Intel is Killing the Environment!

Intel is Killing the Environment!
by Daniel Nenni on 10-31-2013 at 6:00 pm

If I had to sum up opening day at ARM TechCon 2013 in one word it would be “crowded”. More than twice as many people attended as last year with 6,500 preregistered. The opening keynote was “The New Style of IT” pimping the HP Moonshot systems, but it could have just as easily been called “Why Intel Stock is Dead Money”,… Read More


Dear Meg, HP is Still a Goner

Dear Meg, HP is Still a Goner
by Ed McKernan on 10-11-2012 at 9:30 pm


A year ago, Meg Whitman decided it was time to venture back into the business world by grabbing onto the HP CEO baton from a badly wounded Leo Apotheker. What for? My best guess is to enter the Pantheon of Great Turnaround CEOs of failing companies, best exemplified by the work of Lou Gerstner with IBM in the early 1990s. It comes too late… Read More


Apple Will Build In America

Apple Will Build In America
by Ed McKernan on 05-31-2012 at 8:10 pm

As Apple races towards $200B in revenue, sometime in 2013 and perhaps $300B by 2015, Tim Cook knows it is in Apple’s best interests to start building a sizeable percentage of iPhones and iPADs in the US and soon. At the All Things D conference this week, Walt Mossberg asked Cook about Apple’s manufacturing presence in China and “if … Read More


ARM Chips Away at Intel’s Server Business!

ARM Chips Away at Intel’s Server Business!
by Ed McKernan on 11-06-2011 at 7:40 am


When Intel entered the server market in the 1990s with their Pentium Processor and follow on Xeons beginning in 1998, they focused on the simple enterprise applications. At the same time they laid the groundwork for what will turn out to be a multi-decade, long war to wrest control from all mainframes and workstations. The announcements… Read More


Meg Whitman Should Buy AMD and Take HP Back To Its Roots

Meg Whitman Should Buy AMD and Take HP Back To Its Roots
by Ed McKernan on 10-31-2011 at 11:16 am

Back in the 2008 financial Crises, GM was finally brought to its knees and had to face a radical makeover. They asked for a bailout from the government that allowed the unions to swap out lower compensation for equity, something no union would do unless the alternative was to shutter the doors. The bondholders and the shareholders… 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


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