Micron Technology CFO Mike Sadler says the company is optimistic about flash memory based solid state drives and sees about 5 million to 10 million units being shipped in 2008. By 2011, Micron is hoping for about 50 million to 60 million units.
Between the Lines
Larry Dignan and other IT industry experts, blogging at the intersection of business and technology, deliver daily news and analysis on vital enterprise trends.
Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.
Rachel King is a staff writer for ZDNet based in San Francisco.
Zack Whittaker writes for ZDNet, CNET, and CBS News. He is based in New York City.
UBS released its CIO survey this week and illustrated a number of cross currents in enterprise spending and hardware. The short version: HP is being increasingly viewed as a most valuable vendor; Vista has no affect on PC demand and server and storage spending is expected to jump.
Notable headlines:Robin Harris: 100,000 year nanowire storage.Microsoft unveils revamped Zunes.
Peter Zencke, a member of SAP’s Executive Board and head of R&D, spent the last fours years developing Business ByDesign, a new foundation for SAP's ERP software. I caught up with him during SAP TechEd ‘07 and asked about the origins of the product and what will differentiate it in the marketplace.
During his presentation at SAP TechEd '07, Peter Zencke, a member of SAP's Executive Board and head of R&D, made it clear to the 6,000 SAP developers in attendance that the forthcoming Business ByDesign ERP suite for the mid-market is technological milestone for the company. "We put everything into one, NetWeaver end-to-end," he said regarding Business ByDesign.
PC demand is healthy, but back-to-school demand was just ok, Dell has been hampered by component shortages and overall memory prices are declining. That barometer comes via a research note from Citigroup analyst Richard Gardner.
Palm says its new Centro smartphone is likely to cannibalize some Treo sales and bring the company's average selling price down for the quarter ending Nov. 30.
Yahoo has been playing catch-up on the search front for a while, but its latest update enhances the user interface and may just help close a widening Google gap. The company unveiled its search assist technology and a slick interface that offers suggestions and related topics.
Notable headlines:Dan Farber: O'Reilly talks turning IT inside out and data lock-in at SAP TechEd. Dennis Howlett: Will SAP Business ByDesign have AJAX goodness?
One of business intelligence software's biggest challenges is getting folks to drop an Excel-based culture where spreadsheets are swapped via email. Cognos' solution: Bring business intelligence software to the Excel jockeys.