Trends & Market Research

What if Intel bought Arm?

Early this week I was asked what I thought about Nvidia buying Arm, it seems an almost foregone conclusion by the web that it would since Bloomberg and the Financial Times presumably independently confirmed the courtship. In an earlier editorial, I responded to the question with I think it's a brilliant move if it can pass all the government agencies … Read more

AMD Q2 2020 results

AMD’s first quarter was up from Q1 and year-to-year in sales. Revenue was $1.93 billion, up 26% year-over-year primarily driven by higher Computing and Graphics segment revenue. Net profit was down 7.8% quarter-over-quarter due to lower revenue in both segments and up 349% year-to-year. “We delivered strong second-quarter results, led by record notebook and server processor sales as Ryzen and … Read more

Microsoft’s Peggy Johnson joins Magic Leap as CEO

Peggy Johnson takes the controls of Magic Leap. (Source: Peggy Johnson’s Twitter profile)   Magic Leap is a company that stirs passion—good and bad. The company was among the many companies that appeared over the last decade with the promise of enabling AR using lightfield technology. The company was a high-flyer with attitude attracting billions in investment, and spending millions … Read more

What if what if?

One rumor, one report, three results The story put out by Bloomberg was that Nvidia may be bidding to buy some or all of Arm from Softbank. That is such a delicious rumor-speculation I just can’t ignore it. If Nvidia agreed to Softbank’s inflated price—Arm couldn’t have possibly increased in value so much from the time Softbank bought it—it would … Read more

Intel Q2’2020 results

The new normal is not normal, and may not be again for a long time. Q2 which has traditionally been a down quarter was up for Intel year-to-year, and flat quarter-to-quarter. But Q3 is being guided down, and Intel still is dealing with manufacturing issues—the new normal. By midday the day after Intel’s report, AMD soared over 15% while Intel … Read more

On working at home

Source: Allie@acreativegangster Working at home is going to be the way business operate now that we know how to do it and the massive benefits of doing it. This week, we published a short news story about Jeff Clarke’s interview on CNN's story and his Blog on Dell’s site in which he talked about the benefits of having more people work at … Read more

FMX features Phil Tippett in conversation

The FMX conference continues this year as a digital production and is combining its greatest hits with new content. Coming up, FMX will feature “A Phantasmagorical Journey with Phil Tippett,” Monday, July 20, 8 PM CET/11 AM PST on www.fmx.de.  One of our huge regrets around FMX was missing Phil Tippett’s talk at FMX in 2018 and the debut of his … Read more

The dragon’s latest snap—865

I remember back oh those many years ago when the sky was peaceful and calm before the dragons came. We thought we were done with them, that they had all been put in the dungeons. But then in 2007 Snappy was born in San Diego—dragons like warm climates. Treating the adorable little creature like a lab rat they gave him a … Read more