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AMD Needs a Multi-Core Killer App

Posted on Wednesday, Sep 19th

After it released its first dual core Opteron for servers on April 21, 2005 followed by the Athlon 64 X2 for desktops a month later, Intel released its first dual core, the Pentium Extreme Edition. Around the same time, AMD splashed full-page ads in newspapers calling upon the bigger rival to join a duel to

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Web 3.0 & Online Movies (Part 4)

Posted on Friday, Sep 7th

Web 3.0 Formula Discussion Context Different users have different tastes and they visit the same movie site with very different intention. While one may like to watch an action flick the other might like to review a classic love story to watch with his or her date. These sites have something for every kind of

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Eric Benhamou & the Turnaround of 3Com (Part 18)

Posted on Thursday, Sep 6th

To conclude an extremely interesting interview, here is a final, reflective segment with Eric. We will continue the story of Palm separately, later in September, once Palm’s shareholder vote for the Elevation Partners deal is completed. SM: You have watched what happened since then. What lost 3Com the position you were in at the end

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Eric Benhamou & the Turnaround of 3Com (Part 17)

Posted on Wednesday, Sep 5th

SM: Whom did you sell the high end product line to? EB: We sold it to Extreme. We put Extreme in business. It was a bad decision because the analysis was wrong. It was taken in an overheated period, by an over impatient board who were comparing ourselves with companies whose growth rate was inflated

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Eric Benhamou & the Turnaround of 3Com (Part 16)

Posted on Tuesday, Sep 4th

With Palm successfully launched, and the merger with USR stabilized, Eric was now at the end of his tenure as CEO of 3Com. Here is details his final decisions, and reflects back on some mistakes. SM: In our next series, I would love to examine Palm. Finishing up with the 3Com story, however, the USR

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 15)

Posted on Monday, Sep 3rd

SM: What you are proposing sounds very disruptive. AA: It is completely disruptive; we can displace, depending on the market, FPGAs, DSPs, processors, ASICS. Right now initial markets are really in networking, but the fundamental technology is revolutionary. It will be the way all multicore systems are built in the future.

Eric Benhamou & the Turnaround of 3Com (Part 15)

Posted on Monday, Sep 3rd

Finally, poised for success, 3Com did spin off Palm as a separate company. SM: I think you find that a lot with folks who are entrepreneurial by nature – they like to be in charge of their creations. I know you ultimately did spin off Palm as a separate company, when did that happen? EB:

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 14)

Posted on Sunday, Sep 2nd

Here we discuss the current market environment, the competitive landscape with a focus on what current chips are being displaced by the multicore chips. SM: I read in the slides you sent me that you are expecting a TAM (Total Available Market) of $54 billion, is this based on the two markets we discussed –

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