The 5[SUP]th[/SUP] annual TSMC OIP Forum was last week and thankfully there were no surprises with the exception of how many people asked me who I think will be the next TSMC CEO. Certainly I have no idea but I would be happy to use my incredible powers of deductive reasoning to determine who it will be.
The TSMC Open Innovation Platform®… Read More
46 years in Computing, 1945-1991
Margaret (Kampschaefer) Butler was a pioneer in technology, a ground-breaking woman who graduated with a B.S in Mathematics and Statistics in 1944, and followed a fascinating career path in the public sector starting in the earliest days of computers and nuclear energy. One of the early female… Read More
I went to Warren East’s keynote speech at ARM Techcon today. There had been some hints earlier in the week that some significant announcements would be made and, while they were not earth-shattering, I think that they will be significant in the long term.
One interesting thing that Warren pointed out is that the ARM partner… Read More
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
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
It was a series of Itanium Neutron Bombs detonating during the reign of 4 management teams (Platt, Fiorina, Hurd and Apotheker) that left HP campuses in Cupertino and Palo Alto in the custody of crickets. The devastation to employees and stockholders is absolutely immense and the current strategy calls for a further retreat into… Read More
