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Wintel, the beginning of the end (Read 397 times)
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Wintel, the beginning of the end
12/09/12 at 13:34:32
 

I guess the analogy is more of a tag team wrestling match than a marriage now, you whup up on the first one and they stagger to the ropes and slap their partner's hand.   Then a fresh player comes in and wrestles with the problems.

http://liliputing.com/2012/12/intels-red-ridge-android-tablet-prototype-hits-...            ..... yup, this is big news, enough to rename the  article to make it clear Intel is coming out Android.   The Wintel marriage is over, they are just friends with benefits now.

Bay Trail

This is going to be Intel's "rabbit out of the hat" phone chip and tablet product.  This is the new high performance Bay Trail chip that Intel actually hopes will be competitive in tablet and phone space.

Competitive pricing out of the gate could be everything on this one.  Historically, Intel isn't really good on initial pricing.  

And, what is NOT CLEAR YET is if this is going to be a MS operating system or an Android operating system.   The chip will support both.  One is tempted to assume MS, but who knows until some clear data is announced.  

New Info -- If you read the new spec sheet in the article, it's coming out Android

MS "blue" (the first "charge you $40 for it" Win8 Service Pack) will be out about that same time frame ......   look for MS to try try again.

But, what is clear is that Intel does not believe that Microsoft's Surface tablets did an adequate job of keeping everybody afloat, and that Intel feels they must act now to preserve their own future inside the phone/tablet space that is so rapidly taking over the consumer consumption side of computing.

Look to see Bay Trail inside a table, inside a phone and inside a Next Unit of Computing net-top sized computer box.

If Intel comes out using Android on any of these devices at a reduced price, then the Wintel exclusive marrage is functionally over and MS is in real trouble, MS must offer real value instead of just arm twisting.

New Info -- If you read the new spec sheet in the article, it's coming out Android


Huh  

 ..... but can I talk to my tablet and get an answer back,  and can I have my tablet unlock itself by the tablet looking at my face?  

Intel had better go with Android on one of them then.


New Info -- If you read the new spec sheet in the article, it's coming out Android





Google and APPLE both carefully note the release timeline and quietly prepare for their prior week release of new competitive products at even yet lower pricing.
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« Last Edit: 12/10/12 at 03:16:03 by Oldfeller--FSO »  

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Re: Wintel, the beginning of the end
Reply #1 - 12/09/12 at 18:26:49
 

Prediction:   Look for Intel to expand their ARM license to full design and to maintain it there from now on.

Intel, as a full licensee would have NO REASON to ever be defeated by an ARM innovation, they would simply co-opt the new trick and move on, legally.

Intel can design and build a good product, but are they willing to cut their massive internal dead wood to the point they are lean and mean enough to compete in the ARM/Android price range and at the rate that market moves?   Remember, this new Bay Trail was over a year in development -- that is moving way too slow for this market.  Bay Trail had better be clearly better on performance and energy use than a Quad Core A-15 big LITTLE at a similar price, because that is where the market leaders will be by then.

Can Intel woo APPLE back, after APPLE has invested in their own chip design and manufacturing?

But it is good to see Intel finally moving off the dime.  

Hopefully the move is a significant and real one, not just more Intel pre-announcement vapor ware like "the next unit of computing" which was supposed to ship in October and has yet to hit plastic.
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« Last Edit: 12/10/12 at 03:02:16 by Oldfeller--FSO »  

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Re: Wintel, the beginning of the end
Reply #2 - 12/10/12 at 02:57:49
 

Intel is serious this time.  They have moved their aging CEO out into retirement and they have purged a bunch of PC people and are now hiring phone people with open source backgrounds.

"Intel just hired a boatload of new Intel OSTC (Open-Source Technology Center) developers with lots of mobile experience.

When Nokia announced they would be banding together with Microsoft for their smart-phone platform and effectively doing away with MeeGo, many viewed this as a great loss for Linux. While Nokia has abandoned Linux for their phones and tablets, it was to Intel's gain. The dozens (circa 80) of developers Intel has just recently hired for the OSTC are former Nokia developers out of Finland. There's a couple well-known (open source, Linux) names in the mix."


http://www.phoronix.com/scan.php?page=news_item&px=OTQyNg
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Re: Wintel, the beginning of the end
Reply #3 - 12/10/12 at 09:39:54
 
 
Speaking of Windows phones and Nokia, let's see how that is progressing.

Month before last it was all sorts of grim .....

http://www.nytimes.com/2012/10/19/technology/nokia-posts-loss-as-smartphone-s...

Then the Win8 phones came out and actually began to sell as all the Microsoft advertising dollars began to pull in the upgraders as their contract phone came due for replacement.  

(Microsoft has spent more in Win8 TV advertising for tablets and for phones that the Win8 Surface and Phone product profits sold to date would have paid for in total)

Then Nokia hit the wall as they could not supply the phones needed to support even the modest 2.5 million sales opportunities that they had in the November time frame.  Nokia is the only one making a Windows8 phone right now and they are not in adequate shape to swing up with any large production numbers after losing money so strongly for the last whole year.

http://www.gsmarena.com/the_lumia_920_may_have_reached_25m_orders_worldwide-n...


To put things in perspective, during the entire introduction month Nokia has moved less than 3 million Windows8 phones world wide.  This is after Microsoft dumped millions into TV promotion for surface and windows phone.

APPLE spent zip on advertising during their IPhone 5 intro month and moved over 5 million phones in the first week alone.  Total sales for the first 2 months are in the 15-17 million range supposedly.

Google did spend some money on TV ads for "The Play Store is Open" and they racked up a total sell out of both Nexus 7 and Nexus 4 inside the first day.  They got restocked by Samsung and LG and got sold out again in four days.  Total of phones still on backorder exceed 10 million after the first two full production runs were snapped up.   A third LG Nexus 4 production run is expected "soon" but is already completely pre-sold (it is mostly going to the carriers first anyway).

On the tablet side of things, Amazon and Barnes & Noble have outsold Microsoft as well.


================================


http://www.zdnet.com/three-days-in-the-life-of-a-once-and-former-microsoft-su...


Everyone told them this was going to happen, but MS went and did it anyway.  
   Surface open box unit returns rate is "relatively large" .....

People had paid an extra $300 more for a Windows tablet from the Windows company (Microsoft) but the durn thing won't even run my Windows programs.   And I can't even get it to talk to me.   Here, take this durn thing back and gimme my money back.  

What?  Read my warranty, no returns on opened units ??!!??  

  .... MS got called on this and lawsuits threatened for misleading advertising and unfair returns policy    

     Wow, these things grow back every time we screw up again .....
Where's Sinofsky?  Get his arse out there....   what do you mean we fired him already, we NEED him to hang him up again for these guys to beat on with the pinata sticks and then set fire to.  And leave some firewood stacked up outside for the mobs too, those broken up desks and chairs are too expensive to keep on replacing.



http://www.zdnet.com/microsoft-says-returns-okay-on-opened-surface-rt-product...

The main problem MS has in the phone world is they keep acting like MS, King of Computerdom, instead of like a real "dirt under the fingernails" competitor.  

They are not considered even highborn in the phone/tablet world right now, heck, right now they have proven again that they aren't even really a competitor at all, really.   Nokia is flat being driven into the ground as the one and only exclusive MS phone partner ....

And with their low speed to market and repeated fumbles, MS will only fall further and further behind as time and the phone world endlessly evolves.    


Plus, The Bald Ballmer is spending too much of his time in the bathroom trying to cut his ever self replacing horns off.


Hey, I said we will fix it --- we will call it Widows RT PRO and you will be able to use regular Windows programs (that meet the RT PRO requirements) and we will only charge you $899 for a surface tablet with the good software ..... yeah, about a year from now I think, that sounds good to me.
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« Last Edit: 12/11/12 at 21:15:49 by Oldfeller--FSO »  

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Re: Wintel, the beginning of the end
Reply #4 - 12/11/12 at 09:44:07
 

What is changing into the new phone world reality



The phone world is based mainly in the orient now.   All of the American players other than APPLE and Google are incidental at this point in time.   The major markets are the Orient, Europe and America in that order (see the order that new products are shipped in to see the pecking order).  

The oriental players are pushing their own devices to market now, quicker than the old school big boys can do -- and aimed at themselves as the target market.

APPLE and Google still point their efforts at the USA first as their focus and their main market share is there.   They are the only ones still "at speed" in the phone market. you can add Amazon and Barnes & Noble  to the group if you are talking tablets also.

Oddly enough, the Asians like their native language Android as their main computing system OS and they can live quite well computing wise off of a cell phone and having an Android dongle attached to their TV.   Deeply discounted or fully pirated copies of other OS systems are available to them if they want them for a traditional desktop at the office.

Linux and desktop anything does not enter into the oriental retail mental picture very much, except as some marginal additional sales that happen almost incidentally.

This time round, Allwinner did NO linux support at all on the two A7 chipsets, and says they have no plans for doing it either since all their current efforts are on the new wave of A53 products they are very rapidly developing.   None of their competitors are spending any effort to do any development beyond getting Android 4.x to run on their products.

Given the current very short time to market, the A53 products will be here with their 64 bit entanglements before the Linux community has done anything much on the Allwinner A7 quad core product very much at all.

The dual core A7 product can have Linux developed fairly easily, but the Linux folks may see it as "too low" of a product to be worth a lot of effort as they are currently busting their chops to get the A9 quad cores up and running.   It will go into absolutely low end interim products anyway.

A15 quad core chipsets will likely get the effort, as they are the star players of this generation of ARM chipsets.

But remember, Linux development takes part of a year to do, so in this realm expect large bits of the phone world flow to get skipped completely over as they simply went by too fast ....
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« Last Edit: 12/11/12 at 11:11:44 by Oldfeller--FSO »  

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Re: Wintel, the beginning of the end
Reply #5 - 12/11/12 at 10:03:28
 

APPLE

Why is the phone and tablet world moving always faster and faster and faster?  

Why are traditional mainstream American computing companies one by one tossing in the towel and finding other things to go do?

What company owns 40% of ARM Holdings and gets all the new stuff ahead of everyone else?

What company likes to have its frantic fan club replace their current gizmo EVERY SINGLE YEAR with a new "latest and greatest" product.

What company likes to grab up somebody else's invention as "Their Innovation" and then selectively sue their competitors for doing the same thing next year?

What company lives and breathes and MUST HAVE the next new latest and greatest thing to feed its next latest greatest product introduction splash?

Who is the 800 pound gorilla in the American computer world right now?
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« Last Edit: 12/11/12 at 12:20:57 by Oldfeller--FSO »  

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Re: Wintel, the beginning of the end
Reply #6 - 12/11/12 at 21:35:42
 
http://www.guardian.co.uk/technology/2012/jun/14/nokia-survival-question-1000...

Wow, Windows8 phones are going to be in real short supply next year if Nokia does indeed shut the doors to their last manufacturing plants at 2012 year's end.  Nokia's fate is now in Microsoft's hands.

Nokia is asking Microsoft to buy them out and infuse xxx million in capital if the Finnish company's production lines are to run again next year.

Nokia went from a market leader to almost out of business in two short years because they chose to listen to Microsoft and did not come out with a competing Android phone.  

Windows7 phone sales were slim for the two years and then tanked totally when Windows8 phone was announced.  Now Nokia can't manage to make but 3 million phones in a month's time with all their current internal troubles, which means even if Windows8 phones could sell more, they can't produce the phones at a greater rate.

I would hate to be Nokia right now, having to trust that the Bald Ballmer to do the right thing by you ....   Ballmer needs to lower the cost of the Windows8 phone and the easiest way to do that is find an oriental manufacturing partner for his phones.  
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« Last Edit: 12/12/12 at 15:46:33 by Oldfeller--FSO »  

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Re: Wintel, the beginning of the end
Reply #7 - 12/12/12 at 09:34:07
 

Windows 8 success story .....  

Windows 8 crosses the minimum popularity boundary and is counted "a market success" by the Bald Ballmer.     And you will note that Windows 8 is more popular than Android, too.   Shocked   howzzat again?


Huh    can anybody figure out how they came up with this?   Hint: look at the graph legends.


OK folks, I guess I need to quit bashing on Windows 8 now, it is officially a success in the marketplace, having surpassed Linux and Android in popularity according to Ballmer's very scientific methods of counting "mentions".



http://news.softpedia.com/news/Windows-8-Is-Officially-More-Popular-than-Linu...




But what is also noteworthy is it took him two whole MONTHS to figure out a metric to use to do this remarkable feat.  

And one wonders if this includes all the banner ads Microsoft took out over the last few months to get Windows 8 mentioned enough times to get it over the hump mention-wise.  

Or is it all the folks like me laughing and BASHING on Windows 8 that got the important business metric "mentions" up over the critical limit.

http://www.winrumors.com/microsoft-employees-allegedly-left-in-droves-during-...


Cheesy   Hey, and since this took place Ballmer has fired Sinosky, "the only man in management who has a vision for the future", in order to save his own butt.



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« Last Edit: 12/12/12 at 17:23:43 by Oldfeller--FSO »  

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Re: Wintel, the beginning of the end
Reply #8 - 12/12/12 at 15:32:55
 

Back to Intel and back to speaking straight about a straight real news story

(as opposed to discussing the Ballmerisms put out by Ballmer)


Intel has signaled clearly it intends to compete with ARM chipsets from AMD and all the myrad ARM server players very directly based on features such as speed and current draw.

  (and mebbe on price too, but we will wait and see on that one).

These new chips are being announced at the early vaporware stage to be shipped sometime in 2013, but the good news is that they are things that seem to be headed in the right directions.  

And these chips are not locked into MS, they can run anybody's operating system.

http://liliputing.com/2012/12/intel-introduces-6-watt-atom-s1200-chip-for-ser...



This says Intel isn't going to just roll over when the plow blade comes and that they do have something to sell to someone if the pricing is correct for that particular market.   This market is kinda upscale, but it is something Intel might be able to survive supplying.

Why is this worth a post?  It is an X86 capable chip that pulls 6 watts, down into the ARM quad core A9 balls-to-the-walls firing full on all cores current draw range.  It is unclear if 6 watts is the minimum idle speed current draw or if it is a full speed draw as the ARM chips are currently rated.  

ARM rates the entire SOC complete with all functions, while Intel in the past has not, they just rate their main chip's functional current draw, so this 6 watt claim may not be completely comparable at this stage.  

And there still is a sizable gap between Intel's best and ARM's best, 6 watts vs 1.5 watts and 64 bit vs 32 bit difference on the data flow still applies.

"Meanwhile, a number of companies—notably Calxeda, with its EnergyCore ARM processor— have been talking about using multiple ARM-based cores to compete in the microserver market. The concept is good, and Calxeda says its processor can draw as little as 1.5 watts for a dual-core server, although it is 32-bit only. This, too, is expected to go into real production in the second half of this year."

But, heck, it is still very encouraging compared to the dreck coming out of MS.




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« Last Edit: 12/12/12 at 17:48:25 by Serowbot »  

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Re: Wintel, the beginning of the end
Reply #9 - 12/12/12 at 17:50:30
 
"Testing, one, two,... testing, testing"...
 Tap, tap!,.." is this mic on?"... Huh...

"OF,... ...ahhh,..there's nobody in this room"...
Undecided...
Serow
... Grin...
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Ludicrous Speed !... ... Huh...
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Re: Wintel, the beginning of the end
Reply #10 - 12/12/12 at 17:55:08
 
just listening and giggling to myself, much like when jog posts.
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Re: Wintel, the beginning of the end
Reply #11 - 12/12/12 at 22:03:39
 
Really? Then you can close my account,m,m giggle some more, jackass.
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Re: Wintel, the beginning of the end
Reply #12 - 12/12/12 at 22:32:09
 
JOG,.. if you ever leave...
I'll lose my partner in crime... Huh...
It'll be Jerry without Dean,.. or Dean without Jerry?...  Huh...
Then,... only the French will like me?... or is that you?... Undecided...
OMG!,.. if I'm Dean,... only drunks will like me...
... (oh yeah,.. that's probably true now)... Huh...
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Ludicrous Speed !... ... Huh...
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Re: Wintel, the beginning of the end
Reply #13 - 12/13/12 at 04:03:52
 

Then you'll like this next nugget -- MS is going to take all their exclusive, only can be bought at a MS store surface tablets and let Best Buy try to sell them at reduced pricing.

... and now what are they going to do with all those exclusive boutique MS stores?

What do you think, after a few months pass?



MS, you can't be APPLE, the position is already taken.


==========================


And who cares if somebody reads it -- I simply stand amazed at the total passing of the old American computer industry, happening in fast forward speed while I watch and blog about it.

But I can stop, if it bothers you .....
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Re: Wintel, the beginning of the end
Reply #14 - 12/13/12 at 08:49:47
 
Noop,.. I'm not modding on you,.. just making a joke...

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