nVidia Soars
Nvidia has published its third quarter earnings and the results are impressive to say the least. With record revenue of $1.2 billion, Nvidia’s net income in Q3 was $209.1 million (GAAP).
Quarterly revenue is up 12.9 percent year-over-year and represents a 15.3 percent sequential bump, beating analyst expectations. However, Nvidia expects its revenue to dip to between $1.02 and $1.17 billion in the fourth quarter.
The company blames the projected slump on a declining PC market. It seems Nvidia does not expect Windows 8 will have a very positive impact on the PC market.
Samsung And Yahoo Ink A Deal
November 14, 2012 by admin
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Yahoo announced a deal on Tuesday with Samsung to integrate its Broadcast Interactivity service into the company’s Smart TVs.
The agreement will allow Yahoo to push real-time content alongside TV shows and advertisements on Samsung TVs, such as “subtle, on-screen prompts” that inform viewers of additional content that they can watch.
“With the touch of a remote, connected tablet or phone, Samsung Smart TV viewers can easily surface content or offers related to the TV shows and commercials they are watching,” Samsung said.
TV programmers can use the integration feature to provide Samsung TV customers with “complementary content” such as trivia, additional information about the show being watched and interactive gaming.
Showtime Networks and National Geographic Channel are two of the first TV programming partners that will take advantage of the agreement, Yahoo said.
If TV ads aren’t annoying enough, Yahoo said the partnership also creates new forms of advertising by “extending traditional 30-second commercials into immediate actions”.
In other words, with broadcast interactivity enabled commercials, advertisers can embed “calls-to-action” for downloading apps or digital media, providing coupons, ordering samples, reading reviews or viewing product information. Just in case you really want to know more about that Mr Muscle sink unblocker, or the next JML cleaning gadget that is set to transform your home life forever.
Is Windows 8 In High Demand?
Microsoft Corp Chief Executive Steve Ballmer said on Monday demand for the company’s new Windows 8 operating system, that went on sale last Friday, was running at a higher rate than its last release, Windows 7.
“We’re seeing preliminary demand well above where we were with Windows 7, which is gratifying,” Ballmer said at an event launching new Windows phones.
Windows 7 is the best-selling version of Windows so far, selling more than 670 million licenses in three years since release in 2009.
“Over the weekend we saw an incredible response around the globe to Windows 8 and the Microsoft Surface,” said Ballmer, referring to Microsoft’s first own-brand tablet, designed to challenge Apple Inc’s iPad. He did not give out any sales figures.
On Friday, there were moderate lines at Microsoft’s 60 or so stores across the United States for the Surface.
Ballmer was in San Francisco speaking at an event showcasing phones running its new Windows Phone 8 software, which go on sale this weekend.
Microsoft has struggled to make headway in the smartphone market, holding just 3.5 percent of the worldwide market, compared to 68 percent for Google Inc’s Android devices and 17 percent for Apple’s iPhone, according to tech research firm IDC.
The company highlighted how the new phones make use of Microsoft’s SkyDrive cloud service, enabling users to sync and transfer music, documents and photos between PCs, tablets and the Xbox game console. Microsoft added that it now has 120,000 apps in its online store for phones, still far fewer than the number available for iPhone and Android users.
Tegra 3 No Match For Adreno 320
Qualcomm’s new Snapdragon S4 Pro quad-cores are slowly starting to show up in new phone and tablet designs, and in case you’ve been following the market, you know they will be the fastest thing around until A15 parts appear.
But aside from the custom Krait core, Qualcomm’s new chips feature new Adreno 3 series graphics and judging by some early benchmarks, this is a match made in heaven.
Tom’s Hardware put the new graphics core to the test, with some very impressive results. Basically Adreno 320 blows the competition out of the water. However, it does not manage to surpass the huge SGX543MP4, used on the third generation iPad.
In GLBenchmark 2.1 the SGX543MP4 ranks first, with 251 and 139 points in Pro and Egypt tests. Adreno 320 comes in second, with 191/137, the SGX543MP2 scores 147/90, while the Tegra 3 TL30 scores 82/63. However, in fill rate tests Adreno 320 trails both the SGX543MP4 and SGX543MP2, but it is still miles ahead of the Tegra 3, SGX540 and Adreno 225.
However, in off-screen GLBench 2.5 Adreno 320 manages to squeeze ahead of SGX543 parts and the rest of the competition, but once again it loses in fill rate tests.
Will HP Be Broken Up?
HP has been urged by investment bank UBS to break itself up in order to boost its share price.
After years of mismanagement, HP’s stock price is far lower than it was during the heady dotcom bubble days when it pulled off one of the biggest mergers in recent years by buying Compaq. Now the firm’s stock price languishes around the $14 mark, a figure that could top $20 if HP were to break itself up, according to UBS.
UBS analysts including Steven Milunovich reported the firm could “realise greater value” by splitting itself up. The analysts added that each separate division of HP is big enough to stand on its own, claiming, “HP’s units are not minnows but rather they are whales packed into the same pond.”
HP spokesman Michael Thacker claimed the firm’s customers want a big HP, effectively allowing them to have one supplier for their IT needs, a message the firm has been playing up for a number of years now. Thacker said, “No matter how you look at it we are confident that HP is stronger together than apart. The company’s operations across business units are deeply integrated and our customers have told us that they want One HP.”
RIM Says Subscriber Base Grew
October 2, 2012 by admin
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Research in Motion offered investors a glimmer of hope on Tuesday, announcing a surprise jump in subscriber numbers that sent its shares up 5 percent, even as the embattled BlackBerry maker worked hard to drum up enthusiasm for its new BB10 devices.
Waterloo, Ontario-based RIM, once a pioneer in the smartphone arena, has rapidly lost market share in North America to Apple’s snazzier iPhone and Samsung’s Galaxy devices.
RIM is now attempting to reinvent itself through the launch of new line of totally revamped smartphones that will run on the new BlackBerry 10, or BB10, operating system. In an attempt to create a buzz around the new devices, RIM gave developers at a gathering Tuesday in San Jose, California, a sneak peek at the smartphone and its features.
At the event, the company also announced that its BlackBerry subscriber base has risen to 80 million from the 78 million it reported earlier this year, surprising many on Wall Street and sparking a jump in the company’s beleaguered share price.
In recent months, RIM has been completely focused on the launch its new line of revamped devices. In the meantime, its aging line-up of smartphones in the market have struggled to compete against the recently launched iPhone 5 and a slew of new Android devices. Most analysts had expected RIM to begin losing subscribers in the recently ended quarter, for the first time in its history.
RIM, Microsoft Sign Patent Licensing Deal
September 25, 2012 by admin
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Research In Motion’s shares jumped on Tuesday after it inked a patent licensing deal with Microsoft Corp to use one of the technology company’s file storage systems.
Microsoft said the patent being licensed by RIM greatly expands the size of files that flash memory devices can handle and increases the speed at which those files can be accessed. The technology also provides the ability to seamlessly transfer data between a variety of different devices.
“This is potentially money out of RIM’s coffers for the right to use the ex-FAT patent in its technology. But what it does for investors and others is provide a glimpse into what the BlackBerry 10 devices can do,” said Kevin Restivo, a mobile device analyst at global research firm IDC.
RIM has seen its once dominant position in the smartphone market slip away to Apple Inc, Samsung and other competitors, and the company’s fate may depend on the success of its new line of devices, the BlackBerry 10, which is set to hit the market early in 2013.
RIM hopes the BlackBerry 10 will help it regain market share that has been ceded to snazzier devices such as Apple’s iPhone and others that run on Google Inc’s Android operating system.
“I think there is some anticipation and speculation around the devices that RIM will launch as a result of the announcement today,” Restivo said.
Google Acquires Instagram’s Rival
September 24, 2012 by admin
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Google Inc said it purchased Instagram rival Nik Software, which makes award-winning photo editing application Snapseed, for an undisclosed amount.
Google and Facebook Inc are locked in a battle for social network followers that has increasingly shifted to mobile applications, such as photo editing.
While not as famous as Instagram, available for free on Apple’s mobile devices, Snapseed has won a following for its editing prowess among photographers, despite a $4.99 price tag.
Nik Software says Snapseed has more than 9 million users while Instagram says it has more than 100 million.
“We want to help our users create photos they absolutely love, and in our experience Nik does this better than anyone,” Vic Gundotra, Google’s senior vice president, engineering, said on a Google+ post.
Facebook this year bought Instagram, which made an app for users to add filters and effects to pictures taken on their smartphones, for a cool $1 billion.
“Google’s playing chase up in social,” BGC Partners analyst Colin Gillis said. “It’s yet another tuck in they have done, trying to boost their Google+ offering.”
Snapseed won Apple Inc’s “iPad App Of The Year” award in 2011 for its multitouch photo editing interface.
“We’ve always aspired to share our passion for photography with everyone, and with Google’s support we hope to be able to help many millions more people create awesome pictures,” Nik Software said on its Website.
Google’s Gundotra also said that Google+ had hit over 400 million users this week and had just crossed 100 million
IBM Beefs Up
IBM is unveiling a new version of its Connections enterprise social networking (ESN) software, which businesses use to give their employees social media capabilities adapted for workplace collaboration, such as employee profiles and blogging.
Enhancements in IBM Connections 4.0 include a more interactive activity stream, broader support for mobile devices, more granular usage analytics and integration with email and calendar systems, according to Heidi Ambler, director of product management for IBM Social Software. It is available immediately.
“This new release helps customers grasp the power of social analytics, gives them anytime-anywhere access to the software and provides cutting-edge capabilities,” she said.
Instead of a list-like news feed, the new software has an activity stream in employee profiles that users can filter for relevance, as well as act on the notifications right from the Connections interface.
For example, users can trigger pop-up boxes from the activity stream notifications and see the latest comments made about a file, see who posted the latest version of it and add tags to it.
An integration with IBM’s own Lotus Notes-Domino and with Microsoft’s Outlook-Exchange email and calendar systems lets users manage email messages through Connections.
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.