Avram Miller on the death yesterday of Intel’s Andy Grove

groveAvram Miller, who is my friend and neighbor here in rural Sonoma County, wrote a very insightful post on the passing of Andy Grove. It’s well worth reading.

My own experience with Andy Grove was limited. I knew Bob Noyce and Gordon Moore much better. But I do recall a time when Grove and I were both speakers at a PBS national meeting and sat together. He corrected my pronunciation of the word Zoboomafoo, the title of a PBS animal series for preschoolers.

Prediction #9: Intel starts to become irrelevant

2016predictionsI know I promised that my next 2016 prediction would be Apple’s big acquisition, and I will publish that prediction soon as my #10, but right now I just have to say what a perilous position Intel is in. The company truly risks becoming irrelevant, which is an odd thing to say about a huge, rich outfit that would appear from the outside to pretty much dominate its industry — an industry the company created. Intel won’t go away, I just think there is a very good chance they’ll no longer matter.

We’re approaching the end of the closed, proprietary, single source technology era. ARM processors are freely licensed, more open, and much […]

IBM’s Power8 servers are less than meets the eye

ibm-nvidiaTwo weeks ago IBM told the IT world it was taking on Intel in the battle for server chips with new Power8 processors incorporating advanced interconnection and GPU technology from NVIDIA. This followed an announcement earlier in the year that Google was using Power8 processors in some of its homemade servers. All this bodes well for IBM’s chip unit, right?

Not so fast.

Some product announcements are more real than others. While it’s true that IBM announced the imminent availability of its first servers equipped with optional Graphical Processing Units (GPUs), most of the other products announced are up to two years in the future. The real sizzle here is the NVlink and CAPi stuff that won’t really […]

You may not want that Windows Bay Trail tablet after all

encore-marquee-heroAn old friend has been telling me for months that the future of personal computing was coming with new Windows tablets using the Bay Trail system-on-chip architecture built with Intel Silvermont cores. Silvermont is the first major Atom revision in years and is designed to be much faster. Bay Trail would lead to $199 8-inch Windows tablets while also fixing the limitations of Intel’s previous Clover Trail. Well Bay Trail units are finally shipping but my techie friend is sorely disappointed with his.

The lure of this platform for Intel is great. Manufacturers could use the same chassis and chipsets for everything except gaming boxes and servers. Eight inch tablets, ChromeBooks, Ultrabooks, 10-inch tablets, and netbooks, all one chassis with up […]

Why Intel wants to be everyone’s chip maker

intelbrainThis is the first in a series of columns on the strategic direction of several major technology companies that have faltered of late. We’ll start here with Intel, follow in a couple days with Cisco followed by Microsoft, then see where it goes from there.

At Intel’s annual shareholders’ meeting last week the company talked about moving strongly into mobile chips and selling its stillborn OnCue over-the-top video streaming service, but the most important story had to do with expanding Intel’s manufacturing capacity. This latter news is especially important because if you look at the square footage of 14 nanometer fab facilities Intel says it will be bringing online in the next two to […]