Intel laid out its plans to aggressively use its new 22nm silicon process to dramatically lower processor voltages while actually improving performance over the next 30 months, the company told financial analysts at a conference on May 17 at headquarters in Santa Clara, California. What analysts heard was by far the clearest picture for a [...]
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Thoughts on Intel’s New 22nm 3D Transistors
Intel’s announcement yesterday announced the next generation of transistor process at 22 nm. New products based on the 22 nm transistors will begin arriving with the Ivy Bridge family in early 2012. What was not expected was that Intel would bet the fab on a radically new way of laying down transistors that puts the [...]
Google’s Android Comes to a Fork in the Road
Earlier this week, I wrote that Google was not treating its smartphone and tablet operating system, Android, with the software product support to ODM’s and customers needed to make Android a strong ecosystem-competitor to Apple’s iOS, iPhone and iPad. That puts the companies that rely on Android in their products between a rock and a [...]
Is Google the Problem With Android?
My argument this year has been that the only way for the “anti-iPads” to beat Apple’s iOS devices, iPhone and iPad, is with a complete hardware, software, app store, and developer ecosystem. To date, Google’s Android is the best-suited challenger, but it’s faltering. The good news for Android is growing smartphone market share, as illustrated [...]
Apple Follows Sun Tzu, Knocks Off Competing Generals
Sun Tzu, the maybe historical Chinese general, is a favorite for tech motivational speakers, with a war-making philosophy that can be summarized as “avoid direct military conflict when other means suffice”. Real or imaginary, Sun Tzu would be proud of what Apple has done to its competitors. I’ve had to copy my envelope-back to a [...]
Tablet-Notebook Hybrids Arrive
A mule is the hybrid offspring of a male donkey and a female horse. The West was won with these strong pack animals. We’re beginning to see hybrids combining the DNA of the tablet, notebook, and netbook. I like this idea. The photo below depicts the new Asus Eee Pad, announced at CES. This new tablet hybrid [...]
Amazon Beats Apple to Cloud Music Storage
Amazon announced its cloud music service today, offering 5 GB of music storage of AAC and MP3 music files to everybody, but 20 GB of storage to those who purchase MP3 albums at Amazon. The files must be unencrypted AACs or MP3s, and they can be uploaded at their original bit rate. Those who purchase [...]
The Anti-iPads Have to Work Together
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 [...]
AT&T + T-Mobile: Spectrum, Regulation, and a New Business Model
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. [...]
Is an iPad a PC?
Boy this sounds like a simple question doesn’t it because we know an iPad is basically a big iPod Touch and there is no doubt an iPod touch isn’t a PC right? But now think how it is being used, over the last week two of the analysts sitting with me had left their PCs [...]
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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
- Is Amazon Stealing Android from Google?
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Google’s Android Comes to a Fork in the Road
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