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In the wake of the (somewhat inaccurate) news of the GT200 parts being discontinued we hear that many partners have ordered significant quantities of NVIDIA's new Fermi GPU. In some cases it was ordering Fermi that caused the shortage of GT200 GPUs in the first place. According to a few sources that we spoke with they anticipated delivery of Fermi GPUs earlier as such they were shifting from production of the GTX 260, 275 and 285s for the holiday season.
As such many manufacturers have had to shift allocation from their EMEA divisions to the US to meet demand there this has caused a false famine in parts at some companies.
Now while all of that is interesting, it does point out one thing. The GT300 appears to have been pushed back from the original production date. We have heard that originally GT300 was supposed to launch around the end of October. Now the time for the public launch is sometime in the middle of November. This could be the reason for the early demo of the Fermi Architecture instead of an actual launch.
All of that aside, OEMs are very eager to get their hands on Fermi. All of the ones we spoke to believe the GT300 will be quite the performer once they are able to get it out in the stores. The Fermi team has their work cut out for them as they still have yet to show Fermi Running DX11 or any type of real gaming performance. We hope they are up to it though, as it is sort of boring in a one sided GPU world.
I tell you it must be the time of year. It seems like most of the new traveling around is a lot of mudslinging. After the round of bad FUD over NVIDIA (stupidly) showing off a fake card (I still think it is not a big deal). We now hear that someone is throwing mud at Microsoft's Project Pink.
This brings many, many doubts to mind about the project and what is going on behind the scenes here. Why would someone leak information to an Apple oriented site about an MS project? Why would they then follow up there if they are trying to give context?
There is really one thing that jumps top mind. The Zune HD launch was successful, Microsoft out did themselves with it and now someone, is worried about the chances of a phone in this device, or about a phone with the same type of functions the Zune HD has. This type of mud slung in the right directions pulls the attention away from the success of the Zune HD. Most people remember bad news before they remember good news (and of course recent news better than older obviously). If you throw in a scandal, name names, and "leak it" from an inside source it is a readers' dream. Once the seeds are sown and the news makes its rounds, well the damage is done.
So in the next few months I would keep your heads down. Otherwise you might get hit by a flying mud.
The folks at Digitimes have some info to share about Apple's upcoming tablet PC. It's been discovered that this unit is actually being manufactured by Foxconn and is expected to commence shipping at the beginning of next year.
All we know about it at this stage is that it will use a 10.6" display and Foxconn could perhaps secure the panels from its subsidiary Innolux display. The main point of focus for this tablet PC will be more so towards e-book functionality as opposed to music, and in Apple likeliness it'll also boast long battery life, easy internet connectivity and a very simple user interface.
We sure know Apple don't like their feet being trodden on and they'll go to any measure to ensure their image maintains its separative values. This of course goes right down to their logo.
They've had stern words with companies in the past who have dared try anything similar using the fruit we all know and love and now they're shaking the finger at Australian based company Woolworths for their latest design.
"While we can't rule anything out, we haven't got any plans (when it comes to computers and gadgetry) at the moment." But is their logo an apple, or does it even look like one? The Australian-based Woolworths claims that their logo is simply a stylized "W" paired with an "abstract leaf symbol". One could, however, also say that it's a stylized person with outstretched arms, or an "apple being peeled".
Microsoft has an uphill battle against the iTunes App Store and Apple knows it. Today Apple announced that downloads from the iTunes App Store have topped two billion. This is an impressive number no matter what type of application it is that it being downloaded.
Of course some people will say that the iTunes App Store has gotten cluttered with crap (and this is true) but still 2 Billion downloads is a lot. Apple did not break out the details of the 2 billion but you can be sure that many of the apps are the free or "lite" versions that people grab before shelling out the money for the full version.
Still, no matter what, MS is going to have to rush to catch up, as of today they have a grand total of nine, seven games and two utilities. This is in contrast with the 85,000 in the App Store. Of course anyone that has browse through the App Store knows that a good number of that 85k is nothing but trash.
Someone over at Google might be having one too many at lunch recently. For some reason they have sent a cease and desist order over to Cyanogen.
If you are not familiar with Cyanogen it is a software that allows you to root your Android Phone.
So why would Google do this? My thoughts are that someone jumped the gun on this and in typical corporate lawyer fashion; they do not understand the technology or method so they jump in it as a threat. Why do I think this? Well take a look at the order from Google and you will easily see it.
The order is asking the developer of Cyanogen to stop distributing the closed-source Google apps like Gmail, Maps, and YouTube as these are meant for "Google Experience" devices. All sounds ok so far, that is until you discover that Cyanogen is targeted those same devices and not at non Google Experience products.
The developer of Cyanogen is working to start up talks with Google to see if he can not only talk some sense to them but to actually find out what they are really talking about.
Ah the game of leapfrog is so much fun, your ahead, I'm ahead. It never stops. This game is even more fun for the IT industry. The four major players (well three actually) fight for position in the market place. Each wants to be "first" at something. For example AMD was able to say they have the "First" Native Dual and Quad Core CPUs. Intel can say they were "First" to 32nm. ATi (AMD) can say they were "First" to use Physics on the GPU and the First to leverage the GPU as a processor. NVDIA...First with PhysX and Full scale GPGPU support
Well you get the picture. So, why do I bring this all up? Simply because Intel is announcing that they will have a 22nm process for 2011. This means that by the time that AMD (Global Foundries) is hitting bulk production of 32nm CPUs, Intel will be cranking out a full node smaller.
They are getting to this size with a reduction in leakage thanks to a new version of their Hi-K Metal Gate (HKGM) material. This reduction in size (and leakage) means more energy and heat efficient CPUs. A reduction in process also means being able to pack more transistors into the same space, which of course means more functionality.
Of course all of this comes as we see Intel gearing up for a Q4 production of the new 32nm Gulftown Hexa-Core CPU. Intel is also showing off its new Sandy Bridge 32nm architecture. All in all it looks like a pretty good future for Intel.
Hmmm, you know that we do not like FUD here. We try our best to qualify rumor from verifiable facts. That having been said we have some interesting news this morning.
It is about the much talked about GT300. You see there is a rumor that nVidia CEO Jen-Hsun Huang will be heading out to TSMC very soon to talk about yield, pricing and a few other finer points. Now this all on its own is an interesting item, but when you add in the fact that a few of the OEMs I talk to are also saying they have meetings with Huang about the GT300 coming soon, you have a good likelihood that we may see a GT300 very soon.
How soon? Well that is the tricky part. According to a few of my contacts I am hearing that yields are around 40-50%. These are not substantiated as I do not know anyone that works directly for TSMC. However, the idea of a Visit to TSMC by Huang would usually mean a couple of things. Either the yields are below where they need to be for a launch. Or they are there and it is time to finalize price.
I am leaning toward the later as everything I am hearing puts the launch around the beginning to middle of November with retail availability in mid-December. Again, bear in mind that this is information that I cannot confirm but some of the evidence at hand would seem to back it up.
And the plot thickens around Google and Apple over Google Voice. You see there is this tiny little investigation going on as to why Apple would reject Google Voice and any applications that use it. The simple answer? Why, Apple is saying they never did reject it. Honest they were only checking it out but had never rejected it or any other app (like GV Mobile).
The wrench in that monkey is that Google is saying they were personally told it was rejected by Phil Schiller. This could be a problem if it is true as it would mean that Apple is *gasp* not telling the truth about the rejection of Google Voice and associated applications.
This should be a very interesting investigation and will raise questions (again) about the way Apple handles apps for the iPhone, the exclusive contract they have with AT&T and a few other things about the iPhone.
We all know that Pat Gelsinger is leaving Intel for EMC. This was an announcement made the other day and on the surface did not seem to be much of a big deal. But, as with many things what is in a press release is often not even close to the real truth behind the matter.
If sources are to be believed Pat left Intel not for greener pastures, but because he failed to deliver Larrabee. This corresponds with other rumors we heard about techs leaving for failing to product a working Larrabee by the stated deadline.
Of course the issue of Larrabee being delayed would not be so bad if it was not for the CPU Vs. GPU war between Intel and nVidia. This little tiff brought attention to Larrabee for what it was supposed to be, and also for what it was not, working.
Of course as with any rumor or confidential source all of this must be taken with a grain of salt. Still there are two things we know; Larrabee is nowhere near ready and Pat Gelsinger has left Intel for EMC.
Makes you wonder doesn't it?