It looks to me as if Ballmer’s planned resignation from Microsoft is going to leave Nokia high and dry without an operating system. Because any successor to Ballmer will cancel Windows Phone which has managed to take Microsoft’s penetration in smartphones from 5% before it had a serious partnership with Nokia all … Read More
Tag: mobile
Wanna Buy A Blackberry?
So Blackberry (formerly known as Research In Motion or RIM) is up for sale. Basically, apart from some cash in the bank, its main value now seems to be patents and, perhaps, some security technology. The murderers are in Cupertino and Mountain View, Apple’s iPhone (and iPad) and Google’s Android along with its licensees,… Read More
CEVA and ARM Do LTE
If you have purchased a high-end cell-phone or tablet in the last couple of years it probably has LTE, although some carriers try and blur things by showing a symbol like 4G when you are in an area that has LTE despite the fact that your phone does not support it. Don’t you love cell-phone marketing? Talking of which, if a camel … Read More
Qualcomm Video Friday
Two videos (both short) from Qualcomm. They are both amusing but also have a serious aspect to them. The first one is interesting since it is Qualcomm following in Intel’s footsteps with its “Intel Inside” campaign against AMD to make people care about what processor was in their PC. Until that point probably… Read More
Intel’s Q2 Conference Call
Yesterday was Intel’s Q2 conference call. I think that there are some interesting little pieces of information. The financials were what analysts expected although they did take down their guidance for the rest of the year. But that is never the interesting point of Intel conference calls (they almost always hit guidance).… Read More
Apple iOS7 Will Drive The Next Semiconductor Cycle
We have entered the Summer lull, the quiet period before what is likely to be Apple’s largest volume launch of smartphones ever. While the launches are coming in like clockwork, it is the magnitude of the ramp that is likely to surprise many and it will be due not just to the features of iOS7, but also to the adoption of a well-worn Microsoft… Read More
The Internet of Things
There is a lot of talk about the Internet of Things (IoT) about how everything is going to be connected to the internet. For some reason the archetypal example is a refrigerator that knows what you are nearly out of and puts it on your shopping list. Or orders it from the store. Or something. This seems like pretty high on the list of things… Read More
Qualcomm JEDEC Mobile Keynote: Memory Bandwidth and Thermal Limits
I went to some of the JEDEC mobile conference a couple of weeks ago. The opening keynote was by Richard Wietfeld of Qualcomm called The Need for Speed.
He emphasized that smartphones are really setting the pace these days in all things mobile and internet. Over 1/3 of access is on smartphones now. Over 4/5 of searches on smartphones… Read More
Linley Mobile
I was at the Linley Mobile Microprocessor conference earlier in the week. Well, just the first day since the second day overlapped with the GSA Silicon Summit. The first surprise was seeing Mike Demler in a suit. It turns out that he has joined the Linley Group as a full-time analyst in the mobile space.
Linley Gwennap started the day… Read More
Cavendish Kinetics
I have spent the last couple of days at the GlobalPress Electronics Summit at the Chaminade Resort in Santa Cruz. Hey, it’s tough, but someone has to do it. One interesting presentation was from Cavendish Kinetics. It is especially interesting because many years ago Cavendish was founded by Mike Beunder, who I know well since… Read More