There's no Bust, but Data Center Market is in not Booming
July 1, 2010
Analysts: Demand Still Outpacing Supply | www.datacenterknowledge.com
It's difficult for anyone to get a good read between supply and demand in the data center industry. However, when you look at the facts, the story for unending demand and increasingly limited supply doesn't hold water.
Solid State drives brings new life to older Laptops
June 28, 2010
1. Solid state drives can make older computers run faster2. Extending the life of laptops reduces the over cost of supplying computers in the enterprise.3. Management focus can be put to more strategic uses.
Telecom Pragmatics' Hardball: What Market Recovery?
June 27, 2010
While both AT&T and Verizon have indicated that their CAPEX budgets are flexible (translate that to mean cuts) they have tried to remain active in building out wireline networks, according to Telecom Pragmatics. However, it has become increasingly clear that the recovery forecasted for this year is not happening in any substantial manner. The latest blow to both companies came with the announcement that the secondary housing market lost ground in the last month.
Cloud confusion – Too many choices and too little vision
June 22, 2010
1. Reviewed three different cloud platforms2. Google is wide open, Microsoft is doing the same, but in the cloud, Salesforce.com is driving for new territory and has the most experience.
Unit Volume Growth and Technology to Drive HDD Capital Equipment Spending
June 21, 2010
225% growth in HDD capital equipment spending between 2010 and 2015 is driven by unit demand increases, new technology introductions and updating facilities and processes. Annual unit shipments of over 1 B units per year likely by 2013. Introduction of heat assisted magnetic recording or patterned media will require new processes and capital equipment. Quite a bit of capital equipment for making HDD components is very old and a refresh of process equipment is expected over the next few years
Unit Volume Growth and Technology to Drive HDD Capital Equipment
June 20, 2010
225% growth in HDD capital equipment spending between 2010 and 2015 is driven by unit demand increases, new technology introductions and updating facilities and processes. Annual unit shipments of over 1 B units per year likely by 2013, effectively doubling shipments from 2009 level. Introduction of new technologies will require new processes and capital equipment. Also driving spending is a refresh of older process equipment over the next few years
Larger HDD Storage Capacities Coming
June 20, 2010
WW Record by Samsung: 320 GB on One Side of 3.5 Inch Platter | www.storagenewsletter.com
Samsung introduced a single surface 3.5-inch HDD with storage capacity of 320 GB. This implies about a 510 Gbpsi areal density, slightly less that about 530 Gbpsi being shipped on 2.5-inch HDDs. This would translate into a 2.5 TB 3.5-inch drive with four disks, eight surfaces. 3.5-inch HDDs with 3 to 4 TB storage capacity are expected later this year.
Seagate Introduces Improved Hybrid Drive
June 20, 2010
Seagate Momentus XT hybrid SSD boots into a new dimension | media.seagate.com
Seagate has introduced the Momentus XT Solid State Hybrid Drive offering a flash storage buffer to accelerate access to data from the HDD. Seagate and other HDD companies tried to introduce such hybrid HDDs back in 2007 but they failed to catch on due to issues with Microsoft Windows support. The Momentus XT does not depend upon Windows to support it, adaptive memory software detects frequently accessed data and moves it onto the faster flash memory, removing less frequently accessed content.
Telecom Pragmatics’ Hardball: Infinera’s Choice
June 12, 2010
To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.” At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip. On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.
Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?
June 4, 2010
It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics. Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011