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AMD, ARMH, INTC, NVDA
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From:
Vattila
4/2/2012 6:20:40 PM
of 9716
Form factor innovation:
iPad 2 and 3 Bluetooth Wireless Leather Case with In-Built Bluetooth Keyboard
ebuyer.com
Logitech Wireless Keyboard Case for iPad 2 and 3
ebuyer.com
Logitech Tablet Keyboard for iPad
ebuyer.com
AMD, ARMH, INTC, NVDA | Stock Discussion Forums
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From:
neolib
4/2/2012 10:54:21 PM
of 9716
From SA:
semiaccurate.com
Charlie thinks Intel is going to be using stacked memory in a big way....
AMD, ARMH, INTC, NVDA | Stock Discussion Forums
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From:
neolib
4/2/2012 10:57:00 PM
of 9716
SMIC will get 28nm tech from IBM:
eetimes.com
But doesn't say whether this is a full partner in the Common Platform like Samsung and GF.
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From:
neolib
4/2/2012 10:59:08 PM
of 9716
From the Inq, ARM gets a new board chair:
theinquirer.net
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From:
neolib
4/2/2012 11:33:40 PM
of 9716
Intel tries to emulate Apple:
digitimes.com
Will flog its own tablet to emerging markets. Ain't going to win any cool awards vs Apple I would guess, but Intel wants < $300 price tag at retail. A 10" Medfield system. Supposed to be dual OS, so I assume Windows 8 & Android.
Competing with their customers....
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To:
neolib
who wrote (
5470
)
4/3/2012 1:24:42 PM
From:
rzborusa
of 9716
Compound growth is hard to find apparently. Raiders and the temple of Steve, nothing is sacred.
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To:
rzborusa
who wrote (
5471
)
4/3/2012 2:50:04 PM
From:
neolib
of 9716
I'd somewhat take it to imply Intel is not getting much OEM traction with Medfield in tablets.
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To:
neolib
who wrote (
5472
)
4/3/2012 3:43:30 PM
From:
rzborusa
of 9716
Less that two weeks for Intel, 16-Apr-12 Earnings announcement.
So far today, AAPL is strong, market weak.
Friday is a holiday?
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From:
neolib
4/3/2012 11:33:01 PM
of 9716
The effect of the ARM ecosystem:
eetimes.com
More players in the ARM SOC world make for a more robust IP market than would exist in the duopoly world of x86. The question is can the x86 players use this externally developed IP effectively within the x86 world as well. My guess it poorly...
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To:
neolib
who wrote (
5470
)
4/4/2012 9:57:14 AM
From:
smooth2o
of 9716
Oh boy! How many times do I have to repeat this?
There are no customers. This time it's different.
Think about it. The Android market is fragmented. Intel could solve that problem. Not only that, there is no added hardware value in tablets and phones as was in the PC market. Margins start severely strained. No middleman is required. Apps are not a problems... I could go on...
Smooth
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