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


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


Apple makes 2/3 of profits of entire mobile industry

Apple makes 2/3 of profits of entire mobile industry
by Paul McLellan on 08-02-2011 at 5:41 pm

This is an amazing picture (click to enlarge). Apple now makes 2/3 of all the profit in the entire mobile handset industry. And that is the entire handset industry, not just smartphones where it has also blown past Nokia to become number one (although there are more Android handsets than iOS, those handsets are spread across multiple… Read More


ARM vs Intel…Performance? Power? OS support? Or ubiquity?

ARM vs Intel…Performance? Power? OS support? Or ubiquity?
by Eric Esteve on 03-22-2011 at 2:18 pm

This blog was posted 10 months ago, and the comments have made it much more interesting! Don’t miss the various comments at the back. Also feel free to let us know if you think the status, in this ARM vs Intel “war” has changed a lot since March 2011. Do you really think Intel has catch up with ARM in the mobile industry?Read More