And like Intel, I would argue that mobile software companies are instrumental in making silicon solutions pervasive, because they tick two major check boxes: reference design and support. The hidden asset of mobile software companies Mobile embedded software companies (e.g.
unnovation
This is a brilliant idea. Most innovation, well, isn’t: it is “unnovation,” or innovation that fails to create authentic, meaningful value. The biggest stumbling block to innovation is unnovation: most companies are too busy unnovating to ever learn how to
Wind River purchased by Intel
If anything, Wind River’s inability to breakout, despite a once Microsoft-like position of dominance, is a by-product of their failure to meaningfully go “up the stack” and away from their historical focus on the silicon layer as a primary differentiation
Department of hell freezing over
I have also learned something about my country. I run a global company, but I am a citizen of the U.S. I believe that a popular, thirty-year notion that the U.S. can evolve from being a technology and manufacturing leader
Virtualization versus Physicalization
Data on the overhead of virtualization is hard to come by. Rackable proposes an interesting alternative that they call physicalization. I wonder whether the CPU is the most important resource to multiplex and I remain totally puzzled by the motivation
Organizational man
Irving Wladawsky-Berger started working at IBM in 1970 and retired in 2007 with what is, to me, the smartest corporate response to Linux/OpenSource as his capstone accomplishment. TG: Sun has committed to releasing all of its code as open source.
The train to the terminal station
Digital Equipment Corporation Silicon Graphics Corporation Sun Microsystems One might get the impression that the boards of directors of technology companies have as much ability to intervene to stop suicidal business strategies as the boards of directors of Bear Stearns
Open Source Ponytail
[youtube=http://www.youtube.com/watch?v=5r3JSciJf5M&w=425&h=350]
The cell phone market in brief
Although the payoff of a small niche may be less than that of a large, growing market, the competion may often also be less intense. The majority-fallacy concept states that appraisals of fast growing segments overlook of minimize the likelihood
Venture capital, short term, and India
From Wladawsky-Berger’s blog entry on Carlota Perez’s analysis in 2005: She mentions three particular structural tensions that we need still to work out in order to move on: investments continue to be focused on short-term gain, not on long-term production