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
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
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
Call me Ishmael. Some years ago –in the mid 1990s – having little or no money in my purse and nothing particular to interest me on shore, I thought I would sail the startup ship Cyrix and see the watery part of the PC world. Whenever I find myself grim about the mouth or pause before coffin warehouses, and bring up the rear of every funeral… Read More
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 Fund… Read More
Don’t get me wrong, I’m a big fan of AMD, I buy AMD based products whenever possible to prevent an innovation stifling Intel monopoly. Unfortunately Silicon Valley coffee house conversations continue to paint a bleak picture for AMD, even with a recent stock surge on better than expected revenue guidance for the rest of 2011. I’m… Read More
Intel’s new Tri-Gate technology is causing quite a stir on the stock chat groups. Some have even said if Intel uses its Tri-Gate technology on only Intel processors ARM will be in deep deep trouble. These guys are “Intel Longs” of course and they are battling “Intel Shorts” with cut and paste news clips.
“ARM is in trouble & this… Read More
During the early 2000’s, when OEM starting to question the use of LVDS to interface with display devices, two standards has emerged: High-Definition Multimedia Interface (HDMI) and DisplayPort. HDMI has been developed by silicon Image, surfing on the success of Digital Video Interface (DVI), and was strongly supported… Read More
There have been some significant foundry announcements recently that if collated will give you a glimpse into the future of the semiconductor industry. So let me do that for you here.
First the candid EETimes article about TI dumping Samsung as a foundry:
Taiwan’s UMC will take the ”lead role’’ in making the OMAP 5 device on… Read More
The Common Platform Technology Forum last week was not well attended, less than half than the GlobalFoundries Conference. It was deja vu of previous CP forums but there were a couple of surprises to go with the disappointment. The lunch line was long, but fortunately I was escorted to the press lunch featuring VIP’s from Samsung,… Read More
