Intel's 3D Transistors: Moore's Law Marches On

Image via CrunchBaseThis is a big leap in a core sector of computing hardware. We will reap the benefits for years. This is great news for the mobile web, and for computing in general.

Intel Explains

Armdroid

Image via Wikipedia

Harvard Business Review: The Fall of Wintel and the Rise of Armdroid: incumbents find it immensely hard to disrupt themselves..... They tried jamming a PC into a smaller form factor, which entirely missed the point. Their tablet should have been about disrupting the PC market with something light, cheap and simple. Instead, Microsoft tried to make it do everything. ...... the only line of business that is barely growing is the Atom, Intel's mobile processor. ..... Microsoft's point of view: now that Windows 7 has been developed, to sell another copy, they don't have to do a single thing. Because of this, it becomes very hard for any executive to advocate the complete development of a low cost OS that will run on tablets: not only would it cost Microsoft a lot to develop, but it would result in cannibalization of its core product sales ...... ARM processors are perfect for powering these handheld devices. Manufacturers can customize to their heart's content. And Android is on track to dominate the operating system space .... ARM and Android — Armdroid — are providing everything that tablet manufacturers need, and doing it more effectively and at a lower cost than Microsoft and Intel are able to.

I am still betting on the Chrome OS Notebook to kill Windows. Tablets and smartphones are all good, but for the power user there is still a need for a bigger screen and a full fledged keyboard.

Contents 2005-2008

Apple's Mobile Space: Sizzling
Vint Cerf, Abdul Kalam, Larry Ellison
Mind Blowing
Diller Country, Month 2
Microsoft, Google, Facebook: NY Tech MeetUp Has Arrived
Silicon City
Nic Is Back
Open Coffee MeetUp: New Location
The Unfacebook
Money For Yahoo And Money For Google
Dell Memo
Entrepreneurs: Spikes
Bear Stearns: An Investment Bank
Web 5.0: Face Time
Search: Much Is Lacking
Enter The Titans: AMD Smacked By Intel
A Web 3.0 Manifesto
Nic Butterworth's Open Coffee MeetUp
Scott 2.0, MeetUp.com 2.0
Dell, HP, Apple
Michael Dell
Larry Ellison
Google Books: Primitive
PC
Carly Fiorina: The Academy Awards Of Business: Photos
Carly Fiorina: "The Academy Awards Of Business"
Early Stage Venture Capital
Google Audio, Google Office
The Next Search Engine
Google Video
Google: Free, Wireless Internet Access, Pay Per View Video
Yahoo Phone, Google Office, Google Finance
Are You A Fonero?
Kosmix: Desi Pride
Email, Search, News
Memo To Bill Gates
xMax
Free Wireless Broadband, Reenergized Microsoft
Google's To Do List Keeps Growing
China, India And The World
In Defense Of Google Digitizing Books
Google's Corporate Transparency
Google And Languages
Vonage And WiMax
Social Networking: Where The Internet Comes Down From The Clouds
Wi-Mesh
Superfast Cable Broadband And The Rest Of The Daily Soup
Into the Nitty Gritty Of WiMax
The WiMax Appeal
Google Again
The $100 Computer
Google Video Has Hit The Docks
Internet Phones, Video Blogging, Nano
Google And Browsers And More
Not Hardware, Not Software, But Connectivity
Google: Poised To Be The Number One Software Company In The World

Entrepreneurs: Spikes

There are some entrepreneurs who end up super duper rich. There are many who end up doing quite well. There are numerous whose businesses do not see the light of day. These spikes are necessary. Entrepreneurs are indispensable to the market system. And markets are fundamental to democracy. No market, no democracy.

Over the long run, it is a progression for society at large. Society overall gets richer and richer over time, unless you are Zimbabwe under Mugabe. That genius has actually managed to create an ever shrinking economy. (Wash Mugabe Away With A Revolution)

It is for the democratic process to decide on the rules of the game. But within those rules, entrepreneurs are free, the best ones end up looking reckless. Much creativity is involved. Much risk taking is involved. Often much is at stake. But in the end, it is about creation. It is a progression.



In a well-oiled, functioning political system, the politicians are background noise to the entrepreneurs. There is strategic lobbying, sure. If you are leading the pack in your industry, maybe you know things. And the public servants need to hear. But other than that, the world of business is a galaxy all its own.

Entrepreneurs are almost a different species. The entrepreneur's worldview is different than that of the jobholder. Early stage entrepreneurship can also have some interesting stories to it.

A few hours back I registered my company: JyotiConnect Inc. I want to be a Spike. Godspeed.

In The News

HP and Dell slug it out in Second Life Brisbane Times
Book Review - Bill & Dave: How Hewlett and Packard Built the ... Blogcritics.org How Hewlett and Packard Built the World's Greatest Company ...... founders' innovation in both new products and new ways of doing business created an environment in which customers wanted only HP products, employees reciprocated the loyalty HP showed to them, and future Silicon Valley generations tried -- and usually failed -- to follow in their footsteps. ......... for almost 50 years they partnered at the top of the organization they founded ...... the family atmosphere that came to be known as "the HP Way." ...... a roughly 10-page document that lays out a blueprint for entrepreneurial success. ....... meeting at Stanford, where Dave Packard was the tall, gregarious, can't-miss golden boy sports star and Bill Hewlett was a short, dyslexic, somewhat reserved sort still getting over his father's untimely death ...... shared interest in electronics ..... Hewlett and Packard baked HP instrument panels in Packard's oven and randomly priced their first product in such a way that it was impossible to make a profit ....... worked hard throughout HP's ascendancy to create a family atmosphere, and this is perhaps their greatest legacy ........ handing out bonus checks to employees based on Hewlett-Packard performance and having Friday "beer busts" to let off steam ...... flex time ..... avoiding mass layoffs by sacrificing revenue in favor of employees keeping their jobs ...... from that garage partnership to an incorporated small business to corporate behemoth so smoothly, always with an eye on profits, sentimental toward their employees but never sentimental toward products that no longer make the cut.
Hack-a-Mac - security vulnerability found in Apple's Safari heise Security
Laser equipped laptop! Toshiba’s new Satellite P205 Gadgetell
Taiwan market: HP aiming for 20% growth in business notebooks this ... DigiTimes
Round Two: Intel's Fortunes Rise, and AMD's Fall IT Jungle
Cisco to give lift to Telstra Australian IT
SAP Selects Cisco TelePresence System for Virtual Meeting Experience Web Services Journal
Google Is Riding On The Marratech Express Internet Financial News
Google Buys Video Conferencing Software IDM.net.au
Google rises at Yahoo's expense ZDNet
Yahoo, Slate and Huffington Post to Host First Online Presidential ... Wired News
Microsoft gaming labelled a "disastrous endeavour" Inquirer
IBM Powerizes Linux on Intel apps Register
Face Off: Business Objects vs. Oracle (and Microsoft) Intelligent Enterprise
The New Dotcom Bang: Will Sun Microsystems Shine Again? Seeking Alpha
Wal-Mart Learns Lessons with Organic Foods Reuters.uk
Helen Walton, widow of Wal-Mart founder, dies at 87 Houston Chronicle
Charlie Rose To Host First Online Presidential Debates Search Engine Watch
LA Times to cut up to 150 employees as print revenue declines San Jose Mercury News
Report: Chinese WiMAX Market Will Grow Seven-Fold Between 2009 RF Globalnet (press release)
London Goes Wireless Government Technology
The Future of Wireless Broadband - 3G, 4G, WiMAX.. Who Knows WiMax.com

Enter The Titans: AMD Smacked By Intel

Intel did not see AMD coming, Intel got hit last year. The pendulum has swung. AMD did not see Intel coming in the second round, which is now. This clash of the titans has generated quite some flurry, and is a harbinger of things to come in the larger industry: prices on chips are going down. The consumer wins. The market corrects itself. AMD swung into action. Cost cutting is on the block. The market rewarded AMD for it. Its stock price actually went up on the bad news of lower than projected revenue.

This is the market in action. It is dazzling to watch.

A big company can stay crisp, like Intel has in this case. The small company can be agile, nimble, reflexive, smart, but it serves to be wise. Be ready for the big leagues if you decide to hit. Prepare. Plan. Take the plunge.

This is warfare. This is an ecosystem. Some animals are food.

AMD's cost cutting is not to be in its innovation efforts, so I am sure there will be another round. AMD will swing back perhaps.

If prices on chips go down, you are looking at cheaper PCs. Cheap PCs are a good to great idea.

A Web 3.0 Manifesto
The Next Search Engine

Dell, HP, Apple
Michael Dell
PC

In The News

Intel Introduces New Quad-Core Xeons CIO Today the L5320 and L5310 require as much as 60 percent less power than the company's existing 80-watt and 120-watt quad-core server products. ...... The L5320, at 1.86 GHz, and the L5310, at 1.60 GHz, both feature 8 MB of Level 2 cache and can run over a 1,066-MHz front side bus. ..... greater performance and a "dramatic reduction in power consumption" ...... "power and heat becomes a real infrastructure problem -- not just a problem for the I.T. guys, but for the building managers." ..... the lower-powered Xeons are expected to be available worldwide in new servers from Hewlett-Packard, Dell, Fujitsu Siemens, Verari, Samsung, Wipro, Acer, HCL, Digital Henge, and IBM, as well as the announced servers from Rackable Systems.
IDC Report: Virtualization Cannibalizes Server Sales IDC predicted that server and component vendors will rally around quad-core technology, then move ahead to octi-core chips.
Blu-ray Promoter Foresees Victory in DVD Format Battle "Within three years it will just be Blu-ray." ... Blu-ray's will completely replace the widely popular current DVD standard by 2010. .... the videotape battle between VHS and Betamax. Sony lost that battle, but is having much greater success with Blu-ray. ..... In mid-February, when the Oscar-winning film "The Departed" was released in both formats, the Blu-ray version sold 20,000 copies to the HD DVD's 13,000.
AMD forced into cutbacks as it falls prey to Intel's cheaper chips Independent
AMD lowers revenue outlook CNNMoney.com
AMD cuts forecast; to slash costs MarketWatch
AMD plans overhaul after disappointing first quarter performance Canada.com, Canada
AMD pays the price for awakening Intel Goliath EETimes.com Advanced Micro Devices is paying the price of moving from the sidelines to front and center on Intel's radar. ..... a two-pronged attack by Intel, including strong products and price cuts ...... lower average selling prices and unit sales ..... no mention of a reduction in research and development ...... Through most of last year, AMD grabbed market share from Intel by selling a higher-performing server chip that took the larger rival off guard. Drawn by its better price-performance ratio, companies couldn't get enough of the Opteron, which was key to AMD soaring to eighth place in the microprocessor market last year from 15th in 2005 ......... "Intel was ignoring AMD for a long time, and they paid the price" ....... Intel came back strong, cutting prices and closing the performance gap with Core 2 Duo chips for desktops and notebooks, and its Xeon 5100 series for servers. ...... should lead to lower prices for servers and PCs. .....AMD has outsourced more manufacturing from Chartered Semiconductors ......... Microsoft's new Windows operating system isn't expected to significantly boost PC sales ...... AMD's plan to integrate graphics and core processors in one chip is expected to simplify notebook motherboards, which should lower the price of the hardware ...... scheduled to ship in 2009 ..... "They were caught a little bit off guard by Intel. I don't think AMD expected them to be as effective as they are." ...... AMD no longer has a technical advantage. ..... "They have to prove that they can take Intel head on, while Intel is looking at them."
AMD Restructuring After 1Q Revenue Miss Houston Chronicle, TX
Advanced Micro's Sales Fall 8%, Less Than Anticipated (Update5) Bloomberg
AMD's Perfect Storm Spooner The first quarter of 2006 represents the high water mark for AMD and ATI’s combined revenue for the last eight quarters ..... Intel is on the upswing with an improved product line that has increased its ability to compete and win business from AMD. ...... AMD’s purchase of ATI has created some uncertainty around its graphics processors and chipsets product line. ..... an overall slowdown in brand-name desktop PC sales ...... competition between Intel and AMD will remain intense throughout 2007. ...... its ability to begin an on-time transition to 45-nanometer production. ..... any delay in its transition to 45nm, which is scheduled to begin at mid-2008, will hurt AMD’s long-term capability to compete with Intel.
AMD Gives Us A Tech Reality Check GigaOm The demand for devices – from PCs to wireless phones to everything is heading south - fast. ..... the demand has been lagging in most high-end volume markets - PC’s, wireless handsets and most categories of consumer electronics. .... The good news is that this is market self correcting itself, and instead of a Bust 2.0, we might have a slow correction in the technology ecosystem.
AMD's Pain, Investors' Gain BusinessWeek Chalk investors' positive reaction up to aggressive cost cutting. .... curtailing its spending to weather a fierce onslaught from giant Intel ..... With less money coming into the company, AMD said it will revise its business model. ..... AMD's stock price has plummeted by about 60% during the past year, a $9 billion drop in market value that has underscored concerns about the company's ability to withstand the pricing pressure from the much-larger Intel. ........ Blogger Om Malik called the AMD announcement a "tech reality check"


AMD sees revenue coming up short, plans overhaul Globe and Mail, Canada AMD's shares gained 3.5 per cent to $13.30 in early trading while larger rival Intel Corp. rose 1.6 per cent to $19.89. .... a bruising price war with Intel that has eroded profits for both companies
AMD to miss market expectations Toronto Star, Canada
AMD will restructure business after earnings drop Computerworld, MA
AMD Sales Battered By Intel Red Herring, CA Advanced Micro Devices, the world’s second-largest maker of personal computer processors, said revenue declined 8 percent in the first quarter amid a pricing battle with larger rival Intel. .... The drop in revenue wasn’t as big as some investors anticipated, sending the shares higher. .... Intel has superior products and it is pricing them “aggressively,” putting pressure on Advanced Micro’s sales and profitability
AMD sees revenue below view, plans overhaul Canada.com, Canada
AMD sees revenue below Wall Street view CNET News.com, CA plans to reduce 2007 capital expenditures by about $500 million, cut discretionary expenses and limit hiring to critical positions.
AMD sees revenue below view, plans overhaul Washington Post, DC evidence that a price war between AMD and Intel is continuing ..... "We expect to see evidence of a decline in prices across the board, and that's likely to hurt both AMD and Intel." ..... hopes that AMD's moves would help reduce excess capacity in the industry .... the second quarter in a row that AMD has shown signs of trouble in the price war that has eroded profits for it and Intel in the $30 billion processor industry.
AMD, Intel shares rise Reuters.uk, UK

Wi-Mesh

I just bumped into the word. A search for the term on Google News brought forth only seven results.

Wi-Mesh extends the reach of Wi-Fi. So the expansion is coming from both ends.

In The News

• Wi-Mesh Moves Toward IEEE Standard TechNewsWorld, CA "You have to take the right steps in the right order, and a standard for WiMax should come first."
• Wi-Mesh to compete with WiMax TechWhack
• Wi-Mesh standardisation process begins VNUNet.com the Wi-Mesh Alliance made up of Nortel, Philips and others, and SEEMesh (Simple, Efficient and Extensible Mesh) backed by Intel, Nokia and Motorola.
  
• Nortel Pushes Wi-Mesh Standard NewsFactor Network
• Wi-Mesh Alliance Presents Proposal for IEEE 802.11s Converge Network Digest
• Intel expects WiMax to become a broadband standard by 2006
  
• http://www.wi-mesh.org