My day at nVidia.
As a partner of [company name deleted - as it was recently formed], I attended the Analysts' Day at nVidia on June 16, 2009. Excerpts follow. ...
Posts Tagged ‘Intel’
Love virtualization/cloud computing ? Buy this SAN company’s stock instead!
What was cutting-edge back in the 1970's - in the days of mainframe computers and centralized computing is new again. I am talking about virtualization. The current version of virtualization is significantly different in that the computing equipment need not necessarily be centralized. In fact, in its current iteration, distributed "clouds" of computers can be ...
Five issues that will survive the semiconductor industry’s nuclear winter – Part-II.
Among the companies that we looked at in the prior article, many can be eliminated with ease. So, let's get the job done systematically. The five companies that will survive this down-turn in the semiconductor market, and thrive afterwards, have a few things in common. a. A strong balance sheet, with a large cash position [or ...
Five issues that will survive the semiconductor industry’s nuclear winter – Part-I.
Yesterday morning, Gartner and IDC had sobering news for the semiconductor business. Sales will be down anywhere from 15% to 33% from about $250 Billion in 2008, and with sales exceeding 2008 levels only in 2012 or 2013. ASP's [average selling price] for all memory makers is in the trash, and even high margin ...
nVidia revisited.
A little over a month ago, I wrote that the worst was not yet behind nVidia. UBS was second in line, and they based their decision on competition and growth worries. My basis for the need to hold-off on NVDA’s stock was based on both research and intuition. For starters, they had a manufacturing issue that cost ...
Is Apple losing its mojo?
Back in October of 2001, Apple introduced the first iPod. Apple’s press release read – an “Ultra-Portable MP3 Music Player Puts 1,000 Songs in Your Pocket”. Priced at $399 a pop and aided by really slick advertising, it was an instant hit – that put Apple on the fast track – from a company ...
ARMH vs. INTC vs. MIPS
After selling their X-Scale processor division to Marvell, Intel still seems interested in the smart-phone, MID market – which they hope to conquer using their Atom series of processors. While these compare favourably in computing power with say the TI OMAP 3440, I think that INTC once again has fallen into the legacy trap. The ...
Intel Can Grow again. Really……
Back in the early 1980′s Andy Grove famously got Intel out of the much larger [in revenues] memory business, and put all of Intel’s eggs in one basket and propelled INTC to the #1 spot in the semiconductor industry. But lately, there have been chinks in INTC’s armour. For starters, the perennial also-ran in the ...