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Will Facebook Go Lower?
September 6, 2012 by admin
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Facebook is still overvalued and analysts are starting to agree with us that the company could fall to about $13 a share.
SmartMoney’s Jack Hough is being quoted by Forbes as saying that Facebook should be worth about half what is now – about $29.52 billion, or just a tad over $13 per share. Hough compares Facebook to Google which trades at 3.6 times its projected revenues for 2014. Analysts expect Facebook to have $8.2 billion in sales that year which means you just multiply this figure by about three.
All makes sense and is a similar view to what I said when Facebook issued its daft IPO and people lost their shirts and underpants on the deal. Part of the problem is still that Facebook has not worked out a good way to make money from advertising and it has not got an effective mobile strategy.
Will More Win8 RT Hybrids Start Showing Up?
June 29, 2012 by admin
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Rumour has it that Nvidia has the best drivers and might be close to fine tuning its Windows RT platform, but we are sure Qualcomm and Texas Instruments aren’t far behind.
The Asus Transformer series has set a new trend by providing tablet users with a keyboard dock with some extra ports and an additional battery. This is definitely the way to go as you get the best of both worlds in a single package Windows 8 RT is finally bringing Microsoft in the ARM market and needless to say there will be many systems to be ready for launch.
Nvidia with Tegra, Texas Instruments with OMAP and Qualcomm with S4 are getting ready to embrace tablets as well as hybrid notebooks based on Windows 8 RT. The Asus Transformer 600 is just the first of many to come and there will be at least a few more similar designs to launch this year with Windows 8 RT, so we have no doubt that we will see quite a few convertible Windows tablets.
Microsoft Says Windows RT Best For ARM
Microsoft has said its upcoming Windows RT will be loaded on laptops and tablets, claiming it is the “most compatible” ARM operating system.
Microsoft’s Windows 8 will be the first time the firm has launched a desktop operating system that supports the ARM architecture, albeit with the Windows RT branding. Now the firm has said that laptops and tablets will feature Windows RT and called it the most compatible ARM operating system.
Erwin Visser, senior director of Microsoft’s Windows Commercial Business Group said, “Windows RT devices in tablet and laptops will run all the apps from the Windows store. It will also include [Microsoft] Office components like Word, Excel, Powerpoint and Onenote and support a large amount of PC peripherals through in-box class drivers. Relative to other ARM offerings in the market, Windows RT will be the most compatible ARM offering on the market.”
When The INQUIRER asked Visser what he meant by “most compatible” Visser replied, “Taking into acount ARM is a completely new processor architecture and what we’re focused on is a couple of things to help enterprise customers embrace Windows RT. […] All the Windows 8 apps that run on x86 will also run on Windows RT.” Visser also cited inclusion of in-box drivers for PC hardware, something that is largely missing from both Android and IOS devices.
Visser also said users can side-load applications on Windows RT devices, meaning the Windows Store isn’t the only source of applications. When we asked whether this could be a security risk Visser said, “In the case of side-loading apps, the app will be certified through the enterprise IT organisation.”
As for why Microsoft will allow side-loading applications in Windows RT, apparently that is what big business wants. Visser said, “If you think about apps that are used internally, so not apps that are built by enterprises for their consumers or customers but apps that support internal processes, customers do not want to put those apps – because they always have some competitive advantage – in the Windows App Store, which is a public place. So they want to keep those apps within their own infrastructure and [with] side-loading they can still load them on Windows x86 and Windows RT systems.”
Global Semiconductors On the Rise
Global semiconductor revenue is expected to rise at faster and force bigger chipmakers to acquire smaller rivals to increase their market share, according to bean counters at research outfit IDC.
In an industry report, IDC predicts that revenue may expand by between six percent and seven percent this year. Global semiconductor sales rose 3.7 percent to $301 billion in 2011, as orders for chips used in wireless devices offset declining revenue for computing-related chips, IDC said.
But it thinks all this will coase nergers and acquisitions among chipmakers will continue. Already Qualcomm bought Atheros and Texas Instruments took over National Semiconductor. But IDC thinks that industry consolidation may allow bigger chipmakers to offer products that are used in a wider range of applications.
RIM Goes Non-BlackBerry
April 9, 2012 by admin
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Research In Motion on Tuesday launched software that will allow its large “enterprise” customers to manage Apple and other rival devices through the same servers as they use for the BlackBerry smartphone and Playbook tablet.
The new Mobile Fusion software, first announced in November, is an acknowledgement of sorts by RIM of a growing preference by many users inside big corporations and government to access professional communications over their personal devices, often the Apple iPhone or iPad, or devices running Google’s Android.
RIM, which long dominated the so-called enterprise market, has watched the BlackBerry’s market share steadily erode in recent years. Unable to arrest the trend, the company now aims to generate a fresh revenue stream from it. Mobile Fusion will cost $99 per user to license and $4 per user a month, with discounts available for bulk orders.
In a second announcement on Tuesday that highlights RIM’s eroding market position, it said its PlayBook tablet now boasts 15,000 applications – still just a tiny fraction of the number available on the iPad. One of the biggest complaints about RIM’s products is the dearth of content and applications.
A recent survey from Appcelerator and IDC showed less than 16 percent of developers were “very interested” in creating programs for RIM, compared with 90 percent for Apple and 80 percent for Android.
Lenovo Passes Dell, Becomes No. 2 PC Vendor
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Lenovo surged past Dell to become the world’s second largest PC vendor at the end of the third quarter, according to research firms IDC and Gartner.
Top PC maker Hewlett-Packard also saw its worldwide PC shipments grow by 5.3 percent in the quarter, despite reports that the company may spin off its PC business.
Both research firms said growth for the quarter failed to reach earlier projections. IDC said at the end of the third quarter, worldwide PC shipments increased by 3.6 percent year-over-year, below its earlier 4.5 percent growth projection.
Gartner said PC shipments grew by 3.2 percent year-over-year, which was lower than the research firm’s original projection of 5.1 percent growth for the quarter.
Analysts have pointed to sluggish spending because of weak economic conditions as a key reason behind the slowdown in PC growth. The rise of tablets has also hurt shipments.
“For the moment, PCs have taken a backseat to a range of other devices competing for shrinking consumer and business budgets,” said IDC analyst Jay Chou in a statement.
HTC Is On A Buying Spree
September 13, 2011 by admin
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Taiwanese handset maker HTC has been on a shopping spree to reshape its business, though it remains to be seen if the strategy will help it gain ground on rivals such as Apple, Samsung and Research In Motion.
HTC has bought or invested in at least six companies this year, many of which provide technologies to improve how users consume and share content on its devices. It’s a big change for the Taiwanese manufacturer, which focused for much of its existence on hardware, leaving software and content to its partners.
Times have changed, however, with rivals like Apple and Nokia building whole ecosystems around their products, including app stores and content delivery systems. HTC has shifted its focus before, moving from contract manufacturer for Microsoft’s smartphones to selling its own HTC-branded devices. It must now evolve once more.
“It is no longer enough to focus only on hardware innovations,” said Ryan Lee, an analyst with Taipei-based Topology Research Institute. HTC’s acquisitions, which include both technology and patents, “pave the way for HTC’s greater competitiveness,” he said.
Analysts Expect Flood of Cheap Tablets This Fall
September 9, 2011 by admin
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Analysts are predicting that a whole slew of $200 to $300 tablet computers will hit the market this fall, prompting the essential question: Which device will come out on top?
Several analysts are betting on Amazon.com to be at the top of the pile with an expected $299 Android-based tablet introduced sometime in October. The reason it will do
well is only partly because of the low price, which is below the market-leading iPad 2, starting at $499.
But analysts also expect Amazon to offer content for its 9-in. tablet thats comparable to or even exceeds the content that Apple can offer for the iPad. Amazon will make money on the content it sells, which is expected to more than make up for any loss it incurs in selling the tablet at a price below the cost of making it.
“Amazon has an ecosystem like Apple, with its own app store that offers music, movies and videos, and a bookstore,” said Bob O’Donnell, an analyst at IDC. “Not only would you get a cheaper device [than the iPad], you would get the integrated Amazon experience. That’s what makes Amazon’s tablet the most interesting and where other [Android] tablets will be challenged.”
In effect, Amazon’s approach will be to entice buyers with a much lower price, “but have all the services of Apple,” O’Donnell said.
Other Android tablets with which Amazon would likely compete include a $199 Lenovo IdeaPad A1 tablet announced Thursday, the cheapest 7-in. Android tablet from a top device maker. Another contender is the original Samsung Galaxy Tab, which is being sold on Amazon for $279.99, after having first appeared late in 2010 for $600.
Flaw in Intel’s 320 Series SSD Confirmed
July 22, 2011 by admin
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There had been talk on the Internet in reference to the nasty bug discovered and reported on Intel’s support forums regarding the data loss on its recently released 320-series SSDs and today, Intel has finally and officially confirmed it.
The users have mentioned that under power failures, the drive reverts back to 8MB capacity and thus looses all the data stored on the drive. According to preliminary reports the drive tries to reconnect with the SATA port rather than to go for a proper shutdown.
The Netbook Lives On
Tablets may be the hottest mobile devices on display at this year’s Computex. But netbooks still have a presence at the trade show, and vendors are coming out with several new models that will hit the market this year. Their low cost will continue to drive sales, analysts said.
PC maker Asus, a pioneer of the netbook concept, unveiled two new models at Computex. The Asus Eee PC 1025 C and 1025 CE are Windows netbooks that will launch worldwide in the fourth quarter of this year. Priced at $299, the devices are built with an “instant on” feature that allow users to resume Windows in two seconds from sleep mode.
The other Asus netbook that has caught some attention is the Eee PC X101, which runs Intel’s MeeGo mobile operating system. The device will launch worldwide in July and cost $199. Asus will also be releasing a Windows 7 version of the netbook that will cost between $240 and $250.
Asus’ rival Acer is also showing a low-cost netbook priced at $199. The Aspire One Happy has both Windows and Android 2.3 installed. Users can toggle between operating systems by rebooting the system. Acer launched a version of the device worldwide last month.