Did Microsoft Intentionally Delay The Surface Pro 4?

The latest rumors suggest that Microsoft was waiting to jack the latest Intel Skylake processor under its bonnet.

Redmond seemingly wants the new Surface Pro to be state of the art and be a tablet which is useful. Skylake will give it better battery life and performance with current industry standards like Bluetooth 4.1, Cat6 LTE, WiDi 6.0, and A4WP wireless charging weaved into it.

Intel will support the tablets through compatibility with 3D cameras and audio processing software plus better stylus interaction.

There is no sign of confirmation of the rumors. Microsoft has been quiet so far about the Surface Pro 4. We had been expecting it to highlight some of the better features of Windows 10.

However if the rumors are true it will be a hell of a lot better than the MacBook Air 2015 because it will feature innovation, rather than just being thin.

Latest news about its release date suggests a 2016 launch.

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Yahoo Acquires Polyvore

Yahoo Inc announced on Friday that it has agreed to acquire fashion start-up Polyvore to help drive traffic and strengthen its mobile and social offerings.

Yahoo, which did not disclose terms of the deal, said Polyvore will accelerate its ‘Mavens’ growth strategy.

The company has been focusing on four areas — mobile, video, native advertising and social — which it calls Mavens, to drive user engagement and ad sales as it battles intense competition from Google Inc and Facebook Inc .

Revenue from Mavens made up about one-third of the company’s total revenue in the quarter ended June 30.

The Mavens portfolio includes BrightRoll, mobile app network Flurry, mobile ad buying platform Yahoo Gemini and blogging site Tumblr.

Polyvore, the brainchild of 3 ex-Yahoo engineers, was started in 2007.

The Mountain View, California-based company allows users to mix-and-match articles of clothing and accessories and customize them into “sets”.

Polyvore’s co-founder and CEO Jess Lee was earlier part of Google Inc’s  associate manager program, which Marissa Mayer headed before joining Yahoo as CEO.

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Is Wafer Output Headed Down?

United Microelectronics (UMC) expects to post an up to 5 per cent decrease in wafer shipments for the third quarter of 2015.

The outfit’s capacity rate will fall below 90 per cent for the first time after being flat out for ages.

UMC CEO Po-Wen Yen said the third quarter, would suffer from the inventory correction problems that were first noticed in the first quarter.

Current weakness in overall demand, partly due to the uncertainties in economic outlook, will prolong the inventory adjustment through the second half of 2015,” he said.

UMC used 94 per cent of its overall capacity in the second quarter of 2015, when the company shipped a record 1.54 million 8-inch equivalent wafers.

Shipments during the quarter were driven mainly by 28nm products, the foundry noted.

UMC reported consolidated revenues of $1.23 billion for the second quarter, down 6 per cent on last year. Gross margin came to 22.9 per cent compared with 24.3 per cent in the first quarter and 22.9 per cent in second.

UMC created net profits of $1.45 billion in the second quarter of 2015 – the highest level in nine quarters.

Looking into the third quarter, UMC expects to use 87-89 per cent of its overall capacity in the third quarter. Wafer shipments and ASPs will fall up to 5 per cent and about 3 per cent, respectively, on quarter.

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Can OSX Make Macs Vulnerable To Rootkits?

The software genii at Apple have redesigned their OSX software to allow malware makers to make designer micro-software that can infect Macs with rootkits.

Obviously the feature is one that Apple software experts designed specifically for malware writers, perhaps seeing them as an untapped market.

The bug in the latest version of Apple’s OS X allows attackers root user privileges with a micro code which could be packed into a message.

Security researcher Stefan Esser said that this was the security hole attackers regularly exploit to bypass security protections built into modern operating systems and applications.

The OS X privilege-escalation flaw stems from new error-logging features that Apple added to OS X 10.10. Plainly the software genii did not believe that standard safeguards involving additions to the OS X dynamic linker dyld applied to them because they were protected from harm by Steve Job’s ghost.

This means that attackers to open or create files with root privileges that can reside anywhere in the OS X file system.

“This is obviously a problem, because it allows the creation or opening (for writing) of any file in the filesystem. And because the log file is never closed by dyld and the file is not opened with the close on exec flag the opened file descriptor is inherited by child processes of SUID binaries. This can be easily exploited for privilege-escalation,” Esser said.

The vulnerability is present in both the current 10.10.4 (Yosemite) version of OS X and the current beta version of 10.10.5. Importantly, the current beta version of 10.11 is free of the flaw, an indication that Apple developers may already be aware of the vulnerability.

An Apple spokesman said that engineers are aware of Esser’s post of course they did not say they would do anything about it. They will have to go through the extensional crisis involved in realising that their product was not secure or perfect. Then the security team will have to issue orders, signed in triplicate, sent in, sent back, queried, lost, found, subjected to an internal inquiry, lost again, and finally bury it in soft peat for three months and recycled as firelighters.

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Will Qualcomm Give Some Workers The Boot?

Qualcomm is undergoing major restructuring and one side-effect of the overhaul is that some 4,000 jobs might be slashed.

The company, according to our well informed industry sources, will announce this during the upcoming Qualcomm Q3 FY15 earnings conference call that Is scheduled for July 22. We could not find out which jobs will be affected, but we expect that the company will shad more light on it during the call.

In December 2014 the company announced that it would slash some 900 jobs and it ended up slashing roughly 1,500 jobs. This will be the first major announcement and it comes at a bad time, as the company’s sales numbers are not that great. Qualcomm lost its highest end customer, Samsung, and companies like HTC who are using the Snapdragon 810 are not too happy about company’s highest end SoC offering.

Qualcomm has around 31,300 employees, which is still not that much considering that Intel has some 100,000, but its main SoC competitor, MediaTek, has just over 10,000 employees making its operational costs much smaller.

If the number of employees 31,300 didn’t change in recent months, slashing 4,000 jobs would mean cutting the 12.8 percent of the workforce. This is a major adjustment, no question about it.

Still, we believe that the server division will start making some money in 2016 and the new Snapdragon 820 is expected to start shipping later this year. In the long run, the company is more than fine, it is just that the competitors have changed from Nvidia and Intel to MediaTek.

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FCC Wants Carriers To Alert When IP Switching

The U.S. Federal Communications Commission is backing a requirement that the country’s telecom carriers warn residential and business customers about plans to retire copper telephone networks for IP-based systems.

A proposal from FCC Chairman Tom Wheeler would also require telecom carriers retiring their copper networks to offer customers the option of purchasing battery backup systems so that they don’t lose voice service during an electrical power outage, officials said Friday. IP-based voice service depends on working Internet service, which, in turn, requires electricity.

The old copper-based phone service works without electrical service available at the customer’s address, and a loss of voice service during power outages is one of the major concerns of consumer groups as major telecom carriers move to retire their decades-old copper networks.

Wheeler’s proposal, likely to be voted on by the commission during its Aug. 6 meeting, would require telecom providers that are retiring copper to make battery backup systems with eight hours of standby power available to affected customers, either through the carriers themselves or for third-party retailers. Voice customers would have to pay for the battery backups, which now cost $40 and up, but they could choose whether or not they want the backup.

Most consumers and consumer groups in contact with the FCC wanted the option to purchase battery backup from sources other than carriers, an FCC official said. Requiring battery backup systems during VoIP installs could have discouraged customers from signing up for the service, he added.

Within three years, carriers would have to offer a battery backup option with 24 hours of standby power, under the rules proposed by Wheeler.

Telecom carriers retiring their copper would also have to alert customers that their old telephone service was going away. Telecom carriers currently aren’t required to notify customers, but under the proposed rules, residential customers would get a three-month warning, and business customers would get a six-month warning, agency officials said during a press briefing.

Telecom carriers would also have to notify interconnecting carriers of their copper retirement plans, and competitors using the existing copper to provide business voice and Internet services would be eligible to receive similar pricing deals from the large incumbent carriers, the FCC said.

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Is Blackberry Going Android?

BlackBerry Ltd , which has been tight-lipped about its plans to make a mainstream Android smartphone, fueled more speculation about its plans this week when it scooped up two Android-related domain names.

Several blog posts in the last two days have noted that the Canadian handset maker bought the domain names “AndroidSecured.com” and “AndroidSecured.net” this week. That spurred more chatter that it intends to build a device powered by Google Inc’s  Android platform, which powers the vast majority of smartphones sold across the globe.

The purchase of the domain names is particularly interesting since BlackBerry Chief Executive John Chen has declined to confirm a June Reuters report that said the company was planning an Android phone.

Speculation that BlackBerry will embrace Android was also spurred this week by a Digitimes report that said the company plans to roll out several models of Android-based phones.

In the past three weeks, however, Chen has said at least twice that he would only build an Android phone if he can “secure Android”.

BlackBerry downplayed the significance of its domain name purchases in an email on Friday, saying: “BlackBerry frequently registers domain names to support the breadth of our cross-platform portfolio. Android is an important part of our cross-platform enterprise software strategy.”

Indeed, one of the domains, “AndroidSecured.com”, currently redirects users to a BlackBerry enterprise-focused site.

But that has not stopped a barrage of chatter on tech blogs about the purchases being part of BlackBerry’s plan to build its own secure Android, going beyond supporting existing Android phones on its BES12 device-management system. BES12 allows corporate and government clients to secure Android-, iOS-, Windows- and BlackBerry-powered devices on their networks.

Under the leadership of Chen, the Waterloo, Ontario-based company has been pivoting toward software and device management as its recent devices, powered by its BlackBerry 10 software, have failed to win mass appeal. Analysts and tech gurus believe a move to Android could give BlackBerry’s device arm a new lease on life.

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PC Sales Continue The Downward Trend

Gartner is reporting the biggest slump in PC sales for almost two years. The second quarter report saw 68.4 million units shifted in the three-month period, a year-on-year reduction of 9.4 percent, and the steepest drop in seven quarters.

What’s more, the prediction is that the next quarter will see a further reduction of 4.4 percent.

It seems that the dislike of Windows 8, coupled with the impending arrival of Windows 10, has battered the sales of new PCs.

The fact that most PC users will be entitled to a free upgrade, coupled with the fact that chip and RAM technology haven’t moved on at a spectacular pace this year, has created a perfect storm among consumers who are waiting it out for their machines to be born again on 29 July (or 30, or 31, or possibly 1 August).

If you’re reading this and thinking ‘It’s just a dying market’ you’re not wrong, but you have only to look at today’s IDC figures to see that this really is made of Microsoft.

IDC is even more pessimistic than Gartner, quoting 66.1 million units, down 11.8 percent year on year.

But more importantly, when drilled down to the OEMs, you can see where the real problem lies. Apple is the only company in the top five not rooted in the Windows ecosystem.

It is also the only manufacturer to see a rise in its market share, and is now the fourth biggest vendor in the world, up 16.1 percent. Acer at number five has seen its share plummet by 25.9 percent.

Things were a bit rosier this time last year, because businesses were migrating away from Windows XP (not all of them, mind). This year, there’s no ballast and a lot of hesitation to see exactly how Windows 10 does before big orders start being deployed in enterprises.

“The price hike of PCs became more apparent in some regions due to a sharp appreciation of the US dollar against local currencies,” said Mikako Kitagawa, principal analyst at Gartner.

“The worldwide PC market experienced unusually positive desk-based growth last year due to the end of Windows XP support. After the XP impact was phased out, there have not been any major growth drivers to stimulate a PC refresh.”

IDC’s Loren Loverde, VP of worldwide PC trackers and forecasting, said: “We’re expecting the Windows 10 launch to go relatively well, though many users will opt for a free OS upgrade rather than buying a new PC.

“Competition from 2-in-1 devices and phones remains an issue, but the economic environment has had a larger impact lately, and that should stabilize or improve going forward.”

Meanwhile, Apple, despite having a tiny market share for its OS X operating system at just 7.5 percent, according to this month’s Netmarketshare figures, has managed to avoid being the winner or loser OEM by being the referee, which is a nice trick if you can do it.

Both analyst firms see the top three remaining as Lenovo, HP and Dell. Nothing to see there.

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Qualcomm Has No Plans To Split

US chipmaker Qualcomm has told the world that it will not be dumping its “essentially useless chip making” business.

Hedge fund Jana Partners said in April that Qualcomm would make a pile more dosh if it just stuck to being a patent troll and stopped trying to flog “essentially worthless” chips.

Apparently Qualcomm thought about it. Executive Chairman Paul Jacobs the idea has been talked about for a long time, but came to the conclusion that the status quo contained a lot more “synergies.” Apparently synergies are a good thing to have about the place, particularly if you have a breeding pair.

Jacobs was less optimistic about Jana Partners’ idea which was apparently full of dis-synergies which might eat the synergies – or just diss them in public.

Executive Chairman Paul Jacobs said all this intensifying industry competition was not enough to spin off his chip business from its patent-licensing business.

Jacobs said, however, that the company is always evaluating its options and that the situation could change in the future, so maybe there a future for a Qualcomm troll walloping other companies with dis-synergies.

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Is Yahoo Growing?

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%.

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