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Vendor News

Intel: Enterprise PCs Going strong

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Intel: Enterprise PCs Going strong

Following what is described as stronger-than-expected enterprise PC demand Intel improves its outlook for Q2 2014-- the company increases its revenue forecast from $13 billion (plus or minus $500 million) to $13.7bn (plus or minus $300m).

The improved outlook also sees Intel getting some revenue growth for the year, as opposed to a previous forecast of essentially flat results.

The higher PC unit volume will lead to a Q2 2014 gross margin range of 64%, while full-year 2014 gross margin should be in the upper halfo f the previous range of 61%, plus or minus "a few" precentage points.

Intel will provide additional commentary on all business segments once it reports the actual Q2 2014 results on 15 July.

Such positive signs follow Intel's Q1 2014 results, when it remarked of "signs of improvement in the PC business"-- but will it be enough to offset the record €1.06 billion European Commission fine Chipzilla just received from the European Commission?

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Enterprise Warms Up to Apple

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Enterprise Warms Up to Apple

Apple device management solution developer Jamf Software says enterprise Apple adoption is on the up-- and according to a Dimensional Research survey of 300 US-based IT professionals the industry lacks tools to handle the iDevice influx.

The survey shows internal IT team support of iPhones and iPads at 91% and 89% respectively, while 78% of participants cite user preference as a main reason for supporting Apple.

Mac PC support stands at 60%.

Meanwhile 98% anticipate enterprise Apple device adoption to grow by "at least" 25% over the next 3 years, and such influx means more work for IT as according to 91% of surveyed professionals Apple device and enablement requires IT involvement.

As to cope for such growth, 40% will get additional IT budget and 20% will hire more staff-- although a good number (23%) of companies lack a solid plan to deal with the iDevice influx, and a far larger percentage (80%) lacks confidence in their management software of choice, mainly due to the use of Windows-based solutions to manage Apple devices.

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Strong Fiscal 2013/2014 for Lenovo

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Strong Fiscal 2013/2014 for Lenovo

Lenovo describes fiscal Q4 and full year ending 31 March 2014 as "outstanding", reporting full-year revenues of $38.7 billion, a 14% increase over the previous year.

Meanwhile pre-tax profits total $1 billion, a 27% increase and a record for the company.

When it comes to devices Lenovo combines PCs and tablets in a single category-- and says Q4 shipments total 26m units with 18% growth, outpacing the market by over 13%. Total device volume reaches 114m with 37% growth, making a 4th quarter where the company sold more tablets and smartphones than PCs.

Lenovo laptop sales are up by 16% Y-o-Y for Q4, while desktops grow by 6.8% against an overall industry decline of -3.1%, the company continues.

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Intel: Holiday Launch for Broadwell

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Intel: Holiday Launch for Broadwell

Intel CEO Brian Krzanich tells Reuters the next-generation Broadwell CPUs will "probably" not ship in time for the back-to-school shopping season, but should be available to OEMs just in time for the holiday season.

"I can guarantee for holiday, and not at the last second of holiday," Krzanich says. "Back to school-- that's a tight one. Back to school you have to really have it on-shelf in July, August. That's going to be tough."

Such comments provide a more precise timeframe for the Broadwell release than the latest Intel quarterly analyst conference call, where Krzanich talked of launch sometime during H2 2014.

The 14nm Broadwell CPUs already saw one delay-- on October 2013 the company blamed a "defect density issue" for a @small blip in the schedule."

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AMD Roadmap Takes Ambidextrous Turn

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AMD Roadmap Takes Ambidextrous Turn

Do you have equal control over both left and right hands? AMD claims it does with an "ambidextrous computing" near- and mid-term roadmap featuring products making use of both x86 and ARM technologies.

“Our innovative ambidextrous design capability, combined with our portfolio of IP and expertise with high-performance SoCs, means that AMD is set to deliver ambidextrous solutions that enable our customers to change the world in more efficient and powerful ways," AMD CEO Rory Read says.

The so-called cornerstone of the roadmap is AMD's use of 64-bit ARM architecture in custom high-performance core development. The first such core is dubbed "K12", a low-power high-performance number developed by a team led by chief CPU architect Jim Keller.

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HP, Foxconn Team Up in Servers

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HP, Foxconn Team Up in Servers

HP and Foxconn form a joint venture promising to disrupt the traditional hyperscale server market with new cloud-optimised servers "specifically targeting service providers."

According to announcement press release HP will provide the "industry compute leadership and industry-recognized service and support," while Foxconn brings "superior value throughout the supply chain." Either way both companies are big enough to form a serious contender, with combined annual sales of over $200 billion.

Products from the team up will complement the existing ProLiant server portfolio, as well as the upcoming Moonshot lineup.

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Nokia Finds New CEO, Strategy

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Nokia Finds New CEO, Strategy

Nokia starts the rest of its life as it completes the Devices & Services business sale to Microsoft, naming Rajeev Suri CEO and refreshing its strategy to focus on networks, location and technologies.

Suri is a 20-year Nokia veteran and holder of a number of exec positions at the company, most recent being CEO of Nokia Solutions & Networks (formerly Nokia Siemens, now simply "Networks"), a position he has held since 2009.

Once Suri starts leadership duties on May 2014 interim CEO Risto Siilasmaa returns to being chairman of the Nokia board.

"As Nokia opens this new chapter, the Nokia Board and I are confident that Rajeev is the right person to lead the company forward," Siilasmaa says. "He has a proven ability to create strategic clarity, drive innovation and growth, ensure disciplined execution, and deliver results."

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