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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 (108553)1/10/2012 3:59:57 PM
From: waitwatchwander  Respond to of 197227
 
By the time Win8 launches, many of the more popular Android/iOS apps are likely to be ported to Metro (ie HTML5). Migrating core Window apps is going to be more of an evolutionary process much like moving from stand-alone apps to client/server apps to browser apps has been over the last 20 years. Those processes normally take 5+ years and require the building up of a disbursed community of developer tools and skills. It is all very likely to happen though.



To: slacker711 who wrote (108553)1/10/2012 9:51:14 PM
From: waitwatchwander1 Recommendation  Read Replies (1) | Respond to of 197227
 
Interesting comments from the Gizmodo site on CYMK (re: ur Mirasol PM). Back in the early 90's I played with an Indeo video board. It used a form of CMYK and I remember it was a pain in the butt with each video frame being contained within 3 separate frame buffers. I ended up building some software which performed OCR upon a TV cable channel which broadcast stock prices in real time over the day and a daily summary during the evening hours. I was fortunate enough to only need the luminescence frame in order to perform OCR via least squares pattern recognition.

Before the internet, I used this software and VCR tapes to capture stock prices on a daily basis. Around 1997, I got tired of that process and found an online stock data provider that I've been with ever since. With Google finance and all, it's kind of obsolete these days but I still collect and analysis the data on a fairly regular basis. I've fed the data into a neural network for pattern recognition on numerous occasions but not much has yet to come of those efforts. You may remember my interest in CUDA parallel computing and Tesla for those activities. I'll likely die before discovering anything great or wonderful in those efforts.

I'm not surprised by what we have seen with Mirasol over the last few months. With the departure of the Iridym founder, there are issues which should have been expected . I still think there is potential for the product but it is likely going to take the efforts of a new crew before one sees any significant movement away from that which is available today. That's one of the reasons I decide to take the Kyobo plunge now rather than wait for something newer to arrive upon our shores. Mirasol is a 2014 affair.

My immediate concern now turns towards the 8960, its applicability to tablet computing and its availability in sufficient volume to garner continued smartphone market share. If the 8960 is only a smartphone platform, we're going to be losing ground within the chipset market. Qualcomm Atheros should be additive on that front but likely not as additive as first envisioned. Those products are also likely still a year or so away. I hate to see another few years like that which we have just completed but that is where I'm at these days. I am only thankful that cdma/wcdma royalties have yet to plateau but once that happens watch out below. LTE today is where wcdma was is 2002.

I do find the idea of Snapdragon TV promising but that is even younger than Mirasol. It's also highly software dependent which appears to be becoming no ones forte. What we are seeing today on the intelligent TV front is nothing but a demo of what could be and only ??? knows how much of it is real and how much is nothing but virtual reality. I suspect much more of the later than the former. Win8 is also going to be late. I'm now almost positive of that matter. MDM, Gobi and embedded RF products are becoming our saviour.

There is lots of potential these days but it is now taking so much code to get anything into a practical and expandable vein that one just can't expect productive product being produced within a realistic time frame. It's almost as if another software revolution is need for us to get beyond today's coding barriers. Maybe that's the place to look for growth. Just some random thinking of no serious consequence.