Thursday, July 31, 2008

Joe's Links

Intel & Apple to get cozier or not? Jon Stokes writing for ars technica opines that Apple isn't about to dump Intel:

Ultimately, I remain unconvinced by this latest round of speculation. Given what I know of Apple and Intel, and the two companies' software and hardware roadmaps, I'd expect them to get even cozier over the next year or two, not grow further apart.
Toshiba plans to produce more NAND, irrespective of loses it is taking from semiconductors.

Amid such market circumstances, Toshiba's partner SanDisk Corp has announced a plan to delay its investment in Toshiba's Yokkaichi Operations, but Toshiba "has no intention to revise its investment schedule," Muraoka said. "We won't review our schedule for production reinforcement, either."
Fujitsu made money last quarter, but warns about uncertainty.

Optionistics page for Rambus Inc.

Intel CEO Barrett not as gloomy as some.

"We are seeing ... that the slowdown in the U.S. hasn't spilled everywhere else. The world's economy is not as robust as it could be, but it's not a disaster."
Does Quanta matter? Douglas Lichtman doesn't think it matters to Rambus & Hynix.

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