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It's Not in the Chips

November 5, 2009

Analysis of:Marvell’s new chips will bring cost of eBooks to under $100 | venturebeat.com

The largest contributor to eBook reader price is profit for the proprietary eBook vendors. The cost of chips is negligible. Marvell's commendable advances will themselves have only limited impact on eBook reader prices

Altera to Field a MIPS core -- Not Likely

October 15, 2009

Analysis of:Altera licenses 32-bit architecture from MIPS | www.eetimes.com

Altera already has a comparable processor in Nios II. This deal is likely a resolution to a threatened patent dispute.

Consumers Don't Care about Search Engine Bells and Whistles

October 7, 2009

Analysis of:Google refines search results to counter Microsoft | www.businessweek.com

The search engine business has matured. Users have chosen their preferred search engine. Only gradual market share shifts are likely in the future, and generally away from the search engines that make major changes to their look and feel.

Intel and Apple -- Not Rivals

October 1, 2009

Analysis of:Intel and Apple--future rivals? | news.cnet.com

Intel, as a chip vendor, and Apple, as a consumer electronics vendor, will always have a vendor-customer relationship, not a competitive rivalry.

Momentum behind Panasonic 3D TV technology

October 1, 2009

Analysis of:Panasonic Enlists Hollywood To Promote 3D TVs | www.businessweek.com

With a consumer unfriendly product Panasonic has gained early momentum with Hollywood studios in an impending 3D display technology format war. Whether Panasonic's technology will win out eventually is still uncertain.

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