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


From IBM Mainframes to Wintel PCs to Apple iPhones: 70% is the Magic Number

From IBM Mainframes to Wintel PCs to Apple iPhones: 70% is the Magic Number
by Ed McKernan on 10-12-2011 at 10:51 am

Time to ring the Bell. With the iPhone 4S, Apple has just surpassed the 70% gross margin metric that usually equates to a compute platform becoming an industry standard. IBM’s mainframe achieved it in the 1960s with the 360 series and still is able to crank it out with their Z-series. The combined Intel and Microsoft tandem (Wintel)… 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


TSMC Versus The FabClub!

TSMC Versus The FabClub!
by Daniel Nenni on 01-23-2011 at 11:00 pm


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


Getting to the 32nm/28nm Common Platform node with Mentor IC Tools

Getting to the 32nm/28nm Common Platform node with Mentor IC Tools
by Daniel Payne on 01-17-2011 at 6:04 pm

Last week I talked with two experts at Mentor about the challenges of getting IC designs into the 32nm/28nm node on the Common Platform (IBM, GLOBALFOUNDRIES and Samsung). Global Foundries issued a press release talking about how the four major EDA companies have worked together to qualify EDA tools for this node.

Sudhakar Jilla,… Read More


Critical Area Analysis and Memory Redundancy

Critical Area Analysis and Memory Redundancy
by SStalnaker on 10-08-2010 at 8:08 pm

Simon Favre, one of our Calibre Technical Marketing Engineers, presented a paper on Critical Area Analysis and Memory Redundancy at the 2010 IEEE North Atlantic Test Workshop in Hopewell Junction, NY, just up the road from Fishkill. As Simon says…

Fishkill, New York. IBM is in Fishkill. IBM invented Critical Area Analysis in what,… Read More