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PC Market Showing Signs Of Life

September 23, 2016 by  
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The PC market is showing some signs of growth, with Intel boosting its revenue guidance based on improved chip shipments.

The chip maker has raised its revenue guidance for the third quarter to $15.6 billion, plus or minus $300 million, an improvement from $14.9 million, plus or minus $500 million.

That’s due to PC makers replenishing laptop and desktop inventory, which means Intel is shipping out more chips. It’s likely in anticipation of the holiday season, when PC shipments rocket.

“The company is also seeing some signs of improving PC demand,” Intel said in a statement.

In the second quarter of the year, PC makers slowed down chip orders and were clearing out existing stock of laptops and desktops. PC shipments declined by 4.5 percent during that period, according to IDC.

Shipments of gaming PCs, 2-in-1s and Chromebooks are driving PC shipments. Microsoft’s free upgrade offer to Windows 10 has also ended, which means users are more likely to buy new PCs to get Windows 10.

Meanwhile, new laptops with Intel’s Kaby Lake chips are now available. All the top PC makers have announced new 2-in-1s and laptops with Intel’s new chips. New Kaby Lake chips for gaming PCs will be announced in January.

Intel also has started shipping Pentium and Celeron chips, both aimed at low-cost laptops, based on the same architecture and code-named Apollo Lake. Many Chromebooks are based on Apollo Lake chips.

Courtesy- http://www.thegurureview.net/computing-category/pc-market-showing-signs-of-life.html

Samsung Bring 15TB SSD To Market

March 15, 2016 by  
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Samsung has now officially announced and started to ship its new Samsung PM1633a line of solid state drives for Enterprise Storage Systems, which includes the highest capacity SSD ever made by Samsung, the 15.35TB PM1366a model.

Revealed back during the 2015 Flash Memory Summit in August last year, the now available Samsung PM1633a enterprise SSD series is based on a standard 2.5-inch form factor and features a 12Gbps Serial Attached SCSI (SAS) interface. It also uses Samsung new controller as well as Samsung’s own 3rd generation 256Gb 48-layer TLC V-NAND.

As noted, the Samsung PM1633a lineup is based on Samsung’s 256Gb V-NAND flash chips. The 256Gb dies are stacked in 16 layers to form a single 512GB package and by adding up a total of 32 NAND packages, you get the 15.36TB model. According to Samsung, the 3rd generation 256Gb V-NAND will provide both significant performance as well as reliability improvements compared to the PM1633 drive which used 2nd generation 32-layer 128Gb V-NAND flash.

The controller has also been upgraded to concurrently access large amounts of high-density NAND flash and the PM1633a 15.36TB model comes with no less than 16GB of cache.

When it comes to performance, the Samsung PM1633a provides sequential read and write performance of up to 1,200MB/s while random 4K performance is set at up to 200,000 IOPS for read and up to 32,000 IOPS for write. The new Samsung PM1633a enterprise SSD also offers high high reliability date with 1DWPD (drive writes per day), adding up to 15.36TB that can be written every day without failure, which is quite important in the enterprise market.

While the 15.36TB model of the Samsung P1633a is already shipping to select enterprise customers, Samsung is also promising a wide range of capacities, including 480GB, 960GB, 1.92TB, 3.84TB and 7.68TB. According to Samsung, enterprise managers can now fit twice as many drives in a standard 19-inch 2U rack compared to a 3.5-inch storage drive.

Unfortunately, Samsung did not reveal any details regarding the price but we doubt that such high capacity and performance will have a low price tag.

Courtesy-Fud

 

Is AT&T Facing Pressure?

February 1, 2016 by  
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AT&T has announced aggressive discounts on new smartphones and devices, including a 2-for-1 smartphone offer for business customers.

A big focus of the AT&T discounts is special deals on Samsung’s Galaxy smartphones and Gear S2 smartwatches. Analysts interpreted that focus on Samsung devices as a way to clear out inventory prior to expected upgrade announcements coming in late February at Mobile World Congress in Barcelona.

AT&T is also facing pressure to add more subscribers, as analysts — including Evercore ISI this week– have predicted AT&T’s fourth-quarter postpaid subscriber loss will be more than 300,000. That comes amid reports that T-Mobile added 4.5 million net subscribers for the fourth quarter and Verizon Wireless added 525,000.

All the major carriers, including AT&T, hit the December holidays with special device deals, but AT&T apparently didn’t feel enough impact on its inventory from those offers, analysts said.

AT&T and Samsung are motivated to get rid of all the old inventory before new models arrive, said Patrick Moorhead, an analyst at Moor Insights & Strategy. “Retailers won’t run such an aggressive promotion unless they have a lot of stock.”

An AT&T spokeswoman provided a different explanation: “Due to popular demand, AT&T is bringing back some of its holiday promos.”

Those promos — available to both consumers and business customers at AT&T retail stores — include a free Samsung Gear S2 smartwatch for a limited time to any customer buying a Samsung Galaxy smartphone, or a free Samsung Galaxy Tab 4 for buying a Galaxy smartphone on an AT&T Next wireless plan. AT&T is also offering an iPad mini 2 for $99 when a customer buys a new iPhone on the Next plan.

For business customers, the 2-for-1 smartphone deal is new. It allows business customers to buy a new smartphone and then get another smartphone, valued at up to $650, for free.

Source-http://www.thegurureview.net/mobile-category/att-facing-pressure-offers-aggressive-smartphone-discounts.html

Is Intel Trying To Destroy Micron?

November 6, 2015 by  
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Wall Street analysts have downgraded Micron technology’s value after Intel’s announcement that it will expand investment in NAND.

Intel plans to invest up to $5.5 billion over the coming years to use its Dalan, China, facility to expand its NAND manufacturing capacity. Initial 3D NAND production is expected to commence in second-half 2016 in Dalan.

Barrons has said that with pricing pressure already present in DRAM, Intel’s move puts Micron in a state of uncertainty.

This is a little odd given that Intel and Micron are chums, but Barron’s Rajvindra Gill said that the move will reduce Chipzilla’s dependence on Micron.

More than half of output is expected to use 3D NAND in the next two to three years and Intel’s focus on the technology reduces its reliance on Micron as a supplier while transforming it into a competitor, Gill said.

Micron be the last one standing when the mergers and acquisitions the industry is seeing and be an industry also ran.

Intel’s focus on the non-volatile memory market could put the pricing and supply/demand environment under pressure.

Micron has already had difficulties setting up 3D NAND versus its peers and now has another significant challenger entering the market, Gill said.

Intel’s move to NAND places a major Micron customer at risk. While Intel noted that its relationship with Micron remains strong and that it will continue to focus on 3D Xpoint, we believe the IM Flash Agreement could be at risk.

With Intel producing more NAND on its own, it could look to lower its reliance on the joint venture.

Intel has a right to sell its portion of the joint venture to Micron. If Intel elects to do so, a closing date would be set within two years. Sales to IM Flash sales to Intel were $101 million in the third quarter, or 8 per cent of trade NAND revenue.
Courtesy-http://www.thegurureview.net/computing-category/is-intel-trying-to-destroy-micron.html

Are Investors Losing Patience With Apple?

September 24, 2015 by  
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Investors fear that Apple has run out of ideas after it released a version of Microsoft’s surface pro and an iPhone, which was the same as last year’s.

Apple’s Tim Cook might have thought yesterday, as he walked away from the cheering crowds of Apple employees and rabid New York Times writers, that he had won the day.

However, Apple shares fell 1.9 percent as shareholders realised that there were no transformative products that could jumpstart the company’s sales ahead of the crucial holiday season.

Apple shares usually drop an average of 0.4 percent on the day of iPhone announcements because the hype never matches the reality but this is a much bigger fall.

The big iPad received a raspberry because it was too big and similar to Microsoft’s Surface tablet and the new iPhones were too similar to those released a year ago. The Apple Surface Pro even came with a stylus, which is something that Apple fanboys mocked for years. In fact the only innovative thing about it was that it required recharging every ten hours making it the chocolate teapot of pencils.

All they had which was new was the 3D Touch which is a “so what?” technology which no one really needed or cares about. It was certainly not worth upgrading to get.

Jobs’ Mob has clearly given up on any pretence of “thinking different” and short of ideas has copied itself and others.

We expected the Apple TV announcement to be hugely disappointing. Apple has mostly dialled back its ambitions this year as it plans a bigger telly service announcement next year. But you would think that after all these years not upgrading the Apple TV, Jobs Mob could have come up with some more interesting hardware.

What we got were demonstrations showed tricks to make viewing easier voice control which can rewind a video for 15 seconds and turn on subtitles, when a viewer asks something like “What did she say?”

Oddly Cook said that Apple had worked really hard, and really long on that project. The new set-top box will include an app store and let developers create new software for Apple TV, including video games.

Again nothing that you can’t get elsewhere and probably a lot cheaper.  We expect the Tame Apple Press will go into damage control limitation exercise and try to convince the world that everything is brilliant.  Watch the comments below for statements from “Apple investors” claiming that their shares have gone up and that there was tons in yesterday’s rally to get excited about.

Source-http://www.thegurureview.net/computing-category/are-investors-losing-patience-with-apples-inventiveness.html

Will MasterCard Sell Big Data?

June 23, 2014 by  
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MasterCard Inc, the world’s second-largest credit card association, sees business booming from selling data to retailers, banks and governments on spending patterns found in the payments it processes, a top executive told Reuters.

MasterCard, which handles payments for 2 billion cardholders and tens of millions of merchants, uses that information to generate real-time data on consumer trends, available more quickly that regular government statistics.

“It is an incredibly fast growing area for us,” Ann Cairns, who heads MasterCard’s business outside North America, said in an interview, stressing that the company respects cardholder privacy, using anonymous data rather than personal information.

MasterCard does not give figures for its information services products but “other revenues”, which include the sale of data, grew 22 percent in the first quarter of 2014 to $341 million, outpacing the growth of total revenue dominated by payments processing, which rose 14 percent to $2.177 billion.

Cairns said clients for the data include retailers, banks and governments, with MasterCard tailoring it to their needs.

“Retailers are fantastic at using the data they have available about how people shop in their store, how their inventory turns over, but what they don’t know is what happens outside their store,” she said. “The data we’ve got is ubiquitous across the whole market. We can help retailers see what they need to do to capture more sales.”

Cairns, 57, a statistician by training who joined MasterCard in 2011 after helping manage the disposal of Lehman Brothers assets in Europe, revels in the insights real-time card data can provide, such as London’s popularity as the world’s top travel destination and a rise in spending on experiences such as eating out or going on holiday rather than shopping in stores.

MasterCard has recorded a spike in spending in Brazil on groceries and a drop in spending on luxury goods as the price of food has risen ahead of the World Cup, she said, the kind of insight valued by companies such as Nike and Adidas that are hoping to sell $300 soccer boots during the competition.

While MasterCard expands in “big data”, Cairns sees no slowdown in its traditional business of processing payments, with plenty of potential for growth as 85 percent of consumer transactions are still made by cash or check.

“Moving money and doing it safely and securely is so deeply cared about by so many people around the world that it will be a business that has fantastic value now and for years to come,” said Cairns, who previously worked at Citigroup and ABN Amro.

Source

Micron Ships Hybrid Memory Cube

October 11, 2013 by  
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Micron Technology has announced that is is currently shipping 2GB Hybrid Memory Cube (HMC) engineering samples that represent a dramatic step forward in memory technology and are designed for applications that require high-bandwidth access to memory like data processing, data packet buffering or storage.

According to Micron, the Hybrid Memory Cube uses advanced through-silicon vias (TSVs)-vertical conduit that connect a stack of individual chips in order to combine high-performance logic with Micron’s DRAM. The current engineering sample features a 2GB memory cube that consists of four 4Gb DRAM dies. It provides 160GB/s of memory bandwidth while using up to 70 percent less energy per bit when compared to currently available technologies.

Micron expects 4GB HMC engineering samples to be available in early 2014 while volume production of both 2GB and 4GB HMC is scheduled to begin later in 2014.

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Was The Prize Stock For 2012?

January 9, 2013 by  
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If you wanted to know the IT company which was a rotten investment this year, you might be thinking Facebook, HP or RIM.

However according to Business Insider is starting to look like the so-called industry leader, Apple might have caused its investors the biggest headaches. More money has been lost in the past three months in Apple stock than has ever been lost in the tech disasters known as Hewlett-Packard and Research In Motion combined.

HP’s stock price peaked above $50 a few years ago, and now it’s trading at $14 and RIM peaked above $140 a few years ago, and it’s trading for $11. However Jobs Mob’s share price peaked above $700 three months ago and is now trading just above $500. This means that on a percentage basis, therefore, Apple’s stock is down much less than either Hewlett-Packard RIM but has cost shareholders a lot more money.

When HP investors have lost about $100 billion since the 2000 peak and RIM has lost $65 billion since the 2000 peak. Apple has cost its shareholders value in three months. What is more amusing is that about four months ago, I was lectured by an Apple fanboy who told me that the company is going to be worth a trillion dollars by the end of the year and he just invested more than $100,000 in the company. Looks like he would have been better off putting it on a horse.

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Ford Dealers Get iPad App

August 21, 2012 by  
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Ford dealers now have an iPad app they can access to quickly check available inventory and offer product information to help out customers in their showrooms.

Also included in the Showcase app is video content on car features that sales personnel can show to customers on an iPad as they shop at a dealership.

Michelle Moody, cross vehicle marketing manager for Ford, said the company started considering the app in early 2011 to improve the car-buying experience.

The app builds on the Ford.com website, which allows for configuring and comparing vehicles. Sales personnel can use the iPad app to determine what features a customer wants and then immediately check inventory to find a vehicle in stock that most closely matches those needs, Ford said in a statement.

Videos on the app can explain a variety of features such as Sync and active parking assistance, along with other features such as a lane-keeping system that Ford said might not be easy to showcase during a test drive.

Source…

Micron Profits Go South

July 18, 2012 by  
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While Micron has been negotiating the takeover of Elpida, the firm’s balance sheet isn’t looking particularly healthy, with sales stagnating at $2.1bn while costs increased to $1.9bn. The firm’s net loss for the quarter was $320m, compared to a slim $75m profit in the same period last year.

Micron’s sales might have remained steady, but looking at the firm’s past three quarters paints an increasingly worrying picture for the company. According to the firm, in the nine months up to 31 May 2012 it has lost $789m on sales of $6.2bn.

Most worrying for Micron is how fast the firm’s gross margin – revenue minus the cost of sales – is falling. The firm’s figures show its gross profit has halved to $234m in the last year and the trend is mirrored in the nine month figures.

Micron could point to the harsh conditions in the DRAM market as a reason for its lackluster financials, and while the firm has embraced NAND flash memory producing Crucial branded solid state drives, the margins on those are falling fast.

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