Jack Welch, the former CEO of GE, had an edict that each business unit needed to be #1 or #2 in the market or else he sold it off. HP is #1 in PC market share but it is exiting a business that it no longer can control and soon will bleed a lot of cash. HP’s Operating margin is under 6% and falling while Apple’s is at 40% and growing. So the question… Read More
Mr. TTL (otherwise known as Texas Instruments or TI) has had a great run in the cellular market but it is time to decamp. The future is Analog and OMAP must depart to one of the remaining players looking to win the Smartphone and Tablet market. TI is exiting the market so it can focus on the high volume analog market.
On first sight, the … Read More
Call me Ishmael. Some years ago –in the mid 1990s – having little or no money in my purse and nothing particular to interest me on shore, I thought I would sail the startup ship Cyrix and see the watery part of the PC world. Whenever I find myself grim about the mouth or pause before coffin warehouses, and bring up the rear of every funeral… Read More
Jen Hsun Huang, the CEO of nVidia, has a phrase he often repeats to his employees: “We are 30 days from going out of business.” With product cycles as short as 6 months, the troops are on a constant march to revenue. The earnings conference call on August 11th highlighted two critical pieces of information. First, is the success that… Read More
During the early 2000’s, when OEM starting to question the use of LVDS to interface with display devices, two standards has emerged: High-Deﬁnition Multimedia Interface (HDMI) and DisplayPort. HDMI has been developed by silicon Image, surfing on the success of Digital Video Interface (DVI), and was strongly supported… Read More