Blog

I have new respect for EA–It didn’t come easily

I started out the week trying to run some tests on few machines, something that is frustrating enough without unwanted or unexpected obstacles thrown in your way. When I tried to run Battlefield 3 on ...

The easy life; R&D is the key

Of the great companies I’ve been fortunate enough to come into contact with, there is one common denominator: R&D investment. Nvidia’s CEO made a comment in a meeting recently that no super computer company could ...

Moore’s Law, it ain’t just for the rich–Or is it?

{image_1} Mopping up; that’s what we used to call it when we would go to the next process size and integrate some of the peripheral components. It was also called jellybean removal. Companies like National, ...

Waiting for the inevitable? No company is too big to fail, not even Apple

How long do you think it will take for Huaweai to overtake Qualcomm, TI, Nvidia, or ST-Ericsson? How long before ZTE to surpass Alcatel-Lucent, Alvarion, or Cisco? Or how long will take for Samsung to ...

The undocumented danger of Imagination deficit disorder

Im·ag·i·na·tion—noun, the faculty of imagining or of forming mental images or concepts of what is not actually present to the senses. The single thing that separates the losers from the winners, besides dumb blind luck, ...

Inflection points—they really do happen

Andy Grove is credited with applying the term inflection point to business. In his book Only the Paranoid Survive, Grove said that Inflection Points provide huge strategic advantages to the companies capable of moving on ...

AS CES goeth, so goeth the industry

For those of you who went to CES this year, you should have recovered by now. And if you suffered through 2011, you should be seeing some little rays of sunshine and hope for the ...

The morning after pill

Did you ever wake up the morning after having had too much fun the night before and wonder if anyone got the license plate of the truck that ran over you? Everyone has, even if ...

The Last Editorial of 2011

It’s been quite a year for all the com­puter segments from mobile phones and tablets to game consoles, PCs, servers, and supercomputers. Mobile phones with two and four cores running at a GHz or higher ...

What’cha get me for Christmas?

In the US there is a shark-like feeding frenzy just after our stuff-yourself-till-you-bust national holiday to celebrate the pagan Indians teaching the Protestants how to grow corn. They were thankful for the lesson and so ...

Sometimes a tablet is just a tablet

In the past month and half we have visited three major CAD company conferences in various parts of the world, plus a dozen clients and you want to know what we found? Tablets. Mostly iPads ...

Of forecasts and thinking about Steve

We’ve just finished a round of reports, our semiconductor quarter shipments and forecast report Market Watch, our quarterly AIB shipments and forecast report, the mobile devices report, and the HPU/EPG report and forecast. Forecasting is ...