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The Chrome Wars (Read 9524 times)
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Re: The Chrome Wars
Reply #450 - 07/21/15 at 08:07:27
 

http://liliputing.com/2015/07/toshiba-ceo-resigns-after-overstating-profits-b...

Toshiba CEO resigns after overstating profits by $1.2 billion

"Toshiba Chairman Masaha Muramachi will step in as interim president and the company plans to have a new team in place in about a month.

According to the report, Toshiba’s leaders set goals that were difficult to achieve, leading lower-level employees to fudge the books to make it look like profits were higher than they actually were. Tanaka and other top-level executives were reportedly aware that this was going on, even if they didn’t directly ask anyone to falsify accounting records."


This is the first of the hard results of the investigations into the fudgy behavior of major computing firms as the PC market declines ever more quickly and they still keep on declaring large profits similar to years past, which of course is patently impossible.

Wall Street has decried Microsoft lately as they have shrunk and shrunk and shrunk the company in attempts to keep their declared book profits "up" by cutting heads, while Intel's last minute total restructure right at the end of last year's fiscal reporting period was seen by some as a desperate attempt to sweep some very large large large losses (way beyond what was actually disclosed) under the rug to be carried over into this year in hopes that this year would be better and Intel could buffer down those large losses within the recovery of a healthy PC division.

Intel's 14nm tanked due to thermal issues and the PC recovery did not happen to any large degree.   The PC rate of decline accelerated if anything  .....

PC division is on the rocks at Intel now and has been "de-emphasized" in favor of Data Center.   And now secret layoffs are occurring at all Intel facilities.

Intel's secretive head cutting is nothing more than an attempt to cover more big losses ---- and because you do not know how many heads were cut (and exactly how many temporary people did not get recontracted) you do not know the size or scope of what is really happening at Intel.    

They do not want you to know.    Secrecy is what protects their stock from crashing .....  and secrecy is all in Intel has going for it at the moment.

Oversight scrutiny is now being given to all the major computing firms for doing Toshiba type similar behaviors, so expect some fiscal or legal disclosures to trickle out about the others soon enough.

Tongue
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« Last Edit: 07/21/15 at 13:15:54 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #451 - 07/21/15 at 18:58:30
 

http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressRelease...

Wow ......  Microsoft has got them some serious declining numbers that they are reporting for their 4th quarter.   Fudgy numbers, yes, and really different TYPES of numbers from what was reported in years past, but declining numbers, all of them.

Some areas that had little to no sales previously did increase some, but they can't wag the dog when the whole dog goes down 44% ....

Tongue

I hope free Win 10 makes MS a lot of free money to replace all the real money they ain't getting this year.
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Re: The Chrome Wars
Reply #452 - 07/21/15 at 20:55:15
 
^^^ As they would say in the wallstreet market..

buy,buy,buy!!!!

While it is cheap, before the world catches on that MS will allow side loading software.

where did you get that its down???

https://finance.yahoo.com/q?s=MSFT

Well ok, at 2pm it was down...by 4pm it was back up... LOL... Shocked Roll Eyes Tongue
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Re: The Chrome Wars
Reply #453 - 07/22/15 at 04:47:00
 

You are talking today's stock market report, I am talking MS's own financial reports for the last quarter that finishes out their year.

You are talking stock price, I am talking about financial reports that should help determine that stock price.

MS is not making money in mobile or PC.   MS is taking huge write offs for what they did last year with the entire Nokia mess.    MS has shown they have no mobile anything going for them right now and are having to glom on to Android for their mobile future.

I question the stock price right now based upon performance, but in a stock market fueled by endless 401K investment dollars pouring in from Joe Everybody with no regard to what the company is, or is not doing financially I guess MS is doing just fine.

You can imagine that Joe Everybody is excited to see Win 10 coming and thinks MS is the best investment in the world, but stop and think a bit ......

For the first year, Win 10 is free to everybody that has an up-gradable installation.  Nobody is buying installations this year and the PC world is shrinking by double digits lately.

Business has not decided to upgrade yet.  And won't for over a year.

Where is the big influx of MS money going to come from?

Microsoft SHRANK as a company last year, yet Joe Everybody rewards them by buying their stock like it was candy?

In truth, MS stock is worth what people are willing to pay for it.   So what makes them willing to pay more?

If MS as a company shrinks by half, will people be willing to pay 2x more for their stock?


     Huh    ?????
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Re: The Chrome Wars
Reply #454 - 07/22/15 at 05:13:11
 

Reuters doesn't wear rose colored MS glasses and Reuters sees it this way ........

http://www.reuters.com/article/2015/07/21/us-microsoft-results-idUSKCN0PV28Z2...

"Microsoft Corp (MSFT.O) reported a $3.2 billion quarterly net loss, its biggest ever, as the company wrote down its Nokia phone business and demand fell for its Windows operating system.

The company took a charge of $7.5 billion in the fourth quarter related to the restructuring of its Nokia handset business, which it bought last year.

Microsoft's shares fell 4 percent to $45.38 in extended trading on Tuesday.

Under Chief Executive Satya Nadella, the company has been shifting its focus to software and cloud services as demand for its once-popular Windows operating system slows.

Sales of Windows to computer manufacturers to install on new PCs fell 22 percent in the quarter. The company is scheduled to roll out Windows 10 on July 29, a much-awaited launch after a lackluster response to Windows 8.

Sales of Windows to businesses fell 21 percent from the year-earlier quarter, when demand for the operating system had surged after Microsoft discontinued support for Windows XP.

Revenue from Microsoft's commercial cloud business, which includes offerings such as Office 365 and Azure, rose 96 percent, excluding the impact of a strong dollar.

Microsoft said it added 3 million subscribers for Office 365 in the quarter, taking the total number of subscribers for the product to 15.2 million at the end of June.

The company said this month that it would cut 7,800 jobs, or nearly 7 percent of its workforce, mainly in the phone hardware business.

Microsoft reported a net loss of 40 cents per share for the quarter ended June 30. The company had posted net income of $4.61 billion, or 55 cents per share, a year earlier.

Microsoft also took a charge of $940 million related to job cuts announced this month and last year.

Excluding items, the company earned 62 cents per share.

Revenue fell 5 percent to $22.18 billion."


Let's just talk a bit about what went well for MS ...... MS sold 3 million in yearly subscriptions to Office 365 which gave it a 96% boost to last year's 15.2 million figure ????    

Wow, that's encouraging, ain't it?    

( 3 / 15.2 = 19.7%  .... musta been a bunch of Azure tucked in there somewhere, right?)



Huh   uh ..... I think I did say some encouraging but somewhat fudgy numbers are being reported, right ??
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« Last Edit: 07/22/15 at 08:24:37 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #455 - 07/22/15 at 07:44:24
 

http://imgick.oregonlive.com/home/olive-media/width960/img/oregonian/photo/20...

Intel plans job cuts across the company, internal memo says


http://www.oregonlive.com/silicon-forest/index.ssf/2015/07/intel_ceo_addresse...

Intel CEO on employees' layoff anxiety: 'This is the way a meritocracy works'


Just read them.   Or not since they are sorta depressing.

The home folks in Oregon feel like Intel has been lying about these layoffs to protect some big tax breaks that Intel shouldn't have been given as they are NOT honoring the requirements to get those big tax breaks in the first place.

It is clear that Intel is treating people as a business cycle dependent variable, not as people.   It is also clear that this time Intel is letting people go with NO INTENTION of hiring them back, ever.

From my perspective, it is clear Intel is doing a big shrink to get in line with their income again, this time realizing it is for keeps and documenting clearly that these folks have no right of recall or any expectation of being rehired, ever.

Intel may well lose the big tax breaks next year, but in any case the ongoing layoffs are necessary and will continue as an ongoing part of each division's operating plan.

In short, you match your manning to your income.   Period.   Manning is a business variable that goes down when income goes down -- and it does so routinely and immediately.

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« Last Edit: 07/26/15 at 14:40:27 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #456 - 07/22/15 at 08:14:57
 

So how are Chromebooks doing, BTW?

Let's see what Time Magazine has to say .....

http://time.com/3892218/google-chromebook-laptop-sales/

Ultra-Cheap Chromebook Laptops Are Killing it This Year

"Google’s line of Internet-dependent Chromebooks are increasingly growing out of their niche market. The laptops are expected to sell 7.3 million units this year, according to research firm Gartner. That’s a 27% increase over 2014. North America remains the largest Chromebook market by far, with six million of this year’s sales expected to come in that region."

Don't get too hyped about it though, this is only 1-2% of the total computing devices number and is small potatoes compared to, well, anything else out there.

It is huge however compared to Microsoft's attempts to kill it with chromekillers though.

Cheesy

......  as Microsoft thinks and shrinks and thinks and shrinks .....
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Re: The Chrome Wars
Reply #457 - 07/22/15 at 09:43:16
 
Retrospect on this entire thread's run time .....

I got interested in Chromebooks as they were the best real challenger to MS's dominance of PC laptop space that has come along in a real while now.

Linux, although "better" was never going to do the job because it was too fragmented and would disrupt itself like clockwork every 6 years or so when the community got a case of the shits over something relatively minor.    Yeah, pissy boys, but they write good software.

At the start of this thread the Far East wasn't being any help since the hockey stick boys couldn't pull anything much more that a dual core ARM stick out of their butts and even that wasn't supported past the point of sale in any real fashion whatsoever.

------------------------------------------

So, what transpired inside two years?    Google was amazingly consistent in improving Chrome OS while making zero fuss over doing so.    The software now runs off line, runs mainstream MS programs (including MS Office) and has crouton'd all of Linux and all of Android into its envelope.

Meanwhile, MS has floundered its way into releasing Win 10 as a partial "PC only" release.   Got lots & lots of promises from MS, but during the progression MS has let their yearly fee thing out of the bag and has gotten (and lost) several various partners along the way.

Intel, taking their 14nm short sword firmly in hand, has committed honorable ritual sepuku with it and is now simply waiting in Data Center Land to finish bleeding out at this time.   Or else waiting to heal up and then to pounce yet again  --  we shall all see in good time, I suspect.

ARM is in PC space now, firmly entrenched in laptops.   Chromebooks were the entry point, but now next year the Win 10 expansion begins as MS Win 10 natively supports various ARM chipsets starting with Qualcomm's 820.

Mediatek is the up and coming one to watch now, as low cost very good products will flow out of Mediatek's focus on low cost and high performance.

Samsung and IBM and Global Foundry and Apple are acting to replace Intel's old spot as technological guru to the computing world.

Samsung is currently building 14nm chipsets for Apple, Qualcomm and themselves.    Samsung has a working 10nm line and is working with IBM on the 7nm stuff now as well.    I think of Samsung  now as a foundry that builds laptops, phones and tablets, just like Intel used to do.

All new products are released in China now, and only come to the USA after a 1 year wait.

ARM's next family of products is being developed right along with the lithography/design to make it happen, just like in years past.    Since the next lithography isn't cooked yet, ARM is sitting on the chipsets until baking of the lithography/design is completed, run off, sampled and tested.

Google, ARM and LENARO did a beautiful job of taking ARM processors from 32 bit to 64 bit, as there was no fuss or bobbles anywhere in the progression.    ARM processors can now support as much memory as needed, and currently there are some 3 and 4 gig systems out there right now.    It really isn't needed yet,  but it is out there for when the ARM laptops need it starting next year .....

This thread needs to end and a new one needs to be invented, as Chromebooks grew and MS shrank and Win 10's roll out is really a different, separate story -- Win 10 vs MS Classic perhaps ???

The orient now knows how to use an Intel processor, but Intel is tired of giving them away and Intel wants to charge some "profitable" money for them, so that old story is about over as well.

Intel has Chinese business partners that now that have rights to manufacture certain Intel chipsets --- question still becomes are there any Intel Franken-monsters that actually work any better than the lower cost ARM equivalent products that the oriental guys are already building?    

(hint:  your  $$$$ tech dollar fat cat bonanzas $$$$  are all over boys, so go get back to work)

Since all OS products now support all processor types, what really constitutes the best chip/product mix now days ????

And with the advent of the phone/PC what does that do to change the entire environment around the question ???

Roll Eyes     ......  rather completely, huh.   TOTALLY no less.
       
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« Last Edit: 07/27/15 at 09:08:01 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #458 - 07/22/15 at 20:48:03
 

Qualcomm, we told you if you got into bed with Microsoft you were gonna get screwed over and catch the clap and sure enough, here you are now, all bent over examining table at the financial doctor's office getting probed and examined to find out just what sort of nasty diseases you did manage to pick up during your short stay in MS's boudoir .......

http://liliputing.com/2015/07/qualcomm-to-cut-jobs-reduce-spending-by-1-4-bil...

Qualcomm to cut jobs, reduce spending by $1.4 billion

http://www.reuters.com/article/2015/07/22/us-qualcomm-restructuring-idUSKCN0P...

Qualcomm slashes jobs and costs, says may split itself up

"Chipmaker Qualcomm Inc (QCOM.O) said it may break itself up as it delivered its third profit warning this year and announced plans to slash jobs and spending in the face of rising competition.

The company said it would reduce costs by about $1.4 billion, cut about 4,500 full-time staff, or 15 percent of its workforce, and boost capital returns to shareholders.

Qualcomm shares fell 1.8 percent to $63.05 in after-market trading on Wednesday. The stock has lost a fifth of its value in a year.

The move comes after hedge fund Jana Partners called for Qualcomm to spin off its chip business from its highly profitable patent-licensing income, among other changes the activist asked for."


...... oooh,  nothing very good from the sounds of it -- you got you some transmitted thermal issues that came originally from Intel and you got some drippy oozy low financials from Microsoft and low and behold, you got what might be some severe and un-treatable 810 unsold High Inventory Virus from Samsung.

And now they want to cut you in half just to see if they can save the better half of you ......

....... but they can't seem to agree on exactly which half is the survivable part ......



Undecided        sounds like them financial doctors are jest a guessin', don't it ????



There is a house in Redmond town, they call it Microsoft .....

It's been the ruin of many a poor boy,

Qualcomm,  we know you're one .....




Nokia, Qualcomm, Rockchip,   anybody else see a praying mantis mating pattern going on here, or is it just me ???    

Nobody gets into bed with one of the evil twins without dying shortly thereafter ......

It's like they have a long term plan to get rid of all the little guys, and since it is easiest and quickest they might as well start with the one that is nearest to hand.
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« Last Edit: 07/24/15 at 10:15:31 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #459 - 07/24/15 at 07:47:56
 

http://www.fanlesstech.com/2015/07/exclusive-skylake-boost.html


Skylake is BBBBbbbbaaaack !!!

On paper, anyway.   Intel promises improvement in all facets EXCEPT PERFORMANCE.   You can expect the chip to use less power overall and to have better built in graphics.   It will also have more modern I/O functions and a better faster Wifi.  

The new chips will cost more.   Since you are using a separate graphics card anyway, the only real improvement you will actually see is better I/O and Win 10 and Cortana on the software side.

It will also have a as stock a FACTORY REQUIRED massive heat sink and fan as part of the new smaller CPU / GPU daughter chip package.   To keep the same old performance level the chipset cannot be allowed to get even very warm or it will throttle back to be less speed than what you are replacing.

Not a word is being said about mobile (yet) ......



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« Last Edit: 07/24/15 at 12:54:32 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #460 - 07/24/15 at 09:36:28
 

Question for MS and all their Scroogled stuff from years past ......


What would those Pawnshop guys have to say about a laptop OS that has to be connected to the net all the time simply get all of the OS to be available to the user?

Would they hoot and scoff at such a product, even more so than they did in the Scroogled ads?

One wonders if MS should be required to apologize now that they are even worse than the old ChromeOS?

Wink     And them MS Cloudbooks require twice as much systems memory and twice as much flash hard drive memory.



BTW, Chromebooks with Crouton activated no longer require an internet connection at all for full ongoing functionality .....  They work off line just fine, with everything being there and completely usable with no "pause to go get that" delays all the time like Cloudbooks will have.

Roll Eyes
     
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Re: The Chrome Wars
Reply #461 - 07/24/15 at 09:47:34
 

http://www.howtogeek.com/208368/how-to-run-a-full-linux-desktop-in-a-browser-...



Speaking of which, it is now easier to install and run Crouton with your Linux showing up in a browser tab like every other software does.   No more bouncing back & forth with funny 3 part keystrokes.  

Plus, quick links and cut and paste will all now work between Linux and Chrome and Android apps when you do it that way.   Plus all the notifications and links to your Android phone will now all work in all apps now.

Chromebooks can run Chrome, Linux, Android and Microsoft products all together, all at the same time ......

You gotta admit, what's not to like about that ????

...... and except for the Microsoft products, it is all FREE for you to jest go get it !!!!

The guy who honchos the Crouton project actually works for Google as his day job, so he is a pretty good knowledgeable type programmer person.    As are many of the supporting programmer people.

Crouton is well liked by everybody as it is true FOSS and fully open in what it says it wants to do, and then it seamlessly goes does what it says with absolutely zero fuss and bother.

And Crouton answers the question "What happens when your device's Chrome lifespan ends?"

Answer is apparently that with Crouton in place you scarcely have the ability to notice any change as ALL of your extra stuff keeps on updating and improving.   And the ChromeOS keeps on doing its job managing all the traffic back and forth.

Smiley

FOSS, you gotta love it ---- it just keeps getting better and better.
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« Last Edit: 07/25/15 at 16:35:00 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #462 - 07/25/15 at 07:46:11
 

http://www.extremetech.com/computing/193469-windows-10-is-great-but-it-wont-s...

Win 10 is not enough


Google search trends for Windows 7 (blue), Windows 8 (yellow) and Android (red)

"I’ve now been using Windows 10 for a month, and though it’s still just an early version with lots of rough edges, I’m convinced that it’s going to be a solid desktop operating system for the world’s billion-odd mouse-and-keyboard users — when they finally decide to upgrade from Windows 7 or XP, anyway.

It has been slowly dawning on me, however, that Windows 10 is a lost cause; even in a best-case scenario where Microsoft delivers the finest desktop OS to ever grace humankind, there’s no getting around the found that Windows 10 is an attempt to revivify a slowly dying beast.

Since the mid-to-late 2000s, the PC industry has mostly been treading water or steadily declining, while smartphones and tablets have enjoyed disgusting levels of success that are way, way beyond peak PC. In 2013, global smartphone shipments — not all cellphones, just smartphones — exceeded 1 billion units. PC shipments maxed out at around 350 million per year in 2010, and are now starting to decline quite rapidly."



I think Win 10 serves to challenge a "settled" industry (yeah, I include the Linux and Android guys in this challenge) to get off their contentment and do something a little more adventurous with what they do.

Win 10 integrates spoken interface Cortana into a desktop motif, which is good to use at home but would kinda suck in a quiet cubicle office world setting.

Here's the harshest fact --- Microsoft and Intel have competitors now that have been kicking their butts for 3 years running, no matter what the old Wintel guys did.

No matter how much money they threw at it last year, within 3 months the effects of those mega bucks went back to the same old same old declining trend.

Win 10 will be counted a success for MS by me if it tides them over until they cook their next tech, be it the phone/PC or whatever else it winds up being.

Important thing is that MS be wide eyed and alert and be there when the new trend STARTS, and not be trying to get in on the 10th floor again, so to speak.

Wink
   

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« Last Edit: 07/26/15 at 14:49:42 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #463 - 07/25/15 at 16:20:37
 
 
http://liliputing.com/2015/07/intel-compute-stick-with-ubuntu-launches-for-10...

Intel Compute Stick with Ubuntu launches for $100, directly from MS or from Best Buy, Amazon or New Egg



It is a brave new world, where Intel will DIRECTLY sell you a built for Ubuntu device and in doing so flat show you in spec requirements and in dollars and cents the big difference that IS the Microsoft Tax .....  the MS based unit costs half again more dollars and REQUIRES twice as much systems memory and drive space and other system resources to run slower and do less.

Furthermore, you can't tell me most of this year's mid to top end cell phones don't outpower this Intel built device by 3-4 times very easily ......  "phone docking" as your desktop is coming, soon enough.

Smiley

   
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« Last Edit: 07/25/15 at 17:41:57 by Oldfeller--FSO »  

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Re: The Chrome Wars
Reply #464 - 07/27/15 at 19:55:57
 

Prediction time


I make them at least every six months and I have a better than 50% "correct" rate so far over the couple of years I have been doing these predictions.



........................................



Microsoft and Free Win 10 is just a serious concentrated effort to ditch all the old revisions and get rid of the upkeep workload and costs associated with them.

Win 10 will always be free (EU is gonna tear MS a new one if it varies one iota from their advertised position).   Win 10 will indeed be phased out or replaced with something else in a few years that is "pay me" from the get go, but you will be able to stay on Win 10 forever if you want to, for at least as long as the EU continues to force MS to do security upkeep on it.  

Them ad words "Free Forever" are gonna be haunting MS down the road a bit .....

PC is gonna fade down in 5-6 years anyway --- you can't do that double digit shrinkage thing but for so many years before there is nothing much left.

THE NEXT BIG THING is coming ..... and I think it will be a cell phone integrated IoT type stuff that will fire up screens & keyboards and take input from your favorite pants leg keyboard or virtual googles (or something else equally out there right now).  

Toshiba, Samsung and Google all have 3-D glasses now, and there are projector phones out there already that project the keyboard out on the desk on your end and project the screen up against the nearest blank spot on the wall out the opposite end.  

Virtual reality 3-D googles exist now too, and plastic cell phone holders that will actually do the same thing using your existing phone as the near to your eyes screen.

Your smart docking stations are out from multiple vendors for Android phones now.

None of these things are yet the clearly identified NEXT BIG THING -- it hasn't risen up from the techno pack yet.  The tech behind the NBT is under study in labs somewhere right now though.    Count on it.

Trust that Google and MS and IBM and Intel and Samsung are all diligently looking for the NBT -- the one who controls the NBT wins after all .....

And yes, MS is gonna try to make Win 10 the NBT ..... but it is really just more of the same and not really a new big thing at all.

Smiley
   
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« Last Edit: 07/28/15 at 07:53:02 by Oldfeller--FSO »  

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