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The filing will be highly likely completed before the Aug E.R. so that MRVL will finally report EPS. Normally E.R. discloses 10% rev customers. So will quarterly 10-Q and annual 10-K. The last time they were WDC, Samsung.
3 MM initial iPhones may well annoit AAPL as the new 10% customer.
When BRCM won Apple TV 11n, Scott only talked about it in ER CC for the public teardown report already showed it. MRVL will likely do the same.
No one dares SJ - the most powerful. That includes the defiant S2 )
iPhone will be on sale at 6PM local time. NewYorkers will get it three hours before Californians. CBS might be tempted to buy one if his wife lets him. I hope CBS post some first-hand gripping story about iPhone sale in NY, if not pics.
IMHO. iPhone will be sold out quickly as Wii was. I don't know if CBS or S2 has a chance to get one. The chance is very slim.
iPhone is the new status symbol, a guaranteed conversation starter, ice-breaking device. Lots of singles, college, highschool kids would love to have it. The level of iPhone awareness and mindshare is astounding even though most never touch it. I've never seen anything like it.
ESPP purchase happens at the end of April and Nov. Employees don't benefit from 15% discount this time. In addition, ESPP was suspended until full filings.
Only some selected employees benefit from low strike-price options granted when the stock is low in the teens.
SJ's gag order remains intact. MRVL can't disclose anything. Employees are continually blacked out from trading. ARMed guards are standing watch over iPhone boxes 24/7.
I wasn't kidding when I said AAPL keeps its secret better than KGB and Mosaid.
Only if Washington is run like this ...
I have made a believer out of S2 about SJ's power. Pics on 6/30 - 7/2/007 ? Nah, I don't think anyone dares SJ. He is just too powerful. Even SEC declined to pin him down. SJ for President !
Ahead of the iPhone, Other Makers Offer Some Quality Devices
June 21, 2007; Page B1
By WALTER S. MOSSBERG
http://online.wsj.com/article/SB118238114268642654.html?mod=yahoo_hs&ru=yahoo
Walt reviews the Nokia N95 and Blackberry Curve cameraphones. He raves about the photo quality with the Nokia, at a steep $749, and commends the more pedestrian Curve.
Despite the feverish hype around Apple's forthcoming $499 iPhone, which goes on sale next week, the established makers of smart phones aren't idle. They continue to turn out new models capable of not only making voice calls and exchanging text messages, but of handling email, surfing the Web, taking pictures, and playing music and video.
In fact, this category is getting so crowded that it's hard to follow all of the contenders. T-Mobile and Sprint, for example, have just announced very similar smart phones running Microsoft's latest Windows Mobile software. Both feature horizontal keyboards that slide out from beneath the screen. The T-Mobile Wing costs $299 after various rebates, while the Sprint Mogul, which runs on a faster network, costs $399.
But I've been testing two other new smart phones that I find especially interesting. One is the latest attempt by BlackBerry maker Research In Motion to appeal to consumers. The other is a high-resolution camera phone by Nokia, which costs more than even the iPhone.
The new BlackBerry Curve 8300, sold by AT&T, is sort of a cross between the maker's low-end consumer-oriented Pearl and its larger, more traditional models like the 8800 series. It costs $199 after rebate, with a two-year contract.
Unlike the Pearl, which manages its slender size by sporting only a squished keyboard where two letters must share each key, the Curve has a full, if slightly compressed, keyboard. I found it no problem to use accurately. It does, however, use the Pearl-like trackball instead of the famous BlackBerry side-mounted wheel.
To accommodate the keyboard and a wider screen, the Curve is wider and a bit thicker than the Pearl, and has more of the traditional BlackBerry look. And it's over 20% heavier. But it's narrower, shorter and lighter than the 8800, though a bit thicker.
The silver-colored Curve doesn't boast any technological breakthroughs. It's mostly an attempt to bring the BlackBerry's email capabilities to a model that doesn't compromise the keyboard the way the Pearl did. It has all the traditional BlackBerry features, plus a two-megapixel camera, a slot for a memory card, and the ability to play music and videos.
In my tests, I had no trouble at all sending and receiving email on the Curve, taking or displaying pictures, or playing music. I was able to move over some songs and pictures from my own computer, and they displayed and played as promised. Voice quality was fine, and phone talk time is about four hours -- reasonable but not outstanding.
In a welcome move, the Curve has a standard headphone jack, capable of playing music in stereo and handling phone calls. It also includes Bluetooth for wireless headsets and use in cars, but it doesn't have Wi-Fi wireless networking. It also runs on AT&T's relatively slow EDGE network instead of the carrier's faster data network. And the Web browser is mediocre.
The Nokia N95 lacks a full keyboard, physical or virtual and its email is primitive, but that's not its main purpose. This device is the best combination of a camera and a phone I've ever tested, and includes a long list of other media features.
The camera boasts five megapixel resolution, highly unusual for a phone, and it takes marvelous photos. When I transferred my shots to my computer, they were large, sharp and vivid, just as if they'd come from a standard camera. The camera has Carl Zeiss optics, autofocus, multiple flash settings and various scene settings. It also has a burst mode capable of taking six shots in rapid sequence.
But getting such a good camera in a phone will set you back a whopping $749. And you can't buy it through any phone carrier, only from Nokia's Web site (nseries.com) or from various electronics stores. You have to buy a phone plan separately.
Like the Curve, the N95 has good voice quality, but runs on the slow EDGE network, though a future version could support faster networks. Unlike the BlackBerry, the current N95 also can use Wi-Fi networks. Battery life is only fair: 3.5 hours of talk time. While Nokia touts the phone's Web browser, I found it to be unimpressive. But the phone includes GPS mapping, with optional navigation. It also accepts memory cards for storage.
Physically, the N95 is small, but chunky; on one side, it looks like a plum-colored camera. If you slide its screen in one direction, the keypad is revealed. Sliding it the opposite way reveals standard controls for playing music and video clips. I was able to move pictures and songs from my computer, but the songs failed to display album covers when played.
For $749, you could buy the Curve and a very nice digital camera. But the N95 is for photo enthusiasts who want an all-in-one device. The Curve is a more mainstream smart phone that aims for a balance of features at a low price.
Arriving Friday, the iPhone is already having an impact
http://seattletimes.nwsource.com/html/businesstechnology/2003761252_iphone25.html
Will iPhone change everything – or fall flat?
http://www.theglobeandmail.com/servlet/story/RTGAM.20070625.wapplee0625/BNStory/Technology/home
MRVL will not defy Nasd. It will do what you suggested.
Palm, Not RIMM, To Face IPhone Pressure
http://money.cnn.com/news/newsfeeds/articles/djhighlights/200706251833DOWJONESDJONLINE000626.htm
First Arm-guarded Apple iPhone shipments arrive stateside
By Kasper Jade
Published: 10:00 AM EST
The first retail-bound volume shipments of Apple Inc.'s hotly anticipated iPhone device arrived successfully in the United States this past weekend, touching down quietly at a handful of drop locations just six days before the device is due to go on sale at nearly 2000 Apple and AT&T retail locations.
http://www.appleinsider.com/articles/07/06/25/first_apple_iphone_shipments_arrive_stateside.html
People familiar with the matter say the intrinsically valuable freight was carried inbound by a certain Hong Kong-based air courier, which services Atlanta, Chicago, Dallas, Los Angeles, New York and San Francisco. The early arrival is to assure the cargo can clear customs with enough time to handle unexpected delays, those people said.
Awaiting the freight at each location on Sunday were armed personnel, who were reportedly hired by Apple through its courier's ground handling agent and then cleared by the Transportation Security Administration. Armed guards are extremely unusual for freight coming out of the Asian sector, those familiar with the matter explained, and are typically reserved for shipments containing riches such as gold and diamonds.
Once on the ground, the iPhone shipments were to be broken down under the watch of the armed personnel, who would then observe the loading of the freight onto ground vehicles and become party to its transportation outbound.
It remains unclear where the eagerly sought Apple gadgets will spend the better part of the business week ahead of their planned launch Friday afternoon at 6:00 p.m. local time. It's possible, however, they could begin turning up in stockrooms of Apple and AT&T retail stores days in advance.
Apple management on Sunday began informing its retail personnel that beginning Monday, no cameras of any kind will be allowed in the back stockrooms of its retail outlets. The ban reportedly spans all cell phones -- regardless of whether they contain camera functionality -- and all personally owned Apple notebooks that feature built-in iSight video cameras.
This past weekend, Apple retail stores nationwide began preparing for Friday's iPhone launch with new planogram layouts, employee attire, and window displays that feature 4-foot iPhone replicas equipped with massive LCD displays screens.
http://www.appleinsider.com/articles/07/06/25/new_ipod_games_iphone_data_plan_sprints_anti_iphone_ta....
Possible iPhone data plan details
Meanwhile, the BGR is citing its usual AT&T managerial sources in saying the carrier's iPhone data plan -- or "iPlan" -- will cost iPhone adopters "around $34.99 to $44.99 and feature unlimited data, and either 2000 text messages, or unlimited text messages."
The blog site adds that once Sunday's iPhone shipments pass through customs, they'll be transfered to FedEx, which will then hold individual store shipments until Friday afternoon.
[Let's see how S2 team spring to action. ]
Sprint outlines anti-iPhone battle plan
Also preparing for Friday's "iDay" is Sprint, which last week issued a series of guides designed to help retail employees counteract customers who are looking to cancel their service contracts in favor of rival AT&T and iPhone.
The document, title "iPhone Talking Points Guide for Sales and Customer Care," comes by way of MDN, which notes that Sprint staffers "are being told to expect an initial drop of up to 6 percent of their current 'smart phone' customers" beginning with Friday's iPhone launch.
We've highlighted some of Sprint's more entertaining anti-iPhone talking points, though all are accessible via a quick PDF download [124K]:
* "Using the iPhone on the GSM/EDGE network may be like having a really powerful computer on dial up."
* "Whether you want music, email, web surfing or business files, our phones will download everything faster."
* "Concerned about coverage? I think you’ll see that we are comparable or better than all other carriers. Let me show you the map on our Power Network Coverage Tool to verify your coverage area."
* "We have many handsets that are MP3 players."
* "You want to have music with your phone? Let me show you the new Upstage or the Fusic II."
* "Any music phone from Sprint lets you download songs instantly – out of thin air."
* "Are you sure 4G or 8G is enough storage for you? To give you a comparison, most iPods/MP3 players hold 40 to 60Gigs or more."
* "The Upstage takes external mini-disks for unlimited storage."
[Xscale PXA 255 400MHz Samsung UpStage]
* "Sure we have less expensive phones than the iPhone. The MotoQ, for example, is only $79 and is an MP3 player, PDA, camera, mobile internet device, and of course, a phone."
[MOT Q teardown report shows Xscale 270]
http://www.eetimes.com/showArticle.jhtml;jsessionid=XLCQPHZAR0TPGQSNDLOSKHSCJUNN2JVN?articleID=19700....
* "Most current Smartphones have secure email necessary for business functionality. "
* "The iPhone uses Yahoo and Mac email which is not secure. "
* "[iPhone] has a non-replaceable battery. "
* "[iPhone] offers no external storage. "
* "The iPhone is an Apple product and has some nice features. It also has a nice price. Do you really need all those features in one device?"
[You can choose among iPhone, BlackBerry 8800 Pearl, 8300 Curve, Samsung Upstage, MOT Q. It doesn't matter for all have MRVL Xscale inside. It's a win-win for MRVL. ]
Nokia counterpunches iPhone with Wifi 'E-phones'
http://www.eetimes.com/showArticle.jhtml;jsessionid=AH3OI3QQWMRFAQSNDLOSKHSCJUNN2JVN?articleID=20000...
ITC confirms ruling in Broadcom, Qualcomm battle
http://eetimes.com/news/latest/showArticle.jhtml;jsessionid=YD5T24GGUTFD2QSNDLSCKHA?articleID=200000....
Boingo offers worldwide Wi-Fi for $39 a month
http://www.eetimes.com/showArticle.jhtml;jsessionid=AH3OI3QQWMRFAQSNDLOSKHSCJUNN2JVN?articleID=20000...
PXA 255 400MHz Samsung UpStage; 312MHz XScale BB8830 World Edition
http://www.mobiletechreview.com/phones/Samsung-UpStage.htm
Samsung and Sprint Try to UpStage the iPhone
Editor's note: the UpStage should be available by the end of April 2007.
At the Spring CTIA mobile phone trade show this year, Sprint launched a two-sided, ultra slim music phone from Samsung and named it UpStage. Sprint hopes to invigorate their feature phone line and the US market's in general with this affordable and innovative phone that focuses on music and has a chic form factor. Indeed, the UpStage looks cool! Samsung is no stranger to making slim phones as we have seen with the Samsung t509 and t519 on T-Mobile and the venerable Samsung Blackjack for Cingular in the US. The UpStage (Samsung m620 is Samsung's model number) scores the new overseas Ultra series look with its black finish and ultra-thin body. The main attraction is the dual-faced design: one side looks like an iPod nana and it's for music and multimedia. The other looks like a standard cell phone and is used for phone calls. At $149 with a two-year contract, you need not be rich to carry a cutting edge, slim and sexy phone: three cheers for Sprint and Samsung.
Performance: Marvell XScale PXA 255 400 MHz processor. 64 MB built-in RAM (55 megs available). 32 MB Flash ROM with 2.85 megs available in File Store for your use.
Samsung M260 UpStage - UK's first review
http://www.pcadvisor.co.uk/reviews/index.cfm?ReviewID=857&pn=1
Battery wallet
The Samsung M620 UpStage's flip case comes with a battery wallet — an innovative embedded battery that recharges along with the phone when the phone is stored in the case. When it's charged, the wallet serves as an extended battery, prolonging the Samsung M260's battery life between charges. In our tests, parking the Samsung M260 in the wallet yielded a very good talk-time battery life of 7 hours, 43 minutes.
Apple iPhone's rivals: Do they measure up?
http://seattletimes.nwsource.com/html/businesstechnology/2003740901_ptiphonerivals09.html
Samsung rose to the challenge first by shipping me three new models: the SCH-u540 from Verizon Wireless, the Synch from AT&T and the UpStage from Sprint
BlackBerry 8830 World Edition - Verizon
http://www.cellphonedigest.net/specs/2007/06/blackberry_8830_world_edition.php
Battery Life
* Battery Type - Li Ion
* Talk Time - Up to 220 Minutes
* Standby Time - Up to 216 Hours
Technical Specifications
* Application Platform - BREW
* Platform / Operating System - BlackBerry OS with Marvell 312MHz XScale Processor
* Data Download Speed - EV-DO (Average 700 Kbps) and 1xRTT (Up to 130 Kbps) and GPRS (Up to 80 Kbps) In GSM Mode
* Network Compatibility - CDMA 800, 1900 and GSM 900, 1800 (GSM Works Overseas Only)
* Compatible Carrier - Verizon Wireless
* Ringtone Types Supported - MP3, MIDI, AAC, AAC+, eAAC, AMR, WMA
* Internationally Compatible - Yes
* Predictive Text Entry - Yes, SureType Predictive Text Entry
* Built-In Memory - 64 MB, Plus Online Photo Storage
* Expandable Memory Capacity - Yes, microSD/TransFlash Card Format Compatible Supports Up To 4GB Card Size
* Dimensions - 4.5 in x 2.6 in x 0.6 in
* Weight - 4.6 oz
The App processor has to be ARM-based. MAC OS X with slight moddification to fit the iPhone screen and GUI has been ported to ARM instructions a while ago. Two requirements for App processor is high performance at very low power at the same time, and ARM-based.
iPod has been using ARM-based Samsung chip.
AAPL has had a wealth of experience devoloping SW for ARM going back to the early 90's for Newton PDA.
Intel McCaslin wasn't available early enough to be designed into iPhone and it doesn't support ARM instructions.
You can rewind through previous posts to see how we figured out it is Xscale. We even manage to figure the model and the clock frequency due to 2 MP support. It's 600MHz PXA300 Monahans, Baby !
Even after teardown showing a couple of M's, MRVL won't say anything about its design win until Aug E.R. CC. That's for sure seeing how suppliers work with AAPL - check how BRCM talked about 11n in Apple TV.
Most people make a fool of out themselves by predicting stock price, I am included. I just want to emphasize that this stock has so many catalysts and growth engines to trade under $21. Once Nasd compliance and iPhone teardown report are done favorably, analysts will trip all over themselves upgrading this stock - It's been a while since any analyst upgraded or raised guidance, don't forget that. That usually comes in barrages.
Large institutional investors will stampede into MRVL for fear of missing the big run if SNDK is any indication. Nasd compliance will allow inst. investors reinvest in MRVL once again.
I am with you. Definitely over $21 by first week of 7/007, and stabilizes above $21. The later is much more important. The spike might hit $23 though.
It's ironic that the stock went below $22 because of the Xscale acquisition. It might as well take a big Xscale design win to pull MRVL out of morass.
This stock gonna stabilize $28 - 31 by 11/007. There are simply too many catalysts not to. Small investors normally repeat the same mistake of selling too soon after the initial breakout or before that.
The capability is certainly there. It's all in the SW. It's in T's interest not to do that for VOIP would hurt their voice biz. Wifi is primarily for data transfer in T's scheme. Wifi is faster than EDGE which would be needed for areas that don't have Wifi coverage.
Apple's iPhone casts big shadow on cell industry
If the device -- a melding of phone, Web browser and music and video player -- is a hit, analysts say it will cut into market share of major phonemakers, including Schaumburg-based Motorola
http://www.chicagotribune.com/business/chi-sun_iphone_0624jun24,0,4103593.story?coll=chi-bizfront-he...
Apple's iPhone will put 'finger ballet' in motion
http://www.azcentral.com/business/articles/0624biz-touchscreens0624.html
Apple's iPhone tour
http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2007/06/23/BUG3OQKAO81.DTL
Consumers, Industry Eagerly Await IPhone
http://www.businessweek.com/ap/financialnews/D8PVASE81.htm
iPhone set to ring up profits
http://money.cnn.com/2007/06/22/markets/spotlight_aapl/?postversion=2007062214
IPhone top choice for buyers in survey
http://www.orlandosentinel.com/business/chi-sat_brief4_0623jun23,0,5353316.story
Walrus, you are one of the few who figured out the Apple TV strategy. The general public is smarter than the mere heard mentality that the St. is known for. Apple TV gonna be big. It was a first step for SJ to test the market and gauge what consumers are looking for. SJ controls the content pipe which gives Apple a huge advantage.
TopDog is wagging its tail vigorously, ready to be unleashed, and (X)scale the 52-week high.
Are you ready for the moon shot ?
Stop trading. Smart money has been accumulating. Do as they do. Otherwise, you might miss the shuttle launch. S2's or someone else's teardown will take us to the moon. Don't think small ($19.5) but big. The stock might settle > $22 as before the Xscale acquisition. TopDog gonna bark and (X)scale the $21 wall of worries.
PiperJaffray weighs in on iPod sales, new iMacs, other rumors
Excerpts follow.
http://www.appleinsider.com/articles/07/06/20/piperjaffray_weighs_in_on_ipod_sales_new_imacs_other_r....
iPhone Availability
Commenting on next week's iPhone launch, the PiperJaffray analyst advised clients that AT&T stores will close temporarily around 4:00 p.m. on the 29th to prepare for the 6:00 p.m. launch, then re-open at 6:00 p.m.
"The company is anticipating long lines and large crowds, and will use the two hours to prepare accordingly," he wrote. "It is important to note that by the end of 2007 we expect iPhone availability to expand to about 30 percent of AT&T's 8,000 franchised outlets."
iPhone in Europe
At the same time, however, Munster shed some doubt on Apple's ability to make good on its commitment to roll-out the handset in Europe later this year, explaining that the launch "may be delayed."
"European wireless carriers are citing strict terms of the partnership with Apple," he explained. "To a certain degree, this sheds an interesting light on the AT&T pact, implying that it is favorable towards Apple."
The analyst speculated that Apple's agreement with AT&T may involve handset subsidies and a generous revenue sharing plan.
Apple Navigation System
Finally, Munster gave some attention to recent rumblings of an Apple-designed in-car navigation system, which were first published by an overseas gadget publication.
"While this seems far-fetched, the device could simply be an iPhone equipped with GPS, which is a feature we expect in 2009," he told clients. "Additionally, in recent comments [Apple chief executive] Steve Jobs has placed particular emphasis on the iPhone's Google Maps features."
[This is much cheaper than 2.5K Nav package car dealerships charge. The portable Garmin alone costs $600 + $150 map upgrade every year. iPhone+GPS would sell like hot cakes to auto mfgrs and consumers.]
Munster maintains an "Outperform" rating on shares of Apple with a $160 price target.
It's good to have you here MrCardinal. We'll learn from your insights and industry knowledge, especially about MRVL. Monahans support H.264 well. Please refer to previous posts.
FTC, I am still waiting for you to shout from the rooftop the model and the speed of the Monahans which should be in the iPhone.
Eureka ! Hallelujah ! You are most perceptive. Let's look more closely together.
http://marvell.com/products/cellular/applications.jsp
The PXA310 processor and its derivatives, with stacked NAND flash and mobile DDR memory, extends the PXA3xx processor family with the following features:
Processing up to 624 MHz for faster end-user experiences, such as rendering rich Web content, and scalable headroom for multitasking with advanced 3G usage models.
Wireless Intel® SpeedStep® technology for MIPS/mW power efficiency, delivering long battery life.
Integrated hardware video acceleration and hardware security/DRM processing for VGA video playback and camcorder functionality, video telephony, and digital TV.
Enhanced peripheral speeds and features, such as support for camera sensors up to 5 megapixels (MP) and Bluetooth v2.0 EDR.
The PXA300 processor and its derivatives, with options for stacked NAND flash and mobile DDR memory, integrate the following features:
Scalable, general-purpose processing up to 624 MHz with a 16-bit DDR memory interface for a richer end-user experience, such as browsing Web content or streaming video.
Wireless Intel® SpeedStep® technology with Instruction Power Manager software for MIPS/mW power efficiency, delivering long battery life and enabling consumers to spend more time enjoying the rich features their offered by their devices and service providers.
Intel Wireless MMX™ 2 accelerating technology, a 2D graphics accelerator and a 256 KB frame buffer designed to support video codecs, enhances the user’s experience of popular usage models like video playback, video conferencing, video telephony, and digital TV.
An enhanced set of peripherals eases connectivity to technologies like Wi-Fi, WiBro, WiMAX, and Bluetooth v2.0, and Intel’s Enhanced Quick Capture technology supports camera sensors up to 2 megapixels (MP) for a richer camera application.
Scalable, general-purpose processing up to 800 MHz, a 256 KB L2 cache, and a 32-bit DDR memory interface for richer end-user applications, such as browsing Web content or streaming video. Extended headroom allows for execution of multiple applications at the same time, which is a key requirement for today’s wireless client devices with advanced capabilities.
Wireless Intel® SpeedStep® technology with Instruction Power Manager software for MIPS/mW power efficiency, delivering long battery life and enabling consumers to spend more time enjoying the rich features their devices and service providers offer.
Intel Wireless MMX™ 2 accelerating technology, a 2D graphics accelerator and a 768 KB frame buffer designed to support VGA resolution streaming video, enhances the user’s experience of popular usage models like video playback, video conferencing, camcorder functionality, video telephony, and digital TV.
An enhanced set of peripherals eases connectivity to technologies like Wi-Fi, WiBro, WiMAX, and Bluetooth v2.0 and Intel’s Enhanced Quick Capture technology supports camera sensors up to 5 megapixels (MP) for a richer camera application.
iPhone Specs says it supports 2 MP.
http://www.apple.com/iphone/technology/specs.html
BBQ has been very persistent on the speed. He put it at 624 MHz. Let's round it off to 600MHz due to power and battery life consideration.
Could you shout it out loud for the world and 7-figured analysts to hear the model and the speed?
This is truly a stunning, magical, insanely great discovery. You outshot the lights out of STLO by answering the $1B elusive enigma.
STLO is impressive too by digging up some 80 OEM PDA/smartphone models. You guys should be 7-figured analysts.
STX-Seagate Technology, Research & investment banking niche player Brean Murray Carret & Company put out a note about how a comeback in magnetic data storage may help STX regain historic valuations. The company also says such a move will be good news for those that supply the current hard drives for the video iPod, and STX is one of those suppliers. Activity was centered in the STX July 20 and 22.50 calls. Today’s 18,749 contracts in the 22.5 strike easily eclipsed the 1,284 contracts of open interest. The July 20 strike saw over 11,200 contracts with an open interest of 1,962.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&bn=23275&tid=....
http://biz.yahoo.com/ap/070619/sector_glance_hardware.html?.v=1
JPMorgan Securities analyst Mark Moskowitz said PC makers could see strong demand in the second half of the year from emerging markets.
"Our meetings in Taiwan and Japan indicate that PC unit shipments have been tracking to expectations and that there could be upside potential brewing in the seasonally stronger second half of the year," Moskowitz wrote in a note to clients Monday. "The growth driver is emerging markets demand, namely China."
WR Hambrecht analyst Matthew Kather said in a note following meetings with both companies he expects Seagate to continue to work to be "the technology leader and product leader" in the sector.
http://biz.yahoo.com/ap/070619/semiconductors_sector_snap.html?.v=1
NEW YORK (AP) -- Chip stocks were mixed in Tuesday afternoon trading, even though one analyst said PC sales may be improving, which could help boost semiconductor sales and prices.
"In May 2007, desktop and notebook motherboard shipments grew month-over-month by 7 percent and 4 percent, respectively. May is typically a seasonally weaker month so the strength provides reason for optimism," Caris & Co. analyst Shebly Seyrafi wrote in a client note.
Based on the belief that computer sales are picking up, Seyrafi lifted his price target on Hewlett Packard Co. to $50 from $45. The new price target implies upside of 8.5 percent from the stock's Monday closing price of $46.07.
[The pendulum now swings in the other direction. Welcome to dam9a9. Hope you share your insights and analysis.]
Notebooks drive PC forecast up
http://eetimes.com/news/latest/showArticle.jhtml;jsessionid=GNYPYM0AKJ1WMQSNDLSCKHA?articleID=199905...
In contrast, penetration of hybrid hard drives (HHDs) in notebook PCs will reach 35 percent by the end of 2009, the company predicted.
Solid state drives use only flash memory to achieve high ruggedness with low power consumption. HHDs use typically less than a Gbyte of flash inside a conventional hard drive to speed booting and loading applications.
The bullish forecast on hybrid drives is particularly surprising. To date, few OEMs have released notebooks using the drives while many have adopted the 1-2 Gbyte flash Turbo Memory modules developed by Intel under its Robeson program to deliver the same features. OEMs said the higher flash densities and fast algorithms used by the Intel approach have proved a superior approach to date.
"Hard disk vendors are increasing both the capacity and areal density of their notebook products in 2007 and beyond," said Chander. "Furthermore, hybrid drives cost less to produce and offer a level of data integrity that can only be delivered by tried-and-true hard disk technology," he added.
Rumor puts Apple Nav System in Mercedes models by '09
http://www.appleinsider.com/articles/07/06/18/rumor_puts_apple_nav_system_in_mercedes_models_by_09.h....
Regulators O.K. Apple's Bluetooth headset for sale alongside iPhone
http://www.appleinsider.com/articles/07/06/15/regulators_o_k_apples_bluetooth_headset_for_sale_along....
Whose Blue is inside, MRVL, BRCM, CSR ?
AT&T stores to close, re-open ahead of iPhone
http://www.appleinsider.com/articles/07/06/19/att_stores_to_close_re_open_ahead_of_iphone.html
That's huge. SNPS, the most reputable, 2nd largest EDA vendor, wouldn't develop a development platform for a processor unless it's very popular and highly demanded by customers. This shows that Xscale has had tremendous traction in the user community.
Over one third of iPhone inquirers not AT&T subscribers
http://www.appleinsider.com/articles/07/06/19/over_one_third_of_iphone_inquirers_not_att_subscribers....
iPhone developers camp slated for early July
http://www.appleinsider.com/articles/07/06/19/iphone_developers_camp_slated_for_early_july.html
If MRVL went up today because of STX, then we haven't spent our SRB
fuel yet. That's great. MRVL will become even more explosive when time comes.
From what I gather in the investment community, no analyst has factored in the "X" factor. The consensus is that if it indeed happens as we expect, the stock will be lifted 20%+ coupled with a torrent of upgrades. Four pts a day as S2 said. So your #1 scenario is definitely not farfetched.
In fact, $22 is still cheap considering iPhone II, III follow-ups. Professionals buy on the way up. It's the suppliers' turns to run. We might see $28 - 31 by November as things unfold, IMHO of course.
We will easily (X)scale the $18.5.
Sony battery catches fire; Toshiba 'redoubles' recall efforts
http://eetimes.com/news/latest/showArticle.jhtml;jsessionid=R3QYHXWBK5GHKQSNDLSCKHA?articleID=199905....
(06/19/2007 8:02 AM EDT)
You can safely bet that iPhone won't have Sony inside.
Hard disks spin up new security spec
http://eetimes.com/news/latest/showArticle.jhtml;jsessionid=R3QYHXWBK5GHKQSNDLSCKHA?articleID=199905...
Here is a new area for HDD growth.
Apple developing cut-price iPhone?
Apple will need to widen its iPhone market with lower priced versions
[MRVL has 11g Wifi+Blue single chip, HSDPA 3G baseband+PXA3xx single chip. This plays into MRVL's strength.]
http://www.macworld.co.uk/ipod-itunes/news/index.cfm?newsid=18329&pagtype=allchandate
Excerpts follow.
Two weeks before the product's US launch, Apple is already developing cheaper iPhones to widen the products market appeal, an analyst said last night.
American Technology Research analyst Shaw Wu believes Apple is reacting to the market pressure to make such a move. Historically, he cites the manner in which Apple introduced the iPod mini and iPod shuffle to widen the addressable market for its media player range.
"Apple needs to round out its iPhone product line at lower price points (similar to iPod) if it expects to replicate the success of its iPod with sales of 100 million units," the analyst told clients.
The analyst also claims to be "picking up" news of: "lower cost iPhone prototypes for release at unspecified future dates".
Wu also warns that his sources are voicing some concerns at Apple's decision to implement only a software-based touchscreen keyboard, but believes this won't be a major inhibitor on the product's success.
"We believe one overlooked advantage iPhone may have over other smartphones is that when making calls, its virtual dialler has no extra clutter, and it is likely easier to dial unprogrammed phone numbers than on fixed QWERTY keyboards," the analyst said.
"We would like to see Apple move to a replaceable battery design at some point."
Wu also discussed the iPhone's potential as a corporate business-class tool, noting that (according to his sources): "iPhone works with corporate email systems based on Microsoft Exchange, but will not be as robust as the push technology offered by Blackberry. We believe this may deter usage among some corporate users; however, for consumer users, it is not likely an issue as iPhone works well with email systems from Yahoo and Google."
However, support for Safari may enable corporate users to access their email through Outlook Web Access, he proposed.
[Accurate assesment. Both our horses can coexist.]
Summing up, Wu repeated his current 'Buy' rating on Apple stock and cited a $145 target price.
However, Pacific Crest Securities analyst Andy Hargreaves told CNN: "It's easy to look and say that the iPhone is overhyped. The attention that has been given to the iPhone is probably more than the significance of the product at this point."
Despite the hype, Hargreaves sees the product introduction as highly significant: "It's hard to underhype the importance of this project," he said. "If Apple captures a meaningful portion of the market, there's a big opportunity for new services for them."
By as fast as you can. SJ pretty much gave strong indication who provided the App Proc with highest performance consuming the lowest power.
There is normally trade-off between these requirements. But our horse excels in both thereby making it uniquely qualified.
I don't need SJ to convince me. Just you guys needed to be convinced through exhausting research and process of elimination. Should we do it one more time ? YQ, are you up for it ?
Now is not the time to short term trade this stock. Get on board, strap up, and hang on for the shuttle launch.
One day when we look back we will marvel at what a steal. Anything below $20 is a steal. Don't let 50 cents or a dollar discourages you for the upside is far greater if you believe in your horse.
What will the stock be after teardown report on 7/2/07, anyone ?
Some say professionals buy on the way up, amateurs buy on the way down.
You really did your homework. I just tried to explain that real world performance is important. Mere speed (MHz) doesn't say much. Those arch features don't all necessary apply to app processor in iPhone.
For the next few months, iPhone is the main event of MRVL. Unfair or not, everything else is sideshow.
I know S2 just played devil advocate. He wanted to keep expectation low, which is prudent.
How to beat an encore, Four Aces: BB9xxx, iPhone II, iPhone III, Zune phone.
Ethernet switching has pretty much boiled down to just Broadcom and Marvell
http://www.eetimes.com/showArticle.jhtml;jsessionid=NDLN0UHAEXFBEQSNDLPCKHSCJUNN2JVN?articleID=19990...
MRVL entering flash controller market
http://www.eetimes.com/showArticle.jhtml;jsessionid=NDLN0UHAEXFBEQSNDLPCKHSCJUNN2JVN?articleID=19990....
Hitachi, Seagate, Toshiba and startup Cornice have all discontinued development of their 1-inch and smaller drives for cell phones, MP3 players and digital cameras, where flash now holds sway. Nearly two dozen companies, by contrast, are developing high-capacity flash drives. Some are doing so in anticipation that innovative controllers from startups as well as established chip makers such as Marvell will help them gain entry into mainstream computers.
Sources who asked not to be named said Marvell will enter the flash controller market, perhaps this year. Marvell makes read channels and controllers for a variety of hard disks, especially in the troubled ultramobile area.
Marvell's entry could quash the plans of a handful of startups rumored to be getting into flash controllers. The company will also present a challenge to the existing flash controller companies, typically Taiwanese organizations aiming at low-cost chips.
Intel Corp. is paving the way with standards for greater use of flash in computers. It helped define the Open NAND Flash Interface (ONFI) with Hynix Semiconductor Inc. and Micron Technology Inc. late last year to bring commonality to chip interfaces, which vary widely by vendor.
A version 2.0 ONFI is in the works that could quadruple the current, 40-Mbyte/second data rate. It will also provide an abstraction layer, shielding applications and systems software from the details of how chip makers manage bad memory cells.
The standard could be finished by the end of the year. In addition, it will define a standard module and connector for the 1- to 2-Gbyte flash cache modules Intel defined for notebook computers.
"This starts in notebooks because that's where there is the most value in power savings, but there are performance benefits available for all platforms," said Knut Grimsrud, a senior principal engineer in Intel's storage group.
The flash modules sport far less capacity than full flash drives and are initially focused on speeding up the time it takes to boot systems and load applications. Intel is working on more applications for the modules, however, that complement rather than replace hard disks.
Nice job ! You indeed shot the light out of Sam.
The latest Samsung SGH-i760 "UpStage", available 7/07 announced two weeks ago to upstage iPhone, actually uses 520MHz Xscale PXA270. Action speaks louder than words indeed.
The Asus M530w (Asus Aries) 416MHz Xscale PXA270 design win is pretty big too.
Your links showed that Xscale is very dominant in PDA, smartphone.
I hope your research convince more people. You got a tough audience here. I've done my job. I now pass my baton to you and YQ.
Nice try, YQ! What's important is DMIPS per MHz per mW (mA * V). You need to calculate DMIPS (Dhrystone MIPS). Clock speed alone doesn't mean much. Different ARM implementations have different pipeline depth, superscalar (single or dual issues), out-of-order instruction execution or not, I/D cache size, TLB sizes, Branch Target cache sizes,...
Better yet, You might want to dig into real world application benchmarks similar to what I posted before for Monahans.
You will see how far behind Sam's is.
Thanks to uncle SJ who left little doubt who provided the App processor. He showed his cards early to convince the world that iPhone is indeed magical. SJ saved AAPL so much advertising money by generating so much free publicity. He is indeed a master magician. The winning suppliers would certainly ride AAPL's coatail free of charge too.
Just imagine the kind of free publicity no amount of money can buy for MRVL when multiple iPhone teardown reports become available. The lucky winners will be awarded with a plethora of upgrades adding fuel to the rocket.
We just do our collective homework using the process of elimination.
It's not that easy to get a PhD. You still have miles to go. Hope your battery last until 7/2/007. Thanks for keeping trying until you can convince S2. He is the real benchmark.
PXA270 520MHz GIGABYTE gSmart i350 review
http://www.netscape.com/viewstory/2007/06/12/gigabyte-gsmart-i350-review-price-specification/?url=ht...
Gadgets & Tech – GIGABYTE gSmart i350 review - GIGABYTE GSmart i350 Quadband smartphone is powered by Windows Mobile 6.0 professional and running Marvell PXA270 520 MHz processor. Other features include 2 megapixel camera with Autofocus, 64 MB RAM and 256 MB flash-memory, miniSD memory slot,Wi-Fi (802.11b/g), Bluetooth 2.0, GPS and 2.6 inch VGA display.
The followings will answer most touchscreen questions.
S2, your questions are absolutely valid and thoughtful.
Takahashi: You want an iPhone - but should you?
http://www.mercurynews.com/business/ci_6167846
The best and worst thing about the new iPhone is the touch screen. The screen is great because it dispenses with a space-consuming keypad, allowing the phone to have a beautiful 3.5-inch-diagonal high-resolution screen to view videos and Web pages. The screen responds to the touch of your finger, not a stylus. That means there is no stylus to lose.
One of the coolest design ideas that Apple contributed here is that you turn on the phone by sweeping your finger across the screen. That's a movement that won't be repeated inadvertently inside a pocket or purse - so there is no danger that you will make calls from your pocket as I've frequently done with a BlackBerry.
This is the kind of smart idea that sets Apple apart. The company also has managed to build a decent amount of battery life into the phone: eight hours of talk time, 24 hours of music time, and 10 days on standby.
But the touch screen doesn't come with force feedback, which gives your fingers a vibrating buzz as you touch the screen. If you dial someone by tapping a number on the touch screen, you won't know it unless you're looking at the screen as you hit the right number.
Other touch-screen phones such as the Samsung SCH-i718 (which has debuted in South Korea) and other phones, so far unannounced, will have the VibeTonz force-feedback technology from San Jose's own Immersion. It would have been great if Apple had adopted it.
Apple also relies on the touch screen a little too much. There is only one button in the lower center of the phone. Press it and it gets you back to the home screen. The side of the phone has buttons that include volume control and other functions.
As a phone, it works in clever ways. You can tap your fingers to easily create a conference call if you have two people on the line at the same time.
I haven't seen how you load music on the phone. Once it's there, it's easy to navigate through your song lists with your fingers, and when music is playing you can enjoy looking at the pretty album-cover art on the wide screen. To navigate through song lists, you run your finger up or down on the surface of the screen and the list spins downward or upward, as if it were a slot-machine display.
Sending text messages looks like a breeze. When you click on a friend's contact to send a message, you get a QWERTY keyboard on the screen. You can type with two thumbs, BlackBerry style, and it will predict the words you're trying to type.
Among the cool features is "visual voice mail," which allows you to check phone messages without having to listen to them first. The voice mails are listed in order with identifying information about who they're from, so you can pick which one you want to listen to.
It's nice that Apple has put its Safari Internet browser on the phone and the Mac OS as well, so a lot of programs will be familiar to Mac users. As you can see on the TV commercials, you can open a Web page, such as a newspaper site, and zoom in on it so you can read it more easily. If you put two fingers on a spot on the page and pull them apart, you can resize the image so you can read the text more easily. Another feature that makes it more useful and intuitive: You can touch more than one spot on the screen at the same time.
The iPhone also shows that Apple has thought about how to make viewing of videos and pictures simpler. If you turn the phone sideways, it immediately switches to a landscape view. You don't have to press any buttons to make that happen.
The phone comes with a 2-megapixel camera. You can sync photos with a Mac or a PC with a wave of your finger, and Apple says the photo-management system on the phone helps set it apart. With the touch screen, you can use your fingers to zoom in or out on a photo. You can tap a button to e-mail the photo or use it as your wallpaper.
Safari's presence has opened up the phone to developers who can create third-party applications that you can use to beef up the phone. One such application could be one that lets you use the Web to access your company's phone directory. Apple Chief Executive Steve Jobs demonstrated this application showing how it could link to his company's corporate directory. You can do a Google search directly from the phone quickly. And you can read your e-mail.
Some widgets, or small programs, are built into the phone so you can easily look up the weather or stock prices. But the third-party applications will primarily be using Web access, which may be slow, and they don't reside on the phone itself. That falls short of what a lot of independent developers were asking for.
The Web access may be slow because Apple chose to use AT&T's 2.5G GPRS data network, not the faster 3G networks that are debuting from other carriers. There are faster ways to connect with the iPhone; if you're in range of a WiFi network, you can surf at much faster speeds. And phone service is available only through AT&T/Cingular.
Must Read: Battery life comparison chart
http://www.apple.com/pr/library/2007/06/18iphone.html#competitivechart
Apple has a lot riding on wave of iPhone hype
A SUCCESSFUL GAMBLE COULD CHANGE INDUSTRY
http://www.mercurynews.com/business/ci_6167728
Takahashi: You want an iPhone - but should you?
http://www.mercurynews.com/business/ci_6167846
There's hype, then there's iPhone hype
http://www.mercurynews.com/business/ci_6167770
iPhone doesn't compete much with RIM at all because:
- RIM colocated its HW at CO (Central Office) to push email which appears instantaneous. That's why it's popular witn biz. iPhone doesn't have this. That's why both stocks hit new highs at the same time.
- Anyone buying iPhone can't usecorporate account.
- iPhone is for consumers for now.
- iPhone is head and shoulder above the rest. It's iPod (MP3 music) + vPod (video) + 2.5G EDGE/Wifi cellphone + Mobile Internet + great MAC OS X + Safari Web browser + GOOG map + email, all-in-one.
I've heard of it. MRVL is asking for a stay of 10-Q for the latest qtr. Chances are it will be granted.