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To: waitwatchwander who wrote (110807)3/30/2012 1:29:34 PM
From: engineer   of 117520
 
it is if you use the OLD worn out central switching core technology....i.e. the big iron guys are highly threatened...

but if you use the newer small core distributed networking wiht local internet terminations and some local chaching, it offloads the present issue of 1000's of terrabytes terminated in 5 region switches.

the cost of backhaul is actually LESS than they pay today. that is also folklore.

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To: Bill Wolf who wrote (110809)3/30/2012 1:31:09 PM
From: engineer3 Recommendations   of 117520
 
am I th eonly one confused here?

I thought that VZ just went to throttling on lines to stop video downloads as it was choking their system. Now they want to do this?

Doesn't this seem a little incongruent?

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From: FUBHO3/30/2012 2:39:25 PM
2 Recommendations   of 117520
 
Ubicom Submits to Qualcomm

By Joseph Byrne

Remember Ubicom? That’s OK, most people don’t. The company had an innovative 32-bit architecture but never achieved the popularity its designers sought. Without fanfare, Qualcomm has acquired the company for an undisclosed (and likely paltry) sum, closing the book on a processor company that struggled for 16 years. Ubicom sought advantages in cost and flexibility by employing soft I/O and multithreading.

Instead of using hardware to implement controllers for PCI, Ethernet, and other I/O, software emulating the controllers twiddled I/O pins. This bit-banging technique eliminated the die area of dedicated I/O blocks and enabled customers to choose the best I/O combination for their design.

The company, founded in 1996 as Scenix Semiconductor, first applied bit banging to an 8051-compatible microcontroller running at a blazing 100MHz. After changing its name to Ubicom, the company then applied soft I/O to a new chip based on a 32-bit CPU of its own design. For area efficiency and I/O flexibility, the Ubicom32 architecture juggled eight or more simultaneous threads (see MPR 4/21/03, “Ubicom’s New NPU Stays Small”).

Ubicom also developed its own RTOS for its first 32-bit processors and provided a library of networking and multimedia functions. This software made good use of the processor’s capabilities and limited memory, but its development placed an additional burden on the small company. To alleviate this load, the company ported uCLinux and subsequently added an MMU so its processor could run a full version of Linux.

Wi-Fi gadgets were a critical application market for Ubicom. The company developed a symbiotic relationship with Atheros, which until recently lacked an access-point processor of its own. Other opportunities for standalone processors started to dry up as process scaling enabled broadband and Wi-Fi ASSPs to absorb computing and interfacing functions. Ubicom’s attempts to diversify into digital picture frames and media adapters faltered as these markets never grew beyond early adopters.

Ultimately, Ubicom could not sustain operations. With modest revenue and a large software burden, the company could invest little in its microarchitecture. Performance gains came only from process scaling, minor tweaks, and new multimedia instructions. The benefits of soft I/O diminished with the advent of interfaces requiring hardware support, such as high-speed serial I/O (e.g., Gigabit Ethernet, PCI Express, and SATA), broadband (e.g., DSL and PON), and Wi-Fi. With an aging microarchitecture and no complementary technology, such as Wi-Fi or broadband, to combine with the processor, growth opportunities were limited.

Despite its lack of commercial success, Ubicom enticed Qualcomm to spend a small sum to acquire its proven engineering team and technology. The team will join the Qualcomm Atheros operation. Ubicom’s patents on multithreading and soft I/O will become part of Qualcomm’s vast portfolio. The fate of Ubicom’s products is unclear, but it’s likely that we’ve seen the last standalone Ubicom32 processor.

Microprocessor Report subscribers can access the full article:
list.linleygroup.com 

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To: FUBHO who wrote (110818)3/30/2012 2:59:53 PM
From: JeffreyHF   of 117520
 
It sounds interesting, but esoteric. Can you dumb it down for laymen, like me?

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To: JeffreyHF who wrote (110819)3/30/2012 3:08:48 PM
From: FUBHO   of 117520
 
Some of these features would be useful in an all-in-one WOA computer:

Instead of using hardware to implement controllers for PCI, Ethernet, and other I/O, software emulating the controllers twiddled I/O pins. This bit-banging technique eliminated the die area of dedicated I/O blocks and enabled customers to choose the best I/O combination for their design.

The company, founded in 1996 as Scenix Semiconductor, first applied bit banging to an 8051-compatible microcontroller running at a blazing 100MHz. After changing its name to Ubicom, the company then applied soft I/O to a new chip based on a 32-bit CPU of its own design. For area efficiency and I/O flexibility, the Ubicom32 architecture juggled eight or more simultaneous threads (see MPR 4/21/03, “Ubicom’s New NPU Stays Small”).

Ubicom also developed its own RTOS for its first 32-bit processors and provided a library of networking and multimedia functions. This software made good use of the processor’s capabilities and limited memory, but its development placed an additional burden on the small company. To alleviate this load, the company ported uCLinux and subsequently added an MMU so its processor could run a full version of Linux.

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From: Bill Wolf3/30/2012 4:06:04 PM
   of 117520
 
Be Cautious of These Two Chip Stocks
MKM Partners rates both SanDisk and Nvidia at Neutral.

MKM Partners

The PHLX Semiconductor Sector hit a new high for the year on Tuesday, but pulled back later in the week as investors remain torn between momentum (with many strategists pushing chief information officers to buy procyclical groups as economic indicators improve) and trajectory (e.g., valuation/earnings power, where the stocks seem to already be discounting a return to growth).

Our supply-chain checks suggest that fundamentals continue to strengthen, but with limited visibility, arguably pricey valuation for cyclical names, and 2012 semi revenue likely to remain at roughly 2010 levels, we would not chase the group as a whole -- though without a clear negative catalyst we may not see much downside either. We focus on names with clear drivers -- Intel (ticker: INTC), Micron Technology (MU), Qualcomm (QCOM), Broadcom (BRCM) and EZchip Semiconductor (EZCH) -- and are more cautious on Neutral-rated SanDisk (SNDK) and Nvidia (NVDA).

With few scheduled events aside from a competitor tech conference, and our checks suggesting that the first quarter is largely tracking within the guidance range for most broadly exposed names, we look forward to a quiet few weeks before earnings kicks off on April 16.

Intel hosted a well-attended event in NYC on Thursday for its newest family of server processors -- we view the data-center product cycle as one of the key thematic drivers for Intel, and the Xeon E5 maintains a technological lead over Advanced Micro Devices' (AMD) server offerings. The Applied Materials (AMAT) analyst day on Wednesday provided few insights into the semis as a whole -- investors were somewhat surprised that AMAT maintained a conservative view of capital spending given recent perceived good news from Taiwan Semiconductor Manufacturing (TSM) and others, but it is difficult to draw too many conclusions on overall capacity.

NAND memory is likely to remain oversupplied in 2012. Our NAND demand analysis suggests that Apple (AAPL), which is 20% of global bit demand, will grow bits 69% in 2012 (versus 90% in 2011, against industry growth of 81%). Our work continues to suggest that sales of Apple devices tend to skew toward lower capacities, which is good for Apple (higher unit sales), but not as positive for NAND suppliers, as lower average capacities drive less total consumption. The iPad 3 still has a maximum capacity of 64 gigabyte, and thus likely won't raise Apple's average device density, and history would indicate that iPhone skew will remain toward lower capacity. Industry bit demand growth, then, driven by Apple, is unlikely to top 67% in 2012 -- set against industry expectations for 75%-plus supply growth, the market seems primed for continued oversupply.

-- Daniel Berenbaum
-- Ada Menaker

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To: Bill Wolf who wrote (110794)3/31/2012 3:13:57 PM
From: A.J. Mullen   of 117520
 
A Google Nexus Tablet? That's strange. They made a hash of introducing the Google Nexus One phone. Contary to shat is suggested in the article, the Android phone market was very new when the Google phone came out.

Ashley

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To: Bill Wolf who wrote (110814)4/1/2012 12:19:32 AM
From: Tech Tiger2 Recommendations   of 117520
 
I agree with this comment that we may see a "grand bargain" in terms of the IP wars between Google/Android and Apple/iOS. This is because of several factors:

1) Management change at apple. everybody who read the Steve Jobs biography will realize that the "thermonuclear" comment was very typical of his behaviour. Tim Cook seems like a more balanced person who doesn't explode with anger as often as Jobs

2) Samsung's monopolistic position in key components (AP, NAND, Mobile DRAM, even the LCD screens for the new iPad) that are being supplied to Apple. This situation has strengthened since the Jobs comments were made 12-18 months ago. About 6-12 months ago, one could have made the argument

3) Changes in perception about IP. Yes it is probably strictly true that Google/Android do infringe on Apple/iOS. But actually Apple doesn't have many fundamental wireless patents. eg the point is, EVERYBODY is infringing on EVERYBODY else. So we should not view this as a "Cold War" situation. Instead it is a "Balance of Power" situation on the IP side. Because everybody is infringing on everybody else, it is an absurd outcome that ALL key smartphone products are banned from the market due to infringements. Therefore honestly there should be a cross-licensing deal in the near future

When will this deal happen? It is impossible to predict from the outside of Apple/Google. However it's become much clearer in the last 6 months that a deal should happen

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From: leochardonne4/1/2012 1:28:47 AM
   of 117520
 

2012 MacBook Air challenger: Qualcomm Snapdragon S4?
popherald.com 

Windows 8 operating system will support Qualcomm’s Snapdragon S4, can it rival the MacBook Air 2012 (if it will arrive)?

MacBook Air is one of the popular devices of Apple, thanks to its portability and slightly “affordable” tag price (compared to MacBook Pro). Apple is claiming that competitors copy the MacBook Air, but they “failed.”

But aside from computer makers, Apple is set to get rivals from the chip makers, including Qualcomm with its redesigned Snapdragon S4.

According to PC World, Qualcomm is set to unveil a quad-core version of the new Snapdragon S4 that would power some ultrabooks running Microsoft’s new Windows 8 operating system.

Qualcomm’s Vice President, Mr. Rob Chandhok, also confirmed that ARM chips are not Windows 8 tablet computer-exclusive, adding that Snapdragon S4-powered ultrabook computers will challenge the design of portability of the MacBook Air.

The quad-core S4 would share the 28-nanometer process, with the power efficiency and performance improvements allowing laptops to last longer with just a single charge. Apparently, ARM chips offer longer battery life than Intel’s.

The dual-core version Snapdragon S4 currently powers some Android-based smartphones, like the upcoming AT&T smartphone, the HTC One X that will run on the carrier’s Long-Term Evolution.

No word yet from Apple if it will introduce a new MacBook Air this year, but rumours say Apple might introduce a new laptop this year that will take advantage of the power of the new Mac OS X Mountain Lion and the under the hood power of the MacBook Pro sans the optical drive. ¦

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From: leochardonne4/1/2012 1:32:49 AM
   of 117520
 
Qualcomm developing quad-core ARM chip for Windows 8 laptops
Chip-maker Qualcomm makes low power processors for smartphones and tablets. A few years ago the company also wanted to see its chips in small laptop-like devices it called smartbooks, but that form factor never took off.

That could change when Windows 8 hits the streets later this year.

Windows 8 will be the first full version of Microsoft’s desktop operating system to support ARM processors as well as x86 chips from Intel and AMD. We’ve heard a lot about upcoming Windows 8 tablets which will go head to head with the Apple iPad and with Android tablets.

But now PC World reports that Qualcomm is also preparing a 28nm quad-core Snapdragon S4 processor designed specifically for notebooks.

They won’t be the only thin and light laptops designed to get long battery life. But Qualcomm says its low power chips should allow PC makers to build computers that are even thinner than the machines based on Intel’s ultrabook platform, while offering longer battery life and always-connected capabilities.

One thing that a Qualcomm-powered smartbook wouldn’t be able to do is run legacy Windows applications. There are thousands, possibly millions of apps designed to run on Windows 7 and earlier operating systems which may not be able to run on Windows 8 computers with ARM processors unless developers update the apps to support ARM architecture.

liliputing.com 

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