We have a very cool piece of petrified wood. It has been mistaken for last year's Bouche de Noel more than once. There is actually no wood left in petrified wood. Petrified wood is all stone.
Hewlett-Packard (NYSE:HPQ) announced its latest quarterly results earlier this week. We took a few notes...
- revenue growth was less than half of what it has been.
- notebook and desktop margins and prices continue to fall.
- server revenue was flat, but HP is now #1 (IBM is #2).
- cameras margins were down.
- printers held steady, but margins were off too.
- storage revenue was up nicely (14% Y/Y).
Dell (NASDAQ:DELL) is probably not doing as well. We will find out about that next week (29 May). We are certainly watching to see how the HP-EDS merger shapes up and how that one-two punch will be taken by IBM (NYSE:IBM). With acknowledgment to Sun Microsystems (NASDAQ:JAVA) "the network is the computer" vision has come of age as utility/cloud computing/infrastructure-as-a-service is being positioned to save the industry. It is all about connecting everybody to everything...
Hey! Have you seen the new OLPC?!
Oh! And, Jon Stokes published a nice article titled RISC vs. CISC in the mobile era last week. In the meanwhile, Via launched the Naked Pico Challenge. Running a 500MHz chip without cooling should not be a challenge! We are looking forward to Jon's next article on the subject. Perhaps, the EFIKA will be mentioned. Jon bought one. The EFIKA runs at nearly the same speed on a larger process (130nm vs. 90nm) and requires no heat sink. It is not a challenge to make a processor which gives that level of performance, takes ~1W of power, and does not require a heatsink. Along that same path, Tranquil PC has introduced a $82 Intel Atom motherboard, though 20W may be a drawback for some.
The trick would be to tie all this back into petrified wood, but its only the industrial thinking that is becoming petrified. Big changes are coming and it looks like Apple is still way, way out front.
The Community is the Computer - a Super Computer. Go Zig!
R&B
















