21st Century Moore’s Law Providing Unforeseen Boost to Silicon Valley

21st Century Moore’s Law Providing Unforeseen Boost to Silicon Valley
by Ed McKernan on 01-30-2012 at 10:00 pm

It has been a great conundrum to many of the 20[SUP]th[/SUP] century trained economists and Harvard’s Kennedy School of Government folks as to why a government led massive spending spree and Ben Bernanke’s non-stop printing presses can’t at least engender a mediocre economic recovery.

I blame 21st century Moore’s Law!

Today’s… Read More


Jen Hsun Huang’s Game Over Strategy for Windows 8!

Jen Hsun Huang’s Game Over Strategy for Windows 8!
by Ed McKernan on 11-15-2011 at 6:00 am

It is always a treat to listen to the nVidia earnings conference call as Jen Hsun Huang offers his take on the industry as well as a peek at his company’s future plans. Invariably a Wall St. analyst will ask about Windows 8 and Project Denver – the code name for the ARM based processor designed to run Windows 8 with great graphics performance… Read More


Intel’s Incredible Semiconductor Machine

Intel’s Incredible Semiconductor Machine
by Ed McKernan on 10-21-2011 at 8:15 am

It is hard not to be impressed by Intel’s stunning financial performance since the 2008 downturn. They are on track to post revenue of $55B this year or 50% higher than 2008 while nVidia and AMD will be flat to less than 10% better. More significantly, earnings will be 3X that of 2008. More significantly, in the past 12 months they have… Read More


ARM vs Intel step 2…Intel’s nervous breakdown about Microsoft… and cut ATOM price

ARM vs Intel step 2…Intel’s nervous breakdown about Microsoft… and cut ATOM price
by Eric Esteve on 06-01-2011 at 8:52 am

In the unspoken war between ARM and Intel, a couple of interesting facts have surfaced during the last few days:

  • Intel nervous breakdown in respect with their 30 years old accomplice in the Wintel gang
  • ATOM latest version Cedar Trail fabbed on 32nm technology, targeted for mobile computing, will be priced at a 30% to 50% discount…
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