In an interview, Windows unit President Steven Sinofsky said that the first ARM-based machines running Windows 8 should show up around the same time as the first Windows 8 machines running traditional PC processors from Intel and AMD. He didn’t give a time frame for when that would be, but PC manufacturers and chipmakers have said they expect it to arrive later this year.

Sinofsky also said that the Windows-on-ARM machines will come with several Office apps — Word, PowerPoint, Excel and OneNote — that have been tuned to run in a very battery-efficient manner. But Sinofsky said that, although those applications will run in the traditional Windows desktop, they will be the only programs allowed to do so, other than components of Windows itself.

“There are no other compiled dekstop apps that are available,” Sinofsky told AllThingsD. All of the other apps for Windows on ARM will be the new-style “Metro” apps.

Windows 8 for Intel and AMD chips, by contrast, will be able to run all of the kinds of programs that have traditionally run on Windows, inside a Windows 7-like desktop environment.

Although Microsoft has said that its focus around Windows 8 would be around new-style “Metro” apps, there had been significant question as to whether, and under what circumstances, programs designed to run in a classic Windows desktop might be able to run.

Windows on ARM will have the desktop as an option for Internet Explorer, the Office apps and various system functions, such as the control panel, file management and other built-in features of Windows. Sinofsky also said that the version of Internet Explorer for Windows on ARM won’t support plugins such as Adobe Flash, noting the trend in the industry away from supporting Flash on mobile devices.

Sinofsky is also penning a several-thousand-word blog post on the subject — long even for someone known for his lengthy posts. In it, Sinofsky said, he goes into more detail on the company’s plans for Windows on ARM, as well as its rationale for some of the decisions it has made.

“There have been a lot of questions,” Sinofsky said. “I want to do my best to answer them.”

Sinofsky had already ruled out some sort of emulation mode for running older Windows apps on ARM chips, noting that the whole point of running Windows on the same kinds of ARM-based chips used for phones and tablets was to gain the kind of power efficiency those chips can deliver.

Microsoft has said it will deliver an updated “consumer preview” test version of Windows 8 on Feb. 29, with plans to tout the software at an event in Barcelona. However, that test version, like a developer preview released last fall, will be available only for machines running traditional Intel and AMD chips.

Sinofsky said the company is working with chipmakers Nvidia, Qualcomm and Texas Instruments to provide a limited number of test machines to those that make software, hardware and peripherals. The machines are aimed at developers, though, with easy access to the internals, and the company has no plans to make those machines available to enthusiasts, corporate customers or other testers.

Microsoft first announced its plans to allow Windows 8 to run on ARM-based machines at CES 2011.

At the time, it showed a demo of some Office apps running on ARM chips, but showed little else of its plans for the operating system. Months before, it talked about other features of the operating system. Several months later, at our D9 conference, it showed the new Metro interface for Windows, as well as its plans to feature a whole new kind of application, and its plans for a built-in store to sell these new apps.

While the goal is to have Windows-on-ARM machines out at the same time Windows 8 lands on new traditional PCs, Sinofsky noted that there is a lot of work to be done to get the entire PC ecosystem ready.

“We’re building a whole new product, on a new platform, with new partners,” he said.

Update: Sinofsky’s blog post is up, all 8,610 words of it.

You might also remember that a couple of those laptops managed to stand out from the crowd — including Hewlett-Packard’s Envy Spectre 14, which goes on sale today.

Showgoers were abuzz about the glossy, Gorilla Glass-coated Spectre — despite the fact that at almost four pounds, it weighs slightly more than some other ultra-thin, Intel-driven Ultrabooks. At $1,399, it’s 20mm thin with a 14-inch screen, supports up to 256 gigabytes of storage and boasts up to nine and half hours of battery life. It also has a backlit keyboard and “proximity sensors” that light up when a user is approaching the laptop and, naturally, it has HP’s Beats Audio built in.

Another notable feature is that it incorporates near field communication technology, like the kind we’ve been seeing in mobile phones for quick, one-tap payments. HP says that the NFC tech in the Spectre, which is built into the left side of the palm-rest area, will be compatible with NFC-enabled Android phones.

So, how will it work, exactly?

After downloading the HP Touch to Share app from the Android Market, Spectre owners that have an NFC-enabled Android phone will be able to transfer URLs from the Android phone to the Spectre using NFC. For example, if you’re browsing the Web on your phone, you can then tap your screen and transfer that page to the laptop’s Web browser.

You can’t currently share photos, music or other media this way, an HP spokesperson confirmed. And while NFC is often associated with e-commerce, that’s not the usage we’re talking about here. (Since the laptop isn’t a payment terminal, you can’t, for example, browse Amazon.com, see something you’d like to buy, open up a wallet app on your phone and tap the screen with your phone to pay.) But it is a way for smartphones to “speak to” the laptop without using wires or cloud apps.

The NFC market for mobile is expected to grow dramatically over the next few years, with IHS iSuppli forecasting 544.7 million NFC-equipped cellphones to be shipped by 2015 (from 93.2 million last year); it’s likely that we’ll see this tech coming to more devices outside of mobile phones and tablets.

Nintendo, for one, recently said it plans to bring NFC to its long-awaited Wii successor, where it will be used to transfer gaming data.

One thing Judge James Kleinberg did was dismiss a fraud claim by Oracle that said HP had been all sneaky when it concluded a settlement with Oracle that included an agreement to continue building software for systems using the Itanium chip. The settlement was struck only a few weeks before HP hired Léo Apotheker as its CEO and Ray Lane as its chairman.

But that’s not the important part of what Judge Kleinberg did. The most important aspect of yesterday’s action in Hewlett-Packard v. Oracle was the release of the unredacted version of Oracle’s cross-complaint. And it’s a juicy read.

I’ve posted the redacted version before. Now you can read all the bits that were blacked out.

What you’ll find is a lot of information that goes to the core of Oracle’s argument that HP has a lot to lose if the Itanium chip goes end of life, which is exactly what Oracle has said Intel plans to do. As the only major server vendor who sells boxes running Itanium chips, HP makes a lot of money — billions of dollars, according to a newly unredacted statement in the filing — on service-and-support contracts with its Itanium customers. As one HP executive is quoted on page four of the filing, without Itanium, HP would be “strategically screwed.”

Intel, on the other hand, was more or less ready to let the chip die. Having spent billions, dating back to 1989, to develop the Itanium chip, which outside of HP never saw any market success, Intel had to be convinced to keep building them. To do that, HP, the filing reads, paid Intel $440 million to keep Itanium chips in production for a few more generations, through 2014. The deal didn’t even cover the cost of the chips, as HP had to pay for them, as well, the filing reads. Oracle calls the arrangement a “pure pay-off to induce Intel to keep churning out processors that it really wanted to kill.”

And while there’s nothing specifically wrong with the arrangement by itself, Oracle’s point is that HP was misleading the marketplace about the true status of the keystone product in its Business Critical Service business. That unit, in no small part because of the uncertainty wrought by this lawsuit, saw its sales fall by 23 percent in HP’s most recent quarter.

Having won the release of the unredacted complaint, Oracle claimed something of a victory in a statement:

“Oracle is delighted that the Superior Court of the State of California, Santa Clara County, has rejected HP’s attempt to hide the truth about Itanium’s certain end of life from its customers, partners and own employees. We look forward to seeing all of the facts made public that demonstrate how HP has known for years that Itanium is end of life.”

It all sounds very reasonable, until you take into account the fact that Oracle acquired Sun Microsystems in 2010 and is now a big server vendor that competes with HP, and would by no real stretch of argument benefit from an exodus of HP’s Itanium customers toward other vendors. HP called the decision by Oracle to cease support for Itanium part of a “calculated business strategy” to mess up HP’s Itanium business and capture those customers. Yet the evidence so far suggests that the one benefiting from this fight is actually IBM.

HP claimed victory of its own, in a statement:

“HP is pleased that the Superior Court of the State of California, Santa Clara County, has rejected Oracle’s attempt to use a fraud claim to undo its contract with HP. We look forward to seeing the facts made public that demonstrate how Oracle’s March 2011 announcement to no longer develop software for Itanium servers was part of a calculated business strategy to drive hardware sales from Itanium to inferior Sun servers. This further demonstrates the fact that Oracle breached its contractual commitment to HP and ignored its repeated promises of support to our shared customers.”

HP has portrayed itself as the defender of the interests of Itanium customers, under attack by Oracle. As HP puts it in its statement, Oracle tried to induce customers running Oracle software on HP Itanium systems into replacing that hardware by limiting support and withholding software patches and bug fixes. “Customers were left without options to address bugs and other defects in their Oracle software,” HP says.

For HP, this is all a simple argument over whether or not Oracle can be held to the contract they agreed to in 2010.

The agreement stems from the circumstances of former HP CEO Mark Hurd’s resignation, and his subsequent hiring by Oracle as its president. HP sued Hurd and Oracle, and soon they settled. HP says that a clause in that settlement included a provision that Oracle would continue to port its database software to HP servers running the Itanium chip. Oracle has argued that this clause is not part of the final agreement. The settlement document itself remains confidential, but its details will likely emerge in the trial. Expect lots of arguing over different versions of the agreement.

I have embedded two documents below, for your reading pleasure. The first is Oracle’s unredacted cross-complaint, with all the blacked-out bits from the previous version now fully revealed for the world to see. Below that is a Case Management Conference Statement filed by HP lawyers, also unredacted, where it seeks to expose Oracle as making cold-blooded moves that would appear to be attempts to spur Oracle’s own software customers to abandon HP hardware. It’s not quite as juicy as Oracle’s document, but it has its moments, too. Enjoy them both:

HP v Oracle – Amended Cross Complaint

0077a 2011121 Hp Cmc Stmnt Unredacted

A start-up called Tilera today unveiled a chip it calls the TILE-Gx. Essentially, it’s a super-chip with 36 cores which — so the company claims — beats a traditional Intel server chip on the key metric of performance per watt.

For those who don’t keep score in the arcane world of semiconductors, I’ll revisit some of the basics of the above paragraph. We all know that Intel and its one main rival, Advanced Micro Devices, sell chips for servers. Those chips, and those that go into PCs, are generally known as x86 chips, a name derived from the instruction set they share.

On the other hand, there are ARM chips, which are a different breed, and exist in a very different ecosystem. Scores of companies make ARM-based chips for all kinds of different uses, and they license the basics of the designs from ARM, the company, which last year did $636 million in revenue.

ARM chips show up in phones and tablets from the likes of Broadcom, Qualcomm, Texas Instruments and Nvidia, but not so much in PCs and servers. ARM is even the basis for Apple’s A4 and A5 chips. At CES last year, Microsoft said it would create a version of Windows 8 that will support ARM chips. And a company called Calxeda (which I initially got mixed up with Tilera) is aiming to bring ARM cores to chips running in servers.

Tilera, based in San Jose, Calif., is backed by investments from Bessemer Venture Partners, Walden International, Columbia Capital and VentureTech Alliance; plus a trio of strategic investors, Quanta Computer, NTT Finance and Broadcom. Its new chip is based around an entirely new architecture developed by Tilera’s CTO Anant Agarwal, a professor at the Massachusetts Institute of Technology. It forgoes both the traditional x86 and ARM architectures. Aimed squarely at servers, its intention is to get the same work done that a traditional Intel server chip does, while using less power to do it.

That’s not a trivial benefit, especially in data center environments where servers are bunched together and pushed to the performance limit. The biggest operational expense in running them is going to be power. So it’s on this point that server vendors and chip vendors obsess over saving a watt here and there — over the machine’s useful lifetime, the costs will add up considerably.

How it does this is what makes it interesting. Essentially, the cores on the chip do something that an Intel chip can’t do: They communicate among themselves. The way I understand it — and I admit I’m simplifying it greatly — the cores on an x86 chip rely on a single communications channel, called the Bus, to communicate. The Tilera architecture allows each core to communicate directly with the other cores, thus eliminating the need for the Bus and cutting back on the need for power.

The top-end chip — there are two versions — has 36 cores. A core is essentially the main computing engine on a chip. If you’re reading this on a PC, chances are the chip inside it has two cores, maybe four. It used to be that chips had only one core, until it became logical to put two or more on a single chip. I’ve always compared multicore chips to roommates folding laundry together. When there’s a big pile of laundry to be folded, one person can certainly do it, but two or four get it done faster and with less effort. Multicore chips basically prove the old adage that many hands make for fast work.

There’s an obvious appeal to a chip like this, but there are a lot of strikes against it. First, much of the server ecosystem is pretty well entrenched. Companies run what applications they already have, and are usually loath to mess with their computing environments much. Changing the architecture of the CPU chip inside the servers is about as major a decision as a CIO may ever make, and one they don’t make lightly. First they’ll have to test it and run it for awhile, and then see how it interacts with other systems. It’s not the sort of decision that happens just overnight. Also, a new architecture brings with it a lot of software compatibility questions that will give many IT departments pause.

Meanwhile, Intel, which sells chips that go into most of the world’s mainstream servers, will continue to push its power consumption down. At the same time, it’s been trying like crazy to use its Atom line of chips to mount an attack on ARM’s territory and win business from phone and tablet vendors. That effort is just now seeing its first early successes. If there’s a great long-term story in chips that bears watching, the grappling between Intel and the ever-expanding universe of ARM vendors is certainly it.

Correction: I initially thought the Tilera chip was based on the ARM architecture. I’ve revised the story to correct that.

The first was last year in Hillsboro, Oregon, and during the visit, Intel CEO Paul Otellini announced that the new chip plant, or “fab” as they’re usually called, would be built in Arizona.

The main reason that Obama loves Intel is that it’s an example of the kind of manufacturing work that he’d like to see more of in America. As such, the sight of Intel spending $5 billion to build a new plant and adding 4,000 jobs is the sort of thing that any president would like to stand close to, especially at the onset of what looks to be a tough re-election campaign. It’s also one of those rare companies that’s riding high despite an uncertain global economy.

One thing Obama certainly didn’t mention was that Intel added plants in Israel and China in the last year as well. He’s also in no hurry to remind the audience that the chips that Intel makes will be shipped to China and inserted into computers and servers, many of which will be shipped into the United States.

We also learned this week from the New York Times, Obama seemed vaguely baffled by the notion that Apple’s iPhone is manufactured in China, and in a meeting in Silicon Valley last year asked Apple CEO Steve Jobs why they couldn’t be made in the U.S. Jobs’s answer, which is correct: Those jobs aren’t coming back. David Ricardo’s law of Comparative Advantage strikes again.

Anyway, the only video of the full speech that I’ve found came from the local TV station, ABC15, and thankfully they have made it embeddable.

In his remarks, the president is impressed both with the grand scale of things involved in building chips — he remembers seeing an electron microscope at Intel’s plant in Oregon that was powerful enough to display atoms, which is certainly impressive. In Chandler he’s impressed with what he says is the world’s largest land-based crane, which is being used in the construction effort. Enjoy the speech.

(Image is a screen grab from earlier in the video.)

AMD CEO Rory Read

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.

The deal also is seen benefiting Intel’s data-center operations, where revenue jumped 17 percent in 2011 and topped $10 billion for the first time. Kirk Skaugen, general manager of Intel’s data center and connected system group, said the technology will “bring increased options” to the company’s data-center customers.

Read the rest of this post on the original site »

The big news is that Intel has a new COO: Brian Krzanich. He’s a former senior vice president who ran Intel’s manufacturing operations. Krzanich will also be in charge of internal IT and human resources functions that previously belonged to Bryant.

Next, Dadi Perlmutter has been promoted to chief product officer. He’s a widely respected engineer who has long been head of Intel’s Architecture Group, which is basically in charge of designing Intel’s chips. Perlmutter is often mentioned as a candidate for CEO.

Diane Bryant, Intel’s CIO, will now run the increasingly important Data Center Group. Bill Holt, head of Intel’s Technology Development Group, will now report directly to CEO Paul Otellini, having previously reported to Bryant.

Kirk Skaugen, who has run that group, will now run the PC Client Group, replacing Mooly Eden, who will be taking over as General Manager of Intel Israel. Kim Stevenson, VP of global operations and services, was named CIO.

Intel’s full statement is below:

Intel Announces Management Changes

Intel Names Chief Operating Officer and Chief Product Officer

SANTA CLARA, Calif., Jan. 20, 2012 – Intel Corporation announced a number of executive promotions and rotations today that recognize outstanding performance and assign new responsibilities as part of Intel’s commitment to management development.

As previously announced by Intel’s board of directors, Andy Bryant will move from vice chairman of the board to full-time executive chairman at the company’s Annual Stockholders’ Meeting in May. In anticipation of that change, Intel is promoting two senior executives, one of whom will take on much of Bryant’s prior responsibilities.

First, the company has promoted Brian Krzanich to chief operating officer, reporting to Paul Otellini, president and CEO. Krzanich had previously been a senior vice president in charge of Intel’s worldwide manufacturing. In his new role, Krzanich will continue to oversee manufacturing and also take on responsibility for internal IT and human resources, functions that previously reported into Bryant.

Secondly, in recognition of his outstanding work in developing the Intel® Architecture product portfolio, Dadi Perlmutter is being promoted to chief product officer. Perlmutter will continue to lead the Intel Architecture Group and continue reporting to Otellini.

Stacy Smith, senior vice president and chief financial officer, will now report directly to Otellini. He had previously reported to Bryant.

Bill Holt, senior vice president and head of Technology Development, will also now report directly to Otellini. He, too, had reported to Bryant. Holt and Krzanich will continue to co-manage the Technology and Manufacturing Group, allowing Intel to maintain the critical, close collaboration between semiconductor process technology development and manufacturing.

Kirk Skaugen, Intel vice president and head of Intel’s data center business, will become the new head of the PC Client Group (PCCG), succeeding Intel Vice President Mooly Eden, and reporting to Perlmutter. After 9 years in the United States, Eden is moving back to Israel at his request and will assume the position of president and general manager, Intel Israel, reporting to Perlmutter. While in the United States, Eden led Intel’s mobile PC business before being promoted to run PCCG, Intel’s largest product group, in 2009.

Diane Bryant, Intel vice president and CIO, will lead the data center business and succeed Skaugen as general manager of that group. She will report to Perlmutter.

Kim Stevenson, vice president of IT Global Operations and Services, will succeed Diane Bryant as CIO and report to Krzanich.

The organization changes will become effective over the next 30 days, and are designed to create a series of smooth management transitions.

Intel (NASDAQ: INTC) is a world leader in computing innovation. The company designs and builds the essential technologies that serve as the foundation for the world’s computing devices. Additional information about Intel is available at newsroom.intel.com and blogs.intel.com.

In 2011, it crossed the threshold of $50 billion in annual sales for the first time, having hit the $40 billion mark only last year. This came after a tough year — 2009 — during which sales declined a bit to $35 billion, down from $37 billion in 2008. But the larger point is clear: Intel continues to be a significant growth machine in a tech ecosystem that is supposed to be on the decline.

Who says so? “The experts.” Earlier this month, Gartner and IDC both reported what they described as the second-worst year for PC sales growth in recorded history, second only to the doldrums of 2001, when the world was beset by the dotcom crash, the onset of the global war on terror and general recession, all in one. This came after the same two outfits made similarly depressing predictions for worldwide IT spending.

Intel’s results tell a different story. Consider its strengths: Sales in its data-center group — chips being sold to companies building servers that will be used to power data and applications running on the Internet — grew 17 percent year on year to north of $10 billion. And the lowly PC? The machine that is said to be on the decline by so many people who claim to know what’s going on? Sales in Intel’s PC client group grew by more than $5 billion year on year to north of $35 billion.

How can that be possible? It’s an argument that Intel has been making for some time now, and is now becoming familiar: Persistent strength in emerging markets. As Intel CEO Paul Otellini said on a conference call with analysts today, emerging markets, where household incomes are improving to the point that consumers are able to buy their first PCs, are accounting for two out of every three units of incremental microprocessor demand. Which means that for every three chips of new growth sold in a year, two are sold in an emerging market.

PC sales in China, by Intel’s reckoning, grew 15 percent, and as yet have only achieved a household penetration rate of 35 percent, which says there’s lots of room still to grow. By comparison, the U.S. market is 90 percent penetrated, meaning nearly everyone who wants a PC has one. India grew 22 percent; Indonesia, 37 percent.

Here’s another really interesting metric that should give you some food for thought: In 2012, Intel will spend $12.5 billion on capital expenditures. That’s more than twice what it spent last year. What is it spending so lavishly on? Four new chip factories — in Oregon, Arizona, China and Israel — which, when completed, will turn out chips built on the very latest, edge-of-reality technology, where chips have transistors and other elements on them that are at the 14-nanometer scale.

How small is 14 nanometers? About one-fifth the size of a typical virus cell, and only slightly bigger than the thickness of the cell wall of a typical germ. Next year, there will be four factories, employing thousands of people, turning out thousands — and later millions — of these miniscule fragments of silicon that arguably constitute some of the most complex implements mankind has ever built.

And Intel does this profitably, which is so difficult and requires such financial scale that most companies that make other kinds of chips long ago gave up running their own factories and farmed the work of actually building them to other companies. Intel is so good at it that its gross margins in 2011 were 62.5 percent. Its full profit for the year was nearly $13 billion on $54 billion in sales.

Yes, we beat on Intel for not having conquered the smartphone industry or the tablet industry as readily as it spent the 1990s bending the PC industry to its will. There is a school of thought that says Intel is less relevant today than it was, say, five years ago, and that its anemic presence in the future of personal computing — smartphones and tablets — is all the evidence one needs to render that judgement. In fairness, smartphones and tablets are still on the rise, and Intel is starting to show some promising progress, though its competition and an industry-wide preference for chips based on the ARM architecture will be difficult to dislodge.

Still, it’s a little hard to find much fault with Intel, when the numbers so clearly demonstrate that, despite the conventional wisdom, it is clearly at the height of its powers.

The company’s profit climbed by nearly 6 percent in the quarter, despite persistent worries that demand for personal computers is down generally in the face of worldwide economic uncertainty, the popularity of tablet devices like Apple’s iPad, and smartphones in which Intel’s chips are not a significant factor.

Yet, as has been the case for the last several quarters, Intel knows the demand for its global markets — specifically Brazil, Russia, India, and China — far better than any industry analyst, and its executives, especially CEO Paul Otellini, have seemed to enjoy bursting the bubbles of the IDCs and Gartners of the world, who continue to preach a catechism of PC doom.

It’s important for the wider tech industry, because if Intel is healthy, it says a lot about the health of the rest of tech. If PCs are selling well, that means consumers and companies are buying them, either to replace new machines or buying a PC for the first time. And if PCs are selling well, then servers are selling well. Behind all that talk about cloud computing and cloud services are physical servers sitting in a data center somewhere, usually containing Intel chips.

The earnings conference call is about to start, so we’ll get some better indications about how and why Intel managed to surprise the Street once again.

2:35 pm: Ah, joining the conference call in progress. CEO Paul Otellini is speaking and, naturally, he’s crowing about Intel landing a chip in a Lenovo smartphone announced at CES last week.

“In the first quarter, we completed the acquisitions of McAfee and Intel Mobile Communications, formerly of Infineon. They will allow us to extend our strategies across computing.”

He’s recounting highlights of the past fiscal year. During Q4, Intel acquired Telap, which specializes in location-based technologies.

Now he’s talking about a smartphone reference design, basically a board around which a phone maker can build and customize. In the reference design is an Intel Medfield chip. Also, a strategic relationship with Motorola Mobility. “While the Lenovo and Motorola designs are first steps, we’re not done making announcements in the space.”

Now he’s talking about more chips for 2012. For example, 70 Ultrabooks are coming to market this year.

2:39 pm: CFO Stacy Smith is speaking. Nice gross margins of 65.5 percent, which were in the high end of the range. That’s Intel’s speciality — efficiency.

Smith: We saw a reduction of orders for microprocessors as a result of the Thailand flooding. The flooding didn’t affect sales directly, he says.

Smith: Q1 revenue will be down a little more from the average seasonal decline, as the flooding will continue to affect sales.

Smith: 2012 growth of revenue in the high end of single digits. Capital spending of $12.5 billion, in order to build a fancy new fab.

Smith: We continue to see strong results in emerging markets, as increased incomes allow more people to afford PCs.

Time for Q&A with the analysts.

First question from Citi: He’s asking about gross-margin projections and revenues. What is the PC forecast assumption that underlies that?

Smith: It will play out similar to this year. There will be some unit growth, and we’ll benefit from a rich product mix. The high single-digit number in perspective. Strip out some things from 2011, we expect it to come down, in part because of lower GDP growth, but we see the same kind of trends in 2012 that we saw in 2011.

Citi analyst asks if the unit costs per chip are coming down.

Smith: That’s a normal phenomenon as we ramp factories to a new process, and then the cost comes down over the course of the year.

A question from Jefferies: As you get more success in the smartphone and tablet markets, I’m wondering if it’s your intention to get more chips up and down the stack, or is it different from PCs?

Otellini: Our intention is to participate broadly in all three of those markets. In tablets, we’ll be well-positioned for that. Who knows where the prices go over time, but we’d use the advanced silicon integration capabilities that we have to drive the costs down. We’re coming in at the top of the smartphone market; we’re aiming at best performance and very good battery life. And the Infineon acquisition has given us a very good position in basic phones. They shipped about 400 million modems.

Jefferies: Do they inherently carry more profitability than the PC processor business?

Otellini: The other guys have lower margins. But we’ll get paid twice. We’ll get paid as the foundry, but also for the architecture.

2:50 pm: Question from Bank of America: There were a lot of announcements on Ultrabooks from CES. Will they cannibalize notebook sales?

Otellini: I have not seen this level of excitement since before Centrino, which was in 2003. Initially, you will see this will be a replacement of existing notebook sales. People will trade up. As we move through 2012 and into 2013 as Windows 8 machines roll out, you have the possibility or even the probability of many of those machines incorporating touch. At that point, the machines incorporate the best of both the PC and the tablet. I don’t know how that plays out, but we’ll be well-positioned.

Question from JMP Securities: I know you don’t guide by segment, but what’s happening on the data center side of the business? And how does Romley change that? (Romley is a future server chip.)

Smith: Let me do a higher-level look. The data-center business can be pretty lumpy, but on a secular basis, we’re pretty confident in the growth trends.

Otellini: We’re seeing stronger growth for Romley than we saw for Nehalem at the same point in its lifespan, two years ago. Initially, it will not drive the same kind of replacement cycle that Nehalem did. It will drive replacement for high-capacity needs. I think this product is the most well-rounded in the genre so far.

Question from Deutsche Bank: Overall, as we look at flood impact, how should we see that snapping back, and against the backdrop of the seasonality?

Otellini: There are more moving pieces as I look out over the next 11 months. Our view is that the industry seems to be hitting the bottom of their output trough in Jan. and Feb. Everyone who seems to want to buy a PC has been able to. There are some stockouts in particular SKUs. You will see some compression of the supply chain. We think there is likely to be some refilling of the pipes in the second quarter, and into the third quarter. Or people will learn to live with leaner supply chains, which is always good for us.

3:00 pm: Question from Goldman Sachs: What’s the incremental growth in capacity? And what is the initial assumption on factory loadings?

Smith: Let’s talk about what’s driving the capital spending. $12.5 billion is a big number, but you have to take in the context of how our business has grown. Then it makes sense. I think my depreciation as a percent of revenue stays in a healthy range. In terms of the makeup of specific capital spending, it’s a two-year cycle as we’re building buildings. That part starts to come down in 2013. Buildings are depreciated over a longer period of time.

In terms of factory utilization, we’re running full-out today. We’re just in the beginning of the 22-nanometer cycle. We took advantage of the flooding by taking some older equipment offline sooner than we would have otherwise. We’re selling every 22-nanometer unit we can get out there.

3:06 pm: Totally missed the question from UBS. Sorry, UBS.

Question from Credit Suisse about Ultrabooks. Are there any sort of milestones you expect — perhaps, say, percentage of total notebooks?

Otellini: Starting with the mix. Core processors are about 70 percent of our mix, and that’s historically high for our premium brand. What we can’t yet predict is the mix between i3, i5 and i7. As we move toward the second half of the year, the mix comes down to i3. In terms of a target, our goal would be to exit the year with about 40 percent of consumer notebooks being Ultrabooks.

3:11 pm: J.P. Morgan asks if Intel is going to continue to spend like a drunken sailor on capital expenditures and R&D.

Smith says Intel is making some important investments this year, but they will come down from here.

A question from Nomura: Android tablet sales seemed like a disappointment in 2011. What was the issue, and is there a reason to be more optimistic this year?

Otellini: They were where I thought they would be, but I was below where others were. Until you get to Ice Cream Sandwich, you’re at a comparison with Apple’s iPad. The other part of that test is the Windows 8 tablets that are being queued up for production. I don’t think anything about the tablet market is settled yet. The jury is out on the long-term segmentation by form factor.

Ew. Questions from Barclays are being turned back. Smith just won’t go where he wants them to go. Too granular.

3:16 pm: Otellini: The data-center storage is not your grandmother’s data-center business of before. Back to lumpy data-center sales, when Facebook or Apple turns on a new data center. We’re seeing a change to the linearity to data-center sales. Expect more short-term lumpiness, but stick to the year-on-year growth.

One more question to go. And it’s from Caris & Co. He’s asking about capex again.

Smith: If you look at spending for capex in 2012, a historically large part of it is the four-factory model. From here, our capex will be a function of two things — the unit growth we see and the speed with which we bring our process technologies to the leading edge. We balance off those decisions as we go forward. With a big increase in units, we’ll spend the capex to support it.

Caris: You’ve taken on some debt in the quarter, as you look for flexibility to buy back more stock.

Smith: Our balance sheet supports taking on more debt, and we certainly have the capability of doing so. We’ve said in the past, our first priority is investing in the business. We bought McAfee and Infineon. We had a significant increase in dividends in 2011, and as a percent of free cash flow. We did take advantage of low interest rates and high-dividend yield to buy back a lot more stock.

And that is the end of the call. Good night!

Sales for the fourth quarter came in at $13.9 billion, and per share earnings were 64 cents, for a net of $3.4 billion. For the full year Intel finished with sales of $54 billion and a net of $12.9 billion and EPS of $2.39, all of them records. So even amid the diminished expectations of the moment, Intel is sounding the victory trumpets, and not unreasonably.

The statement is below. Come back in a little while and I’ll be live blogging the earnings conference call.

SANTA CLARA, Calif., Jan. 19, 2012 – Intel Corporation today reported full-year revenue of $54 billion, operating income of $17.5 billion, net income of $12.9 billion and EPS of $2.39 — all records. The company generated approximately $21 billion in cash from operations, paid dividends of $4.1 billion and used $14.1 billion to repurchase 642 million shares of stock.

For the fourth quarter, Intel posted revenue of $13.9 billion, operating income of $4.6 billion, net income of $3.4 billion and EPS of 64 cents. The company generated approximately $6.6 billion in cash from operations, paid dividends of $1.1 billion and used $4.1 billion to repurchase 174 million shares of stock.

“2011 was an exceptional year for Intel,” said Paul Otellini, Intel president and CEO. “With outstanding execution the company performed superbly, growing revenue by more than $10 billion and eclipsing all annual revenue and earnings records. With a tremendous product and technology pipeline for 2012, we’re excited about the global growth opportunities presented by Ultrabook systems, the data center, security and the introduction of Intel-powered smartphones and tablets.”

Business Outlook
Intel’s Business Outlook does not include the potential impact of any mergers, acquisitions, divestitures or other business combinations that may be completed after Jan. 19.

Q1 2012 (GAAP, unless otherwise stated)

Revenue: $12.8 billion, plus or minus $500 million.
Gross margin percentage: 63 percent and 64 percent Non-GAAP (excluding amortization of acquisition-related intangibles), both plus or minus a couple percentage points.
R&D plus MG&A spending: approximately $4.4 billion.
Amortization of acquisition-related intangibles: approximately $75 million.
Impact of equity investments and interest and other: approximately zero.

Depreciation: approximately $1.5 billion.

Full-Year 2012 (GAAP, unless otherwise stated)

Gross margin percentage: 64 percent and 65 percent Non-GAAP (excluding amortization of acquisition-related intangibles), both plus or minus a few percentage points.
Spending (R&D plus MG&A): $18.3 billion, plus or minus $200 million.
R&D spending: approximately $10.1 billion.
Amortization of acquisition-related intangibles: approximately $300 million.
Depreciation: $6.5 billion, plus or minus $100 million.
Tax Rate: approximately 29 percent.
Full-year capital spending: $12.5 billion, plus or minus $400 million.

For additional information regarding Intel’s results and Business Outlook, please see the CFO commentary at: www.intc.com/results.cfm.

Status of Business Outlook
Intel’s Business Outlook is posted on intc.com and may be reiterated in public or private meetings with investors and others. The Business Outlook will be effective through the close of business March 16 unless earlier updated; except that the Business Outlook for amortization of acquisition-related intangibles, impact of equity investments and interest and other, and tax rate, will be effective only through the close of business on Jan. 26. Intel’s Quiet Period will start from the close of business on March 16 until publication of the company’s first-quarter earnings release, scheduled for April 17. During the Quiet Period, all of the Business Outlook and other forward-looking statements disclosed in the company’s news releases and filings with the SEC should be considered as historical, speaking as of prior to the Quiet Period only, and not subject to an update by the company.

Q4 and 2011 Key Financial Information (GAAP)

Q4 Business unit revenue:

PC Client Group revenue of $9 billion, up 17 percent year-over-year.
Data Center Group revenue of $2.7 billion, up 8 percent year-over-year.
Other Intel® architecture group revenue of $1.1 billion, up 35 percent year-over-year.
Intel® Atom™ microprocessor and chipset revenue of $167 million, down 57 percent year-over-year.
McAfee Inc. and Intel Mobile Communications contributed revenue of approximately $1 billion.

Full Year Business unit revenue:

PC Client Group had revenue of $35.4 billion, up 17% from 2010.
Data Center Group had revenue of $10.1 billion, up 17% from 2010.
Other Intel architecture group had revenue of $5.0 billion, up 64% from 2010.
Intel Atom microprocessor and chipset revenue of $1.2 billion, down 25% from 2010.
McAfee Inc. and Intel Mobile Communications contributed revenue of $3.6 billion.

Risk Factors
The above statements and any others in this document that refer to plans and expectations for the first quarter, the year and the future are forward-looking statements that involve a number of risks and uncertainties. Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “may,” “will,” “should” and their variations identify forward-looking statements. Statements that refer to or are based on projections, uncertain events or assumptions also identify forward-looking statements. Many factors could affect Intel’s actual results, and variances from Intel’s current expectations regarding such factors could cause actual results to differ materially from those expressed in these forward-looking statements. Intel presently considers the following to be the important factors that could cause actual results to differ materially from the company’s expectations.

Demand could be different from Intel’s expectations due to factors including changes in business and economic conditions, including supply constraints and other disruptions affecting customers; customer acceptance of Intel’s and competitors’ products; changes in customer order patterns including order cancellations; and changes in the level of inventory at customers. Uncertainty in global economic and financial conditions poses a risk that consumers and businesses may defer purchases in response to negative financial events, which could negatively affect product demand and other related matters.
Intel operates in intensely competitive industries that are characterized by a high percentage of costs that are fixed or difficult to reduce in the short term and product demand that is highly variable and difficult to forecast. Revenue and the gross margin percentage are affected by the timing of Intel product introductions and the demand for and market acceptance of Intel’s products; actions taken by Intel’s competitors, including product offerings and introductions, marketing programs and pricing pressures and Intel’s response to such actions; and Intel’s ability to respond quickly to technological developments and to incorporate new features into its products.
Intel is in the process of transitioning to its next generation of products on 22nm process technology, and there could be execution and timing issues associated with these changes, including products defects and errata and lower than anticipated manufacturing yields.
The gross margin percentage could vary significantly from expectations based on capacity utilization; variations in inventory valuation, including variations related to the timing of qualifying products for sale; changes in revenue levels; product mix and pricing; the timing and execution of the manufacturing ramp and associated costs; start-up costs; excess or obsolete inventory; changes in unit costs; defects or disruptions in the supply of materials or resources; product manufacturing quality/yields; and impairments of long-lived assets, including manufacturing, assembly/test and intangible assets.
The tax rate expectation is based on current tax law and current expected income. The tax rate may be affected by the jurisdictions in which profits are determined to be earned and taxed; changes in the estimates of credits, benefits and deductions; the resolution of issues arising from tax audits with various tax authorities, including payment of interest and penalties; and the ability to realize deferred tax assets.
Gains or losses from equity securities and interest and other could vary from expectations depending on gains or losses on the sale, exchange, change in the fair value or impairments of debt and equity investments; interest rates; cash balances; and changes in fair value of derivative instruments.
The majority of Intel’s non-marketable equity investment portfolio balance is concentrated in companies in the flash memory market segment, and declines in this market segment or changes in management’s plans with respect to Intel’s investments in this market segment could result in significant impairment charges, impacting restructuring charges as well as gains/losses on equity investments and interest and other.

Intel’s results could be affected by adverse economic, social, political and physical/infrastructure conditions in countries where Intel, its customers or its suppliers operate, including military conflict and other security risks, natural disasters, infrastructure disruptions, health concerns and fluctuations in currency exchange rates.
Expenses, particularly certain marketing and compensation expenses, as well as restructuring and asset impairment charges, vary depending on the level of demand for Intel’s products and the level of revenue and profits.

Intel’s results could be affected by the timing of closing of acquisitions and divestitures.
Intel’s results could be affected by adverse effects associated with product defects and errata (deviations from published specifications), and by litigation or regulatory matters involving intellectual property, stockholder, consumer, antitrust and other issues, such as the litigation and regulatory matters described in Intel’s SEC reports. An unfavorable ruling could include monetary damages or an injunction prohibiting us from manufacturing or selling one or more products, precluding particular business practices, impacting Intel’s ability to design its products, or requiring other remedies such as compulsory licensing of intellectual property.

A detailed discussion of these and other factors that could affect Intel’s results is included in Intel’s SEC filings, including the report on Form 10-Q for the quarter ended Oct. 1, 2011.

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.

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.

Samsung apparently plans to merge its homegrown bada software with Tizen, which is itself the merger of multiple mobile Linux projects. An executive of the Korean electronics giant mentioned the move in an interview with Forbes last week, and on Monday confirmed the plans to Reuters.

The move means that apps written for bada (which is Korean for “ocean”) should run on Tizen, assuming that operating system finds its way onto devices. Tizen is a successor to MeeGo, an effort that was backed by both Intel and Nokia, until Nokia revamped its plans to focus on Windows Phone.

The timing for when the merger should be complete was not immediately clear, though Samsung told Forbes that the effort is already under way.

Citing sources, The Wall Street Journal reported last year that Samsung was working on a plan to open-source the operating system.

Though not sold on phones in the U.S., bada has gained some ground in other countries.

Update: Samsung tells AllThingsD that it is considering merging bada into Tizen, but that a final decision has not been reached.

“Samsung and other members of Tizen Association have not made a firm decision regarding the merge of bada and Tizen,” Samsung said in a statement. “We are carefully looking at it as an option to make the platforms serve better for customers. As Samsung’s essential part of multi-platform portfolio, bada will continue to play an important role in democratizing smartphone experience in all markets. Samsung will also support open source based development and continue to work together with other industry stakeholders.”

At the Consumer Electronics Show in Las Vegas, Intel is showing a working reference design that it is offering to any phone maker that wants to use its chips. The phone itself packs a 1.6GHz single-core Atom chip along with an array of sensors and radios.

“The sample platform we have is fully buzzword compliant,” General Manager Mike Bell said in an interview.

The company has been testing thousands of phones internally and says the performance is top of class, with battery life at least as good as most Android devices.

“We are not the best at power, but we are definitely very, very competitive,” Bell said.

Compatibility is another issue that Bell said he is asked about a lot. Nearly all Java-based Android apps should run, as well as a good number of those designed specifically for chips based on cores from rival ARM.

“We think that gets rid of the last argument people have,” Bell said.

Of course, Intel faces plenty of competition in the phone chip space, including existing Android chip providers Qualcomm, Nvidia, Texas Instruments and other challengers, such as Broadcom.

Intel is announcing two phone customers running its chips — a Lenovo phone for China slated to be released in the first half of the year and a multi-year, multi-device alliance with Motorola Mobility that will begin with a phone in the second half of the year.

Although Intel announced only the two customers, Bell indicated more names will be coming soon. (Think next month’s Mobile World Congress for an update.)

“You can imagine our business is all about scale,” he said, declining to say how many phone designs are being built around its chips, or how many customers it has.

In a roundtable with reporters, Motorola CEO Sanjay Jha said he was attracted to the chipmaker by both its roadmap and its approach, which focuses as much on running multiple instructions on a single chip core as it does on packing in as many cores as possible.

“What they have done is multithreading vs. multicore,” Jha said, noting there is a big debate in computer science as to which is better. Jha said that, along with other innovations like three-dimensional transistors, this will be important as the laws of physics prevent rapid performance gains just by shrinking the size of transistors.

Intel has focused its phone efforts entirely on Android for now, noting that it believes it has more people working on Android than Google does.

MORE CES NEWS:

• Complete coverage
• HP’s Former CTO: Ultrabooks Are Nothing New, webOS Still Has Life Yet
• Walt Shows Off CES Gadgets for Fox Business News (Video)
• What Kind of Web Video Plans Does Sony Have? (Video)
• Fujitsu Seeking Way Into Crowded U.S. Smartphone Market
• Why Rhapsody Is (Probably) Bigger Than Spotify — In the U.S.
• Microsoft Beefing Up CeBit Presence Even as It Pulls Back on CES
• Inside the CES Lost & Found
• FCC Chairman Has New Tablet, but Same Script: More Spectrum!
• Verizon Wireless: We Want to Connect Five Devices for Every Subscriber
• Ultrabooks From HP and Lenovo That Are (Kinda, Sorta) Different
• Walt and Katie Take a Tour of CES (Video)
• Schmidt-Storm Alert: The Google Chairman Didn’t Like Your Question
• T-Mobile Expands Bobsled Messaging Service
• Intel Shows Just How It Plans to Get Into Phones (Video)
• Motorola CEO: We’re Going to Release Fewer Phones This Year
• Kinect Helps Keep Aging Xbox at the Top of Its Game
• More From T-Mobile CEO: On Pricing, LTE and That Ever-Elusive iPhone
• Exclusive: New Boss Acknowledges Windows Phone Still Has “Awareness Problem”
• And You Thought Jawbone UP Was Going to Miss the CES Party!
• Interview: T-Mobile CEO Says No Second AT&T Deal Out There
• Grover Is at CES and I Am Missing It
• BlueStacks Bringing Android Apps to Windows 8
• Why the Future of TV Won’t Be Here Soon
• Nvidia’s Tegra 3 Tries to Save Battery in All Sorts of Different Ways
• Dynamic Dual Coverage: Ballmer’s Last Act in Vegas and the BCS Championship in 3-D
• Microsoft Phoning In Its Last CES Keynote
• Myspace — Yes, Myspace — Says It’s Going to Sell You Web TV
• Samsung Unveils “Super” 55-Inch OLED TV
• Nokia Unveils That LTE Windows Phone It’s Been Dying to Share
• Steve Ballmer Gives Ralph De La Vega a Very … Vigorous Greeting (Video)
• Interview: AT&T’s De La Vega on LTE, Tablets and Life After T-Mobile
• AT&T’s De La Vega: Shared Data Plans Still in the Works
• LG: 55-Inch Glasses-Free 3-D Screen Is on the Way
• LG Pushes 4G Smartphone Through Verizon: The LG Spectrum
• Live: AT&T’s Vegas Act Stars LTE and, Making Her Return to the Stage, Nokia
• CES Notebook: The Constant Search for Power and Vegas’ Worst-kept Secret
• Belkin Bringing Mobile TV to Lots of Cellphones, Will Anyone Tune In?
• Acer Introduces “World’s Thinnest” Ultrabook and a “Me-Too” Cloud Service
• There Better Be Some Cool Stuff at CES, Because CE Holiday Sales Data Bytes!
• CES 2012: Snooki and Bieber Are In, Gaga Is Out!
• Coming to a Smartphone Near You: Gorilla Glass 2
• RIM Hopes Next PlayBook OS Will Impress at CES
• Ultrabooks, the Ultra-Fancy New Name for Laptops
• At CES, Expect More Gadgets Telling You to Get Off the Couch
• Intel to Detail Its Phone Plans at CES Next Month
• Microsoft Pulling Out of CES After Upcoming Show
• Intel to Detail Its Phone Plans at CES Next Month
• Dell Will Drop the Flashy Vegas Act for CES This Year
• Ultrabook Conga Line Preps for CES 2012

]]> http://allthingsd.com/20120110/intel-shows-just-how-it-plans-to-get-into-phones-video/feed/ 0 http://allthingsd.com/20120109/intel-awaits-microsofts-next-number/ http://allthingsd.com/20120109/intel-awaits-microsofts-next-number/#comments Mon, 09 Jan 2012 13:00:27 +0000 Don Clark http://allthingsd.com/?p=161534 Microsoft Corp. sent shock waves through the tech sector a year ago with a radical shift in strategy, a plan to develop a next generation of software that relies less exclusively on 30-year partner Intel Corp.

A year later, it isn’t clear whether the software giant’s shift will do much to improve its lagging position in mobile devices — or whether it is quite as ominous for Intel as it originally appeared.

On Monday night, Microsoft Chief Executive Steve Ballmer is set to return to the stage of the Consumer Electronics Show in Las Vegas, where he laid out the company’s plans for the new software, known as Windows 8. He isn’t expected to demonstrate any new features or give details about its progress.

Read the rest of this post on the original site »

]]> http://allthingsd.com/20120109/intel-awaits-microsofts-next-number/feed/ 0 http://allthingsd.com/20120106/exclusive-former-skype-exec-christopher-dean-joins-urban-airship-to-oversee-the-revenue-side/ http://allthingsd.com/20120106/exclusive-former-skype-exec-christopher-dean-joins-urban-airship-to-oversee-the-revenue-side/#comments Fri, 06 Jan 2012 12:00:27 +0000 Ina Fried http://allthingsd.com/?p=160750 Several months after being disconnected from Skype, Christopher Dean has found a new gig as chief revenue officer at mobile-notification service provider Urban Airship.

Dean, who was a victim of a Tony Bates housecleaning last summer, says several months on the beach eased the sting of his ouster. After considering CEO positions at some early-stage companies, and looking around in the mobile, social and messaging areas, Dean said he decided that the role at Urban Airship — which specializes in managing push notifications for mobile services — fits well with his background in messaging and communications.

Urban Airship is coming off a $15 million funding round that included investments from Salesforce.com, Intel and Verizon. Urban Airship also recently scooped up Jay Adelson’s SimpleGeo.

“They have a massive opportunity to drive messaging in the mobile world generally, and specifically around push,” Dean said in an interview on Thursday.

Moreover, Dean said he is excited about his new role, which includes responsibility for sales, in addition to his usual arena of business development.

As for Skype, he says he wishes the service well and hopes it will stay true to its cross-platform roots, even as it lands in the hands of Microsoft.

At $8.5 billion, Dean says Microsoft “paid a full price,” but that Redmond can still have gotten a good deal if it is able to integrate the service into its various properties, ranging from Windows Phone and Windows Live to Lync and even Xbox.

“I’ve always said I think the acquisition is a very strong and good one for Microsoft,” Dean said. “I can absolutely see why they did that.”

]]> http://allthingsd.com/20120106/exclusive-former-skype-exec-christopher-dean-joins-urban-airship-to-oversee-the-revenue-side/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/20120104/ultrabooks-the-ultra-fancy-new-name-for-laptops/ http://allthingsd.com/20120104/ultrabooks-the-ultra-fancy-new-name-for-laptops/#comments Wed, 04 Jan 2012 18:49:46 +0000 Ina Fried http://allthingsd.com/?p=159077 As the Consumer Electronics Show kicks off next week, chances are you will start hearing a ton more about Ultrabooks.

If this is the first you’ve heard the term, it refers to Windows PCs that resemble the MacBook Air — computers that are thin and light, use a flash drive rather than a traditional hard drive and can boot up rather quickly.

Intel plans to make sure that if you haven’t heard of Ultrabooks, you soon will. The chipmaker, which has trademarked the name, is pouring hundreds of millions of dollars into both the manufacturing and the marketing of Ultrabooks.

Well, I have another word for them. I call them laptops.

The fact of the matter is this is just the direction that laptops are going. They are getting thinner and lighter, faster and sleeker, and booting up quicker than they did before. And that DVD drive, it’s going away to save money and weight.

This isn’t a revolution, but rather the continued evolution of a product that once had floppy drives and modem ports.

Some companies’ devices have already hit the market, while others, including Dell, are expected to introduce models at next week’s Consumer Electronics Show in Las Vegas.

In many ways, the Ultrabooks are the PCs belated answer to the MacBook Air.

While netbooks offered light computers at a low cost, their cramped keyboards and small displays made them no match for the Air. Traditional laptops, meanwhile, were slow and bulky and often delivered poor battery life.

The MacBook Air has seen its sales skyrocket while the overall PC market has gained just 2 percent worldwide. According to Gartner, MacBook Air sales from October 2010 to September 2011 were five times those from a year earlier as the product moved from a high-end niche to the mainstream of Apple’s laptop lineup. That laptop alone makes up nearly 2 percent of global PC sales.

It has also picked up many of the aspects that have made the iPad a hit, including easy access to apps, multitouch gestures and the ability to nearly instantly resume from sleep.

While once it was an oddity, the MacBook Air is no longer a separate category of Mac. In fact, many outsiders think it will someday soon be the only laptop Apple makes.

PCs will probably retain a bit more diversity. People like things bigger and smaller, cheaper and pricier. Plus, the Ultrabook doesn’t meet all needs. Those with big storage needs will likely want a bigger hard drive, for example, since flash drives get prohibitively expensive over 256 gigabytes.

That’s not to say there isn’t value in what Intel is doing. First of all, it will provide a badly needed marketing boost to the PC industry, which has suffered mightily in the prestige department.

Also, Intel has a history of speeding up transitions in the computing market. Today, it is almost impossible to find a PC that doesn’t have Wi-Fi built in. But that wasn’t the case before Intel started its massive marketing push behind Centrino — introducing the notion of Wi-Fi to the masses and providing a lift to computers that packed the technology inside.

The company has big plans for the segment; it has invested $300 million in a fund to help lower the cost of the components that go into making the thin laptops, and that is just the start.

It plans ads of its own and to help fund marketing campaigns with individual PC makers. Intel isn’t saying just yet how much it will spend on the Ultrabook endeavor, but it is believed to be far more than the company spent on Centrino. Intel may well put a dollar figure to all those hundreds of millions when it talks about its Ultrabook plans at a press conference at next week’s Consumer Electronics Show in Las Vegas.

For all its efforts, Intel has predicted that, come December, Ultrabooks will make up 40 percent of all consumer laptops sold. Others are less bullish about the segment.

In a forecast released on Wednesday, NPD DisplaySearch predicts Ultrabooks will make up just 8 percent of all laptops sold next year and 14 percent of total notebook shipments in 2013.

While there will be much debate over how many Ultrabooks will be sold, I have a different set of questions.

I have no doubt the PC industry will reach this level at some point. The question for me is whether the arrival of Ultrabooks helps the Windows PC win back share against Apple or grow the PC market as a whole or offer the industry higher profit margins.

Unless the answer to one of those question is yes, then the Ultrabooks will have transformed the laptop without improving life for those that make the products.

MORE CES NEWS:

• Complete coverage
• HP’s Former CTO: Ultrabooks Are Nothing New, webOS Still Has Life Yet
• Walt Shows Off CES Gadgets for Fox Business News (Video)
• What Kind of Web Video Plans Does Sony Have? (Video)
• Fujitsu Seeking Way Into Crowded U.S. Smartphone Market
• Why Rhapsody Is (Probably) Bigger Than Spotify — In the U.S.
• Microsoft Beefing Up CeBit Presence Even as It Pulls Back on CES
• Inside the CES Lost & Found
• FCC Chairman Has New Tablet, but Same Script: More Spectrum!
• Verizon Wireless: We Want to Connect Five Devices for Every Subscriber
• Ultrabooks From HP and Lenovo That Are (Kinda, Sorta) Different
• Walt and Katie Take a Tour of CES (Video)
• Schmidt-Storm Alert: The Google Chairman Didn’t Like Your Question
• T-Mobile Expands Bobsled Messaging Service
• Intel Shows Just How It Plans to Get Into Phones (Video)
• Motorola CEO: We’re Going to Release Fewer Phones This Year
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• Why the Future of TV Won’t Be Here Soon
• Nvidia’s Tegra 3 Tries to Save Battery in All Sorts of Different Ways
• Dynamic Dual Coverage: Ballmer’s Last Act in Vegas and the BCS Championship in 3-D
• Microsoft Phoning In Its Last CES Keynote
• Myspace — Yes, Myspace — Says It’s Going to Sell You Web TV
• Samsung Unveils “Super” 55-Inch OLED TV
• Nokia Unveils That LTE Windows Phone It’s Been Dying to Share
• Steve Ballmer Gives Ralph De La Vega a Very … Vigorous Greeting (Video)
• Interview: AT&T’s De La Vega on LTE, Tablets and Life After T-Mobile
• AT&T’s De La Vega: Shared Data Plans Still in the Works
• LG: 55-Inch Glasses-Free 3-D Screen Is on the Way
• LG Pushes 4G Smartphone Through Verizon: The LG Spectrum
• Live: AT&T’s Vegas Act Stars LTE and, Making Her Return to the Stage, Nokia
• CES Notebook: The Constant Search for Power and Vegas’ Worst-kept Secret
• Belkin Bringing Mobile TV to Lots of Cellphones, Will Anyone Tune In?
• Acer Introduces “World’s Thinnest” Ultrabook and a “Me-Too” Cloud Service
• There Better Be Some Cool Stuff at CES, Because CE Holiday Sales Data Bytes!
• CES 2012: Snooki and Bieber Are In, Gaga Is Out!
• Coming to a Smartphone Near You: Gorilla Glass 2
• RIM Hopes Next PlayBook OS Will Impress at CES
• Ultrabooks, the Ultra-Fancy New Name for Laptops
• At CES, Expect More Gadgets Telling You to Get Off the Couch
• Intel to Detail Its Phone Plans at CES Next Month
• Microsoft Pulling Out of CES After Upcoming Show
• Intel to Detail Its Phone Plans at CES Next Month
• Dell Will Drop the Flashy Vegas Act for CES This Year
• Ultrabook Conga Line Preps for CES 2012

]]> http://allthingsd.com/20120104/ultrabooks-the-ultra-fancy-new-name-for-laptops/feed/ 0 http://allthingsd.com/20120102/global-chip-sales-down-on-thailand-flooding/ http://allthingsd.com/20120102/global-chip-sales-down-on-thailand-flooding/#comments Mon, 02 Jan 2012 19:30:43 +0000 Arik Hesseldahl http://allthingsd.com/?p=158876 Chip sales were disrupted by the effects of the flooding in Thailand and by the euro zone crisis in November, the Semiconductor Industry Association, a chip industry trade group, reported today.

Global sales of semiconductors were $25.1 billion in November, representing a decrease of 2.4 percent from October. On a year-to-date basis, global chip sales were up by 0.8 percent versus the same time in 2010.

Last month, Intel slashed its sales outlook by $1 billion on concerns that effects of floods in Thailand would impact demand for PCs, and thus for its microprocessors. The flooding has caused what’s being described as the most significant supply chain disruption to the PC and server industry in a generation.

SIA President Brian Toohey described the disruption as a near-term problem. “Supply chain disruptions resulting from the floods in Thailand have impacted semiconductor sales in the near term, however OEMs” — PC and other electronics manufacturers — “are expected to recover production losses over the course of the next few months,” he said in a statement.

“November sales were additionally affected by the continuing European financial crisis which is having a broad impact on other economies and global demand,” he said. The impact from Europe is especially clear in the 11.5 percent drop in sales to that region, which you can see in the chart below, a screen-grab from the SIA’s press release.

(Image credit: iStockphoto | V777999)

]]> http://allthingsd.com/20120102/global-chip-sales-down-on-thailand-flooding/feed/ 0 http://allthingsd.com/20120101/how-scary-was-the-internet-in-2011/ http://allthingsd.com/20120101/how-scary-was-the-internet-in-2011/#comments Sun, 01 Jan 2012 23:22:39 +0000 Arik Hesseldahl http://allthingsd.com/?p=158718 With 2011 in the books, I thought it would be interesting to revisit some predictions I made last year on the subject of computer security. In “2010 Was the Year the Internet Got Scary. Get Used to It.” I looked at a string of events on the computer security landscape during the prior year and thought about what they meant for the year ahead.

I wrote then:

“The unvarnished fact is that the networked society to which we’ve become accustomed in the last several years has a soft, vulnerable underbelly.

And the more we rely upon it, the more people with a combination of advanced technical skills and repugnant motivations are going to look for ways to turn it against us.

Some will do so as a means of making a personal profit. Others may see it as a way of advancing a political or ideological agenda.

But others will want to use theirs skills to do serious harm to innocent people on a large scale.”

Part of these predictions or ruminations or whatever you care to call them makes me think of the hijinks of the group that started out in the spring variously known as LulzSec, Anonymous and later adopted the moniker AntiSec. This loosely affiliated group emerged from the wake of the various attacks against Sony, and seemed to have nothing to prove but that it could make mincemeat out of whatever security measures had been put in place by Sony or whatever video game outfit it had targeted on a given day.

Sony’s Playstation Network was a favorite target, and its service was at least partially offline during two months ended in July.

Then, as summer dawned, the group’s members became aware of global politics and teamed up with Anonymous, the Wikileaks-allied band of hackers known for their campaigns of digital civil disobedience. Together they declared “immediate and unremitting war” on governments and corporations, and said their top priority would be to steal and leak any classified government information, including but not limited to email and documentation. They attacked an Arizona police agency as a way of making a statement against anti-immigrant laws in that state, and published the names and home addresses of several officers.

Later they sought to earn some street cred by stealing “secret” documents from NATO, only to learn after the fact that the documents they released had not only been released before, but weren’t even really all that secret to begin with. It wasn’t long before alleged members of the group started showing up in handcuffs, which seemed not to faze them. The prospect of body bags and real-world violence during a confrontation with Mexican drug cartels, however, did.

Yet for all the headlines they garnered and the headaches they caused, the LulzSec/Anonymous/AntiSec gang wasn’t anywhere near the scariest thing to appear on the computer security landscape in 2011. To my mind, one of the top three scariest things was the disclosure of Operation Shady RAT, which Intel-unit McAfee said appeared to be the biggest large-scale compromise ever, affecting 72 organizations and governments around the world, including the U.S., Taiwan, Vietnam, South Korea, Canada and India — some of them dating back as far as 2006. McAfee said the attacker was a “state actor,” though it declined to name it. The candidate highest on the short list was, naturally, China.

The second truly scary incident was the attack carried out against RSA Security, a unit of the IT company EMC, the maker of the popular SecurID tokens that so many people have on their keychains and use to create an added layer of security that goes beyond the password. Months later, the U.S. defense contractor Lockheed Martin was attacked with duplicate SecurID tokens.

Finally, the Stuxnet Trojan (used by parties officially unknown, but probably Israel with a little help from the U.S.) continued to fascinate and confound security researchers in 2011. Having caused nuclear centrifuges in Iran to explode in an attempt to set back that country’s nuclear weapons research program, Stuxnet was found to have a sibling called Duqu. Unlike Stuxnet, which messed with industrial control computers and made them do things they wouldn’t normally do, Duqu’s mission was much simpler: Steal everything in sight.

And after that, it was discovered by researchers at Kaspersky labs that Stuxnet and Duqu are part of an even bigger family, with at least three more siblings still undetected by researchers, and that all five were created by the same people and with the same tools. Chances are we’ll see at least a few of those final three in 2012, particularly as tension with Iran heats up.

So while there was much to consider scary happening on the Internet in 2011, I’m grateful for being wrong on one key prediction: That we didn’t see a significant computer attack used to physically harm innocent people on a large scale. That’s one prediction I hope to miss for years to come.

]]> http://allthingsd.com/20120101/how-scary-was-the-internet-in-2011/feed/ 0 http://allthingsd.com/20111227/intels-thunderbolt-technology-is-coming-to-non-mac-pcs/ http://allthingsd.com/20111227/intels-thunderbolt-technology-is-coming-to-non-mac-pcs/#comments Tue, 27 Dec 2011 16:55:25 +0000 Arik Hesseldahl http://allthingsd.com/?p=157304 It has been nearly a year since chipmaker Intel teamed up with Apple to bring the Thunderbolt combined data-and-video port to the Mac — and so far, only the Mac.

This is the port that gives Macs profoundly fast connections to external hard drives that support the technology, and which also drives high-end displays on a single shared connection.

Now there’s word out of Taiwan’s Digitimes that Intel is going to bring the technology to other PC makers as soon as April of 2012. Sony, Asustek and Acer are said to be among the first in line for Thunderbolt. Missing from that list, however, are such major PC makers as Hewlett-Packard and Dell.

Apple, which has a long history of being early to adopt input-output technologies — it was the first to put USB ports on its PCs with the first iMac in 1998, and it invented FireWire — has had Thunderbolt exclusively on the Mac since it debuted new MacBooks in February. Intel reached out to Apple in 2009 in order to popularize the technology, which was originally known as Light Peak.

]]> http://allthingsd.com/20111227/intels-thunderbolt-technology-is-coming-to-non-mac-pcs/feed/ 0 http://allthingsd.com/20111226/intel-antitrust-case-heads-to-state-court/ http://allthingsd.com/20111226/intel-antitrust-case-heads-to-state-court/#comments Tue, 27 Dec 2011 00:05:00 +0000 Don Clark http://allthingsd.com/?p=157121 Intel Corp.’s last major antitrust fight, against New York state officials, appears headed to state court after rulings by a federal judge in Delaware.

U.S. District Judge Leonard Stark on Friday canceled a Feb. 14 trial in the high-profile case filed by New York’s attorney general, who charged Intel with monopolistic tactics in the market for microprocessor chips.

The order followed a letter to the judge from Attorney General Eric Schneiderman, who proposed dropping the federal case in view of recent developments that reduced the amount of damages that New York could seek. Mr. Schneiderman said his office would instead pursue damages in New York state court to address “Intel’s egregious and illegal conduct.”

Read the rest of this post on the original site »

]]> http://allthingsd.com/20111226/intel-antitrust-case-heads-to-state-court/feed/ 2 http://allthingsd.com/20111221/intel-to-detail-its-phone-plans-at-ces-next-month/ http://allthingsd.com/20111221/intel-to-detail-its-phone-plans-at-ces-next-month/#comments Wed, 21 Dec 2011 18:17:30 +0000 Ina Fried http://allthingsd.com/?p=155876 Intel plans to use next month’s Consumer Electronics Show as the launching point for its effort to get serious in the market for the chips that power smartphones.

The company has come up with an iPhone-esque prototype of an Android device running its chip. More than just a concept device, though, the phone (pictured here) is a fully baked design that Intel is making freely available for phone makers to use in whole or in part.

“You’ll see a number of Intel customers using the guts of this phone to go into the market in the first half of next year,” CEO Paul Otellini said at a Credit Suisse investor conference last month. “And we’ll have more announcements of that at CES.”

Otellini is slated to give a keynote speech at the Las Vegas event on Jan. 10, so that would be a logical place for any news, though the company has also scheduled a notebook-related press conference for the prior day.

Technology Review posted a story on Tuesday, talking about Intel’s efforts and quoting Intel as saying the phones should hit the market in the first half of 2012. However, Otellini suggested in his Credit Suisse speech that Intel is aiming to have products out there sooner rather than later.

“We’ll be shipping in the first quarter of next year,” Otellini said.

Intel has previously talked about its plans for phones, and Android in particular, including at its September developer conference, when Otellini invited Android chief Andy Rubin on stage to talk about Google’s work to make Intel chips a first-class citizen for future Android releases.

The chip giant faces a host of competitors as it enters the space, including the current Android leaders — Qualcomm, Texas Instruments and Nvidia. Broadcom has also said it has designs on the market, particularly the low end, an area dominated by MediaTek.

Though cognizant of the competition, Intel has said its tests show its reference design as a solid competitor not just on performance, but also in the all-important area of battery life, where many have felt that Intel could not compete with ARM-based processors.

The move is about more than phones, though. Intel already faces steep competition from ARM and Apple in the tablet arena, and with Windows 8 it will also see challenges on the PC side of things.

Leading Intel’s effort are former Infineon executive Hermann Eul, and former Apple and Palm executive Mike Bell. The chipmaker recently reorganized its mobile efforts, putting the two executives in charge of all aspects of the project.

After years of talking about being in the smartphone processor game, it will be interesting to see if Intel can actually make some headway.

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