(NASDAQ: INTC) INTEL SCREWED UP the best thing about Light Peak, the name, calling it by the marketing name ‘Thunderbolt’. Other than that, the only thing that changed is they lost the optical part, leaving nothing more than an expensive …
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APPLE HAS A business model for the iPad as lucrative as printers with abusively priced toner, something that you can only do with absolute control.Their 30% “tax” on apps actually makes sense, at least for Apple, but will it spread to their other products over the long term?
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WE’VE ATTENDED A FEW, well, let’s call them briefings at the Mobile World Congress, all hosted by various industry leaders ranging from chip and device makers to service and content providers and some of what was said was very interesting while other parts were almost laughable. What became painstakingly clear though, mostly based on comments from the hardware makers, is the fact that the cost of wireless access isn’t where anyone but the network providers wants it to be.
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NVIDIA JUST FINISHED their fiscal Q4/2011 conference call, and it was mercifully short and content free. That said, there was one thing that stuck out, GPU margins.
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THE BIGGEST LOSER in the tie up between Microsoft and Nokia is none other than Intel. While they may try to put a brave face on the matter, the simple fact remains that their Atom line is now without a future.
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TOSHIBA IS DOING something unusual with their laptops, branching out into far more niche-y product lines. They also showed off a bunch of glasses-free 3D TVs at CES as well, although these were far from impressive.
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THE ACT MIGHT have made headlines for different reasons, but last week, voluntarily destroyed their one valuable asset. It was a subtle thing, and no one seemed to notice, but could it be the reason that Eric Schmidt left?
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GIVEN THE PROBLEMS that Intel’s Cougar Point chipset had this week, it is no surprise that some across the internet are taking pot-shots at the company. Usually these come in rant form, but this time, we get one as a song.
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HATS OFF TO Intel for pulling one of the most devious PR spin and coverups of the year with their chipset problems explanation. While it may be a desperate and masterful obfuscation job, if you poke a little under the surface, you can see how badly they screwed up, and how little of the truth actually came out.
Updated: Tuesday, February 1, 2011
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IT’S COME TO our attention that several of the big retail brand DIMM manufacturers are struggling, as memory modules just don’t have enough margins these days. Many are now trying to find ways to branch out and create other product categories, something we saw the start of last year, but it’s not easy to find a market with high margins these days.
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SONY HAD TWO rather hideous laptops on display at CES that caught my attention, one was hideously ugly, the other was a Brazos box. In a stunning turn of events, neither caught fire while we were in attendance.
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Despite the many gadget and tech sites who were dancing about half-sober, clamoring over a spectacular CES show fraught with innovation, I’m going to go ahead and take a different stand. There were intriguing bits to be sure, but overall I left with the opinion that the gadgets in Vegas might as well stay in Vegas this year. Herein I will break down what I felt were the top ten highlights, and the top ten low points at the Consumer Electronics Show this year, just be warned that these are my opinions and don’t necessarily reflect the views of others at S|A or other sentient life forms in general.
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ABOUT TWO MONTHS ago, we said that Intel and Nvidia had settled their patent suit, and it was going to end up with about $1 billion going to Nvidia. Yesterday it was officially announced with the tab rising to around $1.5 billion.
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DIRK MEYER’S DEPARTURE from AMD is being touted as a mutual understanding and a gracious parting of the ways. That may be the official reasoning, Dirk wasn’t exploiting opportunities, doesn’t pass the sniff test.
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Cisco predicts that by the year 2014 no less than 90% of all internet traffic will be video related and they certainly want a larger piece of that action. Through acquisitions of companies over the years like Flip Video, Linksys, and Umi they are hoping to make a major play for screen time on basically every electronic device you own.
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