The Black Swan that Catapulted Intel into 2012

The Black Swan that Catapulted Intel into 2012
by Ed McKernan on 06-14-2012 at 7:30 pm

Black Swan Events are not to be embraced, they are to be feared, if conventional wisdom holds true. And yet, the 2011 Black Swan that slammed the PC market (i.e. the Thailand Floods that wiped out a large part of the disk drive market) has turned out to be the key catalyst for reshaping the semiconductor industry in 2012 and 2013. Instead… Read More


Apple’s $399 Plan to Win Consumer Market in Summer 2012

Apple’s $399 Plan to Win Consumer Market in Summer 2012
by Ed McKernan on 08-30-2011 at 10:30 am

The complete destruction of the consumer PC market in the US and Europe is well within Apple’s grasp and will begin to unfold next summer. There is nothing that Intel, Microsoft or the retail channels can do to hold back the tsunami that was first set in motion with the iPad last year and comes to completion with the introduction of one… 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