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	<title>Digital Daily &#187; notebooks</title>
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	<link>http://digitaldaily.allthingsd.com</link>
	<description>by John Paczkowski</description>
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		  <title>All Things Digital</title>
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		<title>AMD Loss Not Nearly as Awful as Expected</title>
		<link>http://digitaldaily.allthingsd.com/20091016/amd-2/</link>
		<comments>http://digitaldaily.allthingsd.com/20091016/amd-2/#comments</comments>
		<pubDate>Fri, 16 Oct 2009 13:36:43 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Digital Daily]]></category>
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		<category><![CDATA[semiconductors]]></category>
		<category><![CDATA[AMD]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[chip-maker]]></category>
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		<category><![CDATA[Dirk Meyer]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=26760</guid>
		<description><![CDATA[Looks like AMD has benefited from the same favorable PC updraft that’s lifting Intel. On Thursday, the chip maker reported a narrower third-quarter loss than expected, thanks to "strong demand" for its microprocessors and graphics chips.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2009/10/amd_raiders-smjpg.jpeg" alt="amd_raiders-smjpg" title="amd_raiders-smjpg" width="200" height="200" class="alignright size-full wp-image-26762" />Looks like AMD has benefited from the same favorable PC updraft that’s lifting Intel. On Thursday, the chip maker reported <a href="http://phx.corporate-ir.net/phoenix.zhtml?c=74093&amp;p=irol-newsArticle&amp;ID=1342558&amp;highlight=">a narrower third-quarter loss</a> than projected, thanks to &#8220;strong demand&#8221; for its microprocessors and graphics chips. </p>
<p>Analysts had expected AMD to lose 42 cents a share on revenue of $1.26 billion, according to a consensus survey by Thomson Reuters. Instead, the company lost 18 cents a share on revenue of $1.4 billion, which was down from $1.8 billion for the same quarter last year.</p>
<p>Not the sort of <a href="http://digitaldaily.allthingsd.com/20091013/intel-profit-sales-beat-street/">blow-out quarter we saw from Intel</a> (INTC) earlier this week, but encouraging news nonetheless. Certainly, AMD’s leadership believes the company is poised for a turnaround. During a conference call to discuss AMD&#8217;s (AMD) third-quarter results, CEO Dirk Meyer offered an upbeat outlook for the remainder of 2009 despite the current loss. </p>
<p>&#8220;Third quarter consumer PC demand continued to improve from prior periods, with particular strength in notebooks and in China and continued recovery in Europe and in North America,&#8221; <a href="http://seekingalpha.com/article/166870-advanced-micro-devices-inc-q3-2009-earnings-call-transcript?page=-1">Meyer said</a>. &#8220;And it appears the commercial IT markets are positioned to improve next year&#8230;.Going forward, we believe we are well positioned to succeed.&#8221;</p>
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		<title>Intel Inside Nokia Someday</title>
		<link>http://digitaldaily.allthingsd.com/20090623/intel-inside-nokia/</link>
		<comments>http://digitaldaily.allthingsd.com/20090623/intel-inside-nokia/#comments</comments>
		<pubDate>Tue, 23 Jun 2009 15:42:06 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Digital Daily]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[digital]]></category>
		<category><![CDATA[hardware]]></category>
		<category><![CDATA[innovation]]></category>
		<category><![CDATA[mobile]]></category>
		<category><![CDATA[semiconductors]]></category>
		<category><![CDATA[software]]></category>
		<category><![CDATA[telecom]]></category>
		<category><![CDATA[Anand Chandrasekher]]></category>
		<category><![CDATA[Bloomberg]]></category>
		<category><![CDATA[cellphone]]></category>
		<category><![CDATA[chips]]></category>
		<category><![CDATA[high speed packet access]]></category>
		<category><![CDATA[INTC]]></category>
		<category><![CDATA[Intel]]></category>
		<category><![CDATA[Linux]]></category>
		<category><![CDATA[market]]></category>
		<category><![CDATA[mobile platform]]></category>
		<category><![CDATA[netbooks]]></category>
		<category><![CDATA[NOK]]></category>
		<category><![CDATA[Nokia]]></category>
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		<category><![CDATA[Stacy Smith]]></category>
		<category><![CDATA[standards]]></category>

		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=20028</guid>
		<description><![CDATA[“We would love dearly to win one of the big guys, that really is the smartphone game, it really is a concentrated set of suppliers,” Intel CFO Stacy Smith told Bloomberg earlier this year. “We’re lurking behind every bush and showing them our product line.” Well, the ambushes to which Smith referred appear to have finally paid off: Intel has landed a deal to develop chips with Nokia.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2009/06/intel-logo.jpg" alt="intel-logo" title="intel-logo" width="189" height="131" class="alignright size-full wp-image-20027" /><br />
&#8220;We would love dearly to win one of the big guys, that really is the smartphone game, it really is a concentrated set of suppliers,” Intel CFO Stacy Smith told Bloomberg earlier this year. “We’re lurking behind every bush and showing them our product line.&#8221; </p>
<p>Well, the ambushes to which Smith referred appear to have finally paid off: Intel (INTC) has <a href="http://www.intel.com/pressroom/archive/releases/20090623corp_b.htm?iid=pr1_releasepri_20090623rb">landed a deal to develop chips with Nokia</a> (NOK). </p>
<p>During a conference call this morning, Intel senior mobility VP Anand Chandrasekher announced a deal that will see the two companies developing something they ambiguously describe as a &#8220;new mobile platform beyond today&#8217;s smartphones, notebooks and netbooks.&#8221; Under its terms, they will work together on several open-source mobile Linux software projects and Intel will license Nokia&#8217;s <a href="http://en.wikipedia.org/wiki/High-Speed_Packet_Access">high speed packet access</a> technology.</p>
<p>&#8220;This Intel and Nokia collaboration unites and focuses many of the brightest computing and communications minds in the world, and will ultimately deliver open and standards-based technologies, which history shows drive rapid innovation, adoption and consumer choice,&#8221;  Chandrasekher said in a statement. &#8220;With the convergence of the Internet and mobility as the team&#8217;s only barrier, I can only imagine the innovation that will come out of our unique relationship with Nokia. The possibilities are endless.&#8221;</p>
<p>The deal is a big win for Intel, whose <a href="http://www.informationweek.com/blog/main/archives/2006/06/intel_cellphone.html;jsessionid=NMUV3NJTHTBTIQSNDLPSKH0CJUNN2JVN">last dalliance with the cellphone market ended in ignominy</a>. The computing landscape is shifting from PCs to mobile devices and Intel must shift along with it in order to grow its business. And right now, 90 percent of its sales are PC-related. With the global market for cellphones at 1.2 billion units per year and growing, <a href="http://www.abiresearch.com/press/1357-Enter+the+Year+of+the+Smartphone:+171+Million+and+Rising">according to ABI Research</a>, the chipmaker must figure out a way to dominate cellphones the way it has PCs. Allying with Nokia is one way of achieving that. But when will we see the first Intel-powered Nokia device? Intel and Nokia won&#8217;t say. &#8220;This is about technology collaboration and a licensing agreement,&#8221; Chandrasekher said in reply to repeated questions on the matter. &#8220;We are not commenting on specific products today, I&#8217;ll leave it at that. When we are ready to talk about products, we will.&#8221;</p>
<p>Incidentally, <a href="http://d7.allthingsd.com/speakers/olli-pekka-kallasvuo/">Nokia CEO Olli-Pekka Kallasvuo</a> was a speaker at our <b>D7</b> conference. A video highlights reel of his appearance, below.</p>
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		<title>iSuppli Announces Laptopaleolithic Age</title>
		<link>http://digitaldaily.allthingsd.com/20081223/isuppli-announces-laptopaleolithic-age/</link>
		<comments>http://digitaldaily.allthingsd.com/20081223/isuppli-announces-laptopaleolithic-age/#comments</comments>
		<pubDate>Tue, 23 Dec 2008 22:12:59 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Digital Daily]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[business]]></category>
		<category><![CDATA[computer]]></category>
		<category><![CDATA[desktops]]></category>
		<category><![CDATA[growth]]></category>
		<category><![CDATA[Intel]]></category>
		<category><![CDATA[iSuppli]]></category>
		<category><![CDATA[laptops]]></category>
		<category><![CDATA[market]]></category>
		<category><![CDATA[mobile PC]]></category>
		<category><![CDATA[notebooks]]></category>
		<category><![CDATA[Paul Otellini]]></category>
		<category><![CDATA[PC]]></category>
		<category><![CDATA[platforms]]></category>
		<category><![CDATA[shipments]]></category>
		<category><![CDATA[third quarter]]></category>

		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=10171</guid>
		<description><![CDATA[“We believe that the shipment crossover of desktop PCs to mobile PCs will now happen this year and not next year, as we originally anticipated.” Intel CEO Paul Otellini made that prediction this past April, and it would appear he’s been proven right.]]></description>
			<content:encoded><![CDATA[<p><img src="http://voices.allthingsd.com/files/2008/12/laptoppile.jpg" alt="" title="laptoppile" width="200" height="122" class="alignright size-full wp-image-7074" />&#8220;We believe that the shipment crossover of desktop PCs to mobile PCs will now happen this year and not next year, as we originally anticipated.&#8221;<br />
<a href="http://seekingalpha.com/article/72435-intel-q1-2008-earnings-call-transcript?page=-1&amp;find=think&amp;">Intel (INTC) CEO Paul Otellini made that prediction this past April</a>, and it would appear he&#8217;s been proven right. Global shipments of notebooks surpassed those of desktop PCs for the first time ever in the third quarter, according iSuppli Corp. The market-research firm&#8217;s metrics reveal that notebook shipments rose almost 40 percent in the third quarter of 2008 over the same period in 2007, to 38.6 million units. Meanwhile, desktop shipments fell by 1.3 percent to 38.5 million units.</p>
<p>While the mobile computing era was obviously born quite a while back, iSuppli&#8217;s report would seem to make its advent official. &#8220;This marks a major event in the PC market because it marks the start of the age of the notebook,&#8221; <a href="http://www.isuppli.com/NewsDetail.aspx?ID=19823">said Matthew Wilkins, principal analyst for compute platforms at iSuppli</a>. &#8220;The notebook PC is no longer a tool only for the business market, or a computer for the well-off consumer; it&#8217;s now a computer for everyone. While the third quarter will be remembered as the time when the scale of the global economic/credit crunch truly became apparent, the PC market managed to deliver strong unit shipment growth during the period.&#8221;</p>
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		<title>Apple Notebook Event: Jobs on Touchscreen Notebooks</title>
		<link>http://digitaldaily.allthingsd.com/20081014/liveblogging-from-the-apple-notebook-event-2/</link>
		<comments>http://digitaldaily.allthingsd.com/20081014/liveblogging-from-the-apple-notebook-event-2/#comments</comments>
		<pubDate>Tue, 14 Oct 2008 18:11:41 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Apple]]></category>
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		<category><![CDATA[17-inch]]></category>
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		<category><![CDATA[chip]]></category>
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		<category><![CDATA[earnings]]></category>
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		<category><![CDATA[footprint]]></category>
		<category><![CDATA[glossy]]></category>
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		<category><![CDATA[industrial design]]></category>
		<category><![CDATA[Jon Ives]]></category>
		<category><![CDATA[laptop]]></category>
		<category><![CDATA[MacBook]]></category>
		<category><![CDATA[MacBook Pro]]></category>
		<category><![CDATA[machining]]></category>
		<category><![CDATA[manufacturing]]></category>
		<category><![CDATA[matte screen]]></category>
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		<category><![CDATA[tablet]]></category>
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		<category><![CDATA[unibody]]></category>

		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=6720</guid>
		<description><![CDATA[In a short video, senior designer Jon Ives and other members of Apple's industrial design team explain the new unibody enclosure. Machining enables a level of precision unheard of in the industry, says Ives. In many ways, these notebooks are more beautiful on the inside than they are on the outside.

There's lots of emphasis at this unveiling on environmental concerns, reducing the  footprint for manufacturing the new notebooks.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2008/10/macbook.jpg" alt="" title="macbook" width="350" height="187" class="aligncenter size-full wp-image-6741" />In a short video, senior Apple designer Jon Ives and other members of Apple&#8217;s industrial design team explain the new unibody enclosure. Machining enables a level of precision unheard of in the industry, says Ives. In many ways, these notebooks are more beautiful on the inside than they are on the outside.</p>
<p>There&#8217;s  a lot of emphasis at this unveiling on environmental concerns, reducing the  footprint for manufacturing the new notebooks.</p>
<p>Says Ives: &#8220;We&#8217;ve refined every detail in service of the user.&#8221;</p>
<p>Steve Jobs announces that it&#8217;s time for Q&#038;A, but with a caveat. No questions about the economy, he says, or Apple&#8217;s financial performance because there will be an earnings report next week. And no questions about &#8220;my health,&#8221; he adds, as a new slide appears on the big screen above him showing his blood pressure. </p>
<p>As the audience laughs, Jobs welcomes Apple COO Tim Cook and Phil Schiller, senior vice president of worldwide marketing, to the stage to take questions from the audience.</p>
<p>Apple (AAPL) does not have an exclusive on the new Nvidia chip, but it will be first to market. &#8220;And we&#8217;re buying a lot of chips.&#8221;</p>
<p>Why no Blu-ray? &#8220;Blu-ray is just a bag of hurts,&#8221; says Jobs. Apple is waiting things out before &#8220;passing that cost burden on to consumers.&#8221;</p>
<p>Jobs expects the redesigns to trigger a refresh cycle in both the MacBook and MacBook Pro.</p>
<p>Someone asks why there are no matte screens. Answer: &#8220;The vast majority of our customers prefer a glossy finish.&#8221;</p>
<p>The 17-inch MacBook Pro is still available, but it has not been refreshed like the other models.</p>
<p>Final question: &#8220;Do touchscreens make sense on laptops?&#8221; Jobs&#8217;s reply: &#8220;We&#8217;ve experimented with them, but they don&#8217;t make a lot of sense to us.&#8221;</p>
<p>So no tablet.</p>
<p>And with that, the event is over. </p>
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		<title>Apple Notebook Event: "Leopard Is Far Superior to Vista"</title>
		<link>http://digitaldaily.allthingsd.com/20081014/liveblogging-from-apple-notebook-spotlight-event/</link>
		<comments>http://digitaldaily.allthingsd.com/20081014/liveblogging-from-apple-notebook-spotlight-event/#comments</comments>
		<pubDate>Tue, 14 Oct 2008 17:07:42 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Digital Daily]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=6699</guid>
		<description><![CDATA[At an invitation-only event at Apple's Cupertino headquarters, Apple CEO Steve Jobs announced the company's latest revision of its line of notebooks. Before demoing the hardware though, Jobs invites COO Tim Cook on stage to offer an overview of the Mac ecosystem.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2008/10/body.jpg" alt="" title="body" width="350" height="187" class="aligncenter size-full wp-image-6745" />At an invitation-only event at Apple&#8217;s Cupertino headquarters, Apple CEO Steve Jobs announced the company&#8217;s latest revision of its line of notebooks. Before demoing the hardware though, Jobs invites Tim Cook, chief operating officer, on stage to offer an overview of the Mac ecosystem.</p>
<p>Virtually everyone agrees that &#8220;OS X Leopard is far superior to Vista,&#8221; says Cook. He goes on to tout the Mac&#8217;s software. He speaks of compatibility and Boot Camp, which allows Windows to be run on a Mac.</p>
<p>Cook notes that Microsoft Vista&#8217;s failure at market&#8211;one of the greatest missteps in Microsoft (MSFT) history, according to Cook&#8211;has afforded Apple (AAPL) an unprecedented opportunity to win over Windows users to the Mac platform. He says Apple retail stores receive 400,000 visitors a day and that 50 percent of the company&#8217;s sales are now to Windows users.</p>
<p>Mac has outgrown the market 14 out of last 15 quarters, Cook continues. The Mac retail share has grown to 18 percent of U.S. retial sales, with a revenue share of over 31 percent, which means that one out of every three dollars spent on computers is spent on a Mac. Quite an achievement.</p>
<p>Finally, Cook points out that Macs now account for 47 percent of computers at universities. Apple has sold more Macs in in the last three quarters than it sold in all of 2007.</p>
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		<title>Take a Bath With Mr. Tech Bubble</title>
		<link>http://digitaldaily.allthingsd.com/20081009/take-a-bath-with-mr-tech-bubble/</link>
		<comments>http://digitaldaily.allthingsd.com/20081009/take-a-bath-with-mr-tech-bubble/#comments</comments>
		<pubDate>Thu, 09 Oct 2008 18:00:18 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Apple]]></category>
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		<category><![CDATA[IBM]]></category>
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		<category><![CDATA[Michael Moritz]]></category>
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