This post initially appeared on Forbes.com April 4, 2011. This morning, AMD gave a press conference to discuss a renegotiated wafer supply agreement with Globalfoundries, which spun off from AMD into a separate entity in March 2009 and acquired Charter Semiconductor to broaden its supply capabilities in September 2009. Wafers are the silicon disks on [...]
About Roger Kay
Roger L. Kay is President of Endpoint Technologies Associates, Inc., an independent technology market intelligence company. Previously, has was Vice President of Client Computing at IDC, covering desktop and notebook PCs. Before that, he ran his own research practice, directed operations for a software developer, ran a technology practice for a consulting company, managed international accounts for a hardware manufacturer, and developed new products for a network services firm. He has been published and quoted widely. Mr. Kay received degrees from Bennington College and the University of Chicago Graduate School of Business.
Union Shop Or Open Shop?
This post initially appeared on Forbes.com April 1, 2011. Not long ago, I was riding the United Airlines “bus” from Boston to San Francisco, one of the few remaining non-stop cross-country flights, when I chanced to have an interchange with a stewardess while in the back waiting for the bathroom to free up. I was [...]
Dystopia In The Lovely Walled Gardens
This post initially appeared on Forbes.com March 31, 2011. With each passing day, our experience of computing and communicating gets more restricted. We hardly notice as the walls go up around what we can do on the Internet. Some people never knew we had any freedoms in this domain to begin with. Others shrug and [...]
Shadow Market Keeps Computer Components Flowing
This post initially appeared on Forbes.com March 28, 2011. Minutes after the earthquake and tsunami hit the coast of Japan March 11, Tony Prophet, chief of supply chain operations at Hewlett-Packard (HP), was up and out of bed to see what could be done. It was 3:30 a.m. California time and Prophet hopped on the [...]
Yahoo Experiments With Commentary
This post initially appeared on Forbes.com March 25, 2011. I’ve been lamenting for a while about the incivility found in the commentary on Yahoo’s news pages, the steady rain of thousands of nasty remarks below each and every article. But the clouds seem to be parting a bit. Whether my posting had anything to do [...]
WebOS: Will It Make Hewlett-Packard A Winner In High Mobility?
This post initially appeared on Forbes.com March 21, 2011. Before the coming out party for Hewlett-Packard’s (HP’s) new CEO, Léo Apotheker, last week in San Francisco, I would have put my money on Microsoft to make number-three vendor in the high mobility space. Now, it seems clear that HP — with its webOS — is [...]
Is The PC Dead?
Smart Devices Will Lap PCs in 2011 This post first appeared in Forbes.com Feb. 28, 2011. Smartphones are upon us, and so are tablets, and some other new ways individuals can get on the Internet are likely to arrive in the next few years as well. So, will the PC remain central, play some sort [...]
Anti-Social Networking
This post first appeared in Forbes.com March 4, 2011. Around a month ago, I sent a wistful note around to my various lists, decrying the incivility on the Internet in general and Yahoo’s news site in particular. Forbes columnist Victoria Barret was kind enough to pick it up and reprint it in its entirety in [...]
This Ain’t Yer Grandpaw’s nVidia
This post first appeared on Forbes.com March 14, 2011. Jen-Hsun Huang held forth in his usual manner last week before an audience of industry analysts at nVidia headquarters in Santa Clara, CA. He was a bit chagrined because the day before he had given the same lecture to a group of financial analysts, and the [...]
The Strange Coincidence of the Pre-Christmas Scam
Sleuthing Reveals a Fraud is not what it Appeared to be By Roger L. Kay, Endpoint Technologies Associates This post initially appeared on Forbes.com March 7, 2011. As the snow begins to melt and the first returning birds call out uncertainly, it’s hard to remember that just a couple of months ago we were scrambling [...]
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Is an iPad a PC?
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Intel Pushes the Computing Continuum Down the 22nm Voltage Scale
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Thoughts on Intel’s New 22nm 3D Transistors
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Google’s Android Comes to a Fork in the Road
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