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PC Growth Latches on to the Parabolic Curve of Emerging Markets

PC Growth Latches on to the Parabolic Curve of Emerging Markets
by Ed McKernan on 11-04-2011 at 7:56 am

One of the interesting tidbits of information to come from Intel’s October earnings call was that Brazil, a country of nearly 200M people, has moved up to the #3 position in terms of PC unit sales. This was a shock to most people and as usual brushed aside by those not familiar with the happenings of the emerging markets (i.e. the countries… Read More


Intel’s Incredible Semiconductor Machine

Intel’s Incredible Semiconductor Machine
by Ed McKernan on 10-21-2011 at 8:15 am

It is hard not to be impressed by Intel’s stunning financial performance since the 2008 downturn. They are on track to post revenue of $55B this year or 50% higher than 2008 while nVidia and AMD will be flat to less than 10% better. More significantly, earnings will be 3X that of 2008. More significantly, in the past 12 months they have… Read More


Samsung versus Apple and TSMC!

Samsung versus Apple and TSMC!
by Daniel Nenni on 09-28-2011 at 6:56 am

Apple will purchase close to eightBILLION dollars in parts from Samsung for the iSeries of products this year alone, making Apple Samsung’s largest customer. Samsung is also Apple’s largest competitor and TSMC’s most viable competitive foundry threat so it was no surprise to see Apple and TSMC team up on the next generations of… Read More


HP Will Farm Out Server Business to Intel

HP Will Farm Out Server Business to Intel
by Ed McKernan on 09-04-2011 at 7:36 pm


In a Washington Post Column this past Sunday, Barry Ritholtz, A Wall St. Money Manager and who has a blog called the Big Picture, recounts the destruction that Apple has inflicted on a wide swath of technology companies (see And then there were none). He calls it “creative destruction writ large.” Ritholtz though is only accounting… Read More


Will AMD and Samsung Battle Intel and Micron?

Will AMD and Samsung Battle Intel and Micron?
by Ed McKernan on 08-26-2011 at 2:00 pm

We received some good feedback from our article on Intel’s Back to the Future Buy of Micron and I thought I would present another story line that gives readers a better perspective of what may be possibly coming down the road. In this case, it is the story of AMD and Samsung partnering to counter Intel’s platform play with Micron. The… Read More


Itanium Neutron Bombs Hit HP Campuses, Oracle Looking for Survivors

Itanium Neutron Bombs Hit HP Campuses, Oracle Looking for Survivors
by Ed McKernan on 08-23-2011 at 11:37 pm

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It was a series of Itanium Neutron Bombs detonating during the reign of 4 management teams (Platt, Fiorina, Hurd and Apotheker) that left HP campuses in Cupertino and Palo Alto in the custody of crickets. The devastation to employees and stockholders is absolutely immense and the current strategy calls for a further retreat into… Read More


Apple Will Nudge Prices Down in 2012: PC Market Will Collapse

Apple Will Nudge Prices Down in 2012: PC Market Will Collapse
by Ed McKernan on 08-21-2011 at 7:10 am


Jack Welch, the former CEO of GE, had an edict that each business unit needed to be #1 or #2 in the market or else he sold it off. HP is #1 in PC market share but it is exiting a business that it no longer can control and soon will bleed a lot of cash. HP’s Operating margin is under 6% and falling while Apple’s is at 40% and growing. So the question… Read More


Intel’s Back to the Future Buy of Micron

Intel’s Back to the Future Buy of Micron
by Ed McKernan on 08-19-2011 at 5:14 am


In an interview that Gordon Moore gave in early 2000, the former co-founder of Intel recounted how they abandoned the DRAM market in the early 1980s in order to exit the increasingly unprofitable business and focus on the promising, yet still young x86 processor market. Intel was also home to EEPROM and NOR Flash, two memory technologies… Read More


Will AMD Crash Intel’s $300M Ultrabook Party?

Will AMD Crash Intel’s $300M Ultrabook Party?
by Ed McKernan on 08-14-2011 at 7:00 am

Let’s face it, the ships are burning in the harbor and there is only one way out of here for AMD. It needs to crash Intel’s exclusive $300M Ultrabook Party in order to grab a slice of the future, more profitable PC market.

Intel Capital Creates $300 Million Ultrabook FundRead More


Apple Roadmaps Intel to 14nm

Apple Roadmaps Intel to 14nm
by Ed McKernan on 08-07-2011 at 1:11 pm

Intel will not win the tablet market with any of the various Atom chips rolling out at 32nm, 22nm and even 14nm. They are too late to a game that Apple owns 90% of today and will so in the future. All of these ultra low power atom versions are like the Saturn test rocket developments that preceded the Apollo 11 Moon Landing. They are necessary… Read More