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The Anti-iPads Have to Work Together

The Anti-iPads Have to Work Together

by Peter Kastner on March 25, 2011 in Mobile Technology

HP, RIM, Intel, Google, and Microsoft — the anti-iPads — are all running in separate directions to create closed ecosystems that compete with Apple’s iOS iPhone and iPad. I hate to shout “the emperor has no clothes!” in polite company, but that anti-iPad strategy is going to fail individually and collectively. With competition like this, Apple [...]

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“Itanium is Dead.” “No, It’s Not!”

“Itanium is Dead.” “No, It’s Not!”

by Peter Kastner on March 24, 2011 in Debate, IT Suppliers

Oracle dumped on HP (and Intel) this week by dropping future development for the Itanium processor, the mainstay of HP’s Integrity line of servers. This started a back and forth to-do between the two competitors that brings LOL tears to my eyes. Why? Because the computer industry has been too stodgy over the past decade since the [...]

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AT&T + T-Mobile: Spectrum, Regulation, and a New Business Model

AT&T + T-Mobile: Spectrum, Regulation, and a New Business Model

by Peter Kastner on March 22, 2011 in Debate, Mobile Technology

The proposed $39 billion merger of T-Mobile into AT&T started a firestorm of criticism from all directions, mostly on antitrust grounds. My bet is that the deal is not approved. The question on the table is “then what”?  The demand for wireless bandwidth is growing exponentially. AT&T is trying to get more bandwidth by buying T-Mobile’s. [...]

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Japan Earthquake: Toting Up the Supply Risk

Japan Earthquake: Toting Up the Supply Risk

by Peter Kastner on March 15, 2011 in IT Suppliers

My first business reaction to the Friday earthquake in Japan was that it happened in a country better prepared than any other to withstand an earthquake, and that tsunami damage would be limited to a few miles of the coast. By Saturday, I was concerned that electricity was still out and that the country’s transportation [...]

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by Peter Kastner on February 23, 2011 in Data Center, IT Suppliers

It was hard to read the Wall Street Journal this morning and not realize that Cisco’s status as data center fabric-infrastructure Lion King is being challenged. And with the company’s stock at about a quarter of its zenith a decade ago, you have to wonder if the smart money is long gone. Now, the customers are [...]

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How Intel is Scaling to Meet the Decade’s Opportunities

How Intel is Scaling to Meet the Decade’s Opportunities

by Peter Kastner on February 18, 2011 in Data Center, IT Suppliers, Mobile Technology, Personal Computing, Semiconductors

Eighteen months ago, Intel announced it would address the world’s rapidly growing computing continuum by investing in variations on the Intel Architecture (IA). It was met with a ho-hum. Now, many product families are beginning to emerge from the development labs and head towards production. All with IA DNA, these chip families are designed to [...]

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