Network vs. Platform

Network vs. Platform
by Sudeep Kanjilal on 09-25-2016 at 7:00 am

So, how do we define these terms? What is the core difference? Why does it matter – what is the implication on business models? And finally, which firms today embody these models?

First, the basics. Digital business models are inherently exponential in terms of value generation. Data drives powerful flywheel effect, and these … Read More


30+ Years of Semiconductors – The base matters!

30+ Years of Semiconductors – The base matters!
by Pawan Fangaria on 01-25-2015 at 10:00 am

Although CMOS technology in semiconductors was patented in 1960s, commercial ICs and electronic systems based on CMOS ICs started picking up in 1970s, and the real growth with personal computer (PC) market took place in 1980s. Then Intelmicroprocessors started dominating the semiconductor market with increasing processing… Read More


Apple: "It’s The Sales Channel, Stupid!"

Apple: "It’s The Sales Channel, Stupid!"
by Ed McKernan on 09-23-2013 at 1:00 pm

Apple’s decision to launch the iphone 5C as a “high priced” device as opposed to a $300 entry level mass market consumer play appears to be intertwined in a much more overriding strategic plan that is beginning to play out in the market. Many analysts who pushed for the low cost device saw the need as necessary to save the ecosystem but… Read More


…And Now Intel Will Make a Turn Towards Memories as it Plans to Capture Samsung

…And Now Intel Will Make a Turn Towards Memories as it Plans to Capture Samsung
by Ed McKernan on 06-09-2013 at 10:00 pm

While eyes remain fixated on the architectural battle between Intel and ARM, a second front is soon about to open up that will determine mobile supremacy for the rest of the decade. Whereas yesterday’s story on the collapse of Wintel and the anointing of Google and Samsung are repeated endlessly, now tables are being set for a significant… Read More


Adam Osborne Pays Wintel a Visit

Adam Osborne Pays Wintel a Visit
by Ed McKernan on 04-14-2013 at 8:15 pm

The news this week that PC sales dropped by double digit percentages and to a level not seen since 2006 sent shudders down the halls of OEMs and chip suppliers. Are we entering a final death spiral as opposed to the gradual decline that most expected? Perhaps there is another explanation. From a distance, it appears that the mobile … Read More


Extending Wintel collaboration to Nokia?

Extending Wintel collaboration to Nokia?
by gauravjalan on 02-12-2013 at 10:00 pm

Any article or blog on mobile phones talks about the ongoing battle between Apple and Samsung or the never ending struggle of Nokia and Blackberry. These reports are primarily based on the US market that hosts close to 322 million mobile subscriptions as per report in DEC 2012 by mobiThinking. With 81% (256 million) of the US population… Read More


How the Apple-Samsung Duel Will Lead to Wintel 2.0

How the Apple-Samsung Duel Will Lead to Wintel 2.0
by Ed McKernan on 08-02-2012 at 11:00 am

The High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will not be settled… Read More


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


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
Read More