed here - finally went on sale in February this year, Wi-Fi was not part of the package.
If the claims are true, it's likely RIM will release the Wi-Fi enabled device as an updated 8800 - perhaps the 8850. Curiously, the device doesn't appear to be the rumoured 3G BlackBerry 9000 handset, which first surfaced on the rumour mill in January.
Second-gen 8800 to get WLAN tech, got FCC approval.
http://virtualreview.org/tech/zoom/311679/rim-develops-wi-fi-blackberry-again
iPhone App processor decap under microscope
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_M/threadview?m=tm&bn=11960&tid=...
Digitimes:notebook-use HDD in short supply > 6 mos
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_M/threadview?m=tm&bn=11960&tid=...
RBC report dovetails my research on iPhone II, Euro iphone, and Asia iPhone with quite accurate launch dates amazingly well. That analyst did quite a job. My hat is off. Soon, analysts will start talking about iPhone II HW content. It gonna be quite interesting.
"MRVL's ability to integrate several processors' functionally into one chip should help the company gain new customers as is evidenced by the winning of Apple's iPhone", UBS said.
This dovetails well with my research. MRVL story is about pending major product upgrade cycles. Don't miss the wave.
Think $50 MRVL content per iPhone II times 15 MM units/yr at high GM. The only thing that weighs down this stock is HDD biz which is now turining corner due to 2H seasonality. Look for STX forward guidance in ER CC next week.
DOn't forget that MRVL has huge design wins in flash controllers, Flash cache ITM/Robson as well to supplement HDD biz.
No poison pill was in place yet. This leaves the door open just in case. Everything has a price. If the price is right, anything goes. Moreover, if SEC investigation gets worse, mgmt may realize it is too much of a distraction to run the co. and it's time to smell the rose, they will sell. I agree with CBS. It's the BOD's fiduciary duty to consider every offer in the interest of shareholders. Peoplesoft was a prime example. How many people still remember that saga ?
BTW, Xscale backend (packaging, test, assembly) orders increases significantly. Xscale gonna be profitable in cal. Q4.