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Tension at the inflection point

Posted by Jon Peddie on September 16th 2010 | Discuss
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This week the world was introduced to the next, and possibly most significant, inflection point in the PC industry since dual-core—the embedding of graphics processors with the CPU. There has been an inevitable march of more and more integration of peripheral components to the CPU. So it should be no surprise to anybody that graphics are being integrated into the main processor. However, since its introduction, the graphics processor unit, GPU, grew in greater complexity than the CPU during the past eight years, exceeding the transistor count, and matching or exceeding the die size. Many people thought that due to the…

The problem with crystal balls

Posted by Jon Peddie on September 2nd 2010 | Discuss
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Twice this past week I was confronted with soothsayers, magicians, and fortune tellers—you know—industry analysts and company guidance managers. One of the problems with having grown up in this industry (but, I’d like to point out, not being grown up thank you) is that you’ve heard and seen it before—a state that feels something like Run Lola Run, Groundhog Day, and déjà-vu. A highly involved, if not evolved, friend called the other day to bemoan the Rodney Dangerfield treatment S3D seems to be getting from the press, and a few commissioned analysts. Seems those hired guns had discovered the consumers don’t…