Who wants to sit in front of a computer writing crap like
this, or worse yet reading it, when there’s a
beautiful blue sky over our beautiful bay that’s filled with beautiful people
on their beautiful and expensive boats?
Jon’s boat gets ready for a little cruise on the Bay
I was sitting on the deck on my boat contemplating the events of the year, to
date, I thought about all those struggling engineers in Santa Clara, Austin,
Toronto, Taipei, and Portland, pasting little strips of black ribbon on ruby
Mylar sheets as they tape-out the next IC masks for this fall’s coming
products. There’s the little green Nvidiites working on the 65-nm version of the
G80 to be called the G88/9, while the two-tone red-green ATIites desperately
try to finish the R700 before the winter snows come back (although they’re less
worried these days that the polar bears have moved off the ice caps). In Taipei,
of course, they never take a holiday and think anyone who doesn’t work 15 hours
a day seven days is a wienie, while the Portlandites who have automated tools
are polka dancing in the town square. Of course, the Germans and French have
left already for their four-month vacations.
So what have we learned this year so far?
Never let a competitor get the upper hand. When Intel
There’s technology and there’s marketing, and Nvidia
The best design doesn’t always turn into the
Even the biggest marketing campaign can’t make a
Don’t play by the rules. When Nintendo’s underpowered,
As for the future, well, this is a lousy time of year to
predict it, especially if you use old data to do that. We’re in the doldrums of
summer, the worst quarter of the year (although to my constant astonishment the
geniuses on Wall street always seem to be surprised by the seasonality of the
PC market and declare it dead every year about this time).
In a week we’ll be getting the calendar Q2 results from the
suppliers. We’re not expecting to be overwhelmed; we’re just hoping we’re not
going to be in tears over the travails some of these guys are suffering.
And in the meantime we’ll think about all the things we want
to do, and are going to do, soon. Really. No, I mean it this time, just as soon
as the boat gets cleaned and restocked.