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At a press conference in New York this morning, two industrial powerhouses announced an agreement to join forces in a focus on healthcare. Neither GE nor Intel is a newcomer to the healthcare market, and they are hardly the first companies to get excited about healthcare now that the prospect for both systemic reform and stimulus money is in the air. But most of the focus so far has been on electronic medical records, which are considered the frontrunners when it comes to stimulus spending. But both of these companies are hardware-focused, and their announcement involved a decidedly different take on how to modernize the medical system.
Both companies have had medical initiatives for years. GE is recognized as a major player in the world of high-end medical imaging and specialized devices, while Intel has been developing a series of small devices for remote monitoring and telemedicine. Software is an essential part of these—both specialized hardware control and general data monitoring capabilities are needed to make these initiatives work—but the focus clearly remains on the hardware itself, which is in keeping with the wider focus of these companies. As such, the press conference provided a very different take on healthcare than you would get if you listened to say, a talk on Google's efforts.
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If you've got even a passing interest in the subject, you're undoubtedly aware that true progress in general-purpose x86 multicore programming has been slow and uncertain. Intel and AMD may
have made the technology affordable—a quad-core system could easily have cost thousands of dollars just five years ago, compared to the low hundreds today—but software development has
lagged well behind the pace with which we've seen new multicore chips.
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Ever since AMD announced its plan to split itself into two separate companies, there have been legal questions surrounding the move. AMD's x86 cross-licensing agreement with Intel has always
required that Sunnyvale maintain a certain corporate structure in order to continue to manufacture x86-compatible microprocessors. When it unveiled its plans to spin off The Foundry Company
(now Globalfoundries), AMD confidently maintained that its plan avoided any licensing entanglements or issues Intel might seek to raise.
AMD has filed a form 8-K with the SEC, advising the agency of a cross-licensing dispute between itself and Intel. In discussions with Ars, however, AMD has also insisted that neither it nor Globalfoundries actually
requires the cross-licensing agreement in order to design or manufacture x86-compatible microprocessors. That's a surprising claim that runs against the general understanding of what the
AMD/Intel cross-licensing agreement allows or contains. Has Intel's ownership/stranglehold on the right to manufacture x86 processors been broadly misconstrued for years?
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Sun announced the availability of new flash storage systems equipped with Intel X25-E SLC (Single Level Cell) SSD drives on Wednesday. The new launch is part of a sustained effort on Sun's
part to push flash storage and its Open Storage initiative across the market; the company has bet on SSDs as the future home of enterprise data systems and it isn't looking back. SSD
technology has been aggressively marketed by just about everyone as The Next Big Thing, but jumping for Intel's X25-E SLC drives may not be the best approach to gaining or holding market
share in a depressed economy.
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Intel's netbook dominance has yet to be challenged in a serious way, but at least one business analyst thinks that's going to change in the next 2-3 years. The
netbook market is extremely new; Atom itself isn't even a year old—if the IT industry were to break with the existing Intel+Microsoft model, the emergence
of a new product type combined with a deep economic recession could be the perfect opportunity to do it.
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The semiconductor industry has been taking a sustained pounding for months, but there may be a light at the end of the tunnel. Taiwanese market analysts expect
TSMC and UMC to report even worse financial results for February than they have to date, but to improve thereafter. That's good news for both foundry companies;
sales figures have plummeted since August 2008.
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Asset Smart is finished. On Monday, March 2, AMD divested itself of certain manufacturing and corporate assets and formed those assets into a second company.
Henceforth, the Fabrication Facilities Formerly Known as AMD will be the property of the imaginatively named Foundry Company.
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Projections from industry groups and analysts can play a part, for good or ill, in forming self-fulfilling prophecies. But let's hope that doesn't happen with Gartner's latest projections for
the PC industry in 2009, which aren't just dim—they're terrible.
Gartner believes that the PC industry will collectively ship 257 million systems in 2009, down 11.9 percent from 2008. That's the worst drop in the market's history; it dwarfs the previous record of a 3.2 percent industry contraction in 2001. In that case, sales were hit by fallout from the dot-com bubble pop and customer uncertainty in the months following 9/11. Today, of course, the problem is a bit larger—when the leaders of the world's financial system are collectively trying to keep our global, economic Titanic from going under, folks get a little less interested in buying computers and a bit more interested in jobs, basic foodstuffs, and saving money.
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If you don't look too closely, many of the companies in the IT industry appear to be on friendly terms with each other. Every time Company A releases a new
product, other companies chime in with positive-sounding rhetoric meant to imply enthusiastic support. This rule holds true even in situations where two
companies might compete with each other—The ATI team at AMD may not be excited when NVIDIA launches a new video card, but AMD the CPU manufacturer is happy to
talk about how the new GeForce series performs best when paired with Phenom II.
The message? We're really one big happy family. Problem is, that's not true—a fact that slammed home with a
vengeance today when a confidential Intel briefing on NVIDIA's Atom-based Ion platform was made public. This, ladies and gentlemen, is where we put the "fun" in
dysfunctional.
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The EU-Intel antitrust throwdown continues, with Intel confirming that it had responded to the EU's SSO (Supplementary Statement of Objections) earlier this month on February 5. The
European Commission filed its SSO back in July of 2008, but Intel requested multiple extensions to the initial two-week reply deadline.
Last fall, the CPU manufacturer
requested that the Directorate General for Competition force AMD to reveal certain additional documents that Intel claimed would prove its innocence. After
several rounds of conversation, DG-COMP produced seven documents Intel was able to identify, but the company wanted more and filed suit with the Court of First
Instance requesting that it be given access to all of the documentation it deemed necessary.
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Intel has stated that it has not been able to replicate the X25-M performance problems originally reported by PC Perspective last week. The fact that Intel felt it necessary to make public comment on the matter is significant in and of itself; major hardware manufacturers do not make a habit of agreeing or disagreeing with the performanace evaluations of online or print publications.
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I've read a lot of downturn-related news in the past few months, but I have yet to see anyone make the connection between job losses and printer ink usage. That changed yesterday, though, with HP CEO Mark Hurd's comments on HP's most recent quarterly earnings call: "There is definitely an alignment between—or at least some alignment between GDP and unemployment and printing. So when you get down to the end of the day, when you don't have a job, you are not printing as much is typically how it works. And we have some pretty sophisticated models."
All of that not working and not printing added up to a pretty ugly quarter for HP, but the company's first quarter results speak to much more important themes than just a dearth of demand for ink. Looking at HP's quarterly earnings is like looking at a snapshot of the downturn's impact on the entire tech industry, and a close reading of it reveals how the ground is shifting beneath everyone's feet.
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AMD's plan to split itself into a foundry and a design firm have continued apace through the financial upheaval of the past few months, even though the company
was forced to revalue some aspects of the deal due to its declining stock price. As of today, AMD announced that it has received final shareholder approval to
issue common stock and warrants to an affiliate of the Mubadala Development Company. All terms of the transaction have now been met; the deal will close (and The
Foundry Company will launch) on or before March 2, 2009.
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Oh, brother. Another Intel / NVIDIA paper fight? As fate would so fittingly have it, these two giants are meeting up yet again, this time in the courtroom. After talks "of over a year" failed to amount to anything, Intel has filed suit against NVIDIA that -- according to Intel -- "seeks to have the court declare that NVIDIA is not licensed to produce chipsets that are compatible with any Intel processor that has integrated memory controller functionality, such as Intel's Nehalem [Core i7] microprocessors and that NVIDIA has breached the agreement with Intel by falsely claiming that it is licensed." Of course, NVIDIA's official stance is that Intel is simply trying "stifle innovation to protect a decaying CPU business." We have all ideas that the whole truth (and nothing but the truth) lies somewhere in between, but we guess that's why we have people called "lawyers" heading to work each day. If you're daring enough to dig deeper, all the links you need are neatly positioned below. [Via HotHardware]
Read - Intel's take Read - NVIDIA's official response Read - Further Intel comments Filed under: Desktops, Misc. Gadgets, Gaming, Peripherals Intel takes NVIDIA to court over chipset licensing originally appeared on Engadget on Wed, 18 Feb 2009 14:09:00 EST. Please see our terms for use of feeds. Permalink | Email this | Comments
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The past week saw a number of launches and updates from both Intel and AMD. We covered the debut of the Atom N280 (with accompanying chipset), Intel's upcoming Nehalem-based octal-core Xeon, AMD's new series of Phenom II X3 and X4 processors, and other various developments in the industry. It's all about the chips, baby—if you missed some news, drop in and have a look. Click here to read the rest of this article Read More...
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