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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (102401)6/11/2011 12:14:44 PM
From: Jim Mullens  Read Replies (1) | Respond to of 197674
 
Slacker, re: QCOM Commits to Windows 8 Laptop Future

Not much discussion on this???...despite Yen’s bold revelation …."We think it will be one of our biggest growth opportunities in the next five years."

Recall reading somewhere that INTCs processor chips have ~ $50 ASPs (no luck in wide search???), without the connectivity / radio the MSM 8960 provides ( including LTE, WiFi, BT, FM, aGps).

Any idea what the MSM 8960 could go for in a laptop?

Secondly, if undercutting INTC’s $50 ASP by much this should certainly inflict much “pain” on Intel that has not been discussed much in the market place.

Snips>>>>>

"We're very, very interested in this opportunity," said Yen. "We think it will be one of our biggest growth opportunities in the next five years."Pushed for details surrounding the launch of Windows 8 for SoCs - something that Microsoft chief Steve Ballmer claimed would take place some time in 2012 before his comments were corrected out of existence by wiser heads at the software giant - Yen demurred. "I can't give you dates," he explained, "but what I will tell you is that it wouldn't make sense for Microsoft to ship have two different OSes - ARM and x86 - ship at different times."

It's an A15-class processor," Yen agreed, "but it's not a Cortex-A15." He revealed that the company's Windows 8 offering will take the form of the MSM8960, a Krait processor featuring two processing cores running at 1.7GHz and an integrated LTE modem. Sadly, it's a far cry from the quad-core 2.5GHz Krait the company announced at the Mobile World Congress event earlier this year.

Yen claims that sampling of the chips will begin soon, with a view to commercial deployment early next year