Jon Peddie Blogs

The hammer falls – Intel hits AMD and Nvidia – who’s next?

Posted by Jon Peddie on March 18th 2009 | Permalink
Categories: Blogs, The Market
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Intel hits AMD and Nvidia 64-bit x86 could be withdrawn -  this is MAD. Remember all those clever comments about how Intel is a hammer so everything looks like a nail to them? Well the hammer is smacking its competitors. First up was VIA who just threw in the towel and gave up on the chipset business. Next was Nvidia who were told they couldn’t interface to QPI – which would shut them out of the chipset biz. Today’s nail was AMD and they were told they’ve got 60 days to get out of Dodge and to stop building x86 parts.…

No longer in Dell’s rear-view mirror, HP now shares the workstation market lead

Posted by Alex Herrera on March 14th 2009 | Permalink
Categories: Blogs, The Market
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With ’08 seeing long-time graybeard Sun drastically trimming back its workstation business and fellow industry pioneer IBM dropping its business altogether, the on-going between Dell and HP has become one of the more entertaining dynamics to watch in the marketplace. Dell’s been trying fervently to hold on to market leadership, while HP’s been working even harder to take it away. Not long ago, it was Dell that looked poised to dominate the workstation market the way Nvidia and Intel dominate the platform side: by a wide margin. Quarter after stellar quarter, Dell pleased stockholders and analysts alike. But a few years…