Timothy Arcuri, a top chip analyst at Citigroup Investment Research raises a warning in a research note "Maybe Different This Time (But We Doubt It)." * The chip industry has added more mfg capacity in each of past 3 yrs than any yr in history except C2000.
Tom Foremski: IMHO
Former Financial Times reporter Tom Foremski writes about Silicon Valley business trends and the intersection of technology and media.
Tom Foremski reports on the business and culture of Silicon Valley at the intersection of technology and media.
People mistake Intel for being a microprocessor manufacturer. That's just an application of what it does best: it knows how to make the world's most advanced chips in massive quantities.
Monday's news that Sun will make Intel Xeon servers and Intel will promote Solaris shocked some observers. Sun's former CEO Scott McNealy used to say nasty things about Intel's Itanium 64-bit microprocessor, a competitor to Sun's SPARC chip.
This is a question that I think is one of the most important ones around, because of the massive amount of global capital and the stunning investment returns from taking public companies private. Is it a good trend?
IBM, the world's largest computer and IT services company, could become an acquisition target for private equity firms said Steve Bengston, managing director at PricewaterhouseCoopers. Mr Bengston was speaking at a recent lunch panel on trends and predictions for 2007 organized by FountainBlue.
Tuesday evening I was in CNET's HQ in downtown San Francisco for my first Social Media Club experience. Social Media Club is a creation of my friends Chris Heuer and Kristie Wells, and it consists of bringing together small groups of people to discuss subjects and to share in idea creation.
Monday evening at Cafe de Presse in downtown SF I bumped into a bunch of Apple people and several dozen European reporters here for CES and Apple's MacWorld.It speaks to the power of Apple ,and the Steve Jobs brand, that despite CES promoting itself as the center of the digital consumer electronics marketplace--everyone in Las Vegas is looking over their shoulder to see what Apple will announce in San Francisco.
Accessing the Internet from cell phones is possible but the experience is poor. Mobile web browser performance is clunky, few web sites are designed for cell phone access, and the customer bill can be astronomical.
Google's ambition is to have a searchbox in front of someone all the time. From that small rectangle of user interface, maybe it measures 1 square inch, Google has built a massive business.
Gartner predicts the bleeding obvious: Vista will be the last Windows.LOS ANGELES (Reuters) - Research firm Gartner Inc.