• IP addresses are NOT logged in this forum so there's no point asking. Please note that this forum is full of homophobes, racists, lunatics, schizophrenics & absolute nut jobs with a smattering of geniuses, Chinese chauvinists, Moderate Muslims and last but not least a couple of "know-it-alls" constantly sprouting their dubious wisdom. If you believe that content generated by unsavory characters might cause you offense PLEASE LEAVE NOW! Sammyboy Admin and Staff are not responsible for your hurt feelings should you choose to read any of the content here.

    The OTHER forum is HERE so please stop asking.

The PC, notebook and netbook may soon be history.

GoFlyKiteNow

Alfrescian
Loyal
The PC, notebook and net book maybe history.

What could stop the tablet revolution?
Bloomberg, Jan 25, 2011, 09.28pm

With 2011 shaping up to be the Year of the Tablet, securing the display components for the looming army of tablets may be a key factor in determining success.

Last year we saw that the fast start for the iPad prompted LCD display shortages from Apple supplier LG, which said it was having a hard time keeping up with demand.

Now with Apple selling 7.3 million iPads in the December quarter, the iPad 2 on the way, and seemingly every manufacturer at CES prepping a rival, the display component crunch could constrain the flow of tablets and hurt some manufacturers that aren't prepared.

The focus on displays may be what Apple was referring to when it reported last week during its earning call that it was investing $3.9 billion to secure inventory components through three vendors. MacRumors speculated that the sum was aimed at shoring up Apple's access to displays, especially ahead of the iPad 2 launch. In December, Apple reportedly struck two deals with Toshiba and Sharp to manufacture displays, though Sharp denied the report.

Apple, according to Digitimes, is also securing iPad display-panel shipments for 65 million units this year through LG, Samsung, and Chimei Innolux.

That's a huge number of iPads, and it would make sense for Apple to lock up the necessary components to ensure the iPad success story continues.
.
 

GoFlyKiteNow

Alfrescian
Loyal
Apple plans NFC payments via iPhone 5?
Bloomberg, Jan 25, 2011, 09.30pm

OREGON: Apple Inc plans to introduce services that would let customers use its iPhone and iPad computer to make purchases, said Richard Doherty, director of consulting firm Envisioneering Group.

The services are based on "Near-Field Communication," a technology that can beam and receive information at a distance of up to 4 inches, due to be embedded in the next iteration of the iPhone for AT&T Inc and the iPad 2, Doherty said. Both products are likely to be introduced this year, he said, citing engineers who are working on hardware for the Apple project.

Apple's service may be able to tap into user information already on file, including credit-card numbers, iTunes gift-card balance and bank data, said Richard Crone, who leads financial industry adviser Crone Consulting LLC in San Carlos, California. That could make it an alternative to programs offered by such companies as Visa Inc, MasterCard Inc and eBay Inc PayPal, said Taylor Hamilton, an analyst at consultant IBISWorld Inc.

"It would make a lot of sense for Apple to include NFC functionality in its products," Crone said.

The main goal for Apple would be to get a piece of the $6.2 trillion Americans spend each year on goods and services, Crone said. Today, the company pays credit-card processing fees on every purchase from iTunes.
.
 

Leongsam

High Order Twit / Low SES subject
Admin
Asset
Steve Jobs is feeding many East Asian tigers,Samsung,LG,Toshiba,Sharp,Hong Hai,Foxconn,etc

Without the Ang Mohs, the Asians would starve to death. Long live the Ang Mohs. They rule the world.
 

85 y.o.Fart

Alfrescian
Loyal
Without the Ang Mohs, the Asians would starve to death. Long live the Ang Mohs. They rule the world.

Without the Asian people producing mass low cost productions for the angmohs, you PC and laptops will cost a 'bomb' if make by chow angmohs.
Rely on the Arabs and middle-easterners to make low costs products, fat hopes.

Where else can you find manufacturers in China and the Chinese can meet world demand low costs goods? Maybe try angmoh selling their daughters and wives 'boobs and cunts' for your sex sites to prospers.
 

halsey02

Alfrescian (Inf)
Asset
Without the Ang Mohs, the Asians would starve to death. Long live the Ang Mohs. They rule the world.

The 'red tide' is now squeezing the ang moh's, just adjust their currency by a few points, the ang moh's will shit in their pants. It is a Chinese Century now! and by jolly!, it is 10.10.2011...a Chinese Century.:wink:
 

Dreamer1

Alfrescian
Loyal
The 'red tide' is now squeezing the ang moh's, just adjust their currency by a few points, the ang moh's will shit in their pants. It is a Chinese Century now! and by jolly!, it is 10.10.2011...a Chinese Century.:wink:
This is Chinese decade for sure BUT not sure about China century

Here is an alternative view point,written by an American,Bob Cringely (iCringely.com),I also do not agree fully.

Fw: Chinese decade BUT Indian century
Something has been bothering me lately and it is our assumption that China is the world’s next superpower and that we’d darned well better get used to it. Hogwash. We’re into the Chinese decade, not the Chinese Century.

The century belongs to India.

Last century was all-American. We came into the 20th century a huge but unsophisticated nation. Our industrial might made us a factor in World War I. Our cultural ingenuity caught the world’s fancy in the 1920s and — 90 years later — still hasn’t let go. As a result this will not be the Bollywood Century. The Great Depression secured our place at the table by showing we could take much of the world down with us. World War II saw us save that world, grabbing half a century of global dominance in the process (thanks Dad). But now we’re screwing it up a bit out of inertia and greed and ignorance of the very world we created. We did it to ourselves by thinking that nothing could really hurt us. But in the end that wasn’t true any more than the idea that Harry Houdini’s stomach could take any punch


www.indianexpress.com
 

hahaho

Alfrescian
Loyal
The 'red tide' is now squeezing the ang moh's, just adjust their currency by a few points, the ang moh's will shit in their pants. It is a Chinese Century now! and by jolly!, it is 10.10.2011...a Chinese Century.:wink:

Been hearing this nonsense for 10 over years.
Apparently hype has no limits.
 

Dreamer1

Alfrescian
Loyal
Eight Takeaways from Intel's Q4 Result

Bolaji Ojo, Editor in Chief

Login to RateIntel Corp. (Nasdaq: INTC) exceeded analysts' average revenue and profit estimates in the fourth quarter. Its forecasts for the first quarter of 2011 and the entire year pleasantly surprised many industry observers, but the company still faces huge challenges outside its core PC and server markets.

Here are eight factors that affected Intel in 2010 and which I believe will influence future strategic investment decisions at the company.

1. Intel remains a cash gusher: This company knows how to spin off cash. Remember that $1.5 billion it agreed to pay Nvidia Corp. (Nasdaq: NVDA) to end a dispute over graphics IC patent infringement? (See: Intel Buys Peace of Mind, Again.) Well, Intel could write a check today and not feel any pains. At the end of the fourth quarter it had $16.8 billion in cash and short-term securities, plus $5.1 billion in what Intel coyly described as "trading assets," for a total of $22 billion. Look further down on its balance sheet and there is $1 billion in marketable equity securities, other long-term investments of $3 billion, and $5.1 billion in "other current assets."

Now, I am not fully sure how to classify the extra investments (are they liquid, semi-liquid, or what exactly?) but years of financial reporting tell me the extra numbers add up to almost $10 billion Intel could tap for leverage should it need to spend more on a major acquisition or any other strategically significant transactions. In other words, if you want to take on Intel, try the technology route and not the dollar-for-dollar strategy.

2. PC market growth is moderating: Intel's results were strong but not muscular enough to hide a slight, but still noticeable, softness in the PC market. Sales for Intel's PC client group rose 8 percent in the fourth quarter, compared to a 27 percent jump for the datacenter group. This is further confirmation that the PC sector is not as robust as it was in the earlier part of the year. "One of the notable standout performers in the fourth quarter was our datacenter group," said Paul Otellini, Intel's president and CEO, during a conference call with analysts. "The world of PC, plus new emerging computing devices, is increasing the demand for servers of all types."

3. New devices can both hurt and boost Intel's sales: Company executives see both opportunities and challenges in the advance of new market segments, including smartphones and tablet devices, which analysts have warned could erode PC sales. Microsoft Corp. (Nasdaq: MSFT)'s announcement, for instance, that its operating system would start supporting ARM Ltd. (Nasdaq: ARMHY; London: ARM) touched a raw nerve at Intel, but the company believes this development can also create opportunities for its products. Here's how Otellini describes the situation:


I can see positives and negatives for Intel in this announcement. Microsoft has only supported ARM in their phone OS and in their consumer electronics OS. The plus for Intel is that, as they unify their operating systems, we now have the ability for the first time to have -- designed from scratch -- touch-enabled operating systems for tablets that run on Intel that we don't have today. Secondly, we have the ability to put our lowest-power Intel processors running Windows 8 or next-generation Windows into phones, because of the same OS stack. On the downside there is a potential -- given that Office runs on these products -- for some creep-up coming into the PC space.

4. Internet traffic continues to surge: Intel estimated total traffic over the Internet in 2010 was 245 exabytes, "greater than all the previous years combined," according to Otellini. The addition of new wireless devices able to access the Web on the go will only accelerate the growth and jack up demand for the servers dishing up the data. Many of these servers run on Intel products, and this should result in even higher sales for the company's data center business.

5. Smartphones, tablet computers, and other embedded design products are critical to Intel's future: Don't be fooled by the company's huge PC sales -- its future lies more in sales to OEMs serving newer markets like smartphones, tablet devices, automotive, Internet-enabled TVs, and other embedded applications. This makes servers even more critical to the company. Intel has already established itself as the dominant player in the PC market and only needs to keep the engine finely tuned in this sector. But for future growth -- five years and more -- the company needs new revenue streams from a wider set of OEMs than it currently serves. The opportunities here are tremendous, but the challenges and rivalry at this early stage are similarly enormous.

6. High-performance, lower-power, and lower-cost products needed: Intel's strategy for the competition against ARM-licensed technology is to lure customers with products that offer a combination of high performance, low power, and low cost. In the small form-factor market, low power consumption is essential, but so also is lower cost at optimal performance levels. In order to gain these advantages, Intel is pouring more money into R&D and capital expenditure.

The company forecasts "an increase of over $700 million in research and development investments as we look to extend our leadership in PCs and servers and design further generations of products to increase our offerings in adjacent market segments like smartphones and tablets," says Stacy Smith, Intel's CFO. Intel expects total R&D spending in 2011 will be $7.3 billion and forecasts $9 billion in capital expenditure.

7. Mature markets are slowing; emerging markets are surging: This is a trend for the foreseeable future. Sales to mature Western economies have been slowing while technology adoption is rising in emerging countries, driven by comparatively lower prices for electronic products. "The price of technology has come down to the point that billions more people can afford it," Smith says. "That has been the big driver of our business the last few years [and] it's likely to be over the next several years."

8. You'll be dumb to bet against Intel: I already expanded on this in an earlier blog, but this is a company that has thrived by never resting on its oars. "Only the paranoid survive" is the catch-phrase Intel executives live by, and its rivals would be smart to emulate them. Additionally, Intel is peaking in its core PC and server processor segments on a market-share basis and is eager to broaden operations into new areas. That hunger, combined with a fat piggybank, makes Intel a tough rival to underestimate or ignore. (See: It's Dumb to Bet Against Intel.)
 

Dreamer1

Alfrescian
Loyal
Tablets vs. Textbooks: E-Text Use on the Rise

Barbara Jorgensen, EBN Community Editor
1/25/2011
The use of electronics in university and college coursework is proliferating, according to a number of reports released this week. College students can save as much as $60 per title by using e-textbooks, reports digital course materials provider CourseSmart.com; and market researcher Simba Information forecasts e-texts will grow at a CAGR of 48.5 percent by 2013.

Yesterday, an article in The Wall Street Journal reported iPads were being used at some universities as a substitute for textbooks. Widespread use of mobile devices and improved functionality is one for the reasons electronics are catching on quickly at colleges and universities.

It turns out that textbook publishers are making their material easily available in digital format. (I had a question about that in yesterday's blog: The Pros & Cons: Tablets vs. Textbooks.) Individual publisher Websites and e-textbooks providers such as CourseSmart.com offer more than 90 percent of the most popular higher education course materials in use today.

In addition to lower cost, portability, and anytime/anywhere access from any computer or Web-enabled mobile device, e-textbooks offer advanced search functionality, note-taking capabilities, digital highlighting, and the ability to email passages to peers. Students can also purchase their books one chapter at a time on some publishers' Websites, buying just what they need, just when they need it.

According to research by the National Center for Academic Transformation, the latest course technologies, coupled with course redesign, can decrease dropout rates by as much as 34 percent while lowering the colleges and universities' cost per pupil for instruction by 37 percent.

In addition to CourseSmart's e-textbooks, students have the option to purchase a broad range of course materials on publishers' Websites. The Websites of publishers like Bedford Freeman and Worth, Cengage Learning, CQ Press, McGraw-Hill, Pearson, Wiley, and WW Norton offer students their books in numerous lower-cost formats.

CourseSmart.com developed several free Apps that can be downloaded via iTunes and enable students to access their e-textbooks on an iPad, iPhone, and/or iPod Touch.

The research information from Course.Smart.com and Simba Information was compiled by the Association of American Publishers
 

longbow

Alfrescian
Loyal
Tablets are hopeless at entering data. You need a proper keyboard for that. So perhaps you will have a tablet with a slide out keypad - so what is that? A tablet or a notebook?

Current Ipad is hopeless, you cannot print, cannot use flash. Yes it is great for reading and crusing the net and writing short emails. It has a non removable battery so what if battery starts dying?

So lots of new applications and open new markets. Instead of books students can download ebook - publishers kena whacked as authors can sell direct. That is a new market and does not compete with traditional notebooks.

When you add in usb, larger drives I see no difference between notebook with touchscreen and tablet UI bs ipad?

Even the netbook arena the distinctions are blurred between netbook and notebook.

Separately, the smartphones are getting larger.

PCs have morphed into notebooks because cost and performance are now pretty much the same. Likewise we soon see notebooks with tablet type UI, SSD drives which increases battery life etc
 

Dreamer1

Alfrescian
Loyal
Penn upbeat on Q1
David Manners
Tuesday 25 January 2011 12:37
Q1 2011 will be better than expected, according to Malcolm Penn speaking at the Future Horizons IFS 2011 this morning.


"Everyone will forecast a bad Q1 and everyone will be wrong," said Penn, "ASPs have been increasing for the last four quarters – the CEOs deny it – but it’s true

Yesterday ST CEO Carlo Bozotti forecast a 7-12% drop in ST’s sales for Q1.


"I don’t think anyone is forecasting the Q1 market to be minus double digits," said Penn, who said that his company’s official Q1 forecast is -2% but added: "My personal feeling is that it will be at least flat and possibly positive."

"For sellers it's going to be a good market with shortages, allocations, price rises - all the classic things," said Penn



Underlying that is a broken industry model which means that supplies of many essential parts of the supply chain are tight now and will be tight going into 2012.


"The lead-time on capital equipment is now one year," said Penn pointing out that means you not going to increase output for two years from making the decision to order new production equipment.


So tight capacity should keep ASPs rising. But the industry doesn’t believe that, said Penn, because the industry assumes that ASPs always drop.


The industry’s self-perception is ‘awful’, said Penn. "From the CEOs to the trade bodies they’re doing a fantastically good job of talking the industry down."


That is compounded by a broken industry supply chain where people talk to the person next to them in the chain, but don’t talk either to the end customer who’s driving demand, or to the people at the bottom of the supply chain who supply the basic materials and tools without which nothing can happen.


The result of this supply chain disaggregation is screw-ups like the Nissan car factory stoppages last year.


Penn slammed the WSTS decision to stop publishing a book-to-bill ratio, saying it was purely a political decision forced on the WSTS by the CEOs to stop that data reaching the financial analysts.



ST gloomy on Q1
David Manners
Tuesday 25 January 2011 11:42
STMicroelectronics had a net profit of $219m in Q4 on revenues of $2.83bn and a profit of $830m for the full year on revenues of $10.35bn.


However Bozotti was gloomy on Q1, expecting a 7-12% revenue decline in the current quarter.


"Our fourth quarter revenues came in near the top end of our range, increasing 6.6% sequentially on broad based strength in analogue, MEMS, microcontrollers and automotive applications. Our gross margin further increased to 39.9%," said ST CEO Carlo Bozotti.

ST’s consumer MEMS business had sales of $353m – about twice the level of its nearest competitor - making ST the No.1 consumer MEMS supplier.
 

GoFlyKiteNow

Alfrescian
Loyal
Tablets are hopeless at entering data. You need a proper keyboard for that. So perhaps you will have a tablet with a slide out keypad - so what is that? A tablet or a notebook?

Current Ipad is hopeless, you cannot print, cannot use flash. Yes it is great for reading and crusing the net and writing short emails. It has a non removable battery so what if battery starts dying?

So lots of new applications and open new markets. Instead of books students can download ebook - publishers kena whacked as authors can sell direct. That is a new market and does not compete with traditional notebooks.

When you add in usb, larger drives I see no difference between notebook with touchscreen and tablet UI bs ipad?

Even the netbook arena the distinctions are blurred between netbook and notebook.

Separately, the smartphones are getting larger.

PCs have morphed into notebooks because cost and performance are now pretty much the same. Likewise we soon see notebooks with tablet type UI, SSD drives which increases battery life etc

Bulk of the computer use is online based now compare to 10 years ago.
For which Tablet PC s are ideal. As apple ipad has shown with remarkable speed. Then there are the new smart phones which are rapidly chewing
up the netbook market. Cloud computing will be the final nail in the coffin for these PC based industries.

Of course, PCs will always be here and there. But its growth potential
is finished. In fact Its market potential will shrink rapidly and with that
killing thousands of SMEs in China and elsewhere whose fortunes
are tied to the PC and its peripheral industries. Eg: battery chargers for netbook and notebook, casings, batteries, blue tooth devices, plugs, sockets, motherboards, add on cards, power supply units and so on..

A few will survive. But that is beside the point of this thread topic.
.
 

longbow

Alfrescian
Loyal
I am not talking about impact on SMEs in China because many of the parts for the Ipad are made in China. From making notebook batteries to ipad batteries, from notebook cases to ipad cases, cloud computing - servers routers a lot of which are made in China etc etc. In fact growing IT/smartphone market has been very good for China. Whether the notebook goes away does not impact China.

I am talking about usefulness of tablet PC. So far Ipad is a very nice device for older folks that are not computer literate (new market) but cannot replace my notebook because it has no USB, limited memory, no hard drive, very hard to type on (try typing fast on the Ipad). So the 2 devices will start morphing to perhaps tablet/notebook combo.

I agree it will impact the netbook but the netbook itself has be evolving.

Bulk of the computer use is online based now compare to 10 years ago.
For which Tablet PC s are ideal. As apple ipad has shown with remarkable speed. Then there are the new smart phones which are rapidly chewing
up the netbook market. Cloud computing will be the final nail in the coffin for these PC based industries.

Of course, PCs will always be here and there. But its growth potential
is finished. In fact Its market potential will shrink rapidly and with that
killing thousands of SMEs in China and elsewhere whose fortunes
are tied to the PC and its peripheral industries. Eg: battery chargers for netbook and notebook, casings, batteries, blue tooth devices, plugs, sockets, motherboards, add on cards, power supply units and so on..

A few will survive. But that is beside the point of this thread topic.
.
 

singveld

Alfrescian (Inf)
Asset
i have an ipad, and i am 100% sure i need a pc or notebook to put stuff on the ipad.

By posting this , i am sure you have no tablet.


The PC, notebook and net book maybe history.

What could stop the tablet revolution?
Bloomberg, Jan 25, 2011, 09.28pm

With 2011 shaping up to be the Year of the Tablet, securing the display components for the looming army of tablets may be a key factor in determining success.

Last year we saw that the fast start for the iPad prompted LCD display shortages from Apple supplier LG, which said it was having a hard time keeping up with demand.

Now with Apple selling 7.3 million iPads in the December quarter, the iPad 2 on the way, and seemingly every manufacturer at CES prepping a rival, the display component crunch could constrain the flow of tablets and hurt some manufacturers that aren't prepared.

The focus on displays may be what Apple was referring to when it reported last week during its earning call that it was investing $3.9 billion to secure inventory components through three vendors. MacRumors speculated that the sum was aimed at shoring up Apple's access to displays, especially ahead of the iPad 2 launch. In December, Apple reportedly struck two deals with Toshiba and Sharp to manufacture displays, though Sharp denied the report.

Apple, according to Digitimes, is also securing iPad display-panel shipments for 65 million units this year through LG, Samsung, and Chimei Innolux.

That's a huge number of iPads, and it would make sense for Apple to lock up the necessary components to ensure the iPad success story continues.
.
 
Top