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Category Archives: Finance

Charlie Demerjian
Mar 15, 2011
45

How big is Nvidia’s GF114/GTX560?

Same die, different PR spin

If you recall, Nvidia is claiming that their ‘new’ 500 series cards are new GPUs, but anyone testing the parts knows that they are mere bug fixes.
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Charlie Demerjian
Mar 15, 2011
32

Microsoft gutted Nokia and runs off with IP

Finns on lifesupport until MS hardware arrives

This is part 2 of 2. Part 1 can be found here, and discusses the funny money around the Nokia/Microsoft deal, and how it is nothing like what the press reported.
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Charlie Demerjian
Mar 14, 2011

OCZ buys Indilinx

Tinkerbell goes to the valley

OCZ Technologies has just announced that they are buying Indilinx, one of the first makers of SSD and related flash controllers.
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Charlie Demerjian
Mar 14, 2011
29

Microsoft gutted Nokia and left them without a chance

The Manchurian CEO did his job as ordered

In one of the most brazen corporate raids in history, Microsoft took everything of value from Nokia, and has left a wounded beast to die in the cold.
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Charlie Demerjian
Mar 14, 2011
2

Elpida fabs unharmed by the Japanese earthquake

One fab up, the other shut by blackouts

In a bit of good news from the Japanese earthquake, the DRAM maker Elpida seems to have escaped damage with only power loss related shutdowns. Given the overwhelming scope of the tragedy, this is about as good an outcome as you could hope for.
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Charlie Demerjian
Mar 11, 2011
44

Nvidia’s CEO has another ‘woodscrew moment’

Opinion: This one has serious implications

Nvidia’s problem with honesty has cropped up again, and once again, Jen-Hsun Huang showed off something that doesn’t stand up to scrutiny.
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Charlie Demerjian
Feb 24, 2011
23

Intel takes the light from Light Peak

(NASDAQ: INTC) INTEL SCREWED UP the best thing about Light Peak, the name, calling it by the marketing name ‘Thunderbolt’. Other than that, the only thing that changed is they lost the optical part, leaving nothing more than an expensive …
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Charlie Demerjian
Feb 16, 2011
1

How is Nvidia gaining notebook marketshare?

Opinion: Money talks louder than product quality

NVIDIA JUST FINISHED their fiscal Q4/2011 conference call, and it was mercifully short and content free. That said, there was one thing that stuck out, GPU margins.
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Charlie Demerjian
Feb 16, 2011
2

How much do phone makers pay for Windows Phone 7?

In the end, not much

SEMIACCURATE’S MOLES TOLD us the dirty little secret of Windows Phone 7, no one pays for it. Yes, to compete with Google’s price for Android, free, MS is charging the same price, just not directly.
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Charlie Demerjian
Feb 15, 2011
5

Atom is dead, strangled slowly by Intel

MS and Nokia sought as accomplices

THE BIGGEST LOSER in the tie up between Microsoft and Nokia is none other than Intel. While they may try to put a brave face on the matter, the simple fact remains that their Atom line is now without a future.
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Charlie Demerjian
Feb 9, 2011

Seyer and Rivet leave AMD

More Meyer fallout fallout?

AMD JUST LOST two more executives, COO Bob Rivet and VP of Corporate Strategy Marty Seyer. There is no official word as to why they left, and neither will be departing immediately.
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Charlie Demerjian
Feb 9, 2011
4

Dell updates its business computers

Crosses the Sandy Bridge 24 times

DELL HAS REFRESHED 24 computers in it’s Latitude, Precision, and Optiplex lines, adding Sandy Bridge CPUs, a bunch of new features, a new look, and a lot of subtleties. The only real question remaining is when they will ship, but that isn’t really in Dell’s hands now.
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Charlie Demerjian
Feb 5, 2011
1

Google destroyed its one valuable asset

Opinion: Sadly, no one noticed

THE ACT MIGHT have made headlines for different reasons, but last week, voluntarily destroyed their one valuable asset. It was a subtle thing, and no one seemed to notice, but could it be the reason that Eric Schmidt left?
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Newsdesk
Feb 4, 2011

Intel sings the blues over Sandy Bridge

Humor of the day in musical form

GIVEN THE PROBLEMS that Intel’s Cougar Point chipset had this week, it is no surprise that some across the internet are taking pot-shots at the company. Usually these come in rant form, but this time, we get one as a song.
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Charlie Demerjian
Jan 31, 2011

Intel’s recall explanation doesn’t hold any water

Opinion: Too many implausible coincidences

HATS OFF TO Intel for pulling one of the most devious PR spin and coverups of the year with their chipset problems explanation. While it may be a desperate and masterful obfuscation job, if you poke a little under the surface, you can see how badly they screwed up, and how little of the truth actually came out.
Updated: Tuesday, February 1, 2011
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    Charlie Demerjian is the founder of Stone Arch Networking Services and S|A. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, security and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture.

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