The following paragraphs present another one of those articles that I wrote for a Cyber Media publication, probably in the year 2000. It’s been almost fifteen years since then. When I read Sunit Rikhi’s glowing tribute to Andy Grove, a few grey cells stirred in my brain and I recalled that I had written something about the Intel that… Read More
Good bye and thank you, Andy Grove!
You are gone. And with you, gone is one of the greatest leaders of our times.
In the coming days many voices will speak about the ways in which you touched countless lives, inspired a generation of engineers to create and fuel the digital revolution, and demonstrated your own brand of leadership traits in pursuit of excellence. My … Read More
Qualcomm goes in Data Center thanks to Google
The Server SoC at the heart of Data Center almost don’t care about power consumption, at the opposite of Application Processors for smartphone. If you design a server multi-core SoC, you target the highest performance, in fact a combination of high frequency and lowest possible latency, and try to pack as many CPU core and embedded… Read More
Intel 2015 Analyst Meeting Debunked!
Bill Holt’s “Advancing Moore’s Law” presentation at the recent Intel Analyst day was swallowed hook, line, and sinker by the mainstream media fish so let me play devil’s advocate here and point out some problems with his spin on the competitive landscape.
Coincidentally, one of my Intel friends insists that Intel is number one … Read More
What Makes Us Indecisive?
An indecision is actually a very bad decision. It is an implicit decision for the status quo. It is worse than an explicit decision regardless of how bad that decision turns out to be. In my experience, our indecisiveness is caused by various reasons involving trade-offs.… Read More
Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
Intel 10nm delay confirmed by Tick Tock arrhythmia leak-"The Missing Tick"
Our 6/15 report of more 10nm Intel delays confirmed by leaked info…
The delay appears to have interrupted Intel’s Tick Tock cadence…
Kabylake replaces Skylake – Cannonlake pushed out over horizon?
The news we broke is now confirmed…
On 6/15 we put out a report that broke the news of further delays… Read More
Further Delays for Intel 10nm?
Intel’s 10nm may be reliving the 14nm elongated delay issue-
Schedules & tool delivery may be pushed even deeper into 2016-
Meanwhile Samsung & TSMC press on-
Could Intel be embarrassed?
… Read More
"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More
Intel Inline with reduced expectations-2015 flat to down-Slashing Capex
Intel Inline with lowered numbers- 2015 Revs to be Flat…
Capex Slashed by 13% to $8.7B- 10nm at risk???
Mortgaging the future???
Is the foundry business dead???
Desperately seeking growth!!!
Intel reported revenues of $12.8B and EPS of $0.41 in line with downward revised estimates after chopping $1B… Read More