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Intel’s Multi-core Future

Posted on Thursday, Sep 13th

Intel (NASDAQ: INTC) is the world’s largest semiconductor company. It shot into limelight riding the famous “Intel Inside” marketing and branding campaign in 1990. Today, with an employee strength of 90,300 Intel currently ranks 62nd in the Fortune 500 list on the back of FY/06 revenues of $35.38 billion. This is however down from its

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 9)

Posted on Tuesday, Aug 28th

I am curious how Anant addresses the intellectual property strategy for Tilera. In the back of my mind is the story of Tessera, a company that has had fundamental innovations in chip scale packaging, and today every single manufacturer of miniaturized consumer devices violate their patent, and pay them royalties. Some of the innovations that

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VMWare’s IPO: Wait?

Posted on Wednesday, Aug 15th

It has been a strange summer of uncertainties elsewhere in the market, but certainly, VMWare’s hot IPO has not felt any of the pressure. In fact, it has made a slow August exciting with one of Tech’s most important events this year. Eric Savitz at Barrons reports: “EMC (EMC) today generated a massive return on

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iPhone’s Component Ecosystem: Synthesis

Posted on Tuesday, Jul 31st

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.

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iPhone’s Inside Beneficiaries

Posted on Monday, Jul 2nd

The first few attempts at understanding the guts of the iPhone have started emerging. Here are 2 pieces that take a crack at the topic from EETimes and TechOnline. Key points on the iPhone’s components are below:

2 Billion Convergence Devices by 2015

Posted on Tuesday, Jun 19th

A recent Forrester report puts a number on the projections for the laptop replacement convergence device trend we have been discussing in our iPhone and the Future series. 2 Billion. While it took 27 years to reach one billion PCs, Forrester says it will take only five years to reach the next billion, due to

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iPhone and the Future of Marvell

Posted on Friday, May 4th

“Apple plans to sell its iPhone through an exclusive marketing agreement with AT&T’s Cingular Wireless unit. While Cingular’s data network is woefully slow, the Wi-Fi feature will give the mobile phone high speed data capability when users can find Wi-Fi hotspots. To date, cell phone service providers have been reluctant to introduce mobile phones with

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iPhone and the Future of Intel

Posted on Wednesday, May 2nd

Intel did not win the processor design contract from Apple’s much hyped iPhone. Naturally, this is not news that makes the titan happy. Consequently, they have decided to compete against Apple. “Virtually every computer and handset manufacturer is struggling to figure out how they’re going to compete with Apple’s iPhone,” Otellini said. “If we get

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