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From: Jim Mullens4/5/2012 10:28:46 AM
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From: Jim Mullens4/5/2012 10:33:59 AM
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Can QCOM Take On Centrino? - Killer Wireless N1103 Review

· Snip from - 10. Where Does Qualcomm's Hardware Make Sense?


Between Intel and Qualcomm, we expected a much closer race. Unfortunately, the Intel 6300 underperformed the AR9380-based option in many instances, often by a significant margin. We confess: we went into this story thinking that Qualcomm was blustering a bit. We’ve had too many years of vendors saying, “The secret sauce is there. It works. We’re better. Trust us.” This time, it was finally true. The Killer 1103 was stunning. It's just too bad you can't buy the card on its own.


Killer Wireless-N 1103 Review: Can Qualcomm Take On Centrino? 12:00 AM - April 5, 2012 by William Van Winkle

Table of contents · 1. Killer Wireless: Is It Able To Usurp Intel's Centrino?

· 2. Killer Wireless-N 1103: Nebulous Claims To Superiority

· 3. What And How We Tested

· 4. Benchmark Results: 2.4 GHz Transfer Tests

· 5. Benchmark Results: 5.0 GHz Transfer Tests

· 6. Benchmark Results: PerformanceTest, 2.4 GHZ

· 7. Benchmark Results: PerformanceTest, 5.0 GHz

· 8. Benchmark Results: GaNE, 2.4 GHz

· 9. Benchmark Results: GaNE, 5.0 GHz

· 10. Where Does Qualcomm's Hardware Make Sense?


Where Does Qualcomm's Hardware Make Sense?

12:00 AM - April 5, 2012 by William Van Winkle

We’ve seen the data. Now what can we derive from it?

Clearly, 5.0 GHz deserves more attention that it’s getting. Of course, if everybody hopped onto 5.0 GHz, we’d inevitably wind up with similar problems to what we have today with 2.4 GHz, but let’s cross that bridge when we get there. Our results show that 5.0 GHz generally enables higher throughput and lower latency compared to 2.4 GHz in a common, high-RF use environment. Moreover, with less interference, 5.0 GHz seems to enable greater distances between client and access point without loss of connectivity.

As for our three adapters, there were many cases in which Cisco's USB option pulled its weight impressively well, although it still seems somewhat crippled in comparison to internal notebook adapters (and their more robust antenna setups), especially at distance.

Between Intel and Qualcomm, we expected a much closer race. Unfortunately, the Intel 6300 underperformed the AR9380-based option in many instances, often by a significant margin. We confess: we went into this story thinking that Qualcomm was blustering a bit. We’ve had too many years of vendors saying, “The secret sauce is there. It works. We’re better. Trust us.” This time, it was finally true. The Killer 1103 was stunning. It's just too bad you can't buy the card on its own.

But let’s finish here by taking a step back and looking at the really big question: once you’re done looking at benchmark data, does the 1103 make a difference in the real world? Is it worth whatever price an integrator is going to charge to step up?

While there are no hard and fast rules about ping time requirements in gaming, I'm tickled pink to jump on a server in the 50 ms range. Below that, it's really hard to tell a difference. Technical improvements simply cease to be relevant. And in all of our GaNE testing, only one spike from Cisco (in Location 3) ever exceeded 50 ms.

Should this matter to you? Should you be worried that your adapter might be prone to similar or worse latency spikes—the kind of spikes to which Qualcomm (with its newest driver) seems immune? Maybe. That’s for you to decide.

If you only care about file transfers at near to moderate distances, then we don’t see a pronounced advantage to paying more money for Qualcomm's hardware. Even Cisco's USB-based adapter does decently if you’re not in too much of a hurry. But for applications where sustained, even performance is needed, such as video streaming, the Killer 1103 is the obviously more dependable choice, and it’s the new bar in wireless client adapters that other vendors need to surpass.

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From: Bill Wolf4/5/2012 11:58:53 AM
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The Perfect Timing of Apple's New Micro SIM Connector Patent

The timing of Apple's new micro SIM connector patent couldn't be more perfect in light of the battle between Nokia and Apple over the design of future miniature SIM cards for mobile devices. It's even been reported that Nokia has threatened to withdraw 50 or so SIM card related patents from ETSI if the Apple proposal is approved. Today's patent application sheds a little more light on the subject by illustrating that Apple's proposed SIM card connector could be utilized beyond smartphones and into devices such as Apple's MacBook Pro, iPod touch or even a monitor which could technically cover future televisions. The ability to transfer a SIM from one device to another is perhaps one of the advantages to Apple's design and why the ETSI is strongly considering it as a standard. In the era of mobility and device interconnectivity, Apple's solution may be the winner.

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From: mindy19684/5/2012 12:09:52 PM
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QCOM: Barclays, Bernstein See Upside
By Tiernan Ray

Shares of wireless chip maker Qualcomm (QCOM) get two thumbs up today.

Barclays Capital’s Jeff Kvaal this morning reiterates an Overweight rating on the shares while raising his price target to $75 from $72, writing that his “checks” indicate “healthy” demand for smartphones last quarter, and increasing chipset share for Qualcomm.

Probably, China and Europe helped to boost handset shipments overall to 395 million in Q1, higher than his prior 395 million unit estimate, he writes, with more of those being smartphones than he’d previously expected.

“Key customers Apple (AAPL) and Samsung Electronics (005930KS) are capturing the upside and balancing Research in Motion’s (RIMM) losses,” he writes.

And Qualcomm is “anxiously confirming 28-nanometer capacity for the June quarter” for the roll-out of its “8960” chipset, he writes. That caused Kvaal to increase his chipset shipment estimates for last quarter and this quarter to 152 million and 156 million from 150 million and 152 million, respectively.

Kvaal’s Q2 EPS estimate rises to $1.07 from $1.06, while his Q3 estimate rises to $1.02 from $1. His fully-year estimate now goes to $4.30 from $4.19.

Meantime, Bernstein Research’s Stacy Rasgon this morning reiterates an Outperform rating on the shares and a $75 price target, in a think piece exploring the “dream” scenario for the company: Circumstances that could produce another $3 in profit per share come 2015, on top of the $5.18 per share he’s already been modeling for that year.

Writes Rasgon, “There are a number of potential sources of upside that are not (yet) included in our model. We have preferred to look at many of these as simply that (e.g. upside).”

“However, as the stock continues to outperform (and, indeed, draws closer to our target price), it becomes prudent to begin examining and sizing some of these potential further opportunities in greater detail.”

Potential upside sources include the growth of 4G “long term evolution,” or LTE, wireless, the expansion of the tablet computer market, the success of computers running Microsoft‘s (MSFT) Windows on ARM Holdings (ARMH)-based chips, or “WARM,” success at customer Nokia (NOK), and various changes the company itself might make to its priorities.

As Rasgon writes of the WARM scenario in particular,

Our current model incorporates zero upside for Qualcomm from Windows- on-ARM PCs, although the company is making sizeable investments in the area and is bullish. We size potential upside using bull-case forecasts for WOA PCs2, and believe the opportunity could represent as much as $0.42 in upside vs. our current model.

As for Nokia, Rasgon assumes they “continue to circle the drain,” which is actually favorable because they pay Qualcomm a lower royalty rate for wireless technology. But should Windows-based phones become 30% of the smartphone market, with Nokia owning 40% of that, estimates Rasgon, it could mean another 23 cents per share in profit come 2015.

Among the changes Qualcomm could make would be to “shutter Mirasol,” the company’s effort to promote a paper-like display technology that is competing with the widely used “e-ink” displays in e-book readers. That could add another 20 cents a share in profit.

Also, if the company used cash for buybacks, it could add a lift:

We do not know whether corporate tax reform will become a reality or not over the next few years. However, modeling our incremental cash generation (tax-adjusted) going to buybacks instead of simply building up on the balance sheet (e.g. leaving cash flat at today’s levels) would yield an additional $0.54, or more, in upside to our 2015 model.

Qualcomm shares today are down 16 cents at $67.23.

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From: Bill Wolf4/5/2012 12:34:43 PM
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HTC wants One to be its Nexus-like premium line

HTC wants its One series of smartphones to have the same cachet as Google's Nexus. But a more apt comparison maybe the Samsung Galaxy franchise.

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From: Bill Wolf4/5/2012 3:54:40 PM
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Microsoft Woos App Developers

Microsoft Corp., struggling to dent the dominance of Apple Inc. and Google Inc. in the smartphone market, is stepping up efforts to court app makers like Hemi Weingarten.

Last fall, Microsoft representatives aggressively recruited Mr. Weingarten to convince him to build his nutrition app Fooducate for Microsoft's Windows Phone. Microsoft proposed putting a Fooducate engineer in Tel Aviv through a week-long Windows Phone bootcamp, and offered a new Windows Phone-based Nokia Corp. device for software testing.

Yet despite the enticements, Fooducate skipped the bootcamp and chose not to develop a Windows Phone app. "We decided to focus our energies on the bigger platforms" of Apple's iPhone and Google's Android, said Mr. Weingarten, the 41-year-old chief executive of Fooducate.

His experience highlights how Microsoft is actively trying to woo developers to the Windows Phone—as well as the hurdles the software maker faces in getting app makers on board.

Last year, Microsoft hosted more than 850 sessions worldwide to coach developers on Windows Phone software design, more than triple the number the year before. Microsoft also has sped up the process of launching apps, expanded ways app makers can make money from selling their wares on Windows Phone and cut checks to some developers to help pay for apps.

Apple and Google also regularly cozy up to app makers. For example, Google said it recently began offering online classes and a training site for building apps. But developers say the scale of Microsoft's efforts is unprecedented.

Microsoft is desperate to break the stranglehold of iPhone and Android. Its 18-month-old Windows Phone, which powers devices made by Nokia and Samsung Electronics Co., has just a 3.9% share of smartphones in the U.S., compared with 50.1% for phones powered by Google's Android software and 30.2% for Apple's iPhone, according to comScore Inc.

Apps are a major attraction for smartphone buyers, but there are only about 70,000 available to Windows Phone owners, compared with a half a million or more for phones powered by Google's Android software and Apple's iPhone.

On a recent day, of 60 top iPhone apps, only 13 were also available for Windows Phone. The holdouts included popular apps such as Zynga Inc.'s Scrabble-like "Words With Friends" and Pandora Media Inc.'s digital-music service.

"Some of those apps I wish we have," said Terry Myerson, head of Microsoft's Windows Phone business who added that Windows Phone has alternative apps that parallel missing favorites such as Pandora. In some cases, he said, "we have a different brand that's better."

To promote that brand, the Redmond, Wash., company plans a significant marketing push soon of its Windows Phone devices to give developers reasons to create apps for the devices, Mr. Myerson said, though he declined to give details. The Windows Phone group recently hired an advertising executive behind Verizon Wireless's "Can You Hear Me Now" campaign.

Microsoft, Nokia and AT&T Inc. also are each starting significant marketing campaigns for the new Lumia 900 handset. This Nokia-made phone, which goes on sale Sunday, will be a key test of consumer demand for Windows Phone-powered devices.

"What we need to do is go invest in telling the Windows Phone story to people around the world...and we haven't done that," Mr. Myerson said. "When that is achieved, it will start a virtuous cycle with developers."

Plenty of developers doubt Microsoft can catch up to Google and Apple. They also say they're reluctant to commit to Windows Phone until Microsoft clarifies whether apps will work with future software releases, including Windows 8, the next computer operating system expected this year for desktops and tablets.

But many developers say Microsoft does have an edge when it comes to dedicated support. The company's app tools are easy to use, they say, and Microsoft is more attentive than are Apple, Google and others. Jake Poznanski and Sam Kaufmann, who quit their software-developer jobs last fall to develop Windows Phone apps, said Microsoft responded within a couple of days when they complained about a snag in Windows Phone's mobile advertising system.

Mr. Poznanski said when he reached out to Inc. about question with a try-before-buying feature of that company's app store, Amazon never got back to him. Amazon declined to comment on specific conversations with developers, but the company said it has a team of people dedicated to answering developer inquiries from developers.

Microsoft also is incorporating input from app developers into Windows Phone updates. In recent months, Microsoft said it was opening Windows Phone app sales in more than a dozen countries including China. Microsoft also has followed other app companies in paying developers upwards of $100,000, or paying a third-party company to develop a Windows Phone app on their behalf.

Some developers are starting to buy in to Microsoft, in part because they are growing disenchanted with struggling BlackBerry maker Research in Motion Ltd. (A RIM spokeswoman said "There has been a clear commitment from BlackBerry to developers.")

The Weather Channel said starting in November, it reassigned employees designing software for Blackberry to Windows Phone apps. Cameron Clayton, Weather Channel's executive vice president of digital, said just under 10% of the company's 100,000 daily app downloads are now coming from Windows Phone, up from less than 0.5% three months ago as Weather Channel inked deals to come pre-loaded on some Windows Phone devices.

"Versus a year ago, [Microsoft has] a shot now," Mr. Clayton said of Microsoft. At the same time, he conceded, "This is a war for developers time and attention, and Apple and Android are winning."
—Will Connors contributed to this article.

Write to Shira Ovide at and Ian Sherr at

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To: Jim Mullens who wrote (110893)4/5/2012 4:21:42 PM
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Jim and the rest of the board, pardon the ignorance. I was going to address this privately, but i think there may be a few here like me who are not familiar with anything in this article. Killer is a brand name for a WiFi card that uses Qcom Altheros tech? Why no mention of BRCM in this competition?

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To: BDAZZ who wrote (110898)4/5/2012 4:49:57 PM
From: badger3
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this may help (from the article):

Almost three years later, we have Qualcomm Atheros, having purchased Bigfoot Networks and its Killer portfolio in August of last year 2011, making its first push into the world of Killer Wi-Fi. Qualcomm wants to make Killer Wireless-N the de facto mini-PCIe value-add choice for notebooks aimed at gamers and enthusiasts. However, the PowerPC-based NPU that formed the heart of Killer’s old sales pitch is nowhere to be seen on the wireless front. Instead, we’re given tweaked firmware and software layered on top of Qualcomm's AR9380 single-chip, dual-band radio. Is that enough to make any sort of difference?

Qualcomm is going up against Intel in this segment. Specifically, we’re looking at the Killer Wireless-N 1103, which features 3x3:3 MIMO. This means three transmit and three receive antenna chains, respectively, along with three spatial streams. The raw spec on this is 450 Mb/s—a far more impressive number than the 300 Mb/s found on more common 3x3:2 (two spatial streams) configurations. Intel was one of the first to release a decent 3x3:3 notebook adapter in its Ultimate-N WiFi Link 5300, and now there’s the Centrino Ultimate-N 6300.

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From: Bill Wolf4/5/2012 8:47:54 PM
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Microsoft Is Writing Checks to Fill Out App Store

Nowadays, cellphones are all about apps. And Microsoft is so determined to have lots of brand-name apps for its Windows Phone app store that it is willing to pay for them.

All an app maker has to do is sign on the dotted line.

After years of struggling in the phone market, Microsoft teamed up with Nokia last year to challenge the dominance of Apple’s iPhone and Google, which makes the Android operating system. The latest fruit of their collaboration is a gleaming machine called the Lumia 900, which goes on sale in the United States on Sunday and is considered to be the first true test of how well the partnership will fare.

But the hundreds of thousands of apps that run on Apple and Android devices will not work on phones like the Lumia 900 that use Microsoft’s Windows Phone software. And many developers are reluctant to funnel time and money into an app for what is still a small and unproved market. So Microsoft has come up with incentives, like plying developers with free phones and the promise of prime spots in its app store and in Windows Phone advertising.

It is even going so far as to finance the development of Windows Phone versions of well-known apps — something that app makers estimate would otherwise cost them anywhere from $60,000 to $600,000, depending on the complexity of the app. The tactic underscores the strong positions of Google and Apple, neither of which have to pay developers to make apps.

When Microsoft offered to underwrite a Windows Phone version of Foursquare, the mobile social network, Holger Luedorf, Foursquare’s head of business development, did not hesitate to say yes.

“We have very limited resources, and we have to put them toward the platforms with the biggest bang for our buck,” he said. “But we are a social network and it is incredibly important for us to be available on every platform.”

Foursquare has in-house engineers working on iPhone, Android and BlackBerry versions of its service. But had Microsoft not offered to pay an outside company to do the work, Mr. Luedorf said Foursquare would “probably not” have developed an app for Windows Phone.

Ben Huh, chief executive of the Cheezburger Network, a collection of humor and entertainment sites, said Microsoft’s market share was too small to warrant in-house development of a Windows Phone app. But when Microsoft approached his company about making an application featuring funny photos of cats, he agreed. “They made it very easy for us,” he said. “They took care of everything.”

Casey McGee, senior marketing manager for Windows Phone at Microsoft, confirmed that the company offered an array of incentives for developers, but he declined to name the apps Microsoft had financed.

Mr. McGee conceded that there were still holes in Microsoft’s lineup. “We are by no means satisfied with our catalog,” he said. “That’s something we can get better at, and do better at, every day.”

Microsoft now has more than 70,000 apps in its app store, including big names like Netflix, YouTube, the Weather Channel, Amazon Kindle and the game Fruit Ninja. Apple, by comparison, has more than 600,000 apps, and Android has nearly 400,000. Analysts say that Microsoft does not need a million apps to appeal to phone buyers — just the ones that are so popular and mainstream that they feel like features of the phone itself.

“Once you get to 100,000, the number stops being important,” said Jan Dawson, an analyst at Ovum, a research firm in Britain. “I’m not saying they can take their foot off the gas pedal. They still need the apps that are dealbreakers for buyers.”

Despite Microsoft’s best efforts, a number of popular applications are noticeably missing from its store, including Pandora, the streaming music service; Instagram, the photo-sharing application; and games by Zynga. AT&T, the sole carrier of the Lumia 900 in the United States, has said that it will train its sales force to talk up the apps that are available and give demos of alternatives to curious shoppers.

The Windows Phone store has a version of the app phenomenon Angry Birds, but not the sequel from its maker Rovio, Angry Birds Space, which has also been a big hit. Rovio’s marketing chief, Peter Vesterbacka, said last month that it would not be worth the effort to bring the game to Windows Phone. But later that same day, Mikael Hed, its chief executive, said the company was “working toward” building a Windows Phone version. Rovio has not said when that might happen, and both companies declined to discuss what caused the about-face.

Often Microsoft’s problem is not outright refusal by a developer, but more that its platform is simply not a priority. Sonos, which makes apps for Apple and Android devices that allow customers to control its networked home audio equipment, does not yet know when it will release a comparable Windows Phone app.

“We’re definitely watching it carefully,” said John MacFarlane, chief executive of Sonos. “We believe it’s going to be a player.”

Microsoft has also approached news organizations, including The New York Times, about having a presence in its app store. Eileen Murphy, a spokeswoman for The New York Times Company, said that its Windows Phone app was built by outside developers, and that “Microsoft provides assistance to help ensure that the app is best in class.” Ms. Murphy declined to say whether Microsoft had paid for the app’s development.

Even Facebook did not build its own Windows Phone app, the creation of which was underwritten by Microsoft. Derick Mains, a spokesman for Facebook, said that for platforms other than Apple’s and Google’s, Facebook encourages companies to make their own apps, certifying them before they are released.

Microsoft’s weak position in mobile apps is in stark contrast to the clout it had with developers in the heyday of the PC era. Its success with Windows was partly built on an all-out effort it made in the 1980s and ’90s to get independent software companies to make Windows the primary operating system for which they wrote applications.

That influence began to weaken somewhat when the Web era took off and more companies began to design services and products that ran through browsers. But it has accelerated further as much of the creative talent in the developer world has shifted toward smartphone and iPad applications.

Sarah Rotman Epps, an analyst at Forrester Research, said Microsoft’s relative weakness was a function of not having a big enough audience of users. “Developers go where the money is, and the money is where people are,” she said.

Ms. Epps noted that Microsoft and Nokia currently appeared to be going after customers who are not already using iPhones and Android devices, and so may not be as familiar with the mobile apps they cannot get on Windows Phones. To someone moving from a BlackBerry or an old-fashioned feature phone, the selection of Windows Phone apps is likely to be satisfying, she said.

Ben Lamm, who runs Chaotic Moon, an app development studio that developed Windows Phone apps for TripIt and Pizza Hut, among others, said larger companies were warming up to Windows Phone.

“We’re starting to get requests from firms that want a Windows Phone app,” he said. “It’s still only 5 to 10 percent of our total requests, but very different than a year ago, when only Microsoft was calling us to do work.”

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From: Thehandle304/6/2012 12:05:18 AM
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Samsung Profit Exceeds Estimates on Smartphone, TV Demand

Samsung Electronics Co. (005930), Asia’s largest consumer-electronics maker, posted first-quarter profit that beat analyst estimates as gains from selling phones and TVs helped mask a slump in earnings at the chip business.

Operating profit rose to a quarterly record 5.8 trillion won ($5.1 billion) in the three months ended March 31 from 2.95 trillion won a year earlier, the Suwon, South Korea-based company said in a statement today. That surpassed the 5 trillion won average of 32 analyst estimates compiled by Bloomberg.

Enlarge image
A Samsung Electronics Co. Galaxy Note smartphone. Photographer: SeongJoon Cho/Bloomberg

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April 6 (Bloomberg) -- Alvin Lim, an associate director at Fitch Ratings in Seoul, talks about Samsung Electronics Co.'s financial performance and business outlook. Samsung, Asia’s largest consumer-electronics maker, posted first-quarter profit that beat analyst estimates as gains from selling phones and TVs helped mask a slump in earnings at the chip business. Lim speaks with Susan Li on Bloomberg Television's "First Up." (Source: Bloomberg)

Enlarge image
The Samsung Electronics Co. OLED television at the International Consumer Electronics Show (CES) in Las Vegas on Jan. 13, 2012. Photographer: David Paul Morris/Bloomberg

Profit at the mobile-phone business probably more than doubled in the quarter from a year earlier after Samsung introduced the Galaxy Note and new smartphones to compete with Apple Inc. (AAPL), a key customer that it’s also fighting in a patent battle on four continents. Samsung is also bringing out 3-D and Internet-enabled TVs to counter falling chip prices that are eroding earnings at the semiconductor unit.

“Sales of new models of smartphones, such as the Note, were better than expected,” James Song, a Seoul-based analyst at Daewoo Securities Co., said by phone today. “They have a good line-up of new products, so they will be able to keep the momentum alive for two or three quarters, at least.”

Samsung rose 0.1 percent to 1,331,000 won on the Korea Exchange as of 9:09 a.m. while the benchmark Kospi index was little changed. The shares have gained 26 percent this year.

Galaxy Phones Operating profit may be 200 billion won higher or lower than today’s estimate when audited results are announced later this month, Samsung said. The company didn’t provide net income figures or a breakdown of divisional earnings.

First-quarter sales jumped 22 percent to 45 trillion won.

Operating profit at the telecommunications unit more than doubled to 3.5 trillion won, according to the median estimate of six analysts surveyed by Bloomberg News. Sales are estimated to have gained 75 percent to 18.6 trillion won.

Samsung probably sold 44 million smartphones in the first quarter, more than tripling from a year earlier, Matt Evans, a Seoul-based analyst at CLSA Asia-Pacific Markets, said in an April 2 report. That would exceed Apple’s shipments “by a significant margin,” making Samsung the top smartphone seller during the three-month period, according to the report.

The maker of Galaxy devices aims to double sales of smartphones and tablet computers this year, helped by new products, the company said in a statement in February. Including basic phones, Samsung expects to sell about 380 million handsets this year, after shipping a record 300 million units last year.

Samsung Versus Apple Global sales of the Galaxy S II reached 20 million in about 10 months since it went on sale, about seven months faster than shipments of its predecessor, Samsung said in February. The Galaxy phones and tablets compete with Apple’s iPhone and iPad.

The company sold more than 5 million units of the Galaxy Note, equipped with a 5.3-inch screen and a stylus, since sales began in October. Samsung expects to sell 10 million units of the model by the end of this year and plans to introduce more pen-equipped products with different screen sizes.

Samsung and Apple have been suing each other in the past year regarding patent-infringement claims related to mobile technology and design. Apple is Samsung’s biggest customer, buying chips and displays from the Korean company.

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