Qualcomm

AMD hires chip experts from Qualcomm and Apple, aims to move beyond the PC

Source: http://www.engadget.com/2013/01/22/amd-hires-chip-experts-from-qualcomm-and-apple-aims-to-move-bey/

Even more transfer news from chipmakers, although this one isn’t quite as litigious. AMD has hired two senior engineers with experience at both Qualcomm and Apple. The hires have been confirmed by AMD, which added that the new recruits would help the chipmaker expand into new markets — though the spokesperson didn’t specify what these markets would be. Charles Matar, with expertise in low-power and embedded chip design will join from Qualcomm as AMD’s new vice president of SoC Development, while Wayne Meretsky, formerly of Apple, was named vice president of software IP development. AMD still derives around 80 percent of its revenue from PCs, a market that continues to slow as smartphones and tablets continue to flourish. Both will likely be involved in the development of whatever AMD’s got planned for after Temash.

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Source: Reuters

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Tuesday, January 22nd, 2013 news No Comments

The Nexus 4 Does Have LTE, It

Source: http://gizmodo.com/5961716/the-nexus-4-does-have-lte-its-just-not-switched-on

The Nexus 4 Does Have LTE, It’s Just Not Switched OnFollowing that iFixit teardown of the Nexus 4, it looks like LG and Google did kit out their new flagship with LTE after all—at least, there’s a Qualcomm multi-band LTE chip in there—it’s just not active. But why whack in a 4G chip and not bother to use it?

There are a couple of theories. The first is network restriction: perhaps one or more mobile carriers have called dibs on an LTE-equipped version to be “released” at a later date. Another theory, as suggested by Ars Technica is that LG’s just left the chip in there as a throw over from the Optimus G, on which the Nexus 4 is based, to reduce manufacturing streams. That’s possible, but why put a chip in there that costs you extra cash if you weren’t going to use it?

On the bright side, perhaps now we’ll have a reason for people to actually root stock Android. Maybe, just maybe, someone will be able to activate that dormant LTE chip and gift the Nexus 4 with 4G. That really would make Google’s flagship absolutely killer. [iFixit via Ars Technica]


The Nexus 4 Does Have LTE, It’s Just Not Switched OnOur newest offspring Gizmodo UK is gobbling up the news in a different timezone, so check them out if you need another Giz fix.

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Monday, November 19th, 2012 news No Comments

Texas Instruments wants to ditch smartphones, switch focus to embedded processors

Source: http://www.engadget.com/2012/09/26/texas-instruments-dumping-mobile/

Texas Instruments wants to ditch smartphones, switch focus to embedded processors

Texas Instruments has made the startling announcement that it’s going to wind down its wildly successful smartphone and tablet business in favor of embedded systems. VP Greg Delagi told investors that the switch would create a more “stable” and “long-term business” than the cutthroat battles it’s faced in mobile. While, currently the world’s third biggest semiconductor company, it’s concerned about losing ground to players like Qualcomm, Samsung and Apple — despite its latest OMAP CPUs powering tablets like the Nook HD and Kindle Fire. We’re scratching our heads as to why a major player would drop such a strong position like this, but perhaps they know something that we don’t.

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Texas Instruments wants to ditch smartphones, switch focus to embedded processors originally appeared on Engadget on Wed, 26 Sep 2012 10:18:00 EDT. Please see our terms for use of feeds.

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Wednesday, September 26th, 2012 news No Comments

This Chart Is Driving Apple Bulls Crazy (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-apple-pe-2011-12

Apple’s price to earnings ratio is at a relatively paltry 14 right now, and it’s driving Apple bulls crazy.

The chart below, which shows Apple’s shrinking PE, from Apple analyst Andy Zaky has been passed around for the last week. (At the time Apple’s PE was 13.3.)

What’s wrong with this chart?

Zaky explains: “Now even though Apple’s growth has far and outpaced the growth of Oracle (16.35 P/E), Amazon (96.15 P/E), Google (19.19 P/E), Cisco (15.11), Qualcomm Inc. (20.62), Amgen, Inc (13.53), Comcast (15.11 P/E), IBM (13.95 P/E), Chevron (13.50), Johnson & Johnson (14.94 P/E), Procter & Gamble (15.49 P/E), and AT&T (13.91 P/E), the stock trades at a far lower valuation relative to these top holdings on the NASDAQ-100 and S&P 500. Some of these companies have actually contracted in 2011. Yet, the market values the earnings out of these companies on the order of 4-5 times more in some cases than they value the earnings out of Apple.”

Of course, there’s more than one way to value a stock. If you value it based on trailing free cash flow, it’s arguably priced fairly, says our Henry Blodget.

chart of the day, apple quarterly p/e ratio compression, dec. 7 2011

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Wednesday, December 7th, 2011 news No Comments

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