GLG News by Microprocessor Experts

Jim TurleyOwner and AnalystSilicon Insider

Clearer Signs of Intel's Post-PC Future

June 24, 2009

Analysis of:Intel Wins Nokia as Customer, Will Work on Devices (Update2) | www.bloomberg.com

Intel's tie-up with Nokia is more evidence, as if any was required, that the future is not with PCs. Intel has tried many times, and mostly failed, to penetrate this very large market. Only two percent (2%) of microprocessor chips are used in PCs; the other 98% is a market Intel has largely ignored. Having missed out on cell phones, Intel is now gunning for the next tier: portable Interned devices, a segment that has many names. It's a fair target, and Intel has a decent shot at making a dent there.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Cisco Gives Money to Brocade!

June 15, 2009

Analysis of:Brocade Crushing Cisco In High-End Storage Switches | blogs.barrons.com

The repercussions from Cisco’s foray into the server market may be happening somewhat sooner and possibly on a larger scale than anticipated.  It’s too soon to draw definite conclusions, but Brocade is taking market share from Cisco for some reason!

John BergChief Technology Officer AMERICAN SEMICONDUCTOR, INC.

Ex-Spanion CEO Parachutes into SST: Will this be another Dunkirk?

June 8, 2009

Analysis of:SST Strengthens Management Team by Appointing Bertrand F. Cambou as President | www.marketwatch.com

Bertrand Cambou has moved into his new role as President at SST, a company mired in a difficult situation: a fabless embedded memory semiconductor company that is trying to re-invent itself as a NAND controller company. In reaching for outside management, the Board acknowledges that the existing senior management team of Bing Yeh (CEO), Dr. Yaw Wen Hu (COO), Paul Lui (SVP), and Chen Tsai (SVP) need an outsider to energize the company.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Is There Security in the Cloud?

June 8, 2009

Analysis of:It's 6 O'Clock -- Do You Know Where Your Cloud's Data Center Is? | www.informationweek.com

One of the biggest hindrances to rapid adoption of cloud computing, particularly for enterprises, is the level of security available.  The question that inevitable arises is “Is my data safe?”  The answer appears to be “Sortof!”.

Jim TurleyOwner and AnalystSilicon Insider

Growth Is No Longer in PCs, It's In Embedded Systems

June 5, 2009

Analysis of:Intel Gets Deep Into Software | online.wsj.com

Intel's acquisition of embedded-software vendor Wind River Systems (WRS) outlines today's reality for the company: the growth is no longer in PCs, it's in so-called "embedded" systems, or computers that don't look like computers. Only two percent (2%) of the world's microprocessor chips go into PCs. The other 98% are used in these embedded sytems, such as cars, TVs, games, HVAC, appliances, aircraft, etc. It's not a glamorous market, but it's a huge one. With PC sales leveling off, Intel needs to look elsewhere for growth, even if it antagonizes long-time partner Microsoft. (Microsoft has its own embedded-software strategy.) With Moblin and now WRS, Intel has stepped firmly into the embedded-systems marketplace.

Paul MassieSenior Director Operations & ITYouSendIt Inc

Cloud Computing: Beyond the Hype

June 2, 2009

Analysis of:McKinsey Cloud Computing Report Conclusions Don't Add Up | www.cio.com

Cloud computing is here to stay, but isn’t likely to take over the IT world.  Every new technology seems to go through a hype cycle where it will allegedly solve all the problems in the IT world.  Then later it quietly settles into an appropriate niche.  Cloud computing seems likely to follow this same pattern.

Jim TurleyOwner and AnalystSilicon Insider

Good move for the netbook market

June 1, 2009

Analysis of:Microsoft to Drop Three-Application Limit of Windows 7 Starter | www.bloomberg.com

Good work, Microsoft. This change makes Windows 7 more palatable for the fast-growing "netbook" market, where Windows was previously overpriced. * PC buyers show a strong preferance for Windows, they just don't want ot pay for it. * Intel, Linux vendors, and others are actively developing Windows alternatives * By dropping this restriction on Windows 7 Starter, Microsoft stays in the game.

Jim TurleyOwner and AnalystSilicon Insider

Intel needs to sell processors any way it can

June 1, 2009

Analysis of:Intel goes after Windows 7 on netbooks with Linux | www.computerworld.com

* Netbooks have upset the apple cart for both Intel and Microsoft, so old alliances are starting to crumble. * To remain relevant, Intel has developed its own low-cost alternative to Windows, hoping to cling to the hardware-side of the equation. * It won't help much, as most netbook buyers want the Windows experience more than they want Intel hardware.

Jim TurleyOwner and AnalystSilicon Insider

Netbook popularity grows as conventional PCs reach overkill

May 26, 2009

Analysis of:One in Five Laptops Shipped in Q1 Was a Netbook | www.informationweek.com

After my initial skepticism, I'm now a believer in netbooks. They slot nicely between feature-phones like BlackBerry or iPhone, and below traditional laptop computers. Price is the limiting factor, so cost-competitiveness is everything. Features and performance are secondary. Indeed, the who reason netbooks exist is because PCs are now faster and more feature-laden than most uers need. * Solid-state disks (SSD) may have finally found their niche. * Traditional hard disks will continue to sell well because of their greater capacity and established supply chain. * Linux will not maky any significant inroads. * Windows will remain the operating system of choice. * Netbooks will supplement, not replace, traditional PCs and laptops.

Jim TurleyOwner and AnalystSilicon Insider

Oracle should kill SPARC. It's among the slowest CPU chips around, and the engineering costs are staggering.

May 14, 2009

Analysis of:Ellison Insists Sun's Sparc Still Has a Future | seekingalpha.com

* Microprocessor development is hugely expensive, to the tune of tens of millions of dollars per year, every year, forever. * It's an expensive treadmill. You can never stop improving the processor or you rapidly fall behind. * Unique CPU technologies do not translate into customer benefits. So what's the point? * In-house CPU development is largely an ego-driven enterprise. "Real men make microprocessors" is not a good business strategy. * SPARC is a dog. If you're going to bet the farm on an in-house CPU, pick a different one. * Using Intel (or other commercial supplier's) chips would be a much better use of Oracle's resources and it wouldn't hurt customers a bit.

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