Intel Invests In Tablet Business

Intel has invested in E La Carte, a firm that designs tablets for restaurants.

Intel Capital, the chipmaker’s investment arm, has bought into in all sorts of companies outside of semiconductors in a bid to diversify the firm’s income. Now the chipmaker has invested in E La Carte, a firm that designs tablets for use in restaurants.

E La Carte raised a total of $13.5m in second round funding for its niche tablet business, with Intel Capital leading the investment. The firm said it would use the capital injection to grow the firm and to try to increase the number of restaurants that use its tablets.

Christine Herron, director of Intel Capital said, “E La Carte offers the most innovative and reliable guest tablet solution in the industry. We’re thrilled to further accelerate the company’s growth with not only capital, but also our significant resources and expertise in manufacturing, operations, and media.

“As E La Carte transforms the dining experience, we are creating a new market for both restaurant and guest services.”

E La Carte claims to have sold thousands of tablets to restaurants and cites a month on month growth rate of 35 percent. For Intel it is one way of getting a foothold in the tablet market, even if its Clovertrail+ tablets have yet to take the market by storm.

Rajat Suri, CEO of E La Carte said, “We are excited to work with Intel to grow our footprint to more restaurants across the country. With more than 200,000 casual-dining restaurants in the US, we see an enormous opportunity to make full service and fast casual restaurant experiences more enjoyable for guests, and more profitable for restaurant operators.”

Aside from the cash, Intel Capital will also provide advice in manufacturing, operations and media to E La Carte, presumably with the hope of taking the firm public in the future.

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Citrix Updates Xen Server

Citrix has released its open source Xen Server 6.2 to go up against VMware’s closed source free Vsphere hypervisor.

Citrix for years has maintained a free, open source version of its Xen hypervisor but it has been losing ground to KVM and in particular VMware’s free Vsphere hypervisor. Now the firm has released Xen Server 6.2 and a community website that the firm hopes will help increase support for its open source hypervisor.

According to Citrix, Xen Server 6.2 supports Cloud Stack, Open Stack and Citrix’s own Cloud Platform. The firm touted support for the latest guest operating systems including Microsoft’s Windows 8 and Windows Server 2012.

Sameer Dholakia, group VP and GM of Citrix’s Cloud Platforms Group said, “The cloud era has brought a lot of exciting opportunities for data center infrastructure, but the reality is that one size doesn’t fit all when it comes to virtualization.

“By empowering our users and partners with a committed open source strategy and community for XenServer – which already powers some of the largest clouds in the world – we are moving the needle in innovation to help customers of all sizes, and at all stages of their cloud strategies, to maximize the benefits they gain from vitualization and the cloud.”

Citrix said its Xen Server 6.2 supports its Xen Desktop software, including Intellicache and Dynamic Memory Control. The firm said it has added Desktop Director alerts so that administrators can be notified of low resources to try to prevent virtual machines from becoming unusuable.

Citrix will be hoping that as firms get used to the free version of Xen Server they will shell out for the full versions that cost up to $3,250. However, Citrix’s continued support of its free, open source Xen Serven means that VMware will have to continue offering a free version of Vsphere if it doesn’t want to leave a gap in the market.

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Intel Releases 16GB Xeon Phi

Intel has announced five Xeon Phi accelerators including a high density add-in card while upping memory capacity to 16GB.

Intel has managed to get its Xeon Phi accelerator cards to power the Tianhe-2 cluster to the summit of the Top 500 list, however the firm isn’t waiting around to bring out new products. At the International Supercomputing show, Intel extended its Xeon Phi range with five new products, all of which have more than one TFLOPS double precision floating point performance, and the Xeon Phi 7120P and 7120X cards, which have 16GB of GDDR5 memory.

Intel’s Xeon Phi 7120P and 7120X cards have peak double precision floating point performance of over 1.2 TFLOPS, with 352GB/s bandwidth to the 16GB of GDDR5 memory. The firm also updated its more modest Xeon Phi 3100 series with the 3120P and 3120A cards, both with more than one TFLOPS of double precision floating point performance and 6GB of GDDR5 memory with bandwidth of 240GB/s.

Intel has also brought out the Xeon Phi 5120D, a high density card that uses mini PCI-Express slots. The firm said that the Xeon Phi 5120D card offers double precision floating point performance of more than one TFLOPS and 8GB of GDDR5 memory with bandwidth greater than 300GB/s.

That Intel is concentrating on double precision floating point performance with its Xeon Phi accelerators highlights the firm’s focus on research rather than graphics rendering or workstation tasks. However the firm’s ability to pack 16GB into its Xeon Phi 7100 series cards is arguably the most important development, as larger locally addressable memory means higher resolution simulations.

Intel clearly seems to believe that there is significant money to be made in the high performance PC market, and despite early reservations from industry observers the firm seems to be ramping up its Xeon Phi range at a rate that will start to give rival GPGPU accelerator designer Nvidia cause for concern.

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Intel Shows More Ivy Bridge

Last week Intel officially released Haswell, but there’s still life in good old Ivy Bridge. The chipmaker has announced a range of low-end Ivy parts and even a Sandy Bridge based Celeron.

The Celeron G470 is possibly the last consumer Sandy Bridge we will ever see. It is a single-core 35W part clocked at 2GHz and it’s priced at just $37.

However, Ivy Bridge parts are a bit more interesting. They include the Celeron 1017, a dual-core, dua-thread chip clocked at 1.6GHz, with a TDP of just 17W. It costs $86 and should be a nice part for low-end laptops and nettops. The Celeron 1005M also costs $86, but it has a 35W TDP and a 1.9GHz clock.

There are four new G2000 Pentiums as well. The G2140 and G2030 are 55W parts, clocked at 3GHz and 3.3GHz respectively. The G2120T and G2030T are 35W chips, clocked at 2.6GHz and 2.7GHz. They cost $64 and $75 respectively. Of course, Pentiums don’t feature Hyperthreading and all four of them are dual-core parts.

The Core i3 line-up also got some speed bumps. The Core i3-3245 and 3250 are clocked at 3.4 and 3.5GHz and both have a TDP of 55W. The 3245 features HD 4000 graphics and costs $134, while the 3250 ends up with HD 2500 graphics and a price tag of $138. Lastly, the Core i3-3250T is a 3GHz part with a 35W TDP, it costs $138, just like its 55W sibling.

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Will Icahn Boot Michael Dell?

Carl Icahn reportedly is drawing up a shortlist of potential Dell CEO replacements for Michael Dell should his bid for the company be successful.

Icahn and Southeastern Asset Management have made a bid to rival that of Michael Dell and Silver Lake Partners in the high stakes fight over Dell and its board. Now it is being reported that Icahn has already started drawing up a list of candidates that he and Southeastern Asset Management will propose as replacements for Michael Dell as CEO of Dell.

Icahn has previously warned that should his offer for Dell be accepted by the shareholders he would look to not only oust Michael Dell as CEO but replace the firm’s board of directors. Reuters reports that Icahn is casting his net far and wide, including consideration of former HP CEO and current Oracle co-president Mark Hurd.

According to Reuters’ sources Cisco director Michael Capellas, IBM services head Michael Daniels and Oracle’s Hurd are all in the frame, although none of the individuals would confirm having been approached by Icahn.

Michael Dell’s initial plan to buy back the company he founded has met with strong opposition by existing shareholders, some of whom think they are getting shortchanged. According to Michael Dell, the firm’s reorganisation into an enterprise IT vendor will be easier if the company goes private and doesn’t face investor and market scrutiny.

So far Dell’s board is backing Michael Dell’s and Silver Lake Partners’ buyout offer, suggesting that Icahn’s offer is short of cash. However some of Dell’s investors might like the drastic action that Icahn is promising, along with the fact that his offer allows existing shareholders to maintain a diluted stake in the company.

Should Icahn manage to get his takeover offer accepted by Dell’s shareholders, it will set up a sensational return to the PC industry for Hurd and give Dell renewed momentum to compete with HP.

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Will Qualcomm Be First?

We could not get the right timeframe for the launch of Qualcomm’s successor to the high-end Snapdragon 800, but there is no doubt that Qualcomm, Samsung, Nvidia and other ARM supporters are thinking about 20nm products where some of them will be based on Cortex A57.

Qualcomm has its own Krait core that can be adapted to 20nm and follow up the success of Snapdragon 600 and the soon to come Snapdragon 800. It turns out that it traditionally takes 18 to 24 months for the mobile industry to shift from one process to another and Qualcomm had its first 28nm part in April 2012, with the Snapdragon S4, used in the HTC One S. The first ever 28nm part from Qualcomm was the Snapdragon S4 MSM8260A that is now more than a year old and a relatively obsolete product.

Less than a year after the first 28nm product Qualcomm followed up with the Snapdragon 600 that is shipping in millions of high end devices right now. In a month or two it plans to release Snapdragon 800 based on new Krait 400 core and add a new core and get even better performance.

The next step is the 20nm core that should start shipping before the end of 1H 2014. We would not be surprised to see 20nm Krait demoed at CES 2014 already in January, see more of it at the Mobile World Congress in February and the volume shipment to follow in early Q2 2014. This is the expected schedule and not something we got from Qualcomm.

The only official world we got is that the new generation traditionally comes 18 to 24 months after the first iteration of a current one. This can give you an idea that Tegra 5, codenamed Logan, should show up at a similar time, along with Samsung’s 20nm Exynos.

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Google Updates It’s SSL Certificate

Google has announced plans to upgrade its Secure Sockets Layer (SSL) certificates to 2048-bit keys by the end of 2013 to strengthen its SSL implementation.

Announcing the news on a blog post today, Google’s director of information security engineering Stephen McHenry said it will begin switching to the new 2048-bit certificates on 1 August to ensure adequate time for a careful rollout before the end of the year.

“We’re also going to change the root certificate that signs all of our SSL certificates because it has a 1024-bit key,” McHenry said.

“Most client software won’t have any problems with either of these changes, but we know that some configurations will require some extra steps to avoid complications. This is more often true of client software embedded in devices such as certain types of phones, printers, set-top boxes, gaming consoles, and cameras.”

McHenry advised that for a smooth upgrade, client software that makes SSL connections to Google, for example, HTTPS must: “perform normal validation of the certificate chain; include a properly extensive set of root certificates contained […]; and support Subject Alternative Names (SANs)”.

He also recommended that clients support the Server Name Indication (SNI) extension because they might need to make an extra API call to set the hostname on an SSL connection.

He pointed out some of the problems that the change might trigger, and pointed to a FAQ addressing certificate changes, as well as instructions for developers on how to adapt to certificate changes.

F-secure’s security researcher Sean Sullivan advised, “By updating its SSL standards, Google will make it easier to spot forged certificates.

“Certificate authorities have been abused and/or hacked in the past. I imagine it will be more difficult to forge one of these upgraded certs. Therefore, users can have more confidence.”

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Lenovo Soars

PC sales in China and high growth in smartphones sales helped boost Lenovo’s net profit for its fiscal fourth quarter by 90% year-over-year.

For the quarter ended March 31, Lenovo’s net profit was $127 million, the company said on Thursday. Revenue shattered records and was at $7.8 billion, growing 4% from the same period last year.

In Lenovo’s home market of China, the company had an operating margin of 4.9%, an increase of 8% year-over-year. The company also saw continued profitability in its mobile devices business, which makes up 9% of its overall sales. At the end of the quarter, Lenovo’s smartphone shipments were up 206% year-over-year.

Globally, PC shipments were down 13.9% year-over-year in the quarter, the market’s steepest decline since research firm IDC began tracking the market in 1994. Lenovo itself posted flat year-over-year PC shipment growth in the period.

Smartphone and tablet popularity have hurt PC sales, according to analysts. Computers running Microsoft’s Windows 8 have also failed to drum up consumer interest in the previous two quarters.

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Lenovo, however, has managed to weather the slowdown by taking advantage of the Chinese PC market, where it has an over 30% market share. Close to half of the company’s revenue comes from the country, now the world’s largest PC market.

The company is now close to surpassing leading PC vendor HP for the top spot. The company had a 15.3% share of the market in this year’s first quarter, while HP had a 15.7% share.

But the Chinese PC maker also plans to focus more of its investment on tablets, smartphones and enterprise hardware, the company’s CEO Yang Yuanqing said in a statement. Earlier this year, Lenovo also reorganized its operations to sharpen the company’s branding and compete better in high-end products.

For the current fiscal year, Lenovo aims to ship 50 million smartphones, up from 30 million last year, Yang said Thursday in an earnings call. It aims to ship 10 million tablets, a five-fold increase from the previous fiscal year.

Most of Lenovo’s smartphone sales come from China, but the company has also begun selling handsets in the emerging markets of Russia, India, Indonesia, the Philippines and Vietnam. In addition, Lenovo is preparing to bring its smartphones to the U.S. and European markets, Yang said, without saying when.

Qualcomm surpasses AMD

It’s no secret that the mobile boom is taking a toll on makers of PC components and AMD is one of them. According to data from IC Insights, Qualcomm and Samsung have managed to pass AMD in microprocessor sales last year.

Intel still dominates the market, with $36.9 billion sales and a 65.3 percent market share. However, Qualcomm has managed to squeeze into second spot, with $5.3 billion in sales and a 9.4 percent share. Samsung ranked third, with $4.66 in sales and an 8.2 percent market share. Qualcomm and Samsung also recorded plenty of growth, 28 and 78 percent respectively.

However, AMD slumped 21 percent to take 6.4 percent of the market, with $3.6 billion in sales. It was still ahead of Freescale and Nvidia, as well as Texas Instruments and ST Ericsson.

It should be noted that about 83 percent of Samsung’s revenue came from chips churned out for Apple. In other words, had Apple built the chips on its own, it would have tied with AMD for the third spot.

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Should Investors Dump AMD?

If you have any old AMD shares lying around you might like to sell them as fast as you can, according to the bean counters at Goldman Sachs.

Despite the fact that the company is doing rather well, and its share price is has gone up rapidly over recent months, Goldman Sach analysts claim that the writing is on the wall for AMD. It thinks that AMD shares will be worth just $2.50 soon. The stock’s 50-day moving average is currently $2.98.

The company said that while AMD could clean up in the gaming market even if you take those figures into account the stock is trading at 22 times its 2014 CY EPS estimate. In other words the company’s core PC business is still shagged and still will generate 45 per cent of the company’s 2013 revenue.

“We therefore believe this recent move in the stock is just the latest in a long history of unsustainable rallies, and we are downgrading the stock to Sell. We believe the current multiple is unjustified for any company with such significant exposure to the secularly declining PC market,” the firm’s analyst wrote.

Analysts at Sanford C. Bernstein think that the share price will settle on $2.00 and FBR Capital Markets thinks $3.00. In other words if you want to know what is really happening at AMD you might as well ask the cat, than any Wall Street expert.

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