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To: Jim Mullens who wrote (109677)2/18/2012 11:50:27 AM
From: slacker711
   of 146490
Do you know how the other ( OMAP / Samsung / Apple, etc) AP competitor’s stack up?

They all support higher memory bandwidth (dual-channel). nVidia is clearly the exception. I'm not sure if Tegra3+ will change this or if it is simply Tegra3 on 28nm.

The good news though is that Q's competition for high-end tablet design wins is mostly Tegra3. Apple is in-house and Exynos hasnt gained traction yet outside of Samsung. OMAP4 has done well, but Krait should outperform any dual-core A9 chip and TI has stated that OMAP5 (dual-core A15) will "maybe" be out by Q4 of this year.

So that leaves quite a bit of room for Q to grab some design wins. Of course, nobody outside of Apple has gained much traction yet with high-end tablets but at least Qualcomm will be in the game.


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To: pheilman_ who wrote (109679)2/18/2012 12:10:09 PM
From: Jim Mullens
   of 146490
Pheilman / W3 / Slacker, thanks for the insight / AMD's graphic chip honcho to QCOM....

AMD Graphics Head Goes to Qualcomm, Says Inquirer February 17, 2012, 2:14 P.M. ET

By Tiernan Ray

The Inquirer‘s Lawrence Latif today reports that the head of graphics chip technology at Advanced Micro Devices ( AMD), Eric Demers, has gone over to Qualcomm ( QCOM), according to an anonymous “industry source.”

AMD had announced Demers’s departure to seek other opportunities earlier this week, it had not said where he was going. Latif writes that AMD aims to compete with Qualcomm in tablet chips. And he writes that he’s been told AMD is not too troubled about how it will find a successor to Demers.

Shares of AMD are down 12 cents, or 1.6% at $7.47. Shares of Qualcomm are up 3 cents at $62.30.



more here but can't copy>>>>>>>>>>>>

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To: A.J. Mullen who wrote (109334)2/18/2012 12:43:28 PM
From: waitwatchwander
2 Recommendations   of 146490
Kindle Fire vs Mirasol Kyobo

This is a good side-by-side comparison of an LCD device verses a Mirasol device. As many have noted Mirasol is different and does have advantages. The major issues with the Kyobo relate to software which can be addressed by rooting the device and/or sideloding apps.

On a side note here I noticed during the demo of the kindle app on the Kyobo, touch copy and paste appeared to be much more responsive than that which I have experienced. That is good because it shows that my difficulties there are not strictly hardware related.

Edit: Playing around with copy and paste after seeing this video shows me it is the way I am interacting with the touch controls iswhat's generating most of my difficilties. Another issue fixed. Cursor placement for editing is still an issue though.

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To: slacker711 who wrote (109680)2/18/2012 1:03:44 PM
From: Jim Mullens
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Slacker, re: NVDA - dual channel memory

They all support higher memory bandwidth (dual-channel). nVidia is clearly the exception. I'm not sure if Tegra3+ will change this or if it is simply Tegra3 on 28nm.


Hasn't NVDA' s "claim to fame" been with GPUs, first in PCs then expanding to the mobile world?

The lack of dual channel memory capability is puzzling, yielding that advantage to QCOM?

Could it be a matter of not having large enough scale to support this R&D, or what do you attribute this failure to?

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To: Jim Mullens who wrote (109683)2/18/2012 1:15:18 PM
From: waitwatchwander
1 Recommendation   of 146490
Dual channel memory controller designs are likely purchased by Qualcomm and the others. With their PC background, it is likely nVidia didn't want to put out money for that part and got beat by another design team.

If one buys everything there can be little margin left to cover ones integration efforts.

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To: waitwatchwander who wrote (109682)2/18/2012 1:19:17 PM
From: hedgefund
   of 146490
wow, quite interesting comparison between the Kindle and the Mirasol reader that The headline is that both reviewers in this side by side comparison conclude that the Mirasol is superior because it is much easier on the eye allowing for longer reading. The other important conclusion was that both reviewers (young geeks) opined that the mirasol printer looks less bright on the video than it does in person and when comparing the two drew no conclusion that one had better color than the other although clearly on the video the Kindle color seemed much more vibrant. HF

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To: waitwatchwander who wrote (109682)2/18/2012 1:23:12 PM
From: phatbstrd
   of 146490

One of the best comparative reviews I've seen. The demonstrators made some good points about Mirasol with the background brightness making it actually easier to read for an extended time compared to the 'bright white' of Kindle. And someone finally showed lighting directly aimed onto the screen... it wasn't outside, but at least they did a side-by-side differentiation.

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To: Jim Mullens who wrote (109677)2/18/2012 3:29:12 PM
From: Maurice Winn
1 Recommendation   of 146490
That presumably also means the end of Binary Runtime Environment for Wireless aka BREW. < We should also note that it appears the Qualcomm thinks the feature phone market is dead, as the company is only planning a single new part for next year as far as we can tell. We're not surprised though, as the only really valid change here would really be to do a die shrink if anything, as it's not as if the feature phone marking is moving forward in leaps and bounds. >

Apart from patent developments, which are sold much too cheaply, with any new ones not seeming to add any value as the previous patent portfolio already maximizes the royalties at something like 3% or 4%, the only big time thing Qualcomm has going is semiconductor design. Thank goodness for Sanjay Jha's time getting that lineup going.

Android has made BREW irrelevant and now they have Sanjay too.

[This post goes awol after this so some of you should stop reading now]

It's now 20 years since the great physics-busting early patents and their time is up.

An unlicensed newbie, without any legacy agreements on Qualcomm patents, could start up and do anything they like, especially with the pressure coming onto what's FRANDly and what's not. Apple had never made a phone and came from nowhere and is heading for being the world's first $1 trillion company, which they would already be if their P:E was the same as Qualcomm's or a lot of other companies.

What has happened reminds me of the Homebrew Computer Club: A bunch of nerdy youngsters were tinkering around with their Homebrew when along came Wozniak and Jobs who realized what the heck was going on, and what was doable and did it. Decades later, Jobs and co. peered over the fence at the mobile phone world and saw a bunch of nerdy Geeks tinkering with Qualcomm's BREW and mobile phones and small computers and decided that they would do the same again. Hey presto, whiz bang, the iPhone and bingo, the iPad.

Steve Jobs must have been the Second Coming as he has turned loose the peer to peer mobile Cyberspace revolution. The Romans were up against Jesus's peer to peer revolution and tried hard to skoosh it but the Vatican ended up ruling Rome, with Saint Peter's and the Sistine Chapel far more interesting than the Colosseum. Now that he's safely dead, he can't resist being made into the Second Coming. Being dead is great for creating legends. I met Steve Wozniak at a Segway rally a few years ago so I claim to be one of the apostles. Please elect me the first Papal authority on "Steve Jobs" which is just an anagram and disguise for "Jesus". The v is a u as in Bvgalri [the Italian firm ]. So we should write it Jesvs to differentiate Steve from the first time around. The original Book of Job:

See how he just sneaked in amongst us and perhaps didn't even know himself that he was the conduit for the resurrection, though he adopted the idea anyway.

Here's the original, with God firing up Adam, now we need a similar picture with Jesvs firing up Siri.

Does anyone know an artist as good as Michelangelo?

Send money and I'll get the show on the road. Large denominations are acceptable. Any acolytes wanting a position, applications will be accepted after 12 March [around the ides of March].

Meanwhile, The Rapture obviously means those who believe will literally be transformed into Avatars, freed of their bodily functions, roaming through Cyberspace. Now we need Armageddon and the Mayan calendar - oh, that's handy, the Mayan calendar ends this year so we don't have to wait long. "Beam me up Scotty" won't involve a physical reincorporation of 70kg of wet chemistry in another location. It will be more like The Matrix. A lot of baby boomers, noticing their declining physiological functions, and not to put too fine a point on it, their cognitive competence, would be starting to think that such a reincorporation as an Avatar in Cyberspace would be a better choice than the alternative.

Imagine having that whole Google data base as auto-recall as though it really is just your own personal memory.

Rather than have discussion here, which rapidly becomes politics, I have started a stream of consciousness about Steve Jobs as JESVS here: Subject 58600

Mqurice and Jesvs, together to the end.

WARNING - do NOT send money to fake imitators Made in China [or anywhere else]. Their's will be made of melamine or something.

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To: DanD who wrote (109649)2/18/2012 6:43:01 PM
From: engineer
2 Recommendations   of 146490
that is just SAD....

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From: Jim Mullens2/19/2012 9:40:15 AM
3 Recommendations   of 146490
Redefining the “Winner’s Curse” (Indian Telecom / QCOM)

Rohin Dharmakumar

I love writing about underdogs, disrupters, innovators and enablers across technology and business.

02/18/2012 | 2 comments

+ Comment now

Just when you thought Indian Telecom finally had a chance to make a clean break from its past, Boom!

Via these two interesting articles in Business Line and Rediff comes along the latest case that seems destined to carry on the unsavory legacy of Indian Telecom regulation.

Firstly, Thomas K. Thomas of Business Line writes that Reliance Industries Limited, the sole winner of pan-India broadband wireless spectrum in last year’s auctions, is requesting that the tenure of its license be increased for another 18 months beyond the original 20 years. Why?

“Qualcomm had won the airwaves during the auction held in 2010 but DoT has not yet awarded the spectrum to the US firm due to issues with its application.

According to RIL, the delay in getting the spectrum has ironically worked out to the benefit of Qualcomm as the US chipmaker will be able to offer services for a longer tenure. RIL has pointed that while its spectrum will be due for renewal in 2030, Qualcomm will be able to offer services beyond that since it is yet to get its licences.”

In October last year we had written about RIL’s plans to build India’s first 4G broadband wireless network. After missing its first launch date of December 28, the late Dhirubhai Ambani’s birthday, RIL had set its sights on launching during the middle of 2012. That date has now been pushed even further, according to the industry chatter (when it comes to RIL and its plans, there’s an unwritten code of “Omerta” followed by all partners) and now stands nearer the end of 2012.

Even then, there doesn’t seem to be any signs of a competitor.

Firstly, Qualcomm is still battling to have its licenses cleared. The Department of Telecom, that beacon of transparency and effectiveness, is foisting demand upon demand of backdated tax claims on Tulip Telecom, one of Qualcomm’s Indian partners in the 4G joint venture. From the Rediff article by Paranjoy Guha Thakurta,

“On November 30, 2011, the DoT raised a demand on Tulip for dues of Rs 146 crore for the assessment years 2009-10 and 2010-11.

A shocked Tulip then filed a representation with the DoT to re-evaluate these demands. Tulip’s argument was that the revenue emanating from its non-licence business had been added to its licence revenues for calculating licence fees.”


“Qualcomm waited for Tulip to settle these issues with the DoT but, after a while, offered to clear Tulip’s dues by giving an undertaking or a bank guarantee to pay in case Tulip did not cough up the money. Qualcomm’s new offer was made through a fresh petition filed on January 23, 2012.

The DoT was supposed to respond to the Qualcomm offer within seven days and discuss the issue on January 31 this year.

The DoT’s counsel informed the TDSAT that he had no instructions and would require more time to reply. The matter to be heard on February 6, when the DoT’s counsel said that he still had no instructions from his client (the DoT) and got an extension till February 13, 2012.

Curiously, on the day of the TDSAT hearing, on February 6, the DoT faxed a fresh demand of Rs 264 crore (Rs 2.64 billion) to Tulip for the financial years 2005-06, 2006-07, 2007-08 and 2009-10. Tulip had presumed that the dispute had been settled for at least three of these four financial years.”

So in the lucrative circles of Delhi and Mumbai – together representing the most profitable and earliest adopters of 4G broadband – Qualcomm is still waiting for spectrum in spite of paying over $1 billion for it. That means Airtel, the current Telecom leader cannot buy those licenses out to offer its own services. Neither can any other operator, because guess what, the DoT has in its infinite wisdom ruled out sharing of 3G (and naturally, 4G) spectrum between operators.

Which rules out the first of RIL’s two possible competitors (three slots of spectrum had been auctioned in most circles, and four in a few).

Meanwhile BSNL, the state-owned operator that was supposed to be the second competitor to RIL, has “returned” its spectrum back to the government. That spectrum is now due for auction, whenever that is.

Which is why its perplexing to see RIL – the only company with 4G wireless spectrum all over India, and an effective monopoly in most lucrative markets – complaining to regulators about how Qualcomm has been given an unfair advantage!

But then, stranger things are known to have happened in Indian Telecom.

Meanwhile, do try to pick up the latest issue of Forbes India from the stands. Aside from the meticulously researched and expansive report on Innovation put together by my colleague Seema Singh, there’s a series of articles put together by me and Forbes India deputy editor Shishir Prasad that argues in favour of a “New Deal” for Indian Telecom just like the original put together under Franklin Roosevelt for America in the 1930's.

Tags: 4G, DoT, Qualcomm, Regulation, RIL, Telecom

Bottom of Form


satya February 19, 2012 at 12:51 pm

It is strange to see that after all the 2G scam, DOT is yet to learn lessons. There can be no more preposterous reasons for license extension than the one given by RIL. The Qualcomm issue will further shake the confidence of already jittery foreign investors. I hope the qualcomm issue is sorted out so that there are no further controversies. satya

Paranjoy Guha Thakurta February 18, 2012 at 5:36 pm

Thank you Mr Robin Dharmakumar for quoting the article on Qualcomm that I wrote with a professional colleague (who for reasons best known to her chose to remain anonymous). You are indeed correct: there are too many strange things that have happened -- and continue to happen -- in Indian telecom. As if the 2G scam was not enough. Best regards, Paranjoy


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