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Dell Starts to Test ARM Microprocessors in Servers. Dell: If Customers Want ARM, We Will Provide! [02/29/2012 11:11 PM] by Anton Shilov Dell, major PC company that exclusively used Intel Corp.'s microprocessors just six years ago, now not only utilizes both AMD's and Intel's chips, but is working on servers which can be powered by various ARM-architecture microprocessors. Dell claims that if consumers want, it will offer appropriate products. "We have had ARM systems in our lab for over a year. If that is what our customers demand that’s what we will offer," said Forrest Norrod, general manager for Dell’s server solutions group, in an interview with Forbes. Hewlett-Packard and some other manufacturers are also experimenting with ARM-based servers and startups like Calxeda are working on ARM chips with special server capabilities. ARM itself is also developing v8 32/64-bit architecture with servers in mind. Dell did not elaborate which ARM chips it uses for testing of the architecture. Dell believes that switching from x86 to ARM will not bring too drastic changes to servers in general: all the industry standards as well as proprietary technologies will work with ARM system-on-chips. “Our [server] management [software] is independent of the processor powering the server. If we wanted to incorporate ARM into our server lineup, to any management tool it just looks like a PowerEdge server," claimed Mr. Norrod. The most important advantage of ARM over x86 is its ultra low power consumption and therefore potentially better performance scalability. Still, before there are commercially available ARMv8-based SoCs with server-specific features, it does not make sense to utilize ARM chips inside machines used to host web-sites or run critical applications. Such 64-bit chips are projected to emerge in late 2013 at the earliest. "ARM has some interesting advancements around power density. [...] I don’t believe customer are going to want to port their applications back to 32 bits from 64 bits," concluded Mr. Norrod. http://www.xbitlabs.com/news/other/display/20120229231202_Dell_Starts_to_Test_ARM_Microprocessors_in_Servers.html
The dot-com bubble (also referred to as the Internet bubble and the Information Technology Bubble[1]) was a speculative bubble covering roughly 1995–2000 (with a climax on March 10, 2000, with the NASDAQ peaking at 5132.52 in intraday trading before closing at 5048.62) during which stock markets in industrialized nations saw their equity value rise rapidly from growth in the more recent Internet sector and related fields. While the latter part was a boom and bust cycle, the Internet boom is sometimes meant to refer to the steady commercial growth of the Internet with the advent of the world wide web, as exemplified by the first release of the Mosaic web browser in 1993, and continuing through the 1990s. The period was marked by the founding (and, in many cases, spectacular failure) of a group of new Internet-based companies commonly referred to as dot-coms. Companies were seeing their stock prices shoot up if they simply added an "e-" prefix to their name and/or a ".com" to the end, which one author called "prefix investing".[2] A combination of rapidly increasing stock prices, market confidence that the companies would turn future profits, individual speculation in stocks, and widely available venture capital created an environment in which many investors were willing to overlook traditional metrics such as P/E ratio in favor of confidence in technological advancements. http://en.wikipedia.org/wiki/Dot-com_bubble
“I'm not Google. I don't have 50 billion dollars in my account and right now I've not a penny on my account. All my lawyers currently are basically working without a penny and they are all still on board and all still doing their job because what they see here is unfair, is unreasonable and is not justice.” Not justice indeed, and Kim Dotcom says he plans to let America know that what he does business, he means business — and all of that is done by the books. After spending years to make sure Megaupload was operating according to applicable laws, he vows that this won’t be a fight he’ll lose. “If you read the indictment and if you hear what the Prosecution has said in court, at least $500 million of damage were just music files and just within a two-week time period. So they are actually talking about $13 billion US damage within a year just for music downloads. The entire US music industry is less than $20 billion,” explains Dotcom. “So it's really, in my opinion, the government of the United States protecting an outdated monopolistic business model that doesn't work anymore in the age of the Internet and that's what it all boils down to,” he adds. Commenting to The New Zealand Herald over the weekend, he added, "For me, sitting in my cell, I'm thinking, 'Why are they doing this? They can't win it'.” "We're going for this and we're confident we're going to win," added to the website TorrentFreak.com recently. "We feel that the action taken against us was political." Dotcom is expected to go before a court again this August to face extradition to America. He insists he will fight the charges and hopes to win. http://rt.com/usa/news/kim-dotcom-itnerview-political-645/
Kim Dotcom slams US government for protecting monopolies Kim Dotcom hasn’t said much since his arrest in January over allegations of copyright infringement, but in one of his first sit-downs since making bail, the Megaupload mastermind is outspoken about one thing for sure — that his arrest was political. For his involvement with the file-sharing storage site Megaupload, international authorities held Dotcom for five weeks without bail. Now finally out and able to enjoy life alongside his expecting wife as he awaits his next hearing, Dotcom is quick to condemn the entertainment industry and the politicians they’ve purchased for a legal proceeding that he explains to New Zealand’s 3news as simply crazy. During the seven years that Dotcom operated Megaupload, the German-born founder says they’ve managed to acquire a top-notch legal team that made sure that what they were doing was by the books. Sure, people could upload and share material — even copyrighted ones — to Megaupload, but the company was operating under a policy akin to what YouTube has. When copyright holders complained, Megaupload would make a move and delete the questionable content. It was a policy that the entertainment industry supported and proved successful — until this January when Dotcom’s New Zealand mansion was raided by authorities during an international crackdown that was coordinated in conjunction with the seizure of millions of dollars worth of assets and the shutting down of Megaupload.com. “[YouTube] won their lawsuit and I'm sitting in jail, my house is being raided, all my assets are frozen without a trial, without a hearing. This is completely insane, is what it is,” Dotcom explains. Of course YouTube was sued over similar charges, but the company, owned by the billion-dollar giant Google (who, coincidently, lobby Washington substantially each year), was indeed allowed to walk free. Dotcom, on the other hand, was left to sit behind jail bars for five weeks. He was denied bail twice before a New Zealand Judge finally decided last week that having no money, no assets and no travel documents, the odds of Dotcom being a downright flight risk were indeed slim-to-none. Dotcom adds, in his defense, that his caricature-like appearance only makes him that much more identifiable. Dotcom stands 6-and-a-half feet tall and comes close to crushing the scales at 300-lbs. To put it lightly, when Dotcom sits around his $30-million fortified New Zealand mansion, he sits around his $30-million fortified New Zealand mansion. And for now, as he awaits his next court date, he pretty much has to — Dotcom, who was born Kim Schmitz in Kiel, Germany, is under house arrest essentially and is allocated no Internet access. “I'm an easy target. My flamboyance, my history as a hacker, you know, I'm not American, I'm living somewhere in New Zealand around the world. I have funny number plates on my cars, you kno
Dotcom was released on bail on 22 February: the court has ordered him to wear an electronic tag and he is banned from using the internet. Speaking , he said the episode had been "a little bit like a nightmare". He accepted that he may have attracted attention owing to the "flamboyance" of his lifestyle. "I'm a fun-loving guy. I enjoy my life. I have a big kid inside me," he said. However, his priorities had changed, he said. "That was childish stuff, it was fun at the time and I don't regret it, but that is not me today, I am a different guy. I just want to have a safe future for my kids and, you know, provide my family with a great home and that's why we moved to New Zealand and we're really surprised what is going on here." Dotcom's extradition hearing is scheduled to begin in Auckland in August. http://www.guardian.co.uk/technology/2012/mar/01/kim-dotcom-no-piracy-king
Guardian Thursday 1 March 2012 10.14 GMT King Dotcom has compared the US department of justice charges against him and his Megaupload website to the claims about weapons of mass destruction in the lead-up to the war against Iraq. He accused US prosecutors of doing the bidding of the American film industry to prop up its "outdated monopolistic business model". In his first substantial interview since his arrest at his mansion north of Auckland, New Zealand, on 20 January, Dotcom denied that he was a "piracy king". He said the US attempt to extradite him to face charges of copyright and racketeering rested on "fabrications and lies". "It's kind of like weapons of mass destruction in Iraq, you know? If you want to go after someone and you have a political goal you will say whatever it takes," said the 38-year-old German online entrepreneur, who was granted bail last week after a month in custody. He said "a hundred other companies" offer similar cloud-based filesharing services, but he had been singled out as the "over-pirate of the planet". The 72-page indictment against him was a "maliciously designed ... press release", he told the TV3 television station. The seizure of his assets and shutdown of Megaupload, which would have been worth about $1bn (£627m) amounted to "a death sentence without trial", said Dotcom, vowing to "fight this all the way". Under US law, Megaupload could not be held responsible for the actions of third parties, said Dotcom. He said that, despite its angry rhetoric, the Movie Picture Association of America had never pursued a legal action against his company. Megaupload had always removed content that breached copyright, he said . Users were obliged to agree to terms of service that expressly prohibited uploading copyright material, while 180 partners, "including every major movie studio, including Microsoft", had been given special access to the Megaupload system to allow the direct removal of links to illegitimate material. "Where does piracy come from?" he asked. "Piracy comes from, you know, people, let's say, in Europe who do not have access to movies at the same time that they are released in the US." . "If the business model would be one where everyone has access to this content at the same time, you know, you wouldn't have a piracy problem. So it's really, in my opinion, the government of the United States protecting an outdated monopolistic business model that doesn't work in the age of the internet and that's what it all boils down to. "I'm no piracy king, I offered online storage and bandwidth to users and that's it." Dotcom was released on bail on 22 February: the court has ordered him to wear an electronic tag and he is banned from using the internet. Speaking , he said the episode had been "a little bit like a nightmare".
Directiors know more than we do and are selling big time. Has ARM lost its leading edge. Has intel caught up PE aabour 10. Did the TO deal fall or is it more distant pushed back. Have you seen early moning news from Barcelona. A company statement of clarification is required..
The market for server processors was worth about $9 billion in 2011, according Framingham, Massachusetts-based researcher IDC. http://www.businessweek.com/news/2012-02-29/arm-chips-go-from-smartphones-to-networks
March 01, 2012 ARM Holdings Plc (ARM), whose chip designs are used in most smartphones, is set to power the networks that run them as it steps up competition with Intel Corp. in a $9 billion market. With ARM already working with Hewlett-Packard Co. (HPQ) to bring out chips for computer servers, the same processor will also be directed at the base stations and wireless network equipment, Chief Technology Officer Mike Inglis said in an interview. “It will be the networks with the ARM architecture,” Inglis said at the Mobile World Congress in Barcelona. “It is the computer farm behind the mobile network.” ARM’s low-power semiconductor blueprints are increasingly found in larger devices including tablets and other mobile computers as the company competes with Intel (INTC), the world’s largest semiconductor maker. ARM aims to use its faster processor in the servers, the machines running websites and corporate networks, to help companies rein in energy costs. “It is another obvious opportunity for them to move into a market which is right now based on Intel,” said Vijay Anand, an analyst at Espirito Santo. (BES) “ARM’s chips are low-power but they have been trying to improve their performance.” At the Barcelona event, LSI Corp. (LSI) signed a licensing agreement to use ARM’s faster processor in mobile broadband networks, while Texas Instruments Inc. (TXN) is using the ARM blueprint to build chips for base-station infrastructure. By 2017 The companies may start producing chips in about a year and a half with shipments beginning from a range of 2014 to 2017, Inglis said. “A lot of the chips for base stations are very specialized and ARM’s designs would be fit only for limited applications inside a base station,” said Pierre Ferragu, an analyst at Sanford C Bernstein. “It’s not something you can compare with their smartphone presence.” ARM, which powers Apple Inc. (AAPL)’s iPhone, has benefitted from soaring demand for the chips used in smartphones as data traffic surges on the mobile networks. The Cambridge, England-based company is also moving into the personal computer market with the release of Microsoft Corp (MSFT)’s next Windows operating system that will run on ARM chips for the first time. In the same way, ARM will require the software for servers to be developed before chips can be shipped, according to Nick Hyslop, an analyst at RBC Capital Markets. “The software will be the barrier for the next three years,” he said. About 40 percent of global spending on semiconductors is in the computing market including PCs and servers, Hyslop said. “And ARM’s not yet in it.” ARM climbed 2 pence, or 0.4 percent, to 571.5 pence at 8:51 a.m. in London. The stock had dropped about 8 percent in the 12 months through yesterday. The market for server processors was worth about $9
The Nasdaq composite index briefly touched 3,000 on Wednesday for the first time since the collapse in dot-com stocks more than a decade ago. Stocks ended lower, but it was still the best February on Wall Street in 14 years. Read more: http://www.timesunion.com/business/article/Nasdaq-cracks-3-000-briefly-3371956.php
Feb. 29, 2012, 3:54pm PT Now that AMD has confirmed its purchase of low-power server maker SeaMicro, I think its next move will be an announcement around licensing the ARM architecture. That’s right: Intel’s long-abused x86 underdog should do a deal with Intel’s newest rival– the company that provides the architecture for chips inside your cell phone. With the SeaMicro purchase, AMD gets a company that has fundamentally redesigned the server to make it dense, low-power and able to handle a variety of different types of CPUs. SeaMicro’s CEO Andrew Feldman has told me on many occasions that the company’s box is flexible enough to handle a variety of different CPUs. Its real value is in the specialized chip that manages the communications between the hundreds of processors inside the SeaMicro server — its so-called fabric. And that fabric works with any chip, as Feldman and AMD executives said over and over again on the conference call discussing the deal. read more http://gigaom.com/2012/02/29/after-seamicro-why-amds-next-step-will-be-an-arm-license/
Windows 8 on ARM on track, Microsoft says Microsoft released the consumer preview of Windows 8 at an event in Barcelona 01 March, 2012 03:49 Anyone can take Windows 8 for a spin now that Microsoft has launched the so-called "consumer preview" version of the software at an event in Barcelona on Wednesday. The company said that ARM processor reference designs for Windows 8 are in testing and making the same progress as those running on X86 chips. This is the first time that Windows will run on ARM, widely used in smartphones and tablets. Given the progress that Microsoft said it is making, some company observers think Windows 8 will likely launch this year. Read more: http://www.cio.com.au/article/417066/windows_8_arm_track_microsoft_says/?fp=4&fpid=20
Windows 8 on ARM Tablets, PCs Ships to Developers Feb 29, 2012 3:50 pm After months of restricted demonstrations, Microsoft is opening up tablets and PCs based on ARM processors with the Windows 8 OS to developer scrutiny, multiple companies said on Wednesday. Developers are being sent Windows 8 tablets and PCs with Qualcomm's Snapdragon S4 and Nvidia's quad-core Tegra 3 chips, which are based on ARM and include LTE 4G technology. The units will provide developers a full hands-on to Windows 8 on ARM and an opportunity to develop applications for the OS. Qualcomm said it has already sent ARM-based PCs with Windows 8 to developers. Microsoft has a stock of Tegra 3 developer tablets that it will send to software developers, a source familiar with the product said. A Microsoft spokeswoman declined to comment on when developers would get the Tegra 3 tablets. The release of developer systems is a step ahead in Microsoft's plans to release Windows 8 for ARM devices. So far OS demonstrations have been only conducted on prototype tablets handled by company officials, raising questions on how the OS would work under real-world conditions. Microsoft on Wednesday quelled rumors about Windows on ARM being delayed. Microsoft also announced Windows 8 beta on Wednesday at an event in Barcelona, Spain, where the Mobile World Congress conference is taking place, but it has not announced an official release date for the OS. PC makers have pointed to Windows 8 being released in the second half of this year. ARM processors are found in most smartphones and tablets that ship today. Microsoft has designed the OS to work on tablets and PCs, with a specific emphasis on touch capabilities. The OS has a new Metro user interface in which applications can be launched simply by touching a colored block. Microsoft is working with Qualcomm, Nvidia and Texas Instruments to make Windows 8 compatible with ARM. The chip makers have been engineering chips to meet basic hardware requirements set by Microsoft, such as CPUs with clock speeds of more than 1GHz and hardware-accelerated graphics. However, Windows 8 functionality may not be uniform across devices as each chip has its own advantage. For example, Nvidia's Tegra 3 is considered to be better on graphics, while Qualcomm may have an advantage on connectivity with GPS and integrated multimode 3G/4G in S4. http://www.pcworld.com/businesscenter/article/251013/windows_8_on_arm_tablets_pcs_ships_to_developers.html
It is hardly a vote of confidence when your boss decides it is time to sell some shares, as Arm Holdings found to its cost yesterday. The chip designer closed deep in the red last night, despite its major customer Apple reaching new heights, after it announced that chief executive Warren East had cashed in more than £2m -worth of stock. The City is used to Arm being supported by bullish news from Apple, and there has been plenty of that recently. The US tech giant yesterday became only the fifth company of all time to see its market capitalisation move above $500bn (£314bn) amid excitement over the expected upcoming launch of the iPad 3. (March 7th) http://www.independent.co.uk/news/business/sharewatch/market-report-arm-dives-as-boss-cashes-in-2m-worth-of-stock-7466907.html
Nasdaq hit new high yesterday since dotcom: 3,000.11 (This was last recorded on: 13 December 2000) http://www.google.com/finance?q=INDEXNASDAQ%3A.IXIC NEW YORK - Stocks slipped on late Wednesday after comments from US Federal Reserve Chairman Ben Bernanke disappointed investors hoping for a strong signal of more stimulus. (gmanet news)
>>> If you believe the text books, we should. >>> we should not in this case .... in fact buy more :)
With directors selling, should we ? If you believe the text books, we should. But........with all the positive signs of market share, will Intel make significant in-roads. What do you experts think?
Overview WSTS provides market statistics to the semiconductor industry. Furthermore related upstream and downstream industries, organizations involved in semiconductor securities trading, semiconductor market research firms and other related businesses take benefit of the market data and industry forecasts as issued by WSTS. Access to Information Provided by WSTS Semiconductor companies may become WSTS members . Membership both comprises the obligation to feed the member company's revenue data regularly into the appointed Data Collection Agents and fund the operation and services of WSTS by membership fees. Reciprocally Members have access to all Information Services that WSTS provides. Semiconductor companies that are unable to report revenue data into the WSTS statistics programs (e. g. if they are not shipping any semiconductor products that generate revenues in any one of the recognized WSTS product categories) may obtain access to WSTS Information as Subsribers with WSTS . All other companies and organizations that wish to access WSTS Information may have a Subscription with one of WSTS' licensed distributors. These licensees provide WSTS statistics within their territories through their own distribution channels. Participation in WSTS Programs and Activities Only member companies can play an active role in defining contents of WSTS Information, determining policies, participating in meetings and appointing the WSTS officers and employees. http://www.wsts.org/SERVICE/OVERVIEW
Mark Your Calendar: March 7 Is iPad 3 Day http://www.dailyfinance.com/2012/02/28/mark-your-calendar-march-7-is-ipad-3-day/
2/28/2012 4:56 PM EST SAN FRANCISCO—Intel Corp. confirmed Tuesday (Feb. 28) it is no longer a member of the World Semiconductor Trade Statistics (WSTS) organization, a non-profit organization which publishes monthly reports about global chip sales. Intel's decision, first reported by the Wall Street Journal Tuesday, follows the exit from WSTS of rival Advanced Micro Devices Inc. (AMD) late last year. http://www.eetimes.com/electronics-news/4237197/Intel--AMD-leave-WSTS
02/28/2012 | 07:06am ARM Holdings plc : ARM Enables Energy-Aware Coding with the ARM Energy Probe and DS-5 Toolchain ARM announced today at Embedded World 2012 a new tools solution to promote widespread energy-efficient software optimization across the Linux and Android™ communities. The new ARM® Energy Probe is used by the ARM Streamline™ Performance Analyzer to capture power consumption data alongside software activity. This enables developers to visualize and optimize the impact of their software on the system energy footprint. The solution, based on the ARM Development Studio 5 (DS-5™) toolchain, offers reduced total cost of ownership and simplified setup to permit wide deployment among application and system software developers. The Energy Probe does not depend on additional in-circuit emulators or trace units and can monitor up to three power rails simultaneously, correlating in time power data, processor performance counters, OS performance metrics, and software hotspots. Read more: http://www.4-traders.com/ARM-HOLDINGS-PLC-4001660/news/ARM-HOLDINGS-PLC-ARM-Enables-Energy-Aware-Coding-with-the-ARM-Energy-Probe-and-DS-5-Toolchain-14046876/
February 28, 2012: 12:13 PM ET BARCELONA, Spain (CNNMoney) -- The hottest smartphone maker at this year's Mobile World Congress in Barcelona isn't Samsung, HTC, Nokia or Motorola. It's Intel. You didn't know Intel (INTC, Fortune 500) designed phones? Neither did most people until the chipmaking behemoth announced Monday night that it designed a top-of-the-line smartphone for the global telecom giant Orange. It all started about a year ago, when extremely frustrated top brass at Intel decided the company could never convince anyone that its chips would work on mobile phones -- a field dominated by mobile chip designing rival ARM (ARMH) -- without proving it. PowerPoint presentations, no matter how impressive, just weren't persuading phone manufacturers and carriers. Read more: http://money.cnn.com/2012/02/28/technology/intel_phone/
Dell Joins Rival HP on Growing List of ARM Server Makers February 28, 2012 11:07 AM Architectural shift could offer precious power savings to enterprise customers When it come to enterprise servers, information technology folks care less about precisely what architecture of CPUs are going in them, but more about the impact that any architectural shifts might have -- such as computing power, power efficiency, and compatibility. I. Dell ARMs Itself in the Server Sector The former two metrics -- computing power and power efficiency -- are pushing the world's top server makers to ponder a switch from Intel Corp.'s (INTC) veteran x86 architecture to ARM Holdings plc's (LON:ARM) self-titled architecture, ARM. The world's top server seller, Hewlett-Packard Comp. (HPQ), already made public its intent to make ARM servers. Now Dell Inc. (DELL) a top personal computer maker and server maker, has joined the list of server makers testing upcoming ARM offerings. In an interview with Forbes, Dell's server solutions group general manager, Forrest Norrod, confirms the work, stating, "We've had ARM systems in our lab for over a year. If that’s what our customers demand that’s what we'll offer." Read more: http://www.dailytech.com/Dell+Joins+Rival+HP+on+Growing+List+of+ARM+Server+Makers/article24108.htm
Reuters 1:26 p.m. CST, February 28, 2012 Microsoft Corp unveils the first widely available test version of Windows 8 on Wednesday, giving the public the first chance to try out the slick, new-look operating system it hopes will restore the company's fading tech supremacy. Windows 8, as the first Microsoft operating system compatible with low-power microprocessors designed by ARM Holdings Plc, will run on tablets as well as desktops and laptops. "The operating system has begun to be seen as largely irrelevant," said Sid Parakh, an analyst at fund firm McAdams Wright Ragen, which holds Microsoft shares. "This is the release that will have to prove its relevance all over again." Tablets and smartphones and cloud computing have made Bill Gates' vision of "a computer on every desk and in every home" seem quaint, and Apple Inc and Google Inc and Amazon.com now set the agenda for the computing industry. Still, all of those companies' fancy new hardware devices need basic operating software, and Microsoft is betting there is still more than a little room for Windows. "The big increment here is that it'll be viable on the ARM platform, that there'll be a tablet form factor -- that kind of makes it a big deal," said Dan Hanson, a portfolio manager at BlackRock, which holds 5 percent of Microsoft's shares through various funds. "Microsoft correctly identified the relevance of the tablet form factor over a decade ago. This operating system may allow them to finally execute." Windows 8 will come in two main flavors, one that works on the traditional x86 chips made by Intel Corp. for desktops and laptops, and a new version for the ARM microprocessors that have become the standard for tablets, smartphones and other portable devices. Microsoft says it is aiming to get machines running on both the ARM and Intel platforms into the market at the same time but has not set a target date. Read More: http://www.chicagotribune.com/business/technology/chi-microsoft-to-unveil-windows-8-for-testing-20120228,0,7523487.story
Nasdaq hit new high yesterday since dotcom: 2,986.76 http://www.google.com/finance?q=INDEXNASDAQ%3A.IXIC