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. [...]
Posts Tagged intel
Two Wires
Sep 29 2009
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, [...]
Many, Many, Little Pieces Means Big Performance
May 31 2009
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 [...]
Apple’s Strategy is to Partner with Leaders
Dec 17 2007
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 [...]
NVidia Stock: Over 11x in 4 years!
Oct 25 2007
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 [...]
NVIDIA’s Playbook
Sep 3 2007
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 [...]