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From: leochardonne3/2/2012 11:04:40 AM
11 Recommendations   of 122626
 
Qualcomm: Tegra 3 is overkill core-bragging

By Chris Davies



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Qualcomm has dismissed NVIDIA’s much-trumpeted five core Tegra 3 chipset as mere spec-sheet bragging, arguing that the company is unconcerned by HTC’s defection from solely using Snapdragon cores. “No one company can stick to one supplier forever” Sy Choudury, director of product management at Qualcomm told us in an interview at Mobile World Congress this week. As for the HTC One X, the smartphone which will use Tegra 3 at least in non-AT&T form, Choudury argues the 4+1 chipset is more about marketing than actually delivering usable performance. “There’s a difference between building devices to suit typical uses, and building for spec-sheet bragging” he said.



At the heart of Qualcomm’s argument is the current nature of smartphone and tablet usage. “There’s really not enough threads in a typical smartphone use-case to warrant even a third core” Choudury believes, suggesting that in fact the same is true with notebooks and desktops. Qualcomm’s own software engineers use the same laptops to output complex code for Snapdragons as Choudury and the rest of the team use for email and browsing, he points out.

As Choudury sees it, the speed and core-count race is pretty much over in smartphone and tablet chipsets just as it has quietened down in desktop processors. Instead, Qualcomm is chasing usable refinement rather than on-paper success, he says.



“There are still so many gaps in the Android browser in terms of performance” Choudury points out. Qualcomm has been working on streamlining the connection between the Snapdragon modem and the browser, and has managed to achieve a 30-percent reduction in first page load time and a subsequent 22-percent cut in page reloads when over a 3G or 4G connection. The enhanced browser and Snapdragon performance also means devices running Qualcomm’s chips score 68-percent higher in V8 JavaScript benchmarking than Tegra 3 devices, the product exec claims.

They’re not the only improvements. The Snapdragon S4 can offload CSS Transforms processing to the GPU from the CPU as well as deliver hardware-acceleration for HTML5 canvas rendering. From Honeycomb onward, Snapdragon-based devices are capable of processing multiple in-page videos in the browser, loading them onto the GPU until it’s completely saturated; as standard, Honeycomb and Ice Cream Sandwich can only play one in-page video at a time.

Choudury had already taken one swipe at Intel arguing that the x86 chip company is still uncompetitive in its mobile plans. Qualcomm is now looking to chase them in PCs, working with Microsoft on similar refinements for Windows 8 computers that run in Snapdragon ARM chipsets. Exactly what those refinements are, he wouldn’t say.

Even with his dismissal of cores, Choudury concedes that Qualcomm is of course falling in line with the rest of the market and has a quadcore S4 in the pipeline for later in the year. In its defense, however, it is capable of adjusting the clock speed of each core independently, so that even if they’re all active, they’re not running at full speed and will thus consume less power. More on that system in our Krait hands-on coverage.

slashgear.com

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To: slacker711 who wrote (110079)3/2/2012 11:08:59 AM
From: BDAZZ
   of 122626
 
Point is the short interest increased, but the price held up well, IE, a lot of shorts already underwater. Any good movement at this price will start a short squeeze.

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To: BDAZZ who wrote (110086)3/2/2012 11:12:46 AM
From: JeffreyHF
   of 122626
 
Couldn't the short interest be reflecting hedging of long positions, given market risks and YTD profits?

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From: leochardonne3/2/2012 11:14:29 AM
4 Recommendations   of 122626
 



T-Mobile Nokia Lumia 710 4G exceeding expectations according to Nokia CEO

It has been quite some time, a year to be exact, since Finnish smartphone manufacturer Nokia entered into a strategic alliance with software giant Microsoft and since then, the manufacturer has been able to release four new Windows Phone devices. This development came after Nokia rearranged its thrust in its manufacturing process to ensure that it make itself relevant again in the smartphone market. At only $99 for this Windows Phone, the Nokia Lumia 710 4G is turning some heads.

At the ongoing Mobile World Congress 2012 at Barcelona, Nokia CEO Stephen Elop claimed that the company’s partnership with the software giant has been successful so far with Nokia gaining much-needed presence in 31 different markets and 50 different operators now carrying its line of Windows Phone handsets with the demand in sales seeing an increase on a daily basis.

Going into the specifics with regard to the recent success of the Windows Phone platform in US shores, Elop further commented that its comeback device to the US smartphone market, the Nokia Lumia 710 4G from T-Mobile, has received a warm welcome from our smartphone-crazed brethren and the sales of the device has their exceeded expectations. He also added that they are very pleased with the turnout of things given the current performance of the handset in the US smartphone market.

This despite the fact that Nokia released the Nokia Lumia 710 4G as a sort of just a “companion” device to its current Nokia Lumia 800 flagship when both phones were unveiled last year. In short, the handset is just a midrange offering compared to the Lumia 800’s target of the high-end smartphone market. To give us a better handle of things as to why the Nokia Lumia 710 4G is enjoying the spotlight as of the moment, we have the specs sheet of the handset below for your reading pleasure.

The Nokia Lumia 710 4G from T-Mobile reached official status when it was jointly announced by T-Mobile and Nokia last December and has since then been one of the top-selling handsets in the Magenta carrier. The device boasts of a well-built feel to it and is housed in a frame that has measurements of 119 x 62.4 x 12.5 mm and it weighs in at 125.5 grams.

Internally, the Windows Phone 7.5 Mango operating system of the Nokia Lumia 710 4G draws power from a QualComm MSM8255 SnapDragon chipset found right smack in the middle of the handset’s circuit board. This type of SoC brings to the handset a single-core Scorpion processor with a clock speed of 1.4 GHz working in partnership with 512 MB of RAM to ensure the snappy performance of the device. Its storage space is pegged at 8GB and though its 3.7-inch display is only of the TFT capacitive multitouch variant, it is powered by Nokia’s ClearBack technology which makes the whole display itself as stunning and vividly bright as that of the Samsung Galaxy S II’s SuperAMOLED Plus panel. It also comes with an impressive 5MP autofocus camera at its back panel which also lets you capture 720p clips at 30 frames per second when its video mode is toggled.

This is the reason why it comes as a no surprise that the Nokia Lumia 710 4G from T-Mobile has had this kind of success never before seen in a Windows Phone device released in US shores.

technobloom.com

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To: BDAZZ who wrote (110086)3/2/2012 11:22:38 AM
From: slacker711
1 Recommendation   of 122626
 
With so few shares short, I doubt that a short squeeze would be worth much at all.


Slacker

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To: JeffreyHF who wrote (110087)3/2/2012 11:23:28 AM
From: BDAZZ
   of 122626
 
>>Couldn't the short interest be reflecting hedging of long positions, given market risks and YTD profits?<<

Yes, but still positions that will be covered if we get good news and a price bump. And especially if the price breaks the recent norm of giving up 5 to 7 % the weeks before earnings. If this happens we should see continued decrease in using Qcom as a trading playground.

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From: leochardonne3/2/2012 11:24:30 AM
3 Recommendations   of 122626
 
Microsoft Testing WP8 on Dual-Core CPU for Sprint

By Jane McEntegart


Windows Phone is finally getting some multi-core action.



Just a couple of days ago, we heard that Samsung was committed to launching Windows Phone 8 handsets before the end of the year. The company said at Mobile World Congress that it planned to release Windows Phone 8 devices when the platform became available, something that is scheduled to happen at the end of this year. Today we're on the receiving end of yet more news regarding Windows Phone 8. The latest reports say that Microsoft is currently busy testing a dual-core Snapdragon solution for Sprint.

According to the Verge, Microsoft engineers have started testing Qualcomm's dual-core 1.5GHz S4 system-on-chip to ensure it's ready for "at least one Windows Phone 8 handset due later this year." Verge sources say Sprint is interested in a Windows Phone 8 device running the S4 and has talked to Nokia about its LTE specifications. Sprint is said to be so eager to get a Windows Phone 8 device for its repertoire, that it's rumored to have decided not to launch any more Windows handsets until WP8 becomes available.

Windows Phone 8, also known as 'Apollo' is the follow on to Windows Phone 7.5. According to Paul Thurrott, Windows Phone 8 will be based on the Windows 8 kernel (as opposed to the Windows CE current versions of Windows Phone are based on) and Microsoft will launch Windows Phone 8 close to Windows 8. Word has it that the new mobile OS will offer more choices for hardware including support for multicore processors, new screen resolutions, and removable microSD card storage.

tomsguide.com

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To: slacker711 who wrote (110089)3/2/2012 11:27:47 AM
From: BDAZZ
2 Recommendations   of 122626
 
At 14 million and growing. But it's more than the squeeze. Qcom is now or will soon be at a point of breaking their pattern and the perception of the stock as a trading paradise will change.

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From: leochardonne3/2/2012 11:28:40 AM
2 Recommendations   of 122626
 
Apple Keeps Tablet Grip in ’12, Huawei Shines, Says Canaccord

By Tiernan Ray

Canaccord Genuity’s Mike Walkleythis morning is among the many trying to piece together the implications of announcements this week at the Mobile World Congress that took place in Barcelona, Spain. (See last night’s roundup, and you can also hit the tag at left, ‘Mobile World Congress.’)

Walkley reiterates a Buy rating on Apple ( AAPL), Qualcomm ( QCOM), and Sierra Wireless ( SWIR), after concluding that smartphone and tablet computer sales will be “strong” this year.

He expects Apple to dominate the tablet market through the rest of this year, helped by the introduction of an iPad 3, expected next week. But the debut of tablets using Microsoft’s ( MSFT) Windows 8 will be a “catalyst” for the market later this year as well, he writes.

Apple will increase its market share and profit share of tablets this year, he writes.

“While Samsung appears to have the most competitive Android tablet offering, we view Windows 8 as a greater longer-term threat to Apple’s dominant iPad share than Android offerings longer-term.”

Walkley sees smartphone competition being “intense” this year, with Nokia ( NOK) bringing down the price of phones running Microsoft’s operating system, and “Android OEMs battling for smartphone market share.” The latter trend should be good for sales of Qualcomm’s “Snapdragon MSM8960” integrated 3G/4G chipset, he believes.

The company showing the biggest improvement at MWC was China’s Huawei ( 002502CN), thinks Walkley:

Building on its strong showing at CES, Huawei announced additional models of its high-end Ascend branded Android smartphones with the Ascend D quad using Huawei’s internally developed (through HiSilicon) quad core applications processor, representing one of the more surprising launches of the show. Huawei’s HiSilicon technologies announced its AP K3V2 for smartphones and tablets; the K3V2 is a quad core processor with four ARM A9 cores. While we believe Qualcomm remains a key supplier to Huawei, we were surprised Huawei announced its own applications processor at the show. We believe the Ascend D quad smartphone will start shipping in October and is a hero smartphone to build Huawei’s brand. As such, we believe the overwhelming majority of Huawei’s 2012 smartphone shipments will use Qualcomm’s Snapdragon MSMs. In our opinion, Huawei showcased the biggest one-year improvement in its smartphone portfolio, while also impressing investors with its target to triple smartphone shipment to 60M units in 2012. We note this 60M forecast was well above our expectations for Huawei to ship 38M units in 2012 versus 20M in 2011 and only 3M in 2010.

blogs.barrons.com

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To: BDAZZ who wrote (110092)3/2/2012 11:49:21 AM
From: slacker711
2 Recommendations   of 122626
 
Qcom is now or will soon be at a point of breaking their pattern and the perception of the stock as a trading paradise will change.

I think that this is going to depend on Q increasing the earnings forecast through the rest of the year. I sort of doubt that we are going to get much more PE expansion through the year.


Slacker

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