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Gary Edwards

Asus Windows RT Tablet Video Demo- Business Insider - 1 views

www.businessinsider.com/asus-windows-rt-tablet-2012-6

Windows-RT nvidia asus Cloud-Productivity-Platform video

shared by Gary Edwards on 04 Jun 12 - No Cached
  • Gary Edwards on 04 Jun 12
     
    Good video walk through demonstrating Windows RT running on an Asus ARM-NVIDIA Tegra tablet.  Very cool.  One thing that caught my attention though was the comment that the entire MSOffice Suite will be included with every Windows RT OS when it ships in November of 2012.  Wow.  Doesn't answer the compat-interop issue Intel (x86) is raising.  But certainly the stakes are very high here. excerpt: The annual Computex show is happening in Taiwan this week, and we're finally getting a look at some real Windows 8 devices. Below is a video from NVIDIA and Asus, demonstrating a new tablet running Windows RT. It's called the Windows RT Tablet 600. (Windows RT is the version of Windows 8 that will only run on tablets.)  The Tablet 600 looks a lot like Asus's excellent Android tablet, the Transformer Prime, thanks to an optional keyboard dock that turns it into a laptop.
Gary Edwards

Asus shows off ARM-based Windows 8 tablet - Computerworld - 0 views

www.computerworld.com/...off_ARM_based_Windows_8_tablet

Cloud-Productivity-Platform Visual-Productivity MS-Business-Productivity-Platform Compat-Interop

shared by Gary Edwards on 04 Jun 12 - No Cached
  • Gary Edwards on 04 Jun 12
     
    Is Intel right?  Is there a "compatibility-interoperability" problem between Windows RT Office (ARM) and legacy (x86) Windows MS Office productivity environments?  It seems to me that the entire reason iPAD, Android and other ARM based tablet systems want MSOffice and MSOffice Visual Document Viewers is exactly because they want and expect a high level of compat-interop with legacy Windows productivity workgroups and client/server systems. What's the truth?  And is there anything x86 providers like Intel and AMD can do about compat-interop and the unstoppable cloud-mobility revolution? excerpt: The Asus tablet has a quad-core Tegra 3 processor from Nvidia. Windows RT comes preloaded with Office 15, a group of widely used productivity applications. Microsoft has said it had to re-engineer Windows RT to deal with expectations for ARM based devices, which include all-day connectivity and low power consumption. The tablet also has an 8-megapixel camera at the rear with LED flash, and a 2-megapixel camera at the front. It has 2GB of RAM, 32GB of storage, Wi-Fi and Bluetooth 4.0. Intel has already started the war of words against ARM around Windows 8, with Intel's CEO Paul Otellini saying that ARM devices will be incompatible with existing Windows applications and drivers. But analysts have said that Windows RT devices will likely be attractive to users who have few ties with legacy Windows PCs. Low prices could also attract users to Windows on ARM devices.
Gary Edwards

CPU Wars - Intel to Play Fab for an ARM Chipmaker: Understanding What the Altera Deal M... - 0 views

www.dailytech.com/...article33659.htm

OpenWeb WinTel Intel-ARM x86-ARM CPU-GPU

shared by Gary Edwards on 04 Nov 13 - No Cached
  • Intel wants x86 to conquer all computing spaces -- including mobile -- and is trying to leverage its process lead to make that happen.  However, it's been slowed by a lack of inclusion of 4G cellular modems on-die and difficulties adapting to the mobile market's low component prices.  ARM, meanwhile, wants a piece of the PC and server markets, but has received a lukewarm response from consumers due to software compatibility concerns. The disappointing sales of (x86) tablet products using Microsoft Corp.'s (MSFT) Windows 8 and the flop of Windows RT (ARM) product in general somewhat unexpectedly had the net result of being a driver to maintain the status quo, allowing neither company to gain much ground.  For Intel, its partnership with Microsoft (the historic "Wintel" combo) has damaged its mobile efforts, as Windows 8 flopped in the tablet market.  Likewise ARM's efforts to score PC market share were stifled by the flop of Windows RT, which led to OEMs killing off ARM-based laptops and convertibles.
  • Both companies seem to have learned their lesson and are migrating away from Windows towards other platforms -- in ARM's case Chromebooks, and in Intel's case Android tablets/smartphones. But suffice it to say, ARM Holdings and Intel are still very much bitter enemies from a sales perspective.
  • III. Profit vs. Risk -- Understanding the Modern CPU Food Chain
  • ...16 more annotations...
  • Whether it's tablets or PCs, the processor is still one of the most expensive components onboard.  Aside from the discrete GPU -- if a device has one -- the CPU has the greatest earning potential for a large company like Intel because the CPU is the most complex component. Other components like the power supply or memory tend to either be lower margin or have more competitors.  The display, memory, and storage components are all sensitive to process, but see profit split between different parties (e.g. the company who makes the DRAM chips and the company who sells the stick of DRAM) and are primarily dependent on process technology. CPUs and GPUs remain the toughest product to make, as it's not enough to simply have the best process, you must also have the best architecture and the best optimization of that architecture for the space you're competing in. There's essentially five points of potential profit on the processor food chain: [CPU] Fabrication [CPU] Architecture design [CPU] Optimization OEM OS platform Of these, the fabrication/OS point is the most profitable (but is dependent on the number of OEM adopters).  The second most profitable niche is optimization (which again is dependent on OEM adopter market share), followed by OEM markups.  In terms of expense, fabrication and operating system designs requires the greatest capital investment and the highest risk.
  • In terms of difficulty/risk, the fabrication and operating system are the most difficult/risky points.  Hence in terms of combined risk, cost, and profitability the ranking of which points are "best" is arguably: Optimization Architecture design OS platfrom OEM Fabrication ...with the fabrication point being last largely because it's so high risk. In other words, the last thing Intel wants is to settle into a niche of playing fabs for everybody else's product, as that's an unsound approach.  If you can't keep up in terms of chip design, you typically spin off your fabs and opt for a different architecture direction -- just look at Advanced Micro Devices, Inc.'s (AMD) spinoff of GlobalFoundries and upcoming ARM product to see that.
  • IV. Top Firms' Role on That Food Chain
  • Apple has seen unbelievable profits due to this fundamental premise.  It controls the two most desirable points on the food chain -- OS and optimization -- while sharing some profit with its architecture designer (ARM Holdings) and a bit with the fabricator (Samsung Electronics Comp., Ltd. (KSC:005930)).  By choosing to play operating system maker, too, it adds to its profits, but also its risk.  Note that nearly every other first-party exclusive smartphone platform has failed or is about to fail (i.e. BlackBerry, Ltd. (TSE:BB) and the now-dead Palm).
  • Intel controls points 1, 2, and 5, currently, on the food chain.  Compared to Apple, Intel's points of control offer less risk, but also slightly less profitability. Its architecture control may be at risk, but even so, it's currently the top in its most risky/expensive point of control (fabrication), where as Apple's most risky/expensive point of control (OS development) is much less of a clear leader (as Android has surpassed Apple in market share).  Hence Apple might be a better short-term investment, but Intel certainly appears a better long-term investment.
  • Samsung is another top company in terms of market dominance and profit.  It occupies points 1, 3, 4, and 5 -- sometimes.  Sometimes Samsung's devices use third-party optimization firms like Qualcomm Inc. (QCOM) and NVIDIA Corp. (NVDA), which hurts profitability by removing one of the most profitable roles.  But Samsung makes up for this by being one of the largest and most successful third party manufacturers.
  • Microsoft enjoys a lot of profit due to its OS dominance, as does Google Inc. (GOOG); but both companies are limited in controlling only one point which they monetize in different ways (Microsoft by direct sales; Google by giving away OS product for free in return for web services market share and by proxy search advertising revenue).
  • Qualcomm and NVIDIA are also quite profitable operating solely as optimizers, as is ARM Holdings who serves as architecture maker to Qualcomm, NVIDIA, Apple, and Samsung.
  • V. Four Scenarios in the x86 vs. ARM Competition
  • Scenario one is that x86 proves dominant in the mobile space, assuming a comparable process.
  • A second scenario is that x86 and ARM are roughly tied, assuming a comparable process.
  • A third scenario is that x86 is inferior to ARM at a comparable process, but comparable or superior to ARM when the x86 chip is built using a superior process.  From the benchmarks I've seen to date, I personally believe this is most likely.
  • A fourth scenario is that x86 is so drastically inferior to ARM architecturally that a process lead by Intel can't make up for it.
  • This is perhaps the most interesting scenario, in the sense of thinking of how Intel would react, if not overly likely.  If Intel were faced with this scenario, I believe Intel would simply bite the bullet and start making ARM chips, leveraging its process lead to become the dominant ARM chipmaker.  To make up for the revenue it lost, paying licensing fees to ARM Holdings, it could focus its efforts in the OS space (it's Tizen Linux OS project with Samsung hints at that).  Or it could look to make up for lost revenue by expanding its production of other basic process-sensitive components (e.g. DRAM).  I think this would be Intel's best and most likely option in this scenario.
  • VI. Why Intel is Unlikely to Play Fab For ARM Chipmakers (Even if ARM is Better)
  • From Intel's point of view, there is an entrenched, but declining market for x86 chips because of Windows, and Intel will continue to support Atom chips (which will be required to run Windows 8 tablets), but growth on desktops will come from 64 bit desktop/server class non-Windows ARM devices - Chromebooks, Android laptops, possibly Apple's desktop products as well given they are going 64 bit ARM for their future iPhones. Even Windows has been trying to transition (unsuccessfully) to ARM. Again, the Windows server market is tied to x86, but Linux and FreeBSD servers will run on ARM as well, and ARM will take a chunk out of the server market when a decent 64bit ARM server chip is available as a result.
  • Gary Edwards on 04 Nov 13
     
    Excellent article explaining the CPU war for the future of computing, as Intel and ARM square off.  Intel's x86 architecture dominates the era of client/server computing, with their famed WinTel alliance monopolizing desktop, notebook and server implementations.  But Microsoft was a no show with the merging mobile computing market, and now ARM is in position transition from their mobile dominance to challenge the desktop -notebook - server markets.   WinTel lost their shot at the mobile computing market, and now their legacy platforms are in play.  Good article!!! Well worth the read time  ................
Gary Edwards

Steve Ballmer: Consumers Are Our Number One Thing - Business Insider - 3 views

www.businessinsider.com/re-our-number-one-thing-2013-2

Office-Productivity office-in-the-cloud Cloud-Productivity mobile-computing Productivity

shared by Gary Edwards on 27 Feb 13 - No Cached
  • Gary Edwards on 27 Feb 13
     
    One of the "Lessons of Massachusetts" is that the key lock-in point for Microsoft's monopoly is their iron fisted control of the productivity environment, anchored by MSOffice and the Windows local workgroup client/server system.  Key to office productivity is the compound document model that fuels every business process and business productivity system.  It's the embedded logic and database connectivity (OLE, ODBC, MAPI and COM ActiveX controls) that juice the compound document model.   Convert a compound document to another format (or PDF), and you BREAK the both the document, AND THE BUSINESS PROCESS!!!! It was the breaking of the business process that stopped Massachusetts from moving to the Open Document Format !!!! So now comes a story with consumer sales vs enterprise sales numbers that seemingly shatter the Lessons of Massachusetts.  How is that? My take is that the numbers Microsoft touts are true.  Consumers are making new purchases - NOT enterprises.  The simple truth is that, as Microsoft introduces new OS and Application Services geared to Mobile / Cloud Computing, these new systems BREAK legacy business systems.  It's still way too costly for businesses to transition to the new models. Eventually though, businesses will replace those legacy business productivity systems with Mobile / Cloud Computing systems.  And it will be a rip-out-and-replace transition; not the gradual "value-added" transition everyone hopes Microsoft will provide.   Interesting stuff. excerpt: "If Microsoft is an enterprise company, then why is it spending so much time and money on stuff like Bing, Xbox, Windows Phone, and the Surface RT? It should be going all-in on cloud computing and services. If you were to ask Microsoft's CEO Steve Ballmer, his answer would probably be: It's a dumb question, we're both. In an interview with Jason Pontin at MIT Technology Review, he said: ""Our number-one thing is supplying products to consumers. That's kind of what we do.
  • Paul Merrell on 01 Mar 13
     
    Note that rip-out-and-replace to get to the cloud is a very risky strategy for MSFT because the company forfeits its vendor lock-in advantage; the question for the enterprise then becomes "replace with what?" The answer in many cases will be non-Microsoft services. And traditionally, what the enterprise uses has driven what enterprise workers use at home far more than vice versa.
Paul Merrell

#Vault7: CIA's secret cyberweapon can infiltrate world's most secure networks - RT Viral - 0 views

www.rt.com/...556-vault7-cia-brutal-kangaroo

surveillance state CIA malware brutal-kangaroo air-gapped-networks

shared by Paul Merrell on 23 Jun 17 - No Cached
  • WikiLeaks’ latest release in its Vault7 series details how the CIA’s alleged ‘Brutal Kangaroo’ program is being used to penetrate the most secure networks in the world.
  • Brutal Kangaroo, a tool suite for Microsoft Windows, targets closed air gapped networks by using thumb drives, according to WikiLeaks.Air gapping is a security measure employed on one or more computers to ensure that a secure computer network is physically isolated from unsecured networks.
  • These networks are used by financial institutions, military and intelligence agencies, the nuclear power industry, as well as even some advanced news networks to protect sources, according to La Repubblica journalist Stefania Maurizi.READ MORE: ‘CIA’s Cherry Bomb’: WikiLeaks #Vault7 reveals wireless network targetsThese newly released documents show how closed networks not connected to the internet can be compromised by this malware. However, the tool only works on machines with a Windows operating system.Firstly, an internet-connected computer within the targeted organization is infected with the malware. When a user inserts a USB stick into this computer, the thumbdrive itself is infected with a separate malware.Once this is inserted into a single computer on the air gapped network the infection jumps – like a kangaroo – across the entire system, enabling sabotage and data theft.RELEASE: CIA air-gap jumping virus 'Emotional Simian' https://t.co/KkBnXhNtGCpic.twitter.com/w6MZFGushc— WikiLeaks (@wikileaks) June 22, 2017If multiple computers on the closed network are under CIA control, they “form a covert network to coordinate tasks and data exchange,” according to Wikileaks.Data can be returned to the CIA once again, although this does depend on someone connecting the USB used on the closed network computer to an online device.
  • ...1 more annotation...
  • While it may not appear to be the most efficient CIA project, it allows the intelligence agency to infiltrate otherwise unreachable networks.This method is comparable to the Stuxnet virus, a cyberweapon purportedly built by the US and Israel. Stuxnet is thought to have caused substantial damage to Iran's nuclear program in 2010.The CIA allegedly began developing the Brutal Kangaroo program in 2012 – two years after Stuxnet incident in Iran.The most recent of these files were to intended to remain secret until at least 2035. The documents released by WikiLeaks are dated February 2016, indicating that the scheme was likely being used until that point.
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