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  • Ed McKernan

    Apple Games Qualcomm’s 28nm Supply for Labor Day iPhone 5 Launch 

    by
    Ed McKernan
    Published on 05-09-2012 09:17 PM  Number of Views: 2499 
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    You can see a lot just by looking – as Yogi Berra was quoted as saying. The past two weeks we have seen quite a bit that adds intrigue to the true nature of Qualcomm’s 28nm product shortage and how the effects will ripple through the mobile industry for the second half of 2012. Samsung’s bold announcement of their Galaxy S III smartphones was a message to the world that they intended to leap frog Apple in terms of ...
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    Intel's Ivy Bridge Mopping Up Campaign 

    by
    Ed McKernan
    Published on 04-26-2012 07:03 PM
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    In every Intel product announcement and PR event, there are hours of behind the scenes meetings to discuss what they should introduce, what are the messages and what are the effects on the marketplace to maximize the impact of the moment. The Ivy Bridge product release speaks volumes of what they want to accomplish over the ...
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    Qualcomm Meets Jerry Sanders at 28nm 

    by
    Ed McKernan
    Published on 04-19-2012 06:26 PM  Number of Views: 5095 
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    First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash, twice as much as Intel, this ...
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    Intel Postgame Q1 2012 Earnings 

    by
    Ed McKernan
    Published on 04-18-2012 07:33 AM
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    Listening to the Intel earnings call yesterday and then reviewing the transcript last night, I came away with two thoughts that I think are key to understanding where the PC and mobile industry ...
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    Previewing Intel's Q1 2012 Earnings 

    by
    Ed McKernan
    Published on 04-17-2012 07:15 AM
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    Since November of 2011 when Intel preannounced it would come up short in Q4 due to the flooding in Thailand that took out a significant portion of the HDD supply chain, the analysts on Wall St. have been in the dark as to how to model 2012. Intel not only shorted Q4 but they effectively punted on Q1 as well by starting the early promotion of Ivy ...
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    Intel’s Fait Accompli Foundry Strategy 

    by
    Ed McKernan
    Published on 04-04-2012 11:09 PM  Number of Views: 2405 
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    As many analysts have noted, it is difficult to imagine what Intel’s foundry business will look like one, two or even three years down the road because this is all new and what leading fabless player would place their well being in the hands of one who is totally new at the game. I would like to suggest there is a strategy in place that will soon lead to ...
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    Apple’s 4G Field of Dreams Build Out 

    by
    Ed McKernan
    Published on 03-30-2012 07:00 AM
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    As Apple begins to flood the market with a full line of mobile devices sporting 4G LTE communications capability, starting with the iPAD and soon to follow with Ivy Bridge based MAC Book Pros and then in the Fall with iPhone 5s, one has to ask will the carriers be able to keep pace in order for customers to have a satisfied user experience. I believe there is a critical business ...
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    Intel’s First 14nm Chip NOT an x86 Processor 

    by
    Ed McKernan
    Published on 03-22-2012 04:00 PM  Number of Views: 4169 
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    Sometime early in 2013, Intel will tape out its first production chip for 14nm and it won’t be an x86 processor. It’s neither necessary nor prudent to lead with a new x86 processor when the one missing element that the mobile market desperately needs is nowhere to be found: an ultra low power 4G LTE chip that fits und​er the battery life envelope of ...
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    Apple’s Leveling of the Semiconductor Industry 

    by
    Ed McKernan
    Published on 03-20-2012 12:03 PM  Number of Views: 3995 
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    Holman Jenkins, the distinguished writer of business trends for the Wall St. Journal, recently penned an article entitled “The End of Apple’s Roach Motel?” (Personally, I think that since Apple is in California, he should have used Hotel California in his title), questioning the iPhone and iPAD maker of its ability to continue selling devices at high ASPs while ...
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    The Coming Gamer Tablet from...... Apple! 

    by
    Ed McKernan
    Published on 03-13-2012 09:25 AM  Number of Views: 1255 
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    After the introduction of the NEW iPAD, Apple has placed itself just two short steps away from dominating the computer market – including PCs. One step, which is widely reported, is a smaller iPAD with an 8” screen that aims for a $299 price point. Amazon will take the rest of the market under $299. The second step is purely speculation on my part ...
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