Sunday, May 6, 2012

Transitions

Back in the 1960s when minicomputers first came out, mainframe makers such as IBM called them toys, too underpowered to do any serious work. 20 years later, the same was said about microcomputers (PCs) by both minicomputer makers such as Digital and mainframe makers. Initially, both minicomputers and microcomputers when they first came out weren't used to do 'serious' work. They were used to play games or edit text documents. Heck, Unix was written so two computer scientists can play a video game on their PDP-7. But as they gained acceptance they became serious work tools. Now, 30 years after the microcomputer revolution, the same is being said about the iPad and again the critics and haters are being proven wrong.

People are creatures of habit, change is hard, uncomfortable and down right frightening to some. Especially those who are most comfortable and successful in the old way.

The Irony of Micron's possible purchase of Elpida


In 1989 Shintaro Ishihara and Akio Morita co-authored a book titled "The Japan That Can Say No". The book was an endless trip in Japanese jingoism and how America should just give up and kill itself. The book is garbage to say the least but can be quite hilarious in retrospect. So how does this book connect to Micron's possible takeover of Elpida? In the book Shintaro Ishihara goes on and on over how superior Japanese technology is, evident by Japan's (then) near dominance of the semiconductor industry, specifically DRAM chips. For in the 1980s American DRAM makers found it excessively hard to compete with the Japanese and in 1985 seven of America's semiconductor makers exited the DRAM market due to failure to compete with the Japanese. Micron was the one of the few American DRAM maker to stay in business. Even Intel had to completely abandon DRAM, the technology it pioneered and focus instead on microcomputer processors.

Elpida (Greek for hope) was founded in 1999 as a result of the merger of Hitachi's and NEC's DRAM business and in 2003 it took over Mitsubishi's DRAM business as well. The reason for this merger was the Koreans. Japanese companies found it hard to match and compete with the Samsung and Hynix in the cut-throat memory business without spinning off their DRAM divisions and merging them and thus Elpida was formed. They needed a more nimble and focused company, because the parent companies (Hitachi, NEC and Mitsubishi) were too big, too diverse and too slow to react.

Now it has come full circle. Micron the once small Idaho-based DRAM maker is taking over the last standing Japanese DRAM-maker, Elpida. All of this, while Shintaro Ishihara is still alive to witness it unfold.

Tuesday, February 21, 2012

Android Tablet Schadenfreude

  • As of July 2011, Honeycomb accounted for 0.9% of 135 million active (i.e. sold to customers and in use) Android devices.
  • By January 2012 the Amazon Kindle Fire accounted for 36% of all Android devices in use. Amazon claims that they were selling 1 million per week.
  • The USA Today app had 260,000 downloads on the Kindle Fire vs 130,000 downloads on other Android tablets. For comparison, the iPad version had more than 2.9 million downloads.
  • According to Chitika, for every 100 ads delivered to an iPad, 1.5 are delivered to the Xoom, 1.5 to the Galaxy Tab and 1.5 to the Kindle Fire.
  • nVidia's CEO is not pleased with Android tablet sales numbers, at least the ones that ship with an nVidia Tegra (all of them?)
  • Unlike Apple, Amazon, Motorola and other Android tablet vendors refuse to disclose their numbers.