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Comment Re:DRTFA (Score 1) 166

Reminds me of something that happened while I was waiting in line at a DIY store. Some guy had two coupons for 20%-off, two for 15%-off and he was demanding 70% off in total. Why didn't he just wait until he had two more 15%-off coupons? I swear to this actually happened; I didn't even spice it up.

1*.8*.8*.85*.85 = .4624, so even if they could stack, he'd be entitled to 53.76% off

.4624*.85*.85 = .334, so stacking two more 15% coupons would still not quite get him to 70% off.

So yeah, even if they stacked, do the math. Common error with combined discounts.

Comment Re:IBM strategy (Score 1) 71

And herein lies a big chunk of the problem for IBM's hardware group and the rest of IBM after that group goes away. When there is a bid involving software and/or services together with servers, the servers get cut to the bone or sold at a loss to advance the welfare of software and services. This is due to a partially self-fulfilling prophecy that being in the hardware business is low margin and therefore should be screwed over to make room for the more successful parts of IBM. Part of IBM's hardware failings is because they make it fail because they think it is failing. Keeping in mind IBM continually wants to do this and executives force STG to take the hit for the sake of SWG and GTS, what happens when STG products are no longer under the same executive umbrella? Those suicidal discounts won't happen anymore because the external vendor doesn't answer to some executives that want to see IBM succeed at all costs.


I would guess their logic is that customers in the segments they divest don't actually care about the hardware, and if they do really want Thinkpads or IBM x86 hardware, they can pay a little more to get it from Lenovo. Hard to believe with Thinkpads being gone, but the strategy seems to be to keep the hardware that customers demand to the extent they're willing to pay.

Deal to lenovo is done:

Research Triangle Park, North Carolina, and Armonk, New York - 23 Jan 2014: Lenovo (HKSE: 992) (ADR: LNVGY) and IBM (NYSE: IBM) have entered into a definitive agreement in which Lenovo plans to acquire IBM’s x86 server business. This includes System x, BladeCenter and Flex System blade servers and switches, x86-based Flex integrated systems, NeXtScale and iDataPlex servers and associated software, blade networking and maintenance operations. The purchase price is approximately US$2.3 billion, approximately two billion of which will be paid in cash and the balance in Lenovo stock. IBM will retain its System z mainframes, Power Systems, Storage Systems, Power-based Flex servers, and PureApplication and PureData appliances.

$2.3billion isn't much. Sheesh.

Comment Re:IBM strategy (Score 5, Insightful) 71

I'm kind of curious what the PowerPoint jockeys think about this sale including *all* x86 servers. Blades?? "Enterprise" servers? They will draw a line somewhere that keeps some x86 server architectures in the IBM stable, I'd guess. Just like you can buy a glorified desktop from IBM as a "tower server" rather than having to go to Lenovo, a line will be drawn somewhere, and the "enterprise" servers will likely stick around IBM. At least until the margins suck on those, too.

Comment Re:bad example (Score 1) 156

If TSMC isn't keeping up with Moore's Law, that's not a problem with Moore's Law. It's a problem with TSMC.


Waaaay towards the end of TFA, it mentions that it's GlobalFoundries who inserted finFETs into the same BEOL (wiring) as their 22nm node and called 22nm+finFET "14nm." It's buried at the end, but it's what supports the whole argument that nodes are "just marketing."

To my knowledge, the node's name was based on the DRAM half pitch. But yeah, it's not that any longer. And in defense of GlobalFoundries, finFET does literally add an extra dimension to the calculation of FET geometries.

Comment Re:Garbled to hell (Score 1) 68

Yeah, it's basically another nonvolatile memory press release. Sounds close to phase-change memory.

The background would be that flash might not be scaling well, or might eventually stop scaling, so there are a lot of other types of nifty nonvolatile memory types that would aim to replace it. Magnetoresistive, ferroelectric, phase change, memristors, nanotubes, whatever. That's not to say that those sorts of things can't perhaps escape their niche and make create a whole new class of computing machines based on non-transistor switches, but yeah. First things first.

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