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It literally keeps getting better each day when it comes to memory market fundamentals...
Intel, Micron, Linear Lead Drexel’s Upbeat Economic Outlook
By Tiernan Ray
Drexel Hamilton‘s Richard Whittington today opines that with a rising global economy, “economically sensitive semiconductor names will continue coming to the fore,” among which he considers Intel (INTC), Linear Technology (LLTC), and Micron Technology (MU), all of which he rates at Buy, the chief beneficiaries.
Whittington cites a number of factors, including broad investment in infrastructure, low inventories in the chip world, and tight pricing for some components such as DRAM:
Chalking it up to monetary mumbo jumbo, nearly all have missed the fundamental facts on the ground: lean supply chains intersect rising confidence and historic low interest rates as the world demands technically advanced goods [...] Infrastructure-tied to developed economies the past decade, far more populated developing nations have been upping the take of increasingly electronics-denominated industrial and consumer goods while plugging into the Cloud [...] Derived demand for electronic components through increasingly opaque supply chains is now stressing the productive base as the foremost semiconductor commodity, main system memory, continues in acute undersupply [...] The precise opposite of what many have expected, first day of this new year spot trading has seen another surge in 2Gb PC DRAM prices, respective 5%-6% day-day gains, with minimally tested 4Gb densities rising nearly 2% [...] Articles citing stepped up component orders by Lenovo seeking to gain notebook, tablet and smartphone share as well as Taiwanese memory module suppliers citing ongoing tight market conditions, DRAM pricing remains upward biased [...] Tier one and smaller OEMs already locking up available supplies for the remainder of typically seasonally soft calendar Q1 at prices several percent above what they paid the prior period, spot channels have become thin and fragile [...] Still, the first order conclusion of what is to be publicly seen is that electronics OEMs are upping build rates above prior commitments, imparting new stress and strain on the installed productive base.
Whittington likes Intel, Micron and Linear as companies “solely relying on internally derived output” of chip manufacturing, and, hence “can avail of improving cyclical conditions.”
Intel shares are down 30 cents, or 1.2%, at $25.65, Micron shares are down 23 cents, or 1%, at $21.52, and Linear stock is down 73 cents, 1.6%, at $44.82.
Pretty much everything that I know about MU is from SA. A unique collection of intelligent people with business skills over there talking about MU. That isn't always typical of SA.
Nice to have some life here on a real board, instead of comments on SA articles. Easier to read.
A reiterate buy came in today...
http://blogs.barrons.com/techtraderdaily/2013/12/31/micron-positive-dram-nand-trends-says-drexel-tsm-order-rumors-encouraging/
January 7th should be a BIG day.
This looks more like a sustainable grind up, versus the trader flash-in-the-pan we have been getting.
I think we continue to grind up. A build up to trial results in the first half, or maybe a partner.
It's in a hurry today to reclaim lost territory!
The shorts don't know the story, and only will figure it out when earnings start to hit. All they see is "It's up 250%!!!" so it has to be a short candidate. Well, enjoy the fact that they keep coiling the spring, and if you are long, you'll enjoy when it pops.
Earnings on January 7th may or may not pop it, because there will still be some leftover accounting for inventory due to the Elpida acquisition. But people who have done the math the best that they can show that MU could very well produce 3.50 in earnings in 2014. So, $22/3.50 = a current PE of 6.3. EASILY double the price to get to a still CHEAP PE of 12.6. That is what the shorts don't get, but the big hedgies do. The shorts are blinded by the rear view mirror and the $250% rise.
Quote:
If I wanted to do that sort of thing I think I'd go the L Ron Hubbard route and set me up a new religion. Lots of fringe benefits as well as the money wink
Except, ARM Holdings beat him to it. wink1
Oh, extra points for that one!!!
This thing could use a kick in the butt...
http://www.businesswire.com/news/rxtimes/20131211005138/en/Rexahn-Receives-Method-Patent-Treatment-Solid-Tumor
MU the unstoppable...
http://www.digitimes.com/news/a20131209PD207.html
DRAM spot prices soar on strong demand
Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Monday 9 December 2013]
DRAM spot prices have risen significantly with recent quotes soaring more than 5% on a single day, buoyed by a recent pull-in of short lead time orders from China's tablet market, according to industry sources. Continued tight supply of DRAM chips, as well as inventory replenishment by PC OEMs, also contributed to the price rally.
The ongoing price rally in the spot market is expected to keep contract market prices for December at high levels, or send them even higher, the sources said.
A fire at SK Hynix' China fab in September has caused a reduction in the global supply of DRAM memory, resulting in an unexpected rally in the chip prices during the traditionally weak season. PC OEMs after more than two months of inventory adjustment have begun to rebuild stockpiles, the sources said.
DRAM contract prices have been rising at a gradual pace, thanks to capacity adjustments by SK Hynix and some other chipmakers to offset the impact of tight supply arising from the fire accident at SK Hynix's China fab, the sources indicated.
According to the latest data from DRAMeXchange, DRAM contract prices grew in the second half of November with prices for mainstream 4GB modules coming to US$33 on average. The price growth was mainly due to tight supply experienced by one of the world's major chipmakers, which encountered production yield issues.
DRAMeXchange predicted previously that DRAM contract prices will register another rally in December, if the unnamed chipmaker's supply remains tight and its clients continue to suffer from shipment delays.
DRAMeXchange has forecast that sales of the global DRAM industry will reach US$35.2 billion in 2013, representing growth of about 32% from 2012. Sales will climb further to approach US$40 billion in 2014.
Intel and Nvidia Raised Shipments Levels for the Quarter
Quarter-to-quarter total graphics up 1.6%, Desktop graphics sales up 4.5%
November 20, 2013 06:00 AM Eastern Standard Time
TIBURON, Calif.--(BUSINESS WIRE)--Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers’ market shares for 2013 3Q.
Q3’13 was the second quarter in a row to show a gain in shipments, up 1.6% quarter-to-quarter, but down 8.8% compared to the same quarter last year.
AMD’s overall unit shipments decreased 4.2% quarter-to-quarter, Intel’s total shipments increased 3.5% from last quarter, and Nvidia’s increased 2.3%. The attach rate of GPUs to PCs for the quarter was 137%, which means only 73% of the PCs with embedded graphics are using them.
The overall PC market increased 6.8% quarter-to-quarter, but declined 7.6% year-to-year.
Q3 is the quarter when retailers stock up for the holiday season and is traditionally seasonally higher than previous quarters. The gain this quarter compared to pre-2008 years is smaller, but it is positive.
GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped and most of the PC vendors are guiding down to flat for Q4’13.
The popularity of tablets and the persistent economic slowness are the most frequently mentioned reasons for the decline in the PC market. The CAGR for total PC graphics from 2012 to 2016 is -2.7%; we expect the total shipments of graphics chips in 2016 to be 429 million units. In 2012, 479 million GPUs were shipped and the forecast for 2013 is 436 million.
Over a ten-year period the average quarter-to-quarter change showed a 6.5% increase. This quarter is below the average with a 1.6% increase.
Our findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e., POS) and industrial/scientific workstations as well as embedded systems. This report does not include handhelds (i.e., mobile phones), x86 Servers or ARM-based Tablets (i.e. iPad and Android-based Tablets), or ARM-based Servers. It does include x86-based tablets, and x86-based Chromebooks.
The quarter in general
AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e. APUs, jumped 27.8% from Q2 but declined 21.3% in notebooks. AMD’s discrete desktop shipments declined 3.1%, and notebook discrete shipments declined 4.5%. The company’s overall PC graphics shipments decreased 4.5%.
Intel’s desktop processor-graphics EPG shipments decreased from last quarter by 1.1%, and Notebooks increased by 5.1%. The company’s overall PC graphics shipments increased 3.5%.
Nvidia’s desktop discrete shipments showed the most growth, up 8.2% from last quarter; however, the company’s notebook discrete shipments decreased 3.3%. The company’s overall PC graphics shipments increased 2.3%.
Year-to-year this quarter AMD’s overall PC shipments declined 8.5%, Intel dropped 2.7%, Nvidia declined 18.7%, and VIA fell 82.4% from last year.
Total discrete GPU (desktop and notebook) shipments were roughly flat from the last quarter (up 0.12%) and down 18.8% from last year for the same quarter due to the same problems plaguing the entire PC industry. Overall the trend for discrete GPUs is down with a CAGR from 2012 to 2016 of -5.7%.
Ninety nine percent of Intel’s non-server processors have graphics, and over 67% of AMD’s non-server processors contain integrated graphics; AMD still ships IGPs.
Year-to-year for the quarter, the graphics market decreased. Shipments were down 8.9 million units from this quarter last year.
Market share
this quarter
Market share
last Qtr
Unit Change
Qtr-to-qtr
Share Difference
Qtr-to-qtr
Market Share
last yr.
AMD 20.7% 22.0% -4.2% -1.3% 21.0%
Intel 63.0% 61.8% 3.5% 1.1% 60.0%
Nvidia 16.3% 16.2% 2.3% 0.12% 18.6%
Total 100% 100% 1.6% 100%
Table 1: Total Graphics Chip Market shares
Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are a leading indicator for the PC market. At least one and often two GPUs are present in every PC shipped. It can take the form of a discrete chip, a GPU integrated in the chipset or embedded in the CPU. The average has grown from 1.2 GPUs per PC in 2001 to almost 1.4 GPUs per PC.
Pricing and Availability
The Jon Peddie Research's Market Watch is available now in both electronic and hard copy editions, and sells for $2,500. Included with this report is an Excel workbook with the data used to create the charts, the charts themselves, and supplemental information. The annual subscription price for JPR's Market Watch is $4,000 and includes four quarterly issues. Full subscribers to JPR services receive Tech Watch (the company's bi-weekly report) and a copy of Market Watch as part of their subscription. For information about purchasing Market Watch, please call 415/435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.
Contact Robert Dow at JPR (Robert@jonpeddie.com) for a free sample of TechWatch.
About Jon Peddie Research
Dr. Jon Peddie has been active in the graphics and multimedia fields for more than 30 years. Jon Peddie Research is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in a variety of fields including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. Jon Peddie's Market Watch is a quarterly report focused on the market activity of PC graphics controllers for notebook and desktop computing.
http://www.businesswire.com/news/home/20131120005559/en/Intel-Nvidia-Raised-Shipments-Levels-Quarter
Leaked Cherry Trail slide...
And now I see Ashraf has the analysis to go with it...
http://seekingalpha.com/article/1842472-intel-brings-out-the-big-guns?source=email_rt_article_readmore&app=1
This is the best line in this statement: Rexahn is in active discussions with potential licensing partners for RX-3117 and will update the financial community as appropriate.
If they get a partner, expect a nice pop.
Rexahn Pharmaceuticals Reports Third Quarter Financial Results and Pipeline Update
Supinoxin™ Phase I clinical trial enters third dosing group; preliminary data expected in the first quarter of 2014
Lead indication, metastatic renal cell carcinoma, chosen for Archexin® Phase IIa trial to begin December 2013
Rockville, MD, November 14, 2013 – Rexahn Pharmaceuticals, Inc. (NYSE MKT: RNN) a clinical stage biopharmaceutical company developing best-in-class therapeutics for the treatment of cancer is providing a quarterly update today on its three clinical development programs and financial results.
“We are excited about the progress of the Supinoxin™, RX-3117 and Archexin® clinical development programs. As we continue through the end of 2013, and into the first quarter of 2014, we look forward to updating our shareholders on the initiation of the Phase I clinical trial with RX-3117, the initiation of the Phase IIa clinical trial with Archexin in metastatic renal cell carcinoma, and the initial clinical data from the Phase I clinical trial with Supinoxin,” commented Rexahn’s Chief Executive Officer Peter D. Suzdak, PhD. “We are also pleased that we were able to strengthen the balance sheet recently which will allow us to increase the momentum for the clinical development of our pipeline.”
Pipeline Update:
Supinoxin™ (RX-5902)
The Phase I dose-escalation clinical trial of Supinoxin (RX-5902) in cancer patients with solid tumors began enrolling patients in August 2013. Patient enrollment in the third dosing group was recently initiated, and Rexahn anticipates updating investors with available clinical data from this trial by the end of the first quarter of 2014. The Phase I trial is designed to evaluate the safety, tolerability, and the maximal tolerated dose of Supinoxin. This evaluation is being conducted in three clinical oncology centers in the United States. Each patient has the ability to continue on the drug up to six cycles of treatment. Patients are assessed by CT or MRI prior to the start of therapy and after every two cycles of therapy to track tumor progression
RX-3117
Rexahn is preparing to initiate a Phase I clinical trial of RX-3117 in cancer patients with solid tumors in December 2013. The design of this study is based partially on the initial data obtained in an exploratory Phase I clinical trial of RX-3117 in cancer patients conducted in Europe in 2012. This upcoming dose-escalation clinical trial will be conducted in multiple clinical sites in the U.S. for cancer patients with solid tumors. Patients will receive RX-3117 orally three times a week for three weeks followed by one week off. Patients will have the ability to continue on the drug up to eight cycles of treatment. The decision to enroll the next group of patients and escalate the dose will be made after one cycle of treatment, based on safety and tolerability. Patients will be assessed for tumor progression by CT or MRI prior to the start of therapy and after every two cycles of therapy.
Rexahn is in active discussions with potential licensing partners for RX-3117 and will update the financial community as appropriate.
In September 2013, Prof. Dr. Godefridus J. (Frits) Peters, Head Laboratory Medical Oncology, VU University Medical Center, Amsterdam, The Netherlands, published a peer reviewed publication entitled “Metabolism, mechanism of action and sensitivity profile of fluorocyclopentenylcytosine (RX-3117)” in the medical journal, Investigational New Drugs.
Archexin®
Following a comprehensive scientific, clinical and business analysis of potential cancer indications for a new Phase IIa clinical trial with Archexin®, Rexahn has decided to pursue metastatic renal cell carcinoma (RCC). Metastatic RCC represents an attractive market opportunity with an estimated annual incidence of 90,000 patients world-wide and potential market size of greater than $6 billion. Metastatic RCC patients receiving standard of care treatment have a poor prognosis with an overall survival of less than 2 years. Rexahn has been working with key opinion leaders to finalize the design of a Phase IIa clinical trial and anticipates initiating the clinical trial in December 2013.
In preclinical studies, Archexin has shown to inhibit the growth of human RCC cells in both tissue cultures and in animal xenograft models. In addition, Archexin may have the ability to prevent the development of resistance to existing therapies for RCC. Rexahn has received the U.S. Food and Drug Administration’s Orphan Drug Designation for this indication.
“We’ve worked with our scientific advisory board and key opinion leaders to select RCC as the optimal first treatment indication to pursue for our Phase IIa trial of Archexin. The combination of strong scientific data, addressable market, unmet clinical need, and our Orphan Drug Designation were all driving factors for choosing this indication,” commented Dr. Suzdak. “We are preparing to initiate our trial next month.”
Financial Update:
For the nine month period ending September 30, 2013, total operating expenses were $5.6 million. Rexahn’s cash and cash equivalents including marketable securities and restricted cash as of September 30, 2013 totaled approximately $15.5 million. In addition, on October 16, 2013, Rexahn completed a $5.3 million registered direct offering for a purchase price of $0.52 per share. The proceeds of this offering will be used for further research and development of the Company’s pipeline.
About Supinoxin™ (RX-5902)
Supinoxin is an orally administered, first-in-class, small molecule inhibitor of phosphorylated-p68 RNA helicase (P-p68). P-p68, which is selectively expressed in cancer cells and is absent in normal tissue, increases the activity of multiple cancer related genes including cyclin D1, c-jun and c-myc, and plays a role in tumor progression and metastasis. Over-expression of P-p68 has been observed in solid tumors such as melanoma, colon, ovarian and lung.
About RX-3117
RX-3117 is a novel small molecule anti-metabolite that is incorporated into DNA or RNA of cells. It inhibits both DNA and RNA synthesis which induces apoptotic cell death of tumor cells. RX-3117 mediates the downregulation of DNA methyltransferase 1 (DNMT1), which is an enzyme responsible for the methylation of cytosine residues on newly synthesized DNA and is a target for anti-cancer therapies. Preclinical studies have shown RX-3117 to be effective in both inhibiting the growth of various human cancer xenograft models, including colon, lung, renal and pancreas, as well as overcoming chemotherapeutic drug resistance.
RX-3117 has demonstrated a broad spectrum anti-tumor activity against 50 different human cancer cell lines and efficacy in 12 different mouse xenograft models. The efficacy in the mouse xenograft models was superior to that of gemcitabine. In addition, RX-3117 still retains its full anti-tumor activity in human cancer cell lines made resistant to the anti-tumor effects of gemcitabine. These findings have either been previously presented at the American Association of Cancer Research Meeting in 2012, or were the subject of a peer reviewed publication released in September 2013. In August 2012, Rexahn reported the completion of an exploratory Phase I clinical trial of RX-3117 in cancer patients conducted in Europe. The trial investigated the oral bioavailability, safety and tolerability of the compound. In this study, oral administration of RX-3117 demonstrated an oral bioavailability of 56% and a plasma half-life (T1/2) of 14 hours. In addition, RX-3117 was safe and well tolerated in all subjects throughout the dose range tested.
About Archexin®
Archexin® is a unique anti-cancer drug candidate that inhibits the cancer cell signaling protein Akt-1. The activated form of Akt-1, which is involved in cancer cell growth, survival, angiogenesis, and drug resistance, has shown to be present or elevated in more than 12 different human cancer cell lines, including pancreatic and renal cell carcinoma. By inhibiting Akt-1, Archexin has shown to both inhibit the growth of human renal cell carcinoma cell lines and decrease the growth of human renal cell carcinoma in animal xenograft models. Thus, while Akt-1 is a very specific anti-cancer target it may have broad therapeutic potential across multiple types of cancer. Archexin has completed a Phase I clinical trial in cancer patients with solid tumors and was shown to be safe and well tolerated. The dose-limiting toxicity was a grade 3 fatigue. In a small Phase IIa trial in advanced pancreatic cancer patients, Archexin in combination with gemcitabine was shown to be safe and well tolerated. It demonstrated a preliminary efficacy signal with a median survival of 9.1 months in evaluable patients.
http://www.cpu-world.com/news_2013/2013110901_Intel_refreshes_Bay_Trail-M_CPU_lineup.html
In September Intel launched the latest generation of "Bay Trail-M" ultra low voltage processors for netbooks and mobile devices. New mobile CPUs, branded this time as Celeron and Pentium, offered up to 2x times better CPU performance, and up to 3x time faster graphics, while operating in the same power envelope as their "Cedar Trail" predecessors. As if those improvements were not enough, Intel this week refreshed Bay Trail-M lineup, releasing faster versions of Celeron and Pentium products. We already reported on some of them, including Celeron N2806, N2815, N2820 and N2920, but we missed some details because we did not have complete specifications. Now that the processors are released, we have a few important additions to our previous report. Most parts not only have higher clock speeds than N2805, N2810 and N2910 SKUs, launched in September, but also have Burst Performance technology enabled. Another enhancement is higher maximum operating temperature, which eases cooling requirements. Finally, in addition to 4 N28xx/N29xx Celerons Intel also released Pentium N2920.
This is the first model available. More storage is coming, but I can add that and I am tired of waiting. Don't know about RAM, but I think I can live with 2GB for what I want to do with it.
Although Baytrail, HP loads it with Nvidia Tegrazone as shovelware.
I saw that, too, but I wonder if that is a cut and paste error with the android tablets. They are not going to have Tegrazone on a wintel tablet.
According to microsoft, office is NOT preloaded, but it is in their specs of the OS on the HP link, and several reviews say it is. This should all clean up with time.
For $400, nice display, size and weight. I would add some memory and be done.
I think I found my win8 tablet. Anyone else looking at this one?
http://www.microsoftstore.com/store/msusa/en_US/pdp/HP-Omni-10-5600US-Tablet/productID.289455000
http://h10025.www1.hp.com/ewfrf/wc/document?cc=us&lc=en&docname=c03984112
If that is the use case, go with a crappy display since the user has his eyes closed!
Thanks for playing along!
Has anyone found the 11 inch core tablets too heavy or cumbersome for 'on the couch' web consumption?
Should we call this the couch-potato requirement? ;)
Anandtech's take on this subject...
http://www.anandtech.com/show/7473/intel-opens-fabs-to-competing-chips
Intel May Turn Over Its Web TV Project to Verizon
http://allthingsd.com/20131030/intel-may-turn-over-its-web-tv-project-to-verizon/
The 10K released yesterday was very enlightening. Expect a pop.
Read the comments here at the end of the article for analysis and the good news:
http://seekingalpha.com/article/1768042-micron-where-do-they-stand-in-the-memory-business
The Next Generation of Micro Server SoCs: ECX-2000 vs Atom 2000
http://www.anandtech.com/show/7265/intels-second-generation-microserver-soc
This is a nice consumer market perception change from someone influential. Nice to see.
There's good news for laptop buyers in my fall guide this time: The confusing changes in the sagging laptop industry have settled down enough that if you need one, now may be the time to buy one.
I didn't know this about the logo change..
Models with the new, battery-boosting chips have a more vertical blue sticker with a gold band across the top edge, as opposed to the older horizontal sticker with a gold band in the middle. Typical users should choose an i5 version.
http://online.wsj.com/news/articles/SB10001424052702303902404579149620142115530
Meet Intel’s hardware level Siri-killer
Intel’s updated Smart Sound Technology DSP found in 2014's Broadwell promises to outsmart Siri in every way possible. The catch? It’s already partially here in some Bay Trail configurations.
http://vr-zone.com/articles/meet-intels-hardware-level-siri-killer/60323.html
As much as I hate dilution too, there is a good story here.
1. They can raise money by placement, not offering
2. They seem to raise it at will, showing a strong market interest
3. I prefer these small nibbles, instead of the big chunks (easier to absorb.)
4. They have about $20m. Enough to fund all the P1&2s they planned.
5. With the trials, they will get offers for partnerships
6. I love the fact that they got 3701 back and there is great interest already (See comments from R&R presentation.)
I am long waiting for a big deal/partnership or outright purchase. It's going to be a binary moment with rich rewards.
The quarter didn't mean squat. What everyone wants to know is the proforma post Elpida which they FAILED to provide. The proforma will show how the company will look going forward as one, and will provide a clue on what the company is really worth.
We have to wait another week according to the CC. They are taking the maximum allowed time to provide it. Things could be volatile till then.
I agree with you, but the day is not over. I think there will be an upward bias into the close; that was quite a reversal yesterday and I think there will be follow through. People want to be long into earnings (at least me.)
A great read for everyone:
http://www.earningsimpact.com/Transcript/83981/RNN/Rexahn-Pharmaceuticals%2c-Inc----15th-Annual-Rodman-and-Renshaw-Global-Investment-Conference#sthash.csD8Vjot.QsZmK2jF.dpbs
Even though Teva adjust terminate collaboration two weeks ago we have already got an interest expressed by a number of major Pharmaceutical companies based on publications and data that's out there with this compound Just to really talk about the relationship with Teva and the termination of the relationship with the Teva as I said, the agreement was signed back in 2009. Teva had invested over $9 million to start the program up and to get it through the first Phase I trial in Europe and through filing IND here in the United States. Once we filed the IND here in United States, Teva had a 45 day option period of which they had to exercise their option on the compound which they did not.
With 10m shares traded today...I don't think we are done yet. I don't recall this level of volume for RNN ever. This isn't your typical pump-dump.
Intel Announces Galileo: Quark Based Arduino Compatible Developer Board
http://www.anandtech.com/show/7387/intel-announces-galileo-quark-based-arduino-compatible-developer-board
It’s good to see Intel doing this sort of stuff, as it's extremely important to get early exposure to x86 among maker enthusiasts if Intel wants to keep x86 around in the long run (although I would’ve liked to have seen it a few years ago). Intel will be giving away 50,000 Galileo boards to 1000 universities worldwide over the next year and a half or so to spark development.
Check out the "Cheat" chart.
http://www.anandtech.com/show/7384/state-of-cheating-in-android-benchmarks
Well, we can start cashing some checks now; Intel tablets selling well in Pakistan... A few interesting facts in here, though.
Intel tablets see some early success in Pakistan
KARACHI: Despite a delayed shipment and a price range that exceeded initial estimates, Intel Corporation seems to have some early success with its Android-based, mid-range, tablets introduced in the Pakistani market for the first time early this month.
“Pakistan is exceeding in the sales of Intel tablets when compared to the regional markets,” Intel Pakistan’s Country Manager Naveed Siraj said on Wednesday, while briefing a group of journalists about the company’s Android- and Windows-based tablets launched recently.
“The September stock is already sold out while the next month’s shipment has been booked as well,” Siraj said – though he did not disclose the sales figures. The market response has exceeded our expectations,” he said.
The Santa Clara, California-based chip-maker had announced in May that it would introduce Intel-powered seven-inch tablets in the Pakistani market by the end of June or early July. However, the devices hit the market in mid-September.
Although the chip-making giant seems to be targeting a different market segment by introducing mid-range tablets, it has crossed the $150 price tag – the starting price for these devices is about Rs16,500, according to Siraj.
With a price range higher than most Chinese tablets, the company – which has also changed its famous branding campaign of the 90s from ‘Intel Inside’ to ‘Look Inside’ – seems to be betting on its brand name.
The return rate for the cheaper products is 30% that means 30 out of 100 products are sent back for warranty support, Hasan told Tribune in a past interview. The return rate of Intel CPUs is 0.01%, he said. “It, therefore, makes sense to spend a little more on quality.”
Both the seven-inch and 10.1-inch Android-based tablets that were introduced by the company are powered by Intel Atom single core processors; have 16 gigabytes (GB) of internal storage; run Jelly Bean and have a two-megapixel rear camera. The seven-inch tablet has a 4100 milliampere-hour (mAh) battery and support external memory of up to 32GB. The 10.1-inch tablet has a 6600mAh battery and is rated to provide seven-hour video play back and supports an external memory of up to 48GB. The devices are manufactured by ECS, a Taiwanese firm that manufactures hardware for some of the world’s leading IT companies.
Published in The Express Tribune, September 26th, 2013.
No dividend rise (again.)
Intel Declares Quarterly Cash Dividend
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation's board of directors has declared a quarterly dividend of 22.5 cents per share (90 cents per share on an annual basis) on the company's common stock. The dividend will be payable on Dec. 1, 2013, to stockholders of record on Nov. 7, 2013.
http://techcrunch.com/2013/09/20/chipworks-apples-a7-chip-made-by-samsung-m7-co-processor-by-nxp/
We have confirmed through early analysis that the device is fabricated at Samsung’s Foundry and we will confirm process type and node later today as analysis continues. That being said, we suspect we will see Samsungs 28 nm Hi K metal Gate (HKMG) being used. We have observed this same process in the Samsung Exynos Application processor used in the Galaxy S IV. Our engineers will be deprocessing the Apple A7 as soon as they can to confirm this or to provide different information.
Months ago, BK said he would build an ARM under certain conditions. He was either trying to lure Apple, or preparing shareholders for this outcome.
Ifixit has already started their teardown of the iphone 5s.
http://www.ifixit.com/Teardown/iPhone+5s+Teardown/17383
We should know very soon who manufactured the A7 when they grind off the top. There is still some speculation on who manufactured this chip since several aspects don't add up to the usual ARM suspects. While Intel is a long-shot, there are some compelling arguments being made by Russ at SA and in the comments. It's a good read if you haven't been following it.
http://seekingalpha.com/article/1694892-intel-and-apple-an-interesting-tidbit
Fun to speculate what it would do to the intel stock price.