Legend has it that when Steve Jobs was about to make his return to Apple, that he met up with his good friend, Larry Ellison, CEO of Oracle. At that time, Microsoft was the dominant tech powerhouse and Apple was on the brink of bankruptcy. Both Oracle and Apple viewed Microsoft as a formidable adversary. […]
Tag: intel
Apple/Intel‘s Light Peak. I wrote about this back in Feb 2006. So glad it’s finally happening, and I quote: Two Wires I like to simplify things. The minimum to achieve the optimum — Occam’s Razor. Therefore, I am going to suggest that there only needs to be two kinds of wires in the world. Yes, […]
Are you seeing the trend for increasing performance? Computing Intel CPU multicore (currently, 8 cores) NVIDIA/AMD GPU multicore (currently, hundreds of cores) Storage Fusion-IO Drive multiple flash RAM modules (currently, hundreds of modules) Power Tesla Motors vehicle power pack made up of multiple batteries (currently, hundreds of batteries) Many little pieces working efficiently together with […]
Companies that can make a comeback:
People seem to think Apple is a big, risk-taking company. That is true, but the risks they take are calculated ones. The switch from IBM PowerPC to Intel x86 chips was a big risk at the time — given the possibility of alienating Apple’s customer base. The risks to branch out their product line from […]
On August 9, 2004, NVidia stock opened at $3.23 per share (split-adjusted). Today, even with a large, one-day price drop, NVidia stock opened at $36.85. That’s over 11.4 times in a little over 4 years! To put that in perspective, it has been a better stock than Google in the same time period. (Google is […]
Just a year ago, NVIDIA and ATI were in the midst of a war for graphics processing unit (GPU) supremacy in the $18 Billion a year video game industry. Then, ATI was bought out by AMD. At the time, there was talk that the combined technologies from ATI’s GPUs and AMD’s CPUs would deal a […]
“Digital convergence” is a word that has been thrown around since the early-90’s. It seems every company has tried its hand at it, but none have really succeeded. Now, however, digital convergence is starting to become a reality in the mobile space and the living room. There is no company better positioned to dominate this […]