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From: Bill Wolf3/14/2012 11:25:25 AM
1 Recommendation   of 122004
 
4G phones nab one-third of the smartphone market
by Lance Whitney March 14, 2012 7:19 AM PDT

4G-enabled mobile phones accounted for more than a third of all smartphones sold during last year's fourth quarter, according to NPD.

news.cnet.com

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To: slacker711 who wrote (110422)3/14/2012 11:26:27 AM
From: ggamer
   of 122004
 
When they say "LTE only handsets" do they actually mean a phone with LTE ASIC only?

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To: ggamer who wrote (110424)3/14/2012 11:33:24 AM
From: ggamer
   of 122004
 
Weren't we told that Edge, GPRS, WCDMA, and TD-CDMA will not work?

The industry went through all these technologies pretty rapidly.

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To: ggamer who wrote (110424)3/14/2012 11:34:20 AM
From: slacker711
   of 122004
 
Yes, a LTE only device will have a LTE only baseband.

Roaming, particularly inside the US, still matters. Unless Verizon pays their roaming partners to install LTE across their networks, we are still going to need dual-mode handsets.

Slacker

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To: ggamer who wrote (110425)3/14/2012 11:36:44 AM
From: slacker711
18 Recommendations   of 122004
 


No, you were never told that.

and no, the industry has not gone through those technologies rapidly.

I really hope you learn more about Apple than you have about Qualcomm. You shouldnt own individual stocks unless you really understand the companies.

Slacker

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To: slacker711 who wrote (110414)3/14/2012 11:39:55 AM
From: waitwatchwander
1 Recommendation   of 122004
 
It is interesting that when the Adreno DirectX11 incapability first came out, it was being discounted by a Q employee as not relevant. Win8 wasn't a big deal then but it does goes to show how short-sighted some Q employees can be, at least with their public accounting.

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From: Bill Wolf3/14/2012 11:40:11 AM
   of 122004
 
We’re So Ready to Sell Chips for Tablets, Intel COO Says
Published on March 14, 2012
by Arik Hesseldahl

Intel COO Brian Krzanich wants you to know that the world’s biggest chipmaker’s fabs are poised to start turning out chips for tablets.

In an interview with Reuters, Krzanich says he has fine-tuned the company’s supply chain in order to meet an anticipated demand for tablets. “We will start to see more and more of our capacity and our output go to things that are mobile, like phones and tablets and other devices,” he tells the global newswire.

Indeed, when the man responsible for Intel’s massive global chip-manufacturing operation speaks, he does so with the authority of a company that tracks the pulse of demand for chips obsessively, so he doesn’t make so public a statement lightly.

Yet the basic competitive problem remains. While Intel still dominates the roughly 300-million-unit-per-year market for PC microprocessors, it has struggled to compete against chips based on designs from the British chip designer ARM, which power most of the world’s smartphones and tablets — including, not insignificantly, the iPad. And while Intel’s lower-power Medfield-generation chip has landed in designs from Lenovo and Motorola Mobility, the wins are seen as progress in a race in which it was already well behind the leader.

Perhaps more interesting is how Reuters casually refers to Krzanich as a candidate to succeed CEO Paul Otellini. Intel shook up its management ranks in January, and promoted Krzanich to COO. Covering Intel includes paying attention to a constant drumbeat of speculation about who the next boss is going to be. Otellini is 61, and the company’s mandatory retirement age is 65, so the succession race, and the perennial handicapping chatter that goes with it, will be something of a marathon.

Krzanich would be a logical successor, mainly because most Intel CEOs become COO first, including both Otellini and his predecessor Craig Barrett. Yet there’s still one rival who bears continued attention: Sean Maloney, the English-born current head of Intel China, had been widely seen as the leading contender before suffering a stroke two years ago. However, his recovery is said by people who know him to be remarkable.

I noted Maloney’s return to competitive rowing last year. A September profile of Maloney in Fortune had more to say on that subject. While he has largely recovered physically, the main lingering effect of the stroke has been on his speech. If he can get close to sounding as he did before the stroke, we may have a real horse race on our hands.


allthingsd.com

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To: waitwatchwander who wrote (110428)3/14/2012 11:45:22 AM
From: slacker711
2 Recommendations   of 122004
 


FWIW, this article says they are working on DX11.

xtreview.com

Any idea how significant DX11 versus DX9 is for Windows 8?
I hope that Q isnt still playing catch up in the GPU department in 2013. It has consistently been there downfall on the applications processor side.

Slacker

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To: slacker711 who wrote (110430)3/14/2012 12:05:43 PM
From: waitwatchwander
2 Recommendations   of 122004
 
Dx11 is the dominant territory of PC games. I "suspect" the inclusion of Dx11 on WoA systems closes the gap between W8 on x86/x64 and Arm. I have the feeling W8 Metro is mostly just an implementation of a browser based UI with apps (ie Tiles) sandboxed by HTML5. Graphics are accelerated there and that will require Metro letting apps get closer to GPU intrinsics. Never really playing on the game or DirectX front, I can only speculate on whether having Dx11 there would make a big difference.

I have always thought that Dx11 was important to the handling of bigger screens and more detailed graphic constructs. That is added complexity. However, one should expect having Dx11 on WoA should make the porting of games (including xBox games) to WoA a lot simpler. Games (and Dx11 based apps?) can be pigs on the memory and processor fronts though. Lots of ways to skin a cat but Qualcomm pumping Dx11 while it doesn't have the capability only helps the cause of nVidia.

Maybe someone more games oriented can pipe in here.

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To: JeffreyHF who wrote (110421)3/14/2012 12:16:26 PM
From: waitwatchwander
1 Recommendation   of 122004
 
---> Nothing

No, it means that ASP's aren't going to be eroded as fast as if LTE (and fast devices) never came about. The game is young, opportunities (with or without LTE) are only expanding. It's peculiar ggamer has turned so negative.

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