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Intel’s quarterly checkup: Worries abound

Posted in General, Hardware Infrastructure (January 16, 2008 at 6:30 pm)

Intel reports its fourth quarter results on Tuesday and the consensus seems to be that first quarter targets are going to come down amid slowing PC demand and higher inventory levels.
For the record, Wall Street is expecting Intel earnings of 40 cents a share for the fourth quarter on sales of $10.8 billion, according to […]

Intel: Fourth quarter falls short of estimates; outlook light

Update: I’m listening to this Intel earnings conference call and it’s hard to justify the pessimism with what management is actually saying. I’ll have more tomorrow after I mull this over. But Intel isn’t saying the sky is falling–far from it. Then again, 75 percent of Intel’s revenue is international so maybe it’s insulated from […]

Steve Jobs’ performance: The big takeaways

Apple CEO Steve Jobs gave his latest performance to the faithful and a few items stood out. He was in good form as usual, and his friends from Google, including CEO Eric Schmidt and co-founder Sergey Brin, as well as Chad Hurley and Steve Chen (YouTube founders), were in the front rows watching the master.
Here’s […]

IBM’s fourth quarter well above targets

IBM was so happy with its fourth quarter results that it couldn’t wait three days to report them.
On Monday, IBM (all resources) released its preliminary fourth quarter results. The company is expected to release its official results on Thursday.
Big Blue said it expects earnings of $2.80 a share from continuing operations for the quarter ended […]

AMD delays 9900, 9700 Phenom chips

Posted in General, Hardware Infrastructure (January 12, 2008 at 7:24 pm)

AMD on Friday confirmed that it will delay its quad-core Phenom 9900 and 9700 chips that were expected in the first quarter. These chips will be pushed into the second quarter, but AMD will deliver an energy efficient Phenom and triple core offerings on time.
An AMD spokesman confirmed reports (News.com and Ars Technica) about the […]

HP aims to cut PC energy use by 25 percent

Posted in General, Hardware Infrastructure (January 8, 2008 at 8:50 pm)

Hewlett-Packard said Tuesday that it is aiming to cut the energy consumption of its desktops and notebooks by 25 percent by 2010.
The HP announcement, delivered at the Consumer Electronics Show, almost reads like it comes from an auto manufacturer trying to cut the miles per gallon requirements of its fleet.
Technology vendors are increasingly using their […]

Apple rolls out new eight-core Mac Pro, Xserve refresh

Apple on Tuesday unveiled its latest Mac Pro, which the company claims is its fastest ever with eight processor cores standard.
The Mac Pro definitely sounds like it pops a wallop. Here are the details:

Two Intel 45 nanometer quad core Xeon processors running up to 3.2 Ghz–each processor has 12 MB of L2 cache;
Up to 4 […]

Intel launches 45 nanometer notebook chips

Intel on Monday launched its first Centrino chips based on its 45 nanometer manufacturing process.
The lineup, unveiled at the Consumer Electronics Show, features 16 processors. Intel has touted its 45 nm chips as a way to cut power consumption by increasing speed.
Of the 16 processors launched, 12 are designed for desktops and notebooks with the […]

OLPC campaign nets $35 million; 100,000 units go to emerging markets

The One Laptop Per Child foundation said Monday that it raised $35 million from its Give One Get One campaign that just ended.
The campaign, which ran from Nov. 12 to Dec. 31, sent 100,000 XO laptops to locales such as Afghanistan, Cambodia, Ethiopia, Haiti, Mongolia and Rwanda.
Given that the OLPC program was a give one […]

OLPC responds to Intel breakup

Posted in General, Hardware Infrastructure (January 4, 2008 at 11:39 pm)

The One Laptop Per Child Project and Intel broke up their relationship recently. Now it’s the OLPC project’s turn to speak.
Nicholas Negroponte, head of the OLPC project, said the following in a statement, after reports about Intel leaving the project:

“We at OLPC have been disappointed that Intel did not deliver on any of the promises […]

Worries about PC sales snowball; Intel downgraded

Another analyst has hopped off the Intel bandwagon, this time over concerns about waning PC sales.
In a research note on Friday, J.P. Morgan analyst Christopher Danely downgraded Intel from “overweight” to “neutral.” Intel, along with AMD and other chip makers, was downgraded on Wednesday over the same concern. The big fear: An economic slowdown is […]

Intel’s OLPC pullout sets up XO vs Classmate PC duel

Intel’s brief partnership with the One Laptop Per Child project has officially ended.
According to multiple reports , mostly following The Wall Street Journal, Intel and OLPC head Nicholas Negroponte split over one irreconcilable difference. Negroponte wanted Intel to kill its Classmate PC when it was part of the OLPC.
Also: My two weeks with the XO
OLPC’s […]

Speaking of design, Dell updates its 15.4-inch Inspiron notebooks

Dell said Thursday that it is updating its Inspiron 1525 15.4 inch notebooks with smaller versions and new colors.
Dell noted in its blog that its Inspiron 1525 is 25 percent smaller than the previous version and adds four patterns with color-coordinated accessories–for those of you that care about those sorts of things. I can’t color […]

Lenovo: Does it have the design chops?

Lenovo announced plans to enter the consumer market Thursday with a line of laptops that incorporate some interesting features–bezel-less screens, face recognition and linen texture lids. Will those design additions be enough to make a dent in the consumer market?
The jury is still out on that one folks. Lenovo has three consumer IdeaPad laptops: 15.4-inch, […]

AMD: New year, same worries

Posted in Hardware Infrastructure (January 2, 2008 at 11:36 pm)

Bank of America analyst Sumit Dhanda is projecting anything but a happy New Year for AMD.
The analyst in a research note Monday, kicked off 2008 by downgrading AMD to “sell” and projected “more pain ahead.” Dhanda’s rating change comes amid a broader call on the semiconductor industry, but AMD took the brunt of the hit.
Here’s […]

My (daughter’s) OLPC laptop has arrived

Posted in General, Hardware Infrastructure (December 22, 2007 at 2:58 am)

My–actually my daughter’s–XO laptop from the One Laptop Per Child Project has arrived and a few things were striking: Its size (built for kids), the software interface, which is very intuitive, and the realization that this tool is designed for children–not adults. In other words, dad needs to step aside and see how the XO […]

SNS Top Ten Predictions for 2008

Posted in Hardware Infrastructure, Web Technology (December 19, 2007 at 11:36 pm)

Forecaster Mark Anderson of the Strategic News Service (SNS) has published his top ten predictions for next year. As a context for his predictions, Mark noted that IT spending outside the U.S. will help bolster companies with the U.S. economic growth slowing:
“Most large IT corporations now make more than half of their revenues outside the […]

Going green with DC power

Which has a larger carbon footprint: your neighbor’s gas guzzling SUV or the server in your machine room? The answer might surprise you. In a recent report from the Global Action Plan, the average server has a larger annual carbon footprint than an SUV getting 15 MPG. Information technology accounts for about the same […]

Dell adds Ubuntu 7.10 to its lineup

Dell is adding Ubuntu 7.10, also known as Gutsy Gibbon, to its consumer Linux lineup in the U.S. The company has also expanded its Linux offerings abroad.
First, the Ubuntu 7.10 announcement. Dell on its blog Tuesday said that Ubuntu 7.0 will be preinstalled on the Inspiron 530 and Inspiron 1420. Ubuntu 7.10 will also be […]

Your XO laptop is about to land

The OLPC is shipping its XO laptops and some folks are already getting theirs.
Earlier today, John Walicki, IBM’s open client architect and Linux client deployment manager, noted to me in passing that his XO landed the other day. He didn’t open yet though since he reckons he’ll play with it for a while and had […]

ZDNet 2007: What the tag cloud tells us

Our engineering team put ZDNet blogs through a cloud tag blender to render a weighted list of top topics for 2008. In an age when the consumer and enterprise worlds are colliding (but no exploding), Google, iPhone, Apple and Microsoft captured the big buzz of the year in our blogs. It was also a year […]

Notebook: IBM’s Linux desktop installs; Notes evolution; Data center stats

IBM has embraced Linux as its operating system of choice, but employees are
slowly working toward using it on the desktop.
As of yesterday, IBM had 24,190 Linux desktop installations within the company.
That’s out of 372,000 IBMers.
So what’s the holdup? John Walicki, open client architect at IBM, says it’s a matter
of application maturity. As Lotus Notes develops […]

MacWorld rumblings: Expect a 11- to 13-inch screen on Apple ultra-portable

Posted in Apple, General, Hardware Infrastructure (December 17, 2007 at 11:55 pm)

With Apple expected to deliver a new ultra-portable Mac at its Macworld conference Jan. 15 prognosticators are busy handicapping the device’s features.
In a research note Monday, Piper Jaffray analyst Gene Munster said that it’s likely that Apple’s ultra-portable Mac will carry a screen of 11 inches to 13 inches. Munster had anticipated a screen of […]

AMD: Is the glass half full–or empty?

Posted in General, Hardware Infrastructure (December 14, 2007 at 2:18 am)

AMD CFO Bob Rivet said Thursday that the chipmaker will cut capital expenditures, hold the line on R&D costs and turn a profit in 2008. It was a part of an overall AMD theme today. The message: Focus on the future, not the quad-core missteps of 2007.
“We will be profitable 2008, but clearly we’re not […]

AMD acknowledges quad-core woes; Promises rebound; Highlights roadmap

AMD chief operating officer Dirk Meyer acknowledged Thursday that the launch of its quad-core Opteron chips, formerly known as Barcelona, has been a disappointment. But he also urged customers and investors not to overlook AMD’s promise and accomplishments.
Meyer, speaking at its annual financial analyst conference in New York, was up front about the Barcelona problems, […]

Podcast: Amazon’s Kindle, AMD’s Spider, the Hackintosh and more…

Posted in Apple, Hardware Infrastructure, Web Technology (November 26, 2007 at 12:58 am)

This week on the Dan & David Show we discuss the debut of Amazon’s Kindle ebook reader. The reviews so far peg Kindle as a work in progress (a version 1.0 device) that won’t immediately light the fires of the book or newspaper industry, but it is a step up from Sony’s Reader.
I speculate about […]

Sun’s Jonathan Schwartz: CIOs will hunt me down to pay me money

Matt Asay has an interview with Sun CEO Jonathan Schwartz on news.com. Schwartz explains how having millions of downloads of Sun’s Solaris and Java translates into bounty for the company and its shareholders.
Asay: But how do you translate interest and volume into customers? Downloads are nice, but how do you get a return?
Schwartz: The question […]