performance
3D cameras, half the energy draw
Source: http://www.engadget.com/2012/11/19/intel-roadmap-leak-outlines-bay-trail-based-atom-for-tablets/
Intel isn’t having much success keeping its upcoming Bay Trail-era Atom platform under wraps. If the previous overview leak wasn’t enough, a roadmap uncovered by Mobile Geeks has just explored the finer points of the tablet-oriented Bay View-T and its Valleyview-T processors. The most surprising leap may be in graphics: while we knew the GPU core would be much faster, we’re now seeing that the new Intel hardware can output to as much as a 2,560 x 1,600 display and record stereoscopic, 1080p 3D video in the event that 3D-capable tablets come back into vogue. Likewise, battery life should be rosier than you’d expect; Bay Trail-T can reach the same performance at half the power, which should lead to about two extra hours of video playback for at least some of the 1.6GHz to 2.1GHz processors in the lineup. Don’t get too excited by the potential, however. If the leak is accurate, Bay Trail for tablets isn’t expected until early 2014, by which point 22-nanometer Atoms will be a step behind the cutting edge.
Intel roadmap leak outlines Bay Trail-based Atom for tablets in detail: 3D cameras, half the energy draw originally appeared on! Engadget on Mon, 19 Nov 2012 15:39:00 EDT. Please see our terms for use of feeds.
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‘Digitally Mature’ Companies Significantly Outperform Everyone Else
Source: http://www.businessinsider.com/digitally-mature-companies-outperform-novices-2012-11
A new report released by Capgemeni Consulting based on years of joint research with the MIT Center for Digital Business found that digitally mature companies are, on average, 26 percent more profitable, have a 12 percent higher market capitalization, and get 9 percent more revenue from current assets. The advantage is there in every industry.
‘Digital maturity’ is defined by two things. The first is digital intensity, which means significant and well thought out investment in digital technology and capabilities. The second is transformation management intensity, actually shaping the practices, governance, and future of the company around digital efforts.
The report divides companies into four different quadrants based on their performance on the above. ‘Beginners’ have barely started, usually because they’re unaware of the opportunities, ‘Fashionistas’ adopt the newest or sexiest digital innovations, but without a cohesive strategy or eye to maximizing business value, ‘Digital Conservatives’ have a cohesive vision, but are slow to invest in new technology, and finally, the ‘Digirati,’ who both invest in digital and integrate it with their whole organization.
Capgemeni’s examples of digitally mature companies include Volvo, Burberry, and Nike. They’ve succeeded by making social media and digital tools a fundamental part of the way they do business, instead of just an ongoing experiment.
The 397 global companies researched exist on a huge spe! ctrum. T he Y-axis is digital intensity, and the X-axis is transformation management intensity:

Here’s the profitability breakdown for the four quadrants:

Read the full report here
Facebook’s New Ad Exchange Has ‘Quadrupled’ The Market; Performs ‘Better Than Google’ (FB)

It’s been hard to gauge how big Facebook’s new real-time bidding platform for advertisers, Facebook Exchange, has become since it was launched in June, but global sales chief Carolyn Everson let slip just how big it could be in a recent conversation with Adweek and Group M digital chief Rob Norman.
First Norman said he believed FBX had “quadrupled” the size of the available market for advertisers who wanted to place ads based on real-time bidding in exchanges:
We love it. We absolutely love it. Massive, massive, massive increase in the amount of exchange traded media. We think it’s probably quadrupled the market in terms of availability of total impressions.
Then Everson said FBX was performing better than Google’s ad exchange:
So we are very excited about Facebook Exchange. We’re excited about the results that we’ve seen. Our performance so far in the Exchange is doing better than the Google Exchange, and Triggit and others have all spoken up on our behalf.
The caveat here, of course, is that quadrupling the supply of available ad inventory isn’t the same as quadrupling the demand for it. And the performance evidence from the demand-side platform companies who have been placing ads inside FBX, like Triggit, is so far only anecdotal. Those buyers say clients can get 16X ROI inside FBX. (Notably, FBX was not mentioned in Facebook’s recent 10-Q.)
Nonetheless, it’s yet another breadcrumb on the trail toward Facebook’s claim that it is on the way to gathering a new $2 billion ad marketplace.
Disclosure: The author owns Facebook stock.
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WAIT! Obama Has Re-Taken The Lead In An Average Of National Polls
Source: http://www.businessinsider.com/obama-re-takes-the-lead-in-the-real-clear-politics-2012-10

RealClearPolitics and FiveThirtyEight, the two most credible and widely cited polling aggregators online, both have Obama back in the lead in their RCP Average and FiveThirtyEight Forecast, respectively.
With FiveThirtyEight, Obama never lost the lead, he just severely diminished it.
But now, RealClearPolitics has Obama back in the lead at 47.1% to Romney’s 47% in their aggregate polling.
It’s slim, but here’s how it breaks down.

Granted, it is a mere 0.1 percent lead, and the margin of error alone eclipses it many times over, but still, Obama seems to be out of the weeds after the lackluster first debate performance according to RCP’s measurements.
One major point of contention at the moment is Gallup’s observation that Romney has a six point lead among likely voters, down from seven points yesterday. The reservations were raised because no other firm with a daily tracking poll found anything close to that number.
Nate Silver, FiveThirtyEight’s proprietor and mastermind, had an excellent post Thursday on the Gallup numbers and why, in light of the huge disparity between the Gallup’s tracking poll and rivals’ tracking polls, the number is most likely inaccurate.
If Silver is correct — he has a habit of being correct — ! and Gall up is far off the mark compared to the firm’s competitors, then the RCP average will likely rise as the polling data self-corrects.
Now check the second term Obama economic plan you haven’t heard of >
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LinkedIn Hits Its Stride As A Public Company (LNKD, GRPN, ZNGA)
Source: http://www.businessinsider.com/chart-of-the-day-linkedin-groupon-zynga-2012-5
LinkedIn seems to have hit its stride as a public company, with the stock soaring 86% year to date.
LinkedIn reported earnings last night, and once again, it was a strong performance. In this era of hot tech companies IPOing and then getting crushed, it’s nice to see LinkedIn doing so well. The company has been pretty flawless in its execution as far as we can tell.
Below, you can see the stock growth comparisons for LinkedIn, Zynga, and Groupon from the first day of trading. It’s good news for Zynga. As you can see it took LinkedIn almost 7 months to get back to its opening trading price. Zynga has crashed, but if it can deliver a strong performance, it too could rebound.
As for Groupon, it has its work cut out for itself.

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UGG Boot Maker Deckers Falls Victim To Warm Weather, Shares Plummet (DECK)
Shares of Deckers – maker of the ubiquitous UGG boots – are plummeting after the company reported disappointing earnings.
EPS dived to $0.20 from $0.49 last year. Analysts were expecting $0.25.
“Our first quarter performance was mixed versus our expectations,” said CEO Angel Martinez. “Sales growth was driven by the addition of the Sanuk brand combined with increased demand for the UGG brand spring line, partially offset by softness in boots due to the unusually warm weather.”
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there’s nothing ‘Ultra’ about Ivy Bridge Ultrabooks unless you add Kepler
Source: http://www.engadget.com/2012/04/23/nvidia-kepler-for-ivy-bridge-ultrabooks/
This is a vaguely awkward message for NVIDIA to be putting out. On one hand, the company is best buddies with Intel and is hoping to see its next-gen GPUs bundled with a large portion of the Ivy Bridge notebooks that will ship this year. But to reach that target, it must risk irking Chipzilla by emphasizing the limitations of Ivy Bridge’s integrated graphics. That’s exactly what happened at a recent presentation, when NVIDIA told us there’ll be “nothing Ultra” about the performance of a regular Ivy Bridge Ultrabook because the integrated HD 4000 graphics will only handle around 43 percent of current games. By contrast, if you add in a GeForce GT 640M you’ll find that 100 percent of current games are playable with frame rates over 30fps and high detail settings, including Battlefield 3, Batman: Arkham City, Crysis 2 and many others. If you leave the lightweight Ultrabook spec behind and combine Ivy Bridge with a GT 670M GPU then you can go even higher — as we just discovered in our review of the MSI’s GT70 gaming laptop. Fortunately, Intel was pretty magnanimous about HD 4000 when it briefed us, and readily accepted that enthusiasts will still want discrete graphics, so we don’t imagine the slide above will cause too many hurt feelings.
NVIDIA: there’s nothing ‘Ul! tra’ abo ut Ivy Bridge Ultrabooks unless you add Kepler originally appeared on Engadget on Mon, 23 Apr 2012 12:15:00 EDT. Please see our terms for use of feeds.
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It’s Unbelievable How Similar This Market Is Compared To The Average Election Year
Source: http://www.businessinsider.com/chart-sp-500-during-election-years-2012-11
Here’s an interesting chart from Bespoke Investment Group that Jeff Saut included in his weekly market commentary.
It marks the average election performance of the S&P 500 and compares it to the index this year.
It’s remarkable.
“[T]he Presidential trading pattern identified by our friends at the brainy Bespoke organization indicates stocks should firm from here,” writes Saut.
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