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Saturday, May 25, 2013
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Intel Atom In Servers: Will It Be Enough To Compete With ARM?
HARDWARE, ENTERPRISE ANALYSIS
On 12/11, Intel announced the Atom S1200 series, (codename: Centerton). Immediately, the problem is obvious: ULV Xeon E3 part based on the 22nm "Ivy Bridge" at 17W has a very significant performance-per-watt advantage.
On 12/19/2012 by Ashraf Eassa... Comments (0) Read more
Nvidia as an Acquisition Target: Pros and Cons
GRAPHICS, HARDWARE, BUSINESS ANALYSIS
Nvidia is one of the best-managed semiconductor firms in the industry today, as the firm's pristine balance sheet ($3.43B in cash, negligible debt) attests to. We analyze what makes the company tick.
On 12/14/2012 by Ashraf Eassa... Comments (0) Read more

Nvidia Earnings Deliver a Solid Quarter
HARDWARE, BUSINESS ANALYSIS
Nvidia executed on all cylinders in fiscal Q3. Revenue came in at $1.204B, a 12.9% increase year-over-year and 15.3% quarter-over-quarter.
On 11/8/2012 by Ashraf Eassa... Comments (0) Read more
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