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 [...]
Apple Follows Sun Tzu, Knocks Off Competing Generals
by Peter Kastner on April 1, 2011 in Mobile Technology
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 [...]
Gaming the Q1-2011 PC Numbers
by Peter Kastner on March 30, 2011 in Personal Computing
With the end of the first quarter of 2011 at hand, this analyst sits with a cup of coffee and some thoughts on how the PC industry did in Q1. The short answer is: mediocre. The reasons are atypical and not apt to be repeated. As a caveat, let me deny any knowledge of anybody’s [...]
Is The PC Dead?
by Roger Kay on March 27, 2011 in Personal Computing
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 [...]
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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