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Was The Prize Stock For 2012?
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.
Will Cisco Boot Linksys?
Cisco reportedly has hired Barclays to find a buyer for its Linksys business.
Cisco bought Linksys back in 2003 to get into the consumer networking business and the firm has put out some good products, most notably the WRT54G wireless router that was a favourite with technology savvy punters. Now Cisco is looking to offload Linksys as it continues to pull back from the consumer networking market.
Cisco has been cutting jobs and products such as the Flip video camera, as it wants to get back to the high margin enterprise networking business. Back in 2003, Cisco paid $500m for Linksys and got access to an established business that focused on producing consumer network equipment.
A decade later, it is being reported that Cisco will be lucky to get its $500m back. Cisco has been pulling out of its failed attempt to get into the consumer market and is now focusing on flogging both network infrastructure hardware and servers, though it is widely expected to be hit hard as software defined networks become more popular.
Unlike Cisco’s core enterprise business, Linksys products typically have low margins, and with its parent firm’s slowing sales growth, it is not surprising Cisco wants to offload it. Bloomberg’s sources said Cisco might find interest in buying Linksys from television makers, though they wouldn’t provide any more details.
Motorola To Close More Locations
December 19, 2012 by admin
Filed under Around The Net
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Motorola Mobility will shut down most operations in South Korea in 2013 as part of an ongoing restructuring under Google ownership.
The decision is estimated to displace about 500 jobs in South Korea and follows a decision made a month ago to close down most international Motorola websites and to lay off about 4,000 workers.
Motorola Mobility said in a statement that it began telling staff in South Korea on Monday about “plans to close most of our operations in Korea, including our research and development and consumer mobile device marketing organization.”
The statement said the changes “reflect our plans to consolidate our global R&D efforts to foster collaboration, and to focus more attention on markets where we are best positioned to compete effectively.”
TSMC To Boost 28nm Production
TSMC is able to make chips using 28nm process technology at a speedier pace that it originally anticipated. This means that the chipmaker will likely be able to meet demand for existing orders and start accepting new designs.
TSMC promised to increase its 28nm capacity to 68 thousand 300mm wafers per month by the end of the year. It did this by ramping up fab 15/phase 2 to 50,000 300mm wafers a month. According to the Taiwan Economic News it looks like the outfit managed to beat its own projections, which should be good news for customers like AMD, Nvidia and Qualcomm. Well not AMD of course. It just told Globalfoundries to stop making so many of its chips so it can save a bit of money.
But it looks like TSMC is flat out. In November the fab 15/phase 2 processed 52,000 wafers. When combined with fab 15/phase 1, TSMC should be able to process 75 – 80, 000 300mm wafers using 28nm process technologies this month. TSMC produces the majority of 28nm chips at fab 15, which will have capacity of more than 100,000 300mm wafers per month when fully operational.
Baidu Heads To The Cloud
China’s largest search engine Baidu said on Monday that they would provide 30GB of free cloud storage to Android devices built with certain Qualcomm chips, in what’s the latest move by the company to build a presence in the country’s mobile services sector.
Baidu’s limited-time offer applies in China to two of Qualcomm’s latest chips, the Snapdragon S4 MSM 8×25 processor, and the Snapdragon S4 MSM 8x25Q processor. Users activating Baidu’s cloud service will receive 15GB of free cloud storage over the device’s lifetime, and an additional 15GB of storage free for one year.
As of Monday phones containing the chips, from Chinese manufacturers including Lenovo and Huawei, will ship with the free Baidu cloud storage enabled as a result of the partnership with Qualcomm.
Baidu is offering the free storage after the company in September declared China’s mobile Internet space as its next major focus, and announced a $1.6 billion investment to build a new cloud computing center.
Is Google Going Wireless?
November 26, 2012 by admin
Filed under Smartphones
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They already sells phones and tablets, provides a wealth of online services and has been laying high-speed fiber to people’s homes. Now Google is apparently weighing the possibility of a wireless network service as well.
Google has been in talks with satellite TV provider Dish Network over a possible partnership to build out a wireless service that would rival those from carriers such as AT&T and Sprint, the Wall Street Journal reported late last week.
The talks are at an early stage and could amount to nothing, and Google is just one of many companies Dish is talking to, according to the Journal, which cited anonymous sources. But it raises the prospect that Google might expand its business in a new direction.
Dish has been buying spectrum that could support a wireless service, although it still needs regulatory approval to set one up. In an interview with the Journal Thursday, CEO Charlie Ergen said the partners Dish is talking to include companies that don’t currently have a wireless business.
Google declined to comment on the report, the newspaper said.
IBM Sued Over Disaster
IBM has been hit with a multimillion-dollar lawsuit by chemical products manufacturer Avantor Performance Materials, which alleges that IBM lied about the suitability of an SAP-based software package it sells in order to win Avantor’s business.
In 2010, Avantor decided to upgrade its ERP (enterprise resource planning) platform to SAP software, according to the lawsuit, filed Thursday in U.S. District Court for the District of New Jersey.
“Seizing upon Avantor’s decision — and fully aware that, given the competitive pressures of Avantor’s industry, and the specialized demands of its customers, Avantor could not tolerate any disruptions in customer service — IBM represented that IBM’s ‘Express Life Sciences Solution’ … was uniquely suited to Avantor’s business,” the lawsuit states. “The Express Solution is a proprietary IBM pre-packaged software solution that runs on an SAP platform.”
But Avantor discovered a different truth after signing on with IBM, finding that Express Life was “woefully unsuited” to its business and the implementation brought its operations to “a near standstill,” according to the suit.
IBM also violated its contract by staffing the project with “incompetent and reckless consultants” who made “numerous design, configuration and programming errors,” it states.
In addition, IBM “intentionally or recklessly failed” to tell Avantor about risks to the project and hurried towards a go-live date, the suit alleges.
“To conceal the System’s defects and functional gaps, IBM ignored the results of its own pre-go-live tests, conducted inadequate and truncated testing and instead recommended that Avantor proceed with the go-live as scheduled — even though Avantor had repeatedly emphasized to IBM that meeting a projected go-live date was far less important than having a fully functional System that would not disrupt Avantor’s ability to service its customers,” the suit states.
The resulting go-live, which occurred in May, “was a disaster,” with the system failing to process orders properly, losing some orders altogether, failing to generate need paperwork for U.S. Customs officials and directing “that dangerous chemicals be stored in inappropriate locations,” the suit states.
Avantor has suffered tens of millions of dollars in monetary damages, as well as taken a hit to its reputation among partners and customers, the suit states.
ARM Goes High-End
Nvidia is itself an ARM chip licensee that has seen significant design wins with its Tegra 3 system-on-chip (SoC) processor, however the firm doesn’t see ARM based servers being able to do heavy lifting in server tasks for two years. Sumit Gupta, GM of Nvidia’s Tesla Accelerated Computing business unit said that even with GPGPUs, ARM based servers are not yet able to provide the computing power needed to drive high performance servers.
Gupta said, “Performance of these ARM cores is still not where it needs to be for servers. It is getting there; the new ARM64 [processor] is going to get it part of the way.” However he did say that eventually ARM SoCs could hit X86-like performance levels. “One day I think ARM will at least get to similar performance levels as X86 performance. The belief is that over the next one or two years these ARM SoCs will be good enough for cloud applications and web serving. I think it will take some more time to be good enough for accelerated computing.”
As for Nvidia using its Tegra chips to push work to the firm’s GPGPUs, a scenario that would make the firm’s accountants very happy, Gupta said he was surprised at the level of interest from developers and questioned the need for powerful CPUs. “We did a small development kit called Karma that has a Tegra 3 and a Nvidia GPU, [and] I was shocked by the number of those kits that have been sold. The interest in this ARM plus GPU is far larger than even I expected. If the GPU can do dynamic parallelism, it becomes more independent than how powerful CPUs do you need? I believe the first thing that will happen is that people will start using lower performing [Intel] Xeons […] then at some point when these Atom based processors become available they might use that, and when ARM64 is available they’ll use that.”
ARM Seeing Growth
ARM and Vivante have achieved significant market share gains in the system-on-chip (SoC) GPU market while Imagination and Qualcomm have seen their market shares fall.
ARM has been aggressively pushing its Mali GPU design for the last two years, while Vivante has ridden the surge in Chinese tablet sales, and these factors have resulted in both firms increasing market shares. Analyst outfit Jon Peddie Research claimed that ARM and Vivante scored first half 2012 SoC GPU market shares of 12.9 percent and 9.8 percent, respectively, while the SoC GPU market share leaders Imagination and Qualcomm both suffered declines.
ARM more than doubled its market share from the same period a year ago while Vivante went even better by almost quadrupling its market share. Not only were both firms claiming large pieces of the pie, Jon Peddie Research claimed the SoC GPU market had increased by 91.3 percent, suggesting that Qualcomm and Imagination are having a harder time getting new business. Jon Peddie told The INQUIRER that new vendors are entering the market, typically with lower prices to earn customers.
Nvidia’s SoC GPU operations accounted for 2.5 percent of the total smartphone and tablet market, which given that the firm doesn’t license out its GPU designs is pretty impressive. Nvidia could see its market share increase if Microsoft’s Surface tablet sells well.
Cloud Storage Specs Approved
The International Organization for Standardization (ISO) has ratified the Cloud Data Management Interface (CDMI), a set of protocols defining how businesses can safely transport data between private and public clouds.
The Storage Networking Industry Association’s (SNIA) Cloud Storage Initiative Group submitted the standard for approval by the ISO last spring. CDMI is the first industry-developed open standard specifically for data storage as a service.
“There is strong demand for cloud computing standards and to see one of our most active consortia partners contribute this specification in such a timely fashion is very gratifying,” Karen Higginbottom, chairwoman of the ISO committee, said in a statement. “The standard will improve cloud interoperability.”
The CDMI specification is a way to create an interface for accessing data in the cloud by preserving metadata about information that an enterprise stores in the cloud. With metadata associated with the information, companies can retrieve data no matter where it’s stored.
“With the metadata piece, it’s also complementary with existing interfaces. The standard can be used with Amazon, for file or block data and it can use any number of storage protocols, such as NFS, CIFS or iSCSI,” said SNIA Chairman Wayne Adams.
Based on a RESTful HTTP protocol, CDMI provides both a data path and control path for cloud storage and standardizes a common interoperable format for securely moving data and its associated data requirements from cloud to cloud. The standard applies to public, private and hybrid deployment models for storage clouds.