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Does M$ Have A Strategy For Windows?
As we reported earlier today, Microsoft CEO Satya Nadella proclaimed the virtues of its cloud computing platform.
But he didn’t say very much about Windows at all.
And, according to Seeking Alpha financial analyst Mark Hibben in a note to his clients, it’s almost as if Nadella has given up the ghost on the now long in the tooth operating system.
He didn’t say much about smartphones either but admitted that Windows 10 won’t hit the one billion user mark.
But there are another billion and a bit people out there who are using previous versions of Windows and Hibben thinks that that’s Microsoft should really take advantage of that opportunity.
Hibben thinks that while Nadella is practically creaming himself about the cloud the same sort of urges don’t seem to apply to Windows.
Windows phone revenues have fallen 71 percent compared to the same period last year and Microsoft seems to lack a strategy for smartphones in the future.
So has Microsoft given up on Windows? That, surely, can’t be the case.
Courtesy-Fud
Does Qualcomm Need Apple?
June 30, 2016 by admin
Filed under Computing, Smartphones
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The fanboys aka the Apple Press has been running down Qualcomm since its favourite company announced it was buying chips from Intel, but there are good reasons why the American chipmaker should not care that much.
As we have been saying for ages, Jobs’ Mob is no longer exclusively going with Qualcomm to provide modem chips for the upcoming iPhone 7. The deal, while large, is tailored for some of Apple’s partnerships. Intel gets AT&T phones and Qualcomm remains the supplier for Verizon network phones and for China.
The press has been claiming that it is terrible news for Qualcomm. But it appears Qualcomm knew it was coming and had already factored in the loss of the business into its results. The reason Qualcomm is not losing any sleep over the deal is because the most Intel is going to get is a third of the iPhone modems. This is what in financial terms is considered a “pisser” but hardly a reason to jump off any buildings over.
Other good things are happening to Qualcomm which more than balance out what has been lost to Intel. Firstly its latest Snapdragons are selling extremely well and secondly the shine is starting to go off its number one rival MediaTek.
For a while, naysayers have been predicting that MediaTek was going to sink Qualcomm. In fact there was even a suggestion that Qualcomm should get out of chipmaking and become a patent troll.
MediaTek had been luring away Qualcomm customers with cheaper chips, which combined with Apple, Samsung and Huawei making their own chips was creating a perfect storm of doom.
Now there is a suggestion that MediaTek’s growth wagon might have stalled. MediaTek’s sales fell 9.4 per cent annually last quarter to $1.7 billion. Its operating margin halved from 16 per cent last year to eight per cent. The reason was due to higher expenses across the board. This meant that its net income fell to $136 million. MediaTek is still more profitable than Qualcomm’s chipmaking division has a wafer thin 5 per cent last quarter.
Analysts expect MediaTek to post double-digit sales growth fuelled by rising demand for 4G smartphone chips in China. But its margins are also expected to keep contracting due to tough competition from Qualcomm and Spreadtrum.
Another risk for MediaTek is its dependence on China. Taiwan just got rid of the pro-unification KMT party, which controlled the presidency for the past eight years, in favour of the pro-independence DPP party.
MediaTek needs direct investments from mainland China to fight off Qualcomm, but it is finding that the Taiwanese government is blocking that sort of investment cash.
All this is giving Qualcomm a fighting chance in the area where it makes a lot of its cash. Sure its margins might be lower, but it still making more money. Enough so that it does not have to worry about losing a small about of dosh to Intel.
Courtesy-Fud
Is The Smartwatch Boom Really A Bust?
April 7, 2016 by admin
Filed under Around The Net
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The bottom is dropping out of the smart watch industry as VC’s start to realise that the Apple dream is not making many people much dosh.
This week smartwatch maker Pebble CEO Eric Migicovsky blamed VCs for not giving him all the money he needs and laid off a quarter of its workforce.
Only a few years ago, Pebble was the darling of the crowdfunding crowd, having raised over $30 million on Kickstarter. This was when Apple was rumoured to be making one and the Tame Apple Press was claiming they were going to be the next big thing,
When Migicovsky confirmed the layoffs. He implied that VCs are now less keen on funding the dream.
Now Apple, which was said to be the market leader of smartwatches, has dropped the price of the Apple Watch by $50. It is probably not going to upgrade the next one with any serious bells and whistles. It looks like the only people who bought one were Apple’s hard core of fanboys who buy everything that Jobs’ Mob makes regardless of whether they need it.
The IDC sees wearable devices reaching 110 million by the end of 2016 which should be 38.2 percent growth. But it seems that this is not enough.
Fitbit was initially championed as an industry leader but this year saw its stock has been battered in 2016. It appears that Smartwatches haven’t set the market alight. Pebble’s rivals are Apple, Samsung, Motorola, LG and others. It also does not have any other businesses to fall back on.
Courtesy-Fud
Windows 10 Passes 20% User Share Mark
For the first time since its debut, Windows 10 accounted for more than one-fifth of the visits to sites tracked by the Digital Analytics Program (DAP), which mines traffic to more than 4,000 websites on over 400 different domains maintained by U.S. government agencies, such as the Internal Revenue Service and the National Weather Service.
The bulk of the visits to DAP websites originate in the U.S.
So far Windows 10 has recorded 20.2% of visits in March by Windows PCs, smartphones and tablets. That was a one-percentage point increase from February and more than two percentage points above January’s.
Although Microsoft irregularly trumpets the number of devices running Windows 10 — the last time was nearly three months ago — data from DAP and metrics vendors like Net Applications and StatCounter are the only publicly available sources for monitoring Windows 10 adoption.
But these external measurements are rough at best.
A case in point: Because overall traffic to DAP websites plummets on weekends — total visits by Windows devices on Saturday and Sunday are typically less than half that of a weekday — Windows 10 may be unrepresented, as more Windows PCs used during the work week are business machines, which predominantly run the corporate standard, Windows 7.
Microsoft has just over four months left to boost Windows 10 adoption by pushing the free upgrade to eligible Windows 7 and 8.1 devices. That deal is set to expire July 29, on the one-year anniversary of Windows 10′s launch.
Windows 10 adoption growth has slowed each month this year. At the pace of past three months, Windows 10 should account for approximately 26% of DAP’s traffic by the end of July. (Other data sources have repeatedly portrayed global adoption of Windows 10 at lower rates than in the U.S.)
Will that match whatever goal Microsoft set when it decided to give away upgrades? Microsoft’s not saying, and even if it did, there would be no way to verify any claim.
Source- http://www.thegurureview.net/computing-category/windows-10-passes-20-user-share-mark.html
Microsoft Cuts Azure Pricing
Good news for businesses using Microsoft’s Azure cloud platform: their infrastructure bills may get somewhat smaller next month.
Microsoft announced that it will be permanently reducing the prices for its Dv2 compute instances by up to 17 percent next month, depending on the type of instance and what it’s being used for. Users will see the greatest savings if they’re running higher performance Linux instances — up to 17 percent lower prices than they’ve been paying previously. Windows instance discounts top out at a 13 percent reduction compared to current prices.
Right now, the exact details of the discount are a little bit vague, but Microsoft says that it will publish full pricing details in February when they go into effect. Dv2 instances are designed for applications that require more compute power and temporary disk performance than Microsoft’s A series instances.
They’re the successor to Azure’s D-series VMs, and come with processors that are 35 percent faster than their predecessors. Greater speed also corresponds to a higher price, but these discounts will make Dv2-series instances more price competitive with their predecessors. That’s good news for price-conscious users, who may be more inclined to reach for the higher-performance instances now that they’ll be cheaper.
The price changes come after Amazon earlier this week introduced scheduled compute instances, which let users pick out a particular time for their workloads to run on a regular basis, and get discounts based on when they decide to use the system. It’s a system that’s designed to help businesses that need computing power for routine tasks at non-peak times get a discount.
Microsoft’s announcement builds on the company’s longstanding history of reducing prices for Azure in keeping with Amazon’s price cuts in order to remain competitive.
Source-http://www.thegurureview.net/computing-category/microsoft-to-cut-azure-pricing.html
Is Yahoo Growing?
July 9, 2015 by admin
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Yahoo’s share gains since November from a partnership with Mozilla may be a clue about whether the search company can gain new users through the just-announced contract to change Internet Explorer’s and Chrome’s default search through installations of Oracle’s Java.
Although the news of the Yahoo-Oracle partnership got the lion’s share of attention, CEO Marissa Mayer also used last week’s shareholder meeting to mention the Mozilla pact.
The five-year contract with Mozilla, the maker of Firefox, has boosted Yahoo’s share of the U.S. search market, but growth has stalled for the last three months, according to measurement company comScore.
On Wednesday, Mayer asserted that the Mozilla deal — negotiated last fall — was “profitable,” but didn’t provide any numbers to back that up. Neither Yahoo nor Mozilla has disclosed how much the former paid to become Firefox’s default search engine in the U.S.
By comScore’s measurement, Yahoo accounted for 12.7% of all U.S. searches in May, the same share it controlled in both March and April. Although that was 2.5 percentage points higher than in November 2014 — before Firefox began urging users to accept Yahoo as the default — and represented a six-month increase of 25%, May’s share was down from the January peak of 13%.
From all indications, Yahoo has gotten as much out of the Firefox deal as it will likely get. The flip-side is that Yahoo has hung onto most of what it grabbed from Google — Firefox’s previous default — even as Google has tried to get users to return.
For May, comScore pegged Google’s share at 64.1%, down one-tenth of a percentage point from the month prior. Microsoft’s share rose that one-tenth of a point to end May at 20.3%. Because Bing powers Yahoo’s search results, Microsoft’s technology accounted for 31.4% of all U.S. searches, still less than half Google’s 65.2%.
What Will Facebook Do With WhatsApp?
October 21, 2014 by admin
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Facebook, which closed its acquisition of mobile messaging service WhatsApp earlier this week, has said that it has no near-term plan to make money from it.
Chief Executive Mark Zuckerberg, who is visiting India to participate in an event to boost Internet usage, refused to say much more, but it does indicate that the company has not worked out a cunning plan yet.
Facebook’s final WhatsApp acquisition price tag has risen an additional $3 billion to roughly $22 billion because of the increased value of Facebook’s stock in recent months. This means that Zuckerberg is under pressure to make a bob or two from the deal.
WhatsApp works across different types of phones, across borders, and without advertising. The app only charges a 99 cent annual subscription fee, which is waived for the first year.
Cheaper Windows Phones Forthcoming
June 16, 2014 by admin
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Lower priced smartphones running Microsoft’s Windows Phone operating system are on the way, according to Microsoft.
Speaking at the Computex trade show in Taipei, Microsoft’s Nick Parker, who handles the company’s partnerships with device makers, said the new handsets could be out by the end of the year.
Compared to current models, which are in the “fours, fives and sixes,” he said referring to prices between $400 and $699, the new phones would have price points in the “ones, twos and threes.”
Asked to clarify if he was referring to end-market prices without carrier subsidies, Parker said he was.
He didn’t identify the manufacturers that would be bringing the phones to market, but there’s a good chance they are among nine companies Microsoft signed up to its Windows Phone development program earlier this year.
In addition to existing partners Nokia, Samsung, HTC and Huawei, Microsoft added Foxconn, Gionee, Lava (Xolo), Lenovo, LG, Longcheer, JSR, Karbonn and ZTE.
Some of the new partners have significant market share in developing countries where phones generally have lower prices than in developed markets.
Microsoft launched the latest version of its Windows Phone operating system, Windows Phone 8, in late 2012 to critical praise. The operating system was slow to catch on with consumers though, perhaps due to the absence of several popular apps on the platform, but has been slowly increasing its market share.
Windows Phone had a 3 percent share of the smartphone market in the fourth quarter of 2013, up from 2.6 percent in the last three months of 2012, according to IDC. In contrast, Google’s Android dominated the smartphone market at the end of 2013 with a 78.1 percent share. Apple’s iOS was in second place at 17.6 percent.
IDC forecasts Windows Phone will continue to increase its market share to hit 7 percent in 2018.
Panasonic Drops Plasma
November 12, 2013 by admin
Filed under Consumer Electronics
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Panasonic has announced it will discontinue production of plasma display panels (PDP) next month and close three factories that were building the HDTVs.
The company will stop selling plasma TVs for consumer use and PDP-related products for commercial use, such as Interactive Plasma Displays, with the current line of TVs. It expects to stop business operations at three of its display plants — the Amagasaki P3 Factory, the Amagasaki P5 Factory and the Amagasaki P4 Factory — by the end of March 2014.
Samsung and LG continue to produce plasma display televisions, but theirs are lower-end or entry-level models; they have generally put development dollars into LCD TVs, according to Paul Gray, a research analyst with NPD DisplaySearch.
“Samsung and [LG] were at best uncommitted to PDP,” Gray said in a blog post. And as for Panasonic, Gray said its “PDP research team had to counter every move in LCD and translate it to their technology…. Inevitably, they slowly lost ground.”
Since 2000, Panasonic has been the leading PDP maker. It led the global flat-panel display market by using PDP for large displays and LCD screens for small- and medium-sized displays. Only three years ago, Panasonic claimed 40% of the plasma display market.
In 2010, plasmaaccounted for 40% of flat panel TVs; this year, PDPs are expected to represent only 5% of the flat-panel market, according to according to market research firm NPD DisplaySearch.
Over the past two years, Panasonic has lost $15 billion through investments in flat-panel TV production, according to financial reports.
Plasma displays have increasingly lost market share to LCD TVs as they moved to LED backlights that narrowed the performance gap between the two technologies.
“With the rapid development of large-screen LCDs, and facing the severe price competition in the global market brought on by the Lehman Shock in September 2008, the company consolidated production in the Amagasaki P4 Factory, made a shift towards commercial applications and worked to improve the earnings of the business,” Panasonic said in a recent statement.
Panasonic will now focus its attention on “non-TV applications” and is moving to reduce its fixed costs for production of both plasma and LCD panels.
The move away from plasma HDTVs is reminiscent of the video tape wars of the 1970s and 1980s.
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.