Nvidia said it expects sales in the second quarter to come in between $990 million and $1.05 billion, well ahead of the the $976 million analysts had forecast.

And the cheerful forecast came on top of earnings that also beat expectations. Sales in the first quarter fell to $925 million from $962 million a year earlier, which, despite the drop, was better than the $916 million consensus.

Nvidia’s profits were $60 million, or 10 cents on a per-share basis, which was also a drop from 22 cents in the year-ago period. A rather hefty fall at that, but it was in line with expectations.

It looks like Nvidia is scoring some important wins in the desktop space, now that Windows 8 — which supports variants of ARM-based chips and not just x86-type chips from Intel and Advanced Micro Devices — is coming. Also, notebook graphics chips are growing. Nvidia also landed a version of its Tegra chip inside a phone from HTC that launched with 22 carriers in Europe and Asia.

The company has weathered a series of problems lately, particularly chip shortages stemming from manufacturing problems at Globalfoundries, the company formed by the spinoff of AMD’s manufacturing operations. AMD last month restructured its relationship with Globalfoundries, triggering a $703 million charge for AMD but giving it more freedom to make some of its products elsewhere. AMD also agreed to give up its remaining 8.8 percent stake in the manufacturer.

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Now, there are lots of X-as-a-service plays in the IT world, and one of them is the desktop-as-a-service approach, where everything you need for a workaday PC can run on a virtualized server in the cloud, and all the user sees is a keyboard, mouse and screen. It’s efficient, easier and less costly to support than desktop PCs. But? You need to fully license every instance of software you use, in much the same way you would with an old-school desktop. And then there’s always the latency that comes from delivering something via the pipes, which are never quite fast enough, no matter what you do.

But what if you could deliver a full computing experience — operating systems, applications, gaming, the whole enchilada — virtually? Two weeks ago, I saw a demonstration of just such a service that kind of blew my mind. And today the company behind it, Numecent, is coming out of stealth mode and also announcing a spinoff.

First, let’s cover the basics: Numecent is a start-up run by Osman Kent, the onetime CEO and co-founder of 3Dlabs, the company that in the 1990s more or less started the graphics processor industry, which Nvidia and Advanced Micro Devices are the leaders of today. The company has a bunch of undisclosed investors, but last month TechCrunch reported that it had raised $2 million in a series A that was part of a larger $10 million funding round. I’m told there are 107 individual shareholders in the company.

So what does Numecent’s Technology do? It calls its technology “cloud paging,” and in its corporate literature it takes pains to explain that it is nothing like “pixel streaming,” a technique in which applications, mostly games, run on a cloud server and deliver the experience of the game — literally the pixels of a gaming environment — to a PC over the Internet. This is essentially how OnLive, a gaming outfit, works.

The fundamental problem here is that while the cloud is good for streaming linear content like movies and music, where one bit follows logically after another, it’s less good at nonlinear stuff, like applications. One bit doesn’t necessarily follow in a logical order from another, because users jump around from one process or feature to another. So if you’re trying to run a software application via the cloud, you can run into trouble pretty easily if it’s a processor-heavy program.

Cloud paging, as best I understand it, uses the Internet to transmit x86 chip instructions — basically telling the Intel or AMD processor in a PC what to do remotely. What this allows is something Numecent describes as “friction-free” computing. What that means in practice is that you could run any application on your local system from the cloud, in an almost-instant, on-demand manner. And when you’re done using it you just shut it down and your local system is left more or less untouched. When you’re done using it, it’s as if the software had never been on your PC.

Numecent’s cloud-paging scheme breaks software up into small pieces, called “pages,” that can then be pushed out dynamically. The user’s machine creates what’s called a virtual memory management unit, which handles the job of requesting the pages that are delivered. Connections between the client machine and the server are also strongly encrypted.

The end result, the company says, is a reduction by as much as 60x in deployment and delivery time of applications. And there’s also nothing to maintain. When the user is done using the virtual application or machine, there’s nothing left on the client machine.

Let’s say you’re a part-time graphic designer who works for a company only two days a week. The company would normally have to pay for you to have Adobe Creative Suite installed on the machine you use. This can easily run a few thousand dollars. But if you could check it out for a few hours and run it on a cloud server, with the same features and the same native speed, as though it were installed on your local system, it would cost your employer a lot less.

Central to all this are 10 patents that Numecent has on its cloud-paging technology. I’m told that these are battle-tested patents, and that Microsoft and Citrix Systems are among its licensees.

The same experience can be applied to games. Most games worth having can be bought from download stores today, but they’re huge and take a lot of time to download and then install. What if you could just play whatever game you wanted, pay for the time you use it, and then stop paying when you’re done? That’s sort of the idea behind Approxy, a spinoff that Numecent is launching today, as well. Yavuz Ahiska, another 3Dlabs alum, is taking it out of Numecent, and plans to offer a white-labeled cloud gaming service that gaming companies can license. Approxy is described in a lot more detail in the video (below) that Numecent shared with me exclusively.

Numecent’s plan is to essentially spin out different companies that put its cloud-paging technology to work in different contexts.

Approxy from Arik Hesseldahl on Vimeo.

People familiar with the matter say that AMD — for decades a distant second to Intel in microprocessor chips — also flirted with the possibility of buying Calxeda, another start-up developing technology for energy-efficient servers.

Read the rest of this post on the original site

The Sunnyvale, Calif., company said it will pay $334 million for SeaMicro Inc., a company known for products called micro servers that pack together many chips in ways that save space and energy. Such products are particularly popular among companies that buy servers in huge volumes to run popular consumer websites.

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The “consumer preview” version will feature a number of advancements over the early developer version released last fall. Perhaps most notably, this version will include the built-in app store that will be part of the next Windows. (Only free apps will be available, Microsoft has said.)

Windows 8 is one of the biggest bets in the company’s history. Aiming to respond to competition from both Macs and iPads, among other factors, Microsoft is making some big changes to its flagship operating system.

In particular, Windows 8 will be available (albeit with some different capabilities and compatibilities) on both ARM and traditional PC processors.

Microsoft has brought over the tiled Metro interface first introduced on Windows Phone (a look first shown at our D9 conference last year) and is introducing an entirely different type of application. In most cases, new-style apps will be distributed only through the Windows app store.

Earlier this month, Microsoft confirmed that Windows on ARM — complete with the next version of Office — should show up on new PCs around the same time as the operating system comes for PCs with chips from Intel and AMD.

However, Office and Windows 8 itself will be the only traditional desktop apps that run in Windows on ARM.

We’ll have live coverage of Microsoft’s Windows 8 event starting around 6 am PT. If you can’t wait to get some Windows 8 news, Microsoft has posted a guide for businesses on some of the corporate-oriented features contained in the new test build.

Earlier:

3:12 pm: Things haven’t kicked off. You haven’t missed anything. Just got situated.

3:12 pm: The event is at a swank venue overlooking Barcelona. Microsoft covered over a swimming pool to build this temporary facility.

Here’s the view from outside the event:

3:18 pm: “Please take your seats,” booms the invisible voice. “The show will begin shortly.”

The show?

3:20 pm: If you haven’t already, check out this story, which reviews some new business details about Windows 8, including a “Windows to Go” feature that lets Windows run on a thumb drive.

3:21 pm: Windows exec Tami Reller kicking things off, noting to half the crowd that they are on top of the pool.

It’s not my half, so we should be safe.

3:22 pm: Cue Windows President Steven Sinofsky. “We are really excited to be here,” Sinofsky said, before correcting himself to use Microsoft-preferred parlance of “super-excited.”

3:23 pm: Hits key points for Microsoft about Windows 8: Bold reimagining, from chipset to interface and application model.

Today, there are too many trade-offs, Sinofsky said.

We’re choosing between performance or battery life, consumption or content creation, touch or keyboard-and-mouse.

Win 8, I’m sure he’s about to say, is no-compromises.

Yep. Just said it.

3:26 pm: Okay. Here we go, changes in Windows 8 since the developer preview.

“Lots of the product” wasn’t done with developer release, Sinofsky said.

3:28 pm: Since developer preview, 100,000 code changes to Windows 8.

“It’s much more polished, much more refined,” he said.

“Windows 8 is a generational change in the operating system,” Sinofsky said. “Things are different than the last time we made a generational change with Windows 95.”

3:31 pm: Uh-oh. Sinofsky says one plus one, when it comes to apps in Windows 8, equals three.

I’ll tell you this, if that’s the case, I don’t want to use the calculator app.

3:32 pm: Demo time. It’s Julie Larson-Green, who heads design and vision for Windows 8, and Antoine Leblond, the VP who has headed up the Windows Store that is built into Windows 8.

3:34 pm: Larson-Green demoing, starting with login screen, including photo-based password that they have shown. Boots to start screen with a bunch of apps, including Kobo, some Xbox live games, as well as tiles for friends and Web sites.

“I can have as many as I want,” she said.

3:37 pm: The goal, she said, is that everything should be “fast and fluid,” and she said all features and tweaks were judged to make sure they lived up to that.

3:38 pm: Among the preinstalled apps in preview is Xbox Live Games, although that demo generated two error messages (but fast and fluid ones).

3:39 pm: Now demoing Cut the Rope, which its developer has taken from an HTML5 app to Windows 8.

3:40 pm: Windows 8 has a video and music store built-in, with rent and purchase options.

3:41 pm: Switching apps is easier than hitting alt-tab, as in traditional Windows. That was fast, but not so fluid. Now, choosing among open apps is a swipe away.

3:42 pm: There’s a people app that connects to Facebook, Windows Live, Twitter, Google and Exchange. This seems to work very similarly to the way they work on Windows Phone, which is to say nicely.

3:45 pm: Systemwide sharing allows apps to share with one another and share to services.

“That is a quick peek at Windows 8 running on this tablet PC,” she said, handing off to Leblond to show it on a laptop.

“Windows 8 isn’t just about tablets and touch devices,” Leblond said.

He’s showing things on a Lenovo Ultrabook.

Logs in with a four-digit PIN code, another of Windows 8’s login options.

3:49 pm: If you are taking a drink every time you hear “fast and fluid,” you are already too drunk to read this.

3:55 pm: Now he’s demoing the familiar desktop in Windows 8. He shows Office. (For you Windows nerds out there, it’s labeled “Build 8250.”)

3:57 pm: Desktop is just another app, Leblond says, showing how a Metro-style app can run next to the desktop.

All of the things you know and love in Windows 7 are still there, Leblond said.

Larson-Green is back to show an Acer all-in-one with touch and keyboard.

And she logs in with a password this time.

Cool thing is all the stuff from her other machine is there on this machine, just by signing in to that machine with the same Windows Live account. (Not instantly, I don’t think, but still.)

SkyDrive, Microsoft’s cloud storage, is integrated too.

Here’s the desktop app, by the way:

The consumer preview is now available, Microsoft says on its Web site.

4:04 pm: We’re getting a tour of the store from Leblond. I’m multitasking and reading the just-issued press release, too.

4:05 pm: Not much in the press release that looks new to me. New preview version of Internet Explorer 10; test ARM hardware being made available only to select partners, as they said earlier this month.

There’s also a mention of sharing across Windows 8 and Windows Phone, but they haven’t talked about that onstage yet.

Okay, back to the event. Leblond reminds audience that during beta — err — consumer preview, only free apps will be in the store.

4:07 pm: Leblond notes that the company had an apps contest to allow a few small app developers to join the big names in the Windows Store. There are eight winners, but they flipped by too fast for me.

SigFig and Air Soccer are a couple of them.

4:10 pm: Not surprisingly, some folks are telling me on Twitter that Microsoft’s servers are getting hammered, and downloads are going slow.

Patience, people, patience. (I know, I’m not patient, either.)

By the way, everything Microsoft has shown today could have been done on ARM, I believe. The only desktop app shown was Office 2010. (Slight difference: Office 15 will be built into Windows on ARM.)

4:11 pm: While OS is pretty ready, Sinofsky said, the add-on apps are at an earlier stage. Probably going to be updated, look may change and others may be added.

4:13 pm: Charms feature that allows for sharing among apps that don’t know about one another is kind of like a modern, cloud-connected clipboard.

One of the demos, for example, was a USA Today article being shared to WordPress.com.

4:14 pm: Talk shifts to hardware, with Sinofsky previewing some of the stuff partners have been working on.

Coming on stage is Mike Angiulo, who heads up some of the work with hardware makers.

Angiulo shows a Windows 8 ARM tablet.

4:19 pm: The “fast and fluid” thing has reached epidemic proportions.

4:21 pm: Angiulo showed a very brief glimpse of Office 15 on Windows on ARM.

I have a feeling people will be going back in the replay a lot to see that part.

I’ll spare you my blurrycam shot. I looked at it. Even I can’t tell which app it was.

Angiulo holds up a next-generation Intel Ultrabook, as well. It’s silver, and says “Ultrabook” on the hinge.

Inside, Angiulo said, is mobile broadband, touchscreen and Ivy Bridge chip.

4:25 pm: Demo of fast start-up, which Angiulo says can be done in as little as eight seconds from “cold boot.”

4:26 pm: Cool laptop with motorized door that flips down to reveal ports.

For road warriors, Sinofsky said, “ports aren’t an option. You really, really need them.”

4:27 pm: Second-generation Samsung Series 9 is the latest in the hardware wheel-of-Windows 8-fortune.

Next up, carbon fiber Dell XPS 13, a 13-inch laptop in a 12-inch design.

Not just fast boot and resume, Angiulo said. Network connectivity can happen in under a second.

Other wireless networking features — cost-aware network switching to auto-switch from mobile broadband to known Wi-Fi or your carrier’s Wi-Fi.

4:31 pm: In many cases, Sinofsky promises, your PC will be able to log back into a known network before a user types in their password (for those who need a password to resume).

4:32 pm: Lenovo’s IdeaPad Yoga, an interesting device from CES, makes an appearance. It can fold into a tablet, laptop, as well as a presentation-style mode.

Trivia time: Microsoft Mouse turns 30 this year, Sinofsky said.

Giant 82-inch Gorilla Glass screen in the back isn’t a monitor, but a Windows 8 PC from Jeff Han’s Perceptive Pixel. He’s the guy who builds that high-end CNN touchscreen.

They also demo NFC-pairing of a wireless speaker.

4:41 pm: Windows 8 can treat a bunch of hard drives like one big physical drive, as part of “Storage Spaces.”

4:43 pm: Last demo was actually done on a Windows 7 PC that was running Windows 8 off a flash drive using the “Windows to Go” feature that leaked out earlier today, thanks to a business guide posted to Microsoft’s Web site a wee bit early.

More Windows 8 enterprise talk at CeBit in a few days, Sinofsky promises.

4:46 pm: 4:46 pm: “Touch PCs are on the way, in all shapes and sizes,” Sinofsky promises.

Notes that it won’t have to be a trade-off of touch or mouse-and-keyboard. Can have both, or keyboard and mouse only, when you want it.

4:48 pm: Sinofsky starting to wrap up, it seems.

4:48 pm: Consumer preview in five languages — English, German, French, Japanese and simplifed Chinese.

Sinofsky is his trademark vague on timing, noting that the next milestone is the release candidate.

“We delivered the consumer preview just as we promised,” he said, noting that it was being downloaded almost immediately in more than 70 countries.

Coming up on the blog: System requirements and other details not offered up today.

And … that’s it.

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]]> http://allthingsd.com/20120229/microsoft-says-hola-to-windows-8-beta-in-barcelona/feed/ 0 http://allthingsd.com/20120213/seven-questions-for-arm-ceo-warren-east/ http://allthingsd.com/20120213/seven-questions-for-arm-ceo-warren-east/#comments Mon, 13 Feb 2012 14:26:25 +0000 Arik Hesseldahl http://allthingsd.com/?p=173935 It’s kind of hard these days to avoid an ARM chip. There are probably five or more inside your mobile phone alone, a few in your car, some in your PC, and several more in places you wouldn’t think of, like your coffeemaker.

Things are good for ARM Holdings, the British chip company whose designs are central to so many of the chips that make modern life modern. In 2011, some 7.9 billion chips with ARM cores in them were shipped. And yet it’s not a very big company. Where Intel clocked sales of $54 billion, ARM finished the year with sales of $777 million (491.8 million pounds). It all has to do with the differences in how they do business. ARM sells the blueprints to make a core — the central brain of a chip — and then those who buy that blueprint can build their own custom parts of a chip around it.

That means an ARM-based chip from Samsung can be significantly different from an ARM chip from Broadcom or Nvidia. And yet designers from either company could probably exchange jobs, because they’re both familiar with the basic designs. ARM has become something of a lingua franca of electronics design, except in the world of personal computers and servers. Yet with Microsoft set to release a new ARM-friendly version of Windows for notebooks and tablets, and the chip firm Calxeda working on bringing ARM chips to servers, ARM’s influence is growing.

I caught up with ARM CEO Warren East over dinner in New York last week, and we talked about how its business model is going strong, and where the ARM architecture is going.

AllThingsD: When people ask me what ARM is, I tend to liken it to a recipe for cake — a cake for which you buy the basic recipe, but which you can then enhance anyway you like. Is that a fair analogy?

East: Exactly, and the doing whatever you like is very important for our business model. If you couldn’t, and we were like Intel, say, and you had to do this one thing, the only thing our licensees could — if you were to apply a licensing model to that — the only thing they could use to compete against each other is price. Whereas this way, they can do their own stuff around the basic recipe, they can differentiate. But because it’s the same microprocessor architecture, your cake recipe, then investments they make in software, or if you’re using a combination of chips from Samsung and Nivida and Qualcomm, any investment you make toward using Samsung chips is equally applicable to the others.

And you can switch to another vendor later if you like, correct?

You can, because they all do different things. If your product is about video, then Texas Instruments’ video accelerator is very good. If it’s about 3-D graphics, then Nvidia’s chips are very good. If it’s a modem you need, then Qualcomm’s chip is very good. So you can mix and match.

And it’s not uncommon for many manufacturers, whether they’re making phones or something else, to have several ARM-based chips doing many things. In a phone, the main microprocessor will be an ARM-based chip, but then also the surrounding chips doing specialized functions will be ARM chips, as well, correct?

Right. The typical smartphone will have four or five ARM chips in it. There’s the main processor, the thing you interact with as the user. Then there’s the modem, which connects to the phone network. And then there’s a connectivity processor that handles the Bluetooth and the Wi-Fi or both. And then there may be a power management processor, or a touchscreen controller, a camera, or GPS, and so on. And the next one that’s being integrated is NFC, or Near Field Communications, for payments by phone. And your 8-bit processor in the SIM card is turning into a 32-bit microprocessor, and that will likely be an ARM, as well.

When you think about competitors, who is it? Is it MIPS? Is it Intel, perhaps, down the road?

When you think about the consumer electronics space, TVs and the like, MIPS has been very strong in that space. Increasingly, as the TVs become smarter and more connected then they start to look more and more like a smartphone with a 46-inch screen. And so, actually, the infrastructure that exists around ARM makes it very compelling to put an ARM chip in there. In the computing world then, the competition is really Intel and AMD x86 chips.

Speaking of AMD, its CEO, Rory Read, raised some eyebrows at its analyst meeting recently when he mentioned ARM and described a new “ambidextrous” approach to its chips, implying, many think, that AMD might combine its x86 cores in some way with an ARM core. Can you give any visibility into what he might mean?

We can’t tell you really anything about it. But I will say something that we’ve said about this before, when people had picked up similar noises about something like this. AMD is in the business of selling microprocessors. We’re in the business of selling microprocessor designs. We wouldn’t be doing our job properly if we weren’t at least talking to them. And so we have been, for the last 10 years or so. If those discussions go anywhere, and if and when there’s something to announce to the world, we’ll do so.

How many licensees are there? Are there any that surprise you because they’re unusual or unique?

Now there are 290 licensees. It’s a good question, and one we don’t get very often. There are all sorts of weird applications. There’s a glaucoma monitor chip that’s a cubic millimeter. It’s a pressure sensor, a solar panel, a microprocessor and a radio and a battery, all in that space, so it can be fitted inside the eye so you can be tested for glaucoma. On the other extreme, we’re in a neutrino detector that’s in a kilometers-long chain of sensors, with another sensor every few meters, down in the Antarctic. So we’re in applications that are as small as a cubic millimeter to as large as several square kilometers. Looking forward, one of the ones I’m intrigued about at the moment is with a company that makes concrete. The idea is it concerns networks of sensors that would be embedded directly in the concrete. But you get the feeling that one company is going to pour the concrete and another is going to place the sensors. But this company wants to put the sensors in in the first place. We’ll just pour the concrete with the sensors already there. It’s all about energy harvesting from the vibrations in the concrete. The processors come with little wireless communications [abilities], and use hardly any energy, because the communication is only from one sensor to the next. That one is probably a few years off, but the fact that a concrete company is thinking about this is very interesting.

The next big thing is that ARM chips are coming to traditional PCs running Windows. We’ve been hearing about it for more than a year now, and Microsoft is starting to show Windows 8. Is the opportunity for ARM in PCs real, and is it going to happen?

It’s real and it’s going to happen, and it’s absolutely on track. Obviously, the detailed timeline is a matter for Microsoft and not for us. Metro is happening. It’s a big change to the user interface. They have pioneered Metro in their mobile offering, and you can sort of see where they’re going with it. But Windows 8 is going to be about Metro. That lends itself a little more to tablets in a way that they haven’t been before. That is clearly going to happen. For us and for Microsoft there are two different objectives. For them, it’s about getting a route to support the billions of Internet-connected screens that are going to appear over the next decade or so. Most of them are going to have an ARM processor in them. Without Windows on ARM, Microsoft is excluded from those products, so they need Windows on ARM. For us, a great side effect is getting into the PC world where, outside of Apple, Windows is everything, and it has been inextricably linked to Intel and x86. So now if Windows appears on ARM, we can address those 300 million PCs that are sold each year. And for us, it’s like having an extra 300 million smartphones. It’s certainly nice to have.

]]> http://allthingsd.com/20120213/seven-questions-for-arm-ceo-warren-east/feed/ 0 http://allthingsd.com/20120207/amd-sales-chief-ghilardi-leaves/ http://allthingsd.com/20120207/amd-sales-chief-ghilardi-leaves/#comments Tue, 07 Feb 2012 22:34:07 +0000 Arik Hesseldahl http://allthingsd.com/?p=172200 The perplexing reconstruction of chipmaker Advanced Micro Devices continued today with the departure of its chief sales officer, Emilio Ghilardi.

The company announced the departure just after the close of trading on the New York Stock Exchange. CEO Rory Read will handle Ghilardi’s sales responsibilities in the interim while the search for a replacement gets underway.

Ghilardi (pictured) joined AMD in 2008 as senior VP and general manager for Europe, Middle East and Africa. The following year, he was promoted to chief sales officer.

Before AMD, he worked in Hewlett-Packard’s consumer group, running sales operations of PCs and printers in the EMEA region. And before that, he did the same thing for HP’s commercial business, also in EMEA. He joined HP in 1982, and served on the board of directors of HP Italy (I didn’t know there was such a thing!) from 2001 to 2008. Ghilardi holds a master’s degree in electronic engineering from Italy’s Politecnico di Torino.

It’s hard to know what kind of signal this move is intended to send for AMD. Last week, in a meeting with financial analysts, Read confounded the audience with statements that AMD — whose chips are fundamentally similar to those of Intel and use the same x86 technology — might pursue an “ambidextrous” strategy and incorporate technology used in chips from other companies. This has generally been interpreted as a hint that AMD might incorporate designs from the British chip outfit ARM Holdings in some future hybrid design.

ARM-based chips, as you probably know, are in most of the world’s smartphones and tablets, and for AMD to embrace that technology would be a huge shift in strategic thinking. And by huge, I mean Republicans-embracing-Socialism huge. It wasn’t so long ago that AMD was actively sponsoring a campaign to get x86 chips everywhere, including phones, though it obviously hasn’t worked out that way.

Since then, Read hasn’t really elaborated on what he meant, other than to say that future AMD chips might have a modular design that would allow bits of other types of chips, including an ARM core, to be added. Clearly some big changes are afoot at AMD.

AMD’s statement on the departure is below:

AMD Announces Departure of Emilio Ghilardi as Senior Vice President and Chief Sales Officer

AMD President and CEO Rory Read to Serve as Interim Chief Sales Officer

SUNNYVALE, CA–(Marketwire -02/07/12)- AMD (NYSE: AMD – News) today announced the departure of Emilio Ghilardi as senior vice president and chief sales officer, effective immediately. Rory Read, AMD president and chief executive officer, will serve as interim chief sales officer while the company actively seeks a replacement.

“I’d like to thank Emilio for his contributions to the business and wish him well in his future endeavors,” said Read. “Developing relationships with our customers that are grounded in a foundation of trust through consistently delivering on our commitments is critical, and we are making progress toward that goal. AMD enters 2012 with significant momentum, and we are building upon that momentum by embracing the shifts occurring in the industry and marrying market needs with innovative technologies to become a consistent growth engine.”

Mr. Ghilardi joined AMD from Hewlett Packard in 2008.

]]> http://allthingsd.com/20120207/amd-sales-chief-ghilardi-leaves/feed/ 0 http://allthingsd.com/20120124/amds-outlook-sinks-stock/ http://allthingsd.com/20120124/amds-outlook-sinks-stock/#comments Tue, 24 Jan 2012 22:56:48 +0000 Arik Hesseldahl http://allthingsd.com/?p=167066

AMD CEO Rory Read

Chips may be chips, but the fortunes of the two biggest U.S. companies who manufacture the microprocessors in PCs and servers couldn’t be more different.

First there’s Intel, which has parlayed its deep strategic command of the complex and expensive process of manufacturing chips into a commanding position at one of the crucial pivot points of tech hardware, despite the uncertain state of the global economy, and also despite the dire predictions of analysts.

Then there’s Advanced Micro Devices, which competes for the same sockets in PCs and servers that Intel does, but with a lot less success to show for it. While it reported a non-GAAP profit of 19 cents a share on $1.7 billion in sales, its outlook for the current quarter was weak enough to send AMD shares down 2 percent in after-hours trading. Its revenue forecast of $1.51 billion to $1.61 billion caught analysts by surprise, as they had been expecting average revenue of $1.6 billion.

Then there’s the matter of a $209 million charge from the writedown of AMD’s stake in Globalfoundries, the contract chip manufacturer that was cobbled together out of what used to be AMD’s factories in Germany, Texas, and one under construction in upstate New York; plus the former Chartered Semiconductor. That expense went a long way toward pushing AMD’s results into a 24-cent per-share loss on a GAAP basis.

Spinning off its expensive factories was supposed to save AMD, and it may well have done so. AMD now owns less than 9 percent of Globalfoundries. But the strategic shift has yet to pay off in the kind of success that AMD envisioned when it first plotted the move.

]]> http://allthingsd.com/20120124/amds-outlook-sinks-stock/feed/ 0 http://allthingsd.com/20120119/despite-hard-drive-shortage-expect-few-surprises-from-intel/ http://allthingsd.com/20120119/despite-hard-drive-shortage-expect-few-surprises-from-intel/#comments Thu, 19 Jan 2012 13:38:51 +0000 Arik Hesseldahl http://allthingsd.com/?p=165285 Sales of PCs and servers fell during the last few months of 2011, mainly because there weren’t enough hard drives to go around, as a result of the flooding situation in Thailand.

This fact caused chipmaker Intel to slash its sales forecast for the quarter by $1 billion, to $13.7 billion plus or minus $300 million. Today we’ll see just how bad the damage was, and how bad it’s going to be going forward, as the company reports its results after the close of markets today.

In a note to clients, Deutsche Bank analyst Ross Seymore says not to expect many surprises from Intel. Despite the lower sales guidance, he sees little change to Intel’s overall profitability. He expects Intel’s gross margins, a key metric in measuring profitability, to come in only slightly below the 64.5 percent that Intel had previously forecast. “We see little risk to gross margins despite the lower revenue because product mix continues to be solid,” Seymore wrote.

And while the first half of the new year is always seasonally slower than the second half, Seymore expects it to be slower still for Intel. He’s expecting sales in the first quarter of 2012 to come in at $12.73 billion, with a per-share profit of 51 cents, which is below the consensus of analysts who expect Intel to book sales of $12.8 billion. He also expects the hard drive shortage to hit Intel harder in the first quarter, as the supply of hard drives dries up. Gross margins in the quarter, he expects, will drop below 61 percent. Expect conservative guidance on PC demand for the quarters ahead.

Even so, Seymore rates Intel a Buy, with a $27 price target. “We believe Intel is well-positioned to benefit from new product introductions, improved execution and stable PC demand,” he wrote. He said that competition in chip prices from Intel rival Advanced Micro Devices should “remain benign,” mainly because AMD is fabless and so is at a competitive disadvantage with Intel. Other sectors of Intel’s business, including its flash memory operations, are showing improvement.

]]> http://allthingsd.com/20120119/despite-hard-drive-shortage-expect-few-surprises-from-intel/feed/ 0 http://allthingsd.com/20120117/amd-gets-ultra-competitive-in-skinny-laptop-market/ http://allthingsd.com/20120117/amd-gets-ultra-competitive-in-skinny-laptop-market/#comments Tue, 17 Jan 2012 19:11:05 +0000 John Paczkowski http://allthingsd.com/?p=164327 Advanced Micro Devices is planning to mount an aggressive challenge to Intel in the nascent, but soon-to-be-very-crowded Ultrabook market.

Early this summer AMD will debut its new Trinity chips, which promise to deliver the same performance while consuming half the power of AMD’s A-series chips. Launching alongside them: A new class of ultrathin, lightweight laptops to run them.

Why are they called “ultrathin” when we’ve been taught to refer to these devices as “Ultrabooks”?

Because Ultrabook is a moniker trademarked by Intel and entirely off limits to AMD.

So what’s to distinguish an ultrathin laptop from an Ultrabook, keeping in mind that they’re really both just laptops with sillier names?

Evidently, the biggest difference between the two will be price. Sources tell the occasionally reliable Digitimes that AMD is looking to seriously undercut Intel on this front by pricing Trinity 10 percent to 20 percent lower than its rival’s offering.

If that is indeed the case, these ultrathin machines could end up being $100-$200 cheaper than their Ultrabook couterparts. A troubling development for Intel, which is hoping the Ultrabook will carve out a 40 percent slice of the laptop PC market. The company has said in the past that it plans to drop the Ultrabook’s price over time. With AMD now aiming to undercut it, it may need to make those price cuts earlier and deeper.

]]> http://allthingsd.com/20120117/amd-gets-ultra-competitive-in-skinny-laptop-market/feed/ 0 http://allthingsd.com/20120104/waiting-for-windows-8/ http://allthingsd.com/20120104/waiting-for-windows-8/#comments Thu, 05 Jan 2012 02:24:14 +0000 Walt Mossberg http://allthingsd.com/?p=160235 Q:

I am in need of a new computer. I currently run Windows XP. When is Windows 8 due and should I wait for it? Should I just buy a new computer now with Windows 7 and upgrade to 8 when it arrives?

A:

Windows 8 will likely be released in test, or beta, form, early in the year, and then in final form by the 2012 holiday shopping season. Whether you should wait depends on how badly you need a new PC. One thing to bear in mind if you do buy now is that while Windows 8 will work fine with a keyboard and mouse, its slick new user interface is designed for a touch screen.

Q:

What is the difference between the AMD and the Intel microprocessor chips?

A:

They are different designs from different companies, though Intel is the dominant brand by far. In broad strokes, Advanced Micro Devices’ chips have often claimed better graphics performance and have generally been less expensive. But most computer makers choose Intel, which has lately focused intensely on better battery life without compromising performance.

For average consumers, the most important factor is that Windows runs fine on both, and a typical user doing typical, low-stress tasks might find it hard to distinguish between roughly comparable chips made by the two companies. So, if you are on a budget and an AMD-based machine you like costs less, you are safe to go with it.

Q:

I read your article about using Boot Camp to run Windows on a Mac and it was extremely informative. But I did not understand how to create the drivers needed to make Windows recognize the particular features of the Mac hardware.

A:

Apple’s Boot Camp Assistant program, which is used to set up the Windows installation on a Mac, includes a step in which you download and store the drivers on either a CD or DVD, or an external USB drive. This is software Windows needs to properly operate the Mac’s keyboard, mouse, trackpad and camera.

If you just follow the steps in the Assistant software, you should be able to download and install these drivers, which Apple calls Windows Support Software. It’s a good idea to print the Boot Camp installation guide before you start, an option that appears on the first screen of the Assistant program.

Email Walt at mossberg@wsj.com.

]]> http://allthingsd.com/20120104/waiting-for-windows-8/feed/ 0 http://allthingsd.com/20111222/amd-claims-major-gains-in-graphics-chips/ http://allthingsd.com/20111222/amd-claims-major-gains-in-graphics-chips/#comments Thu, 22 Dec 2011 08:00:41 +0000 Don Clark http://allthingsd.com/?p=156144 Advanced Micro Devices hasn’t had much to brag about lately, amid layoffs, management changes and chips associated more closely with low price than impressive performance. But one part of the company is downright jazzed.

That would be the unit that sells graphics chips to dedicated PC gamers and others that pay top dollar for blazing speed. Its latest offering is definitely styled as a silicon Ferrari, not a Honda Civic.

“A single one of these is the fastest thing on the planet,” says Devon Nekechuk, a product manager at the AMD operations in Canada, acquired as part of the 2006 acquisition of ATI Technologies.

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]]> http://allthingsd.com/20111222/amd-claims-major-gains-in-graphics-chips/feed/ 0 http://allthingsd.com/20111207/microsofts-steven-sinofsky-on-the-move-to-set-up-a-store-within-windows-8/ http://allthingsd.com/20111207/microsofts-steven-sinofsky-on-the-move-to-set-up-a-store-within-windows-8/#comments Wed, 07 Dec 2011 11:00:39 +0000 Ina Fried http://allthingsd.com/?p=150661 Although Windows 8’s built-in app store represents a big shift for how developers sell their wares, Microsoft’s top operating-system executive characterized it as a natural evolution.

Users had been accustomed to scouring retail store shelves, but Windows President Steven Sinofsky said expectations have shifted, and consumers are looking to download the programs they need.

“What has dramatically changed over the years is digital distribution of software,” Sinofsky told AllThingsD in an interview Tuesday, shortly after Microsoft announced its plans for the marketplace at an event in San Francisco.

The Windows Store is a key component of Microsoft’s biggest overhaul in years for its flagship operating system. In addition to changing the way apps are sold, Microsoft is also changing the way they are programmed, and expanding the types of chips on which programs will run.

Microsoft is looking to deliver the operating system in fairly short order — on Tuesday, the company said a beta would be available in late February. Windows 8 is widely expected to arrive late next year, though Sinofsky declined to say anything about when the final version would ship.

Well, I asked, is it fair to say that things are going well?

“I always feel great,” Sinofsky said. “I get to come to work every day and see the build from the night before, and every day we do more stuff.”

I also got clarifications on a few nerdy details.

First of all, Microsoft has not changed its plans to make the store mandatory for developers looking to sell new-style Windows 8 apps to individuals. Businesses and developers will have their own means for delivering programs to users, though Sinofsky said Microsoft is not yet ready to detail just how that will work.

“When we get to beta, we will detail the mechanism,” he said.

Sinofsky also clarified that the Windows Store won’t be ported backward to run on older Windows versions. Though understandable, given that the marketplace is designed for all-new apps, the move means that Microsoft will have to build from the ground up when it comes to recruiting developers and building a user base.

That leaves Microsoft vulnerable to a chicken-or-egg problem at launch, though it can count on the fact that hundreds of millions of machines are sold each year, with the vast majority running the latest version of Windows.

Sinofsky would not address a question that has been making the rounds on Windows sites in recent days — whether Windows 8 machines running ARM processors will be able to run classic desktop-style applications.

Microsoft has demonstrated a classic desktop running on an ARM chip, though the company stressed that was merely a technology demonstration; Sinofsky declined to comment on Microsoft’s plans in that area.

And while Microsoft detailed the cut it expects to take from the Windows store (30 percent on apps or 20 percent once they generate $25,000 in sales), the company isn’t offering any guesses on just how big that business could be.

At last January’s CES, Microsoft confirmed its plans to have Windows 8 run on the ARM-based chips that power smartphones and tablets, along with the Intel and AMD chips that have traditionally been used. At our D9 conference in June, Sinofsky showed off the new look of Windows 8; the company added further technical details and issued an early preview release at its Build developer conference in September.

]]> http://allthingsd.com/20111207/microsofts-steven-sinofsky-on-the-move-to-set-up-a-store-within-windows-8/feed/ 0 http://allthingsd.com/20111123/hp-offers-customers-path-away-from-maligned-chip/ http://allthingsd.com/20111123/hp-offers-customers-path-away-from-maligned-chip/#comments Wed, 23 Nov 2011 11:45:25 +0000 Ben Worthen and Don Clark http://allthingsd.com/?p=147010 Hewlett-Packard on Tuesday offered help to customers who want to shift away from systems that use a microprocessor called Itanium. But HP insists it is not dumping the chip, nor reacting to a nasty dispute with Oracle over the technology.

The vast majority of servers — including those from H-P — use the chips sold by Intel and AMD that are based on a technology called x86. But HP, which jointly developed Itanium with Intel in the 1990s, continues to use that chip for three lines of large systems used for heavy-duty computing jobs.

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]]> http://allthingsd.com/20111123/hp-offers-customers-path-away-from-maligned-chip/feed/ 0 http://allthingsd.com/20111104/patrick-moorhead-longtime-amd-exec-leaving-company/ http://allthingsd.com/20111104/patrick-moorhead-longtime-amd-exec-leaving-company/#comments Fri, 04 Nov 2011 17:45:40 +0000 Arik Hesseldahl http://allthingsd.com/?p=140608 Well, that didn’t take long. A day after chipmaker Advanced Micro Devices announced plans to cut its workforce by 1,400 people, or about 10 percent, the first of what is likely to be several AMD senior executives is heading for the exits.

Patrick Moorhead, AMD’s corporate VP for strategy and an AMD Corporate Fellow, is leaving the company, and according to people familiar with his plans, will be launching a consumer-focused technology analyst and consulting firm around the time of the International Consumer Electronics Show in Las Vegas in January.

Moorhead is the last remaining VP been hired by AMD’s legendary founder and former CEO, Jerry Sanders. Over 11 years at AMD he led the company’s marketing efforts around its Athlon PC and Opteron server chips that led to a bit of a renaissance at AMD from about 2005 to 2007, when the chips won a lot of business away from Intel and thus gave the bigger company a major migraine headache.

To place Moorhead (pictured from his Twitter feed) appropriately in AMD’s history, it was during these years that AMD put into products a concept called x86-64, which essentially extended the x86 instruction set — the underlying code that chips from Intel and AMD share — into what was then the bright new world of 64-bit computing, thus paving the way for machines that could contain more than two four gigabytes of memory and could handle more complex computing tasks.

AMD first put forth its approach at a chip industry event in 1999 — one that I happened to cover for a now-defunct outlet called Electronic News — at a time when Intel was championing a different approach to 64-bit computing by starting from scratch with an entirely new design. Its technology was called EPIC, for “explicitly parallel instruction set computing.” The product that eventually resulted was the exotic Itanium chip, which is today the subject of a legal dispute between software giant Oracle and Hewlett-Packard, which is for all intents and purposes the only company selling hardware that runs on Itanium.

AMD ultimately won that argument and Intel embraced its own implementation of AMD’s x86-64, now common in their mainstream desktop, notebook and server chips, but only after giving Intel and its investors fits over lost market share during 2005 and 2006.

Moorhead joined AMD in 2000 from Compaq and had also worked at the not entirely forgotten search engine outfit AltaVista, which had been launched at Digital Equipment Company, then acquired by Compaq, and is now part of Yahoo.

In more recent years he had been known primarily for being an outspoken advocate for the opportunities in mobile computing. One suspects he’ll have more to say on that topic in the coming months.

]]> http://allthingsd.com/20111104/patrick-moorhead-longtime-amd-exec-leaving-company/feed/ 0 http://allthingsd.com/20111103/chipmaker-amd-to-cut-10-percent-of-workforce/ http://allthingsd.com/20111103/chipmaker-amd-to-cut-10-percent-of-workforce/#comments Thu, 03 Nov 2011 20:28:18 +0000 Arik Hesseldahl http://allthingsd.com/?p=140267 In what appears to be the first big job for new CEO Rory Read, chipmaker Advanced Micro Devices just announced that it’s going to cut its workforce by 10 percent in order to get costs under control.

The job cuts will hit the company globally and will be completed by the end of the first quarter of 2012, the company said in a statement. The company says the move will reduce operating expenses by $118 million in 2012 and by $10 million in the fourth quarter of 2011.

The cuts will amount to about 1,400 of AMD’s 12,000-strong workforce. What you’ll read elsewhere is that AMD is suffering from a worldwide slowdown in PCs, caused in large part by the growth of Apple’s iPad business and to a lesser extent other tablets. But it’s a little more complicated than that when you consider that AMD’s share of the market actually grew slightly in the second quarter, according to the latest numbers I have from Mercury Research, which tracks the market share between the two chipmakers. As of August, AMD was running a 19.4 percent share of the PC and server business, up from 18.2 percent in the first quarter, while Intel’s share dropped slightly from 81 percent in the first quarter to 79.9 percent in the second. Those fractions of a percentage point actually matter to both companies.

The bigger problem is that AMD is nowhere in tablets or smart phones and that was one of the reasons that Read was brought in to replace Dirk Meyer, who surprised everyone by resigning after a fight with his board of directors in January.

In the meantime, expect AMD to make a big fuss about server chips in the coming weeks.

AMD’s statement is below.

AMD Optimizes Cost Structure to Enhance Competitiveness and Accelerate Growth

Operational Savings of More Than $200 Million in 2012 Designed to Accelerate Future Growth in Lower Power, Emerging Markets and the Cloud

SUNNYVALE, CA–(Marketwire -11/03/11)- AMD (NYSE: AMD – News) today announced a restructuring plan and implementation of operational efficiency initiatives designed to strengthen the company’s competitive positioning. AMD expects that these combined actions will create a more competitive cost structure and rebalance the company’s global workforce skillsets, helping AMD to continue delivering industry-leading products while improving productivity, reducing time-to-market and better aligning with key industry trends that are expected to drive growth.

“Reducing our cost structure and focusing our global workforce on key growth opportunities will strengthen AMD’s competitiveness and allow us to aggressively pursue a balanced set of strategic activities designed to accelerate future growth,” said Rory Read, AMD president and CEO. “The actions we are taking are designed to improve our ability to consistently address the needs of our global customer base and stake leadership positions in lower power, emerging markets and the cloud.”

AMD expects that the restructuring plan will result in operational savings, primarily in operating expenses, of approximately $10 million in the fourth quarter of 2011 and $118 million in 2012, primarily through a reduction of its global workforce by approximately 10% and the termination of existing contractual commitments. The workforce reduction will occur across all functions globally and is expected to be substantially completed by the end of the first quarter of 2012. Based on anticipated savings from the restructuring plan, AMD expects fourth quarter 2011 operating expenses will be approximately $610 million.

As a result of implementing efficiencies across the company’s operations, AMD expects to save approximately $90 million in 2012 operating expenses in addition to the restructuring plan savings, resulting in more than $200 million of expected combined operational savings in 2012.

The company expects to reinvest a significant portion of the savings to fund initiatives designed to accelerate AMD’s strategies for lower power, emerging markets, and the cloud.

The company’s actions pursuant to the restructuring plan will take place primarily during fourth quarter of 2011, with some restructuring plan activities extending into 2012. The company currently estimates that it will record restructuring expense in the fourth quarter of 2011 and in 2012 of approximately $101 million and $4 million, respectively. Of the total restructuring expense, approximately $56 million will be future cash expenditures in 2011, $33 million will be future cash expenditures in 2012 and $15 million will be future cash expenditures in 2013.

About AMD
AMD (NYSE: AMD – News) is a semiconductor design innovator leading the next era of vivid digital experiences with its groundbreaking AMD Fusion Accelerated Processing Units (APUs) that power a wide range of computing devices. AMD’s server computing products are focused on driving industry-leading cloud computing and virtualization environments. AMD’s superior graphics technologies are found in a variety of solutions ranging from game consoles, PCs to supercomputers. For more information, visit http://www.amd.com.

]]> http://allthingsd.com/20111103/chipmaker-amd-to-cut-10-percent-of-workforce/feed/ 0 http://allthingsd.com/20111102/fujitsu-beefs-up-its-best-supercomputer/ http://allthingsd.com/20111102/fujitsu-beefs-up-its-best-supercomputer/#comments Wed, 02 Nov 2011 22:53:27 +0000 Arik Hesseldahl http://allthingsd.com/?p=139643 It’s November, and in the rarefied world of supercomputing, it means that a new edition of the twice-a-year Top 500 list of the world’s most powerful publicly-known computers is due out any day now. That also means that the people who assemble the world’s most powerful bean counters are bragging about them and jockeying for placement on the list.

Today it was Fujitsu’s turn. The Japanese computing giant teamed up with RIKEN, the quasi-public Japanese research institution, to announce that they had built a machine they call the K Computer, which can perform 10.51 petaflops, or 10.51 quadrillion floating point operations per second.

And while all that may sound very impressive, it’s not quite as muscular as the Titan machine being assembled in the U.S. at the Oak Ridge National Labs, which can — or will — perform 20 petaflops.

The machine (pictured) is made up of 864 racks with 88,128 interconnected CPU chips, all of them based on the SPARC architecture for which Sun Microsystems, and therefore Oracle, are best known, though Fujitsu has long been a SPARC licensee. The new K Computer is basically an improvement and extension to the same K computer that took the top spot on the last Top 500 list in June, supplanting in the process a Chinese machine that had taken the crown last November.

Never mind that it contained all U.S.-made chips, the Chinese feat caused the leader of the free world to kvetch about the apparent sorry state of U.S. supercomputing, thus prompting, perhaps indirectly, the Titan machine at Oak Ridge.

It’s not as though China hasn’t been heard from on the supercomputing front recently. Last week its Sunway BlueLight MPP raised eyebrows not for its performance — a relatively pokey 795 teraflops — but rather for the fact that it’s built using all Chinese-made components.

So what will it be used for? Weather simulations, research into drugs and solar cells, and simulating earthquakes and tsunamis.

Here are the more formal descriptions from the announcement:

–Analyzing the behavior of nanomaterials through simulations and contributing to the early development of such next-generation semiconductor materials, particularly nanowires and carbon nanotubes, that are expected to lead to future fast-response, low-power devices.

–Predicting which compounds, from among a massive number of drug candidate molecules, will prevent illnesses by binding with active regions on the proteins that cause illnesses, as a way to reduce drug development times and costs (pharmaceutical applications).

–Simulating the actions of atoms and electrons in dye-sensitized solar cells to contribute to the development of solar cells with higher energy-conversion efficiency.

–Simulating seismic wave propagation, strong motion, and tsunamis to predict the effects they will have on human-made structures; predicting the extent of earthquake-impact zones for disaster prevention purposes; and contributing to the design of quake-resistant structures.

–Conducting high-resolution (400-m) simulations of atmospheric circulation models to provide detailed predictions of weather phenomena that elucidate localized effects, such as cloudbursts.

So what’s a petaflop anyway? A FLOP is a floating point operation. Its a type of mathematical function that involves decimal points. Adding 5.6 and 11.21 is a floating point operation and is therefore slightly more complicated from a computing standpoint than adding 11 and 5. But in computing, even day-to-day computing, it’s massively more complicated than all that.

A top-of-the-line NVidia GeForce GTX 590 graphics card, which specializes in floating point operations, can run about 2,400 gigaflops. Since a gigaflop is a billion flops, I guess that technically puts the GeForce GTX 590 into the teraflop, or trillion-flop range.

Petaflops are then in the quadrillion-flop territory, which as I noted before makes them fun because they’re among those rare numbers that are larger than the U.S. national debt. So 10.51 quadrillion flops gets written like so: 10,510,000,000,000,000. Didn’t I say this was fun?

All this is leading up to a big supercomputing conference starting in 10 days in Seattle. So expect lots more supercomputing news in the coming days!

]]> http://allthingsd.com/20111102/fujitsu-beefs-up-its-best-supercomputer/feed/ 0 http://allthingsd.com/20111027/amd-swings-to-profit-citing-notebook-chip-demand/ http://allthingsd.com/20111027/amd-swings-to-profit-citing-notebook-chip-demand/#comments Thu, 27 Oct 2011 23:10:19 +0000 Shara Tibken http://allthingsd.com/?p=137525 Advanced Micro Devices Inc. swung to a profit in the third quarter on a 4.5 percent increase in sales as the chip maker experienced robust demand for its notebook chips.

AMD — which designs semiconductors that serve as calculating engines in computers, servers and game consoles — has benefitted from strong demand for its new chips that combine graphics and computing on the same piece of silicon.

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]]> http://allthingsd.com/20111027/amd-swings-to-profit-citing-notebook-chip-demand/feed/ 0 http://allthingsd.com/20110928/amd-cuts-guidance-on-chipmaking-troubles/ http://allthingsd.com/20110928/amd-cuts-guidance-on-chipmaking-troubles/#comments Wed, 28 Sep 2011 20:58:04 +0000 Arik Hesseldahl http://allthingsd.com/?p=126100 Chipmaker Advanced Micro Devices just reduced its outlook for the current quarter, saying it now expects sales to grow in the 4 to 6 percent range, down from prior guidance of 10 percent or more. Also, gross margins will be 44 to 45 percent, lower than previously forecast. AMD blamed manufacturing difficulties at its former fabrication arm, GlobalFoundries, for the reduced expectations. AMD stock was down almost 8 percent in after-hours trading.

]]> http://allthingsd.com/20110928/amd-cuts-guidance-on-chipmaking-troubles/feed/ 0 http://allthingsd.com/20110913/windows-8-forces-some-compromises-after-all/ http://allthingsd.com/20110913/windows-8-forces-some-compromises-after-all/#comments Tue, 13 Sep 2011 19:39:10 +0000 Ina Fried http://allthingsd.com/?p=119965 Steven Sinofsky talks about Windows 8 as a “no compromise” operating system, but the fact is there are some trade-offs to be made.

Although the new Windows offers a number of upsides, including the fact it runs on a wider range of processors, such flexibility comes at a cost.

Systems that run Windows 8 using low-power ARM processors will be able to run all of the new-style Windows applications, but it appears few traditional Windows programs will run. Microsoft demonstrated a technology preview of Office running on ARM back in January, but Sinofsky said that in general older Windows applications won’t run on ARM-based machines.

That’s not to say Microsoft didn’t make the right choices when it comes to Windows 8. Were Microsoft to have brought over all of its legacy to the new chips, it might well have lost the long battery life and other benefits that ARM-based systems can provide.

A strong case can be made that this break with the past is exactly what Microsoft needed in order to compete with a new generation of devices running operating systems designed with mobility in mind.

However, the choice means that Microsoft and its partners will need lots of new apps to make Windows 8 a success. Indeed, a big part of this week’s Build conference will be equipping developers with the tools they need to write such programs and convincing them of the upside of doing so.

Recognizing this, some of Redmond’s partners are taking matters into their own hands. Nvidia, for example, plans its own program to convince developers to write new-style Windows apps.

“We’re going to be investing in our own effort to get developers on board,” Nvidia General Manager Rene Haas said in an interview.

But if the company faces challenges getting developers to write the new apps, Haas said he is not worried about finding PC makers willing to make machines with the ARM-based processors. Such systems, he said, can be slimmer and cheaper and offer better battery life than those running traditional PC processors from Intel and AMD, he said.

“We’ve seen very big OEM interest,” Haas said, using the industry term for PC makers. “Virtually every OEM around the world wants to do something with Windows-on-ARM.”

Related posts

• Exclusive: Making Sense of Our First Look at Windows 8
• Windows 8 Gets Ready for Its Big Debut
• Gearing Up for Microsoft’s Big Week
• Microsoft Details Windows 8 at Build Conference in Anaheim
• What We Just Learned About Windows 8
• Microsoft Releases First Test Version of Windows 8
• Windows 8 Forces Some Compromises After All
• Boys and Their Toys: Developers Rush to Get Windows 8 Tablets
• Windows 8 Shows Its Server Side
• Ballmer: 500,000 Downloads of Windows 8 Since Last Night

]]> http://allthingsd.com/20110913/windows-8-forces-some-compromises-after-all/feed/ 0 http://allthingsd.com/20110912/gearing-up-for-microsofts-big-week/ http://allthingsd.com/20110912/gearing-up-for-microsofts-big-week/#comments Mon, 12 Sep 2011 12:30:39 +0000 Ina Fried http://allthingsd.com/?p=119421 For years, Microsoft has faced the theoretical concern of Windows becoming less relevant in a world where the computer was one device among many, rather than the centerpiece.

With the rise of the smartphone and the emergence of the tablet, that threat has become real. Now, as the pressure mounts, Microsoft is due to make its case for why Windows can not only hang on to the desktop, but finally deliver on the tablet promises it has been making for a decade.

At a developer conference in Anaheim, Calif., the company is expected to offer a great deal more detail on Windows 8 — the next version of the operating system first shown at our D9 event in June. Windows 8 boasts a touchy-feely new interface, literally, along with a whole new means for writing Windows apps. Also, in a shift, Windows will run on the same kinds of ARM chips that power many of today’s smartphones and tablets.

With the changes, Windows chief Steven Sinofsky says Microsoft is in a position to deliver a “no compromise” operating system that is equally at home on small tablets and powerful desktops.

Some are hoping that Microsoft would go a step further and announce some sort of plan to allow Windows Phone apps to run on Windows 8. That, however, seems unlikely. While Windows and Windows Phone may someday converge, for now the two remain on different architectures.

Whatever Microsoft has to say, AllThingsD will be on hand to make sure our readers don’t miss a beat.

Redmond will also be talking about its bottom line, holding a financial analysts’ meeting on Wednesday. And since it is bringing out its big guns, AllThingsD is doing the same, with Kara Swisher joining me in Anaheim to bring her wit and wisdom to that part.

]]> http://allthingsd.com/20110912/gearing-up-for-microsofts-big-week/feed/ 0 http://allthingsd.com/20110721/amd-we-will-hire-no-ceo-before-its-time/ http://allthingsd.com/20110721/amd-we-will-hire-no-ceo-before-its-time/#comments Thu, 21 Jul 2011 23:49:44 +0000 Arik Hesseldahl http://allthingsd.com/?p=101495 AMD will not be rushed into hiring a CEO. Not by investors worrying about a share price that’s down by more than 20 percent so far this year. Nor by analysts wringing their hands that the search is proving more difficult than originally expected. Nor will it be rushed by journalists observing, as The Wall Street Journal did today, that the search to replace Dirk Meyer — who resigned suddenly in January after a row with the AMD board — has now entered its seventh month, and that the list of people who’ve turned AMD down grows ever longer. Among them: Pat Gelsinger, COO of EMC and a former CTO of Intel; Michael Capellas, the former CEO of WorldCom and Compaq Computer; and William Nuti, CEO of NCR.

Today it fell to Harry Wolin, AMD’s senior vice president and general counsel, to sound a bit like Orson Welles doing a 1970s wine commercial for Paul Masson. At the opening of AMD’s quarterly earnings conference call with analysts, Wollin made a statement that the search for a new CEO remains a “top priority,” but that meeting a timeline is “not the driving force for the search.” Finding the right person is. I hate to say it, but I knew it was going to be a complicated search.

Wolin doesn’t sound much like Orson Welles, but you can hear his statement below. And if you’re drawing a blank on the reference to Orson Welles in wine commercials, there’s an example of one from 1978 below that.

AMD-Harry-Wolin by ahess247

]]> http://allthingsd.com/20110721/amd-we-will-hire-no-ceo-before-its-time/feed/ 0 http://allthingsd.com/20110721/amd-struggles-to-find-new-ceo/ http://allthingsd.com/20110721/amd-struggles-to-find-new-ceo/#comments Thu, 21 Jul 2011 18:58:43 +0000 Don Clark and Joann S. Lublin http://allthingsd.com/?p=101387 Millions of Americans are unemployed and looking for work, yet at least one well-paying job has gone unfilled this year.

Advanced Micro Devices Inc.’s search for a new chief executive has entered its seventh month, a delay seen as an indicator of the challenges facing the chip maker’s next leader.

A number of prominent executives—including Michael Capellas, the former chief of WorldCom Inc. and Compaq Computer Corp., and William Nuti, chief executive of computer maker NCR Corp.—have turned down approaches by AMD since the company’s board forced out its leader in January, people familiar with the situation said.

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]]> http://allthingsd.com/20110721/amd-struggles-to-find-new-ceo/feed/ 0 http://allthingsd.com/20110720/amid-slower-pc-sales-chipmakers-intel-and-amd-report-earnings/ http://allthingsd.com/20110720/amid-slower-pc-sales-chipmakers-intel-and-amd-report-earnings/#comments Wed, 20 Jul 2011 14:06:51 +0000 Arik Hesseldahl http://allthingsd.com/?p=100427 Chip maker Intel will today report results of its second fiscal quarter after the close of markets today, and the expectations aren’t exactly great.

Doug Freedman, an analyst who covers the chip sector for Gleacher & Co. in San Francisco, trimmed his estimates on both Intel and on its smaller rival Advanced Micro Devices amid a weakened PC market that is running well behind the typical seasonal patterns. Last week, market researcher Gartner reported that worldwide PC shipments grew less than three percent over the year-ago period, as consumers remain focused on tablets and smartphones and hold off on upgrading their desktops and notebooks.

At a high level, that’s not good news for Intel and AMD, both of which have yet to penetrate the tablet market in any meaningful way. And both are grappling with the impending entrance of competing chips — based on designs from ARM, from vendors like Nvidia and Qualcomm — burrowing their way into new consumer notebooks.

In a July 15 note to clients, Freedman cut his estimates on both Intel and AMD for the quarter ending in June and the quarter ending in September. He expects Intel to report sales of $12.7 billion, which is about $100 million below the street consensus of $12.8 billion. He also expects Intel to report per-share earnings of 53 cents, which would amount to a two-cent improvement over the year-ago quarter.

The quarter being reported today isn’t the story, however: It’s September. Typically it’s a seasonally strong quarter, as college students head back to school with new notebooks under their arms. This year Freedman thinks PC sales will lag behind historical patterns. He trimmed his September quarter revenue forecast to $13.16 billion, down from $13.43 billion — or $300 million below the street view — and knocked it down by two cents to 59 cents, a penny above the street.

Intel has, in recent quarters, taken a fairly aggressive stance on the state of the PC market, and has criticized analysts for fanning investor fears. “Management should offer more subdued PC unit growth expectations thereby alleviating investor fear that Intel is setting its bar too high,” Freedman wrote. One other thing Intel has in its favor is that the average selling price of chips is edging upward, which should give it a slight hedge against the weaker market. This should help keep gross margins — a key metric for Intel — in the higher end of the 59 to 63 percent range the company said to expect. He also says that Intel could deliver a surprise with better-than-expected results from other parts of its operations, namely its flash memory unit, which makes solid-state hard drives.

For AMD, which reports its results tomorrow, the picture is a mixed bag. The search for a new CEO is now in its sixth month, with no sign of being resolved anytime soon. Freedman doesn’t expect a CEO to be named today nor in the near term. Finding an external candidate is proving harder than expected. (Note to Freedman: You don’t say.) Pressure on its share price, thanks to short-sellers, has created a buying opportunity in the near term.

Even so, Freedman trimmed his estimates for AMD’s June and September quarters. He expects AMD to report sales of $1.55 billion, down from $1.6 billion previously, which would amount to a four percent decline in year-on-year sales. He also shaved a penny off his EPS estimate to nine cents from 10. For September, he expects AMD to report sales of $1.63 billion, down from $1.7 billion before, and cut his EPS estimate to 16 cents from 20.

I’ll be back later today to cover Intel earnings live. See you then.

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