Intel is fit to be Thai'd

– I’ve been so busy getting my little movie ready for theaters I’ve hardly had a chance to write. So for a change here’s something not about Steve Jobs.

Thailand is flooded, as we’ve all read, and the Thai hard disk industry has been adversely affected. But for all the doom-and-gloom stories I’ve read so far there hasn’t been much attempt at extrapolating the impact of these events past the basic idea that there will be drive shortages and prices will go up for awhile. The real story is way bigger than that.

The industrial park that’s sitting underwater still in Thailand will be out of action for at least four months, I’m told, and possibly as […]

By |November 15th, 2011|2011|94 Comments

Memo from the bleeding edge

Successful technology startups are usually those that hit the market in a sweet spot — where market conditions create significant demand just as the startup is introducing its product. From the look of the rapidly-consolidating hard drive business, it might appear that I’ve missed the sweet spot with the metal foil disk technology some readers may remember I’ve been working on for several years. Hopefully not. But in any case it is probably time for an update.

When I started down this path toward a drive that uses very thin metal foil instead of polished glass there were several potential customers. Then Western Digital and Seagate started buying their competitors until now there will shortly be […]

By |April 22nd, 2011|2011|91 Comments