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To: neolib who wrote (5470)4/4/2012 9:57:14 AM
From: smooth2o
of 12682
 
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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To: Win Smith who wrote (3427)4/4/2012 12:51:01 PM
From: Win Smith
of 12682
 
On the old topic of iglasses / wearable displays, we have this:

Google Begins Testing Its Augmented Reality Glasses bits.blogs.nytimes.com


They actually look sort of cool, or at least somewhat less clunky than I feared. Think they'll hand them out at Google I/O?


Photos via Google

Photos via Google

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To: Win Smith who wrote (5476)4/4/2012 1:15:49 PM
From: Not a Short
of 12682
 
Will we end up with cross eyed people like with The Jerk's "Opti-Grab"? Only with one eye looking to the outside, instead of both eyes in.

I doubt it, but it's what came to mind seeing that picture.

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To: smooth2o who wrote (5475)4/4/2012 1:58:25 PM
From: neolib
of 12682
 
There are no customers. This time it's different.

What? No OEM's want to buy Intel's mobile chips? Astonishing!

Actually that wouldn't be "this time its different". They've gone through several generations of mobile chips without any customers.

So I'll grant you I was incorrect in stating they would be competing with their customers. They don't have any in that sector worth worrying about.

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To: Win Smith who wrote (5476)4/4/2012 2:01:10 PM
From: neolib
of 12682
 
Talk about a small screen, that is not much of the FOV. It looks transparent when not projecting an image, so why not use more of the FOV, and you look through it like normal glasses when nothing is projected?

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To: smooth2o who wrote (5475)4/4/2012 2:05:27 PM
From: neolib
of 12682
 
Not only that, there is no added hardware value in tablets and phones as was in the PC market.

What you fail to understand is that it is exactly that approach which kept Intel margins fat in the PC world, and tanked all their partners in that space (Dell, HP, etc). When Dell, HP, etc gave up hardware design themselves and let Intel do most the platform innovation, they had nothing left to differentiate themselves and guess what happened to PC hardware OEM margins?

Apple has shown what happens when the OEM retains design innovation, and their margins and profits make that clear to anyone who is not asleep.

Now Intel is trying to copy Apple at the expense of its partners who should be doing this sort of thing themselves. Perhaps Intel has just decided to hell with partners who can't live on 3% margins, we will just own the whole business ourselves and try to compete with Apple directly.

Wont' work, but...

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To: neolib who wrote (5480)4/4/2012 2:55:18 PM
From: rzborusa
of 12682
 
How we yearn for the good old days, when one size fit all and the path to profit was loyalty.

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From: neolib4/5/2012 10:46:46 AM
of 12682
 
Digitimes thinks March was good for notebooks, and demand is improving:

digitimes.com

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From: neolib4/5/2012 11:55:39 PM
of 12682
 
Digitimes says TSMC 28nm capacity is way short of demand (is that another way of saying yields suck?)

digitimes.com



TSMC 28nm capacity in large shortage
Monica Chen, Taipei; Adam Hwang, DIGITIMES [Friday 6 April 2012]
Taiwan Semiconductor Manufacturing Company's (TSMC) 28nm foundry capacity has been drastically short of demand from Qualcomm, AMD and Nvidia mainly, but the shortage is expected to relax at the end of the third quarter of 2012, according to industry sources.

Qualcomm, in view of the shortage, has shifted some orders to United Microelectronics, but has been unable to meet its clients' demand for processors for smartphones and tablet PCs, the sources indicated.

AMD launched the 28nm-based Radeon HD 7970 in the first quarter of 2012, but has actually shipped a relatively small volume of the GPU due to TSMC's short 28nm capacity, the sources noted.

Nvidia launched only one 28nm-based GPU, GeForce GTX 680, in late March and has had to delay the launch of Kepler series GPU models due to the shortage, the sources said.

While yield rates of its 28nm process are slowly improving, TSMC is conservative about expanding 28nm foundry capacity in order to maintain gross margins, partly accounting for the capacity shortage, the sources said.

In related news, TSMC will start construction of the 5th-phase expansion of Fab 14, its 12-inch fab located at the Southern Taiwan Science Park, on April 9. TSMC's total foundry capacity in 2012 is expected to increase by 10% from 2011

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From: neolib4/5/2012 11:59:17 PM
of 12682
 
While Intel dabbles more in the Foundry business:

semiaccurate.com

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