Tech Sector 11/13
AMD
Nov 6th - 21.39
Nov 10th - 21.07
News:
- Intel just announced that they have created a prototype carbon nanotube interconnect. This is important because as chips become smaller and consume more power, the electrons are beginning to make contact with individual copper atoms in the transistors. This is incredibly inefficient and will lead to stability and production problems in the future. AMD is also working on a cure for this problem.
- Dell just announced that they are going to be using Intel's new quad core chips in their servers. AMD is playing catch up, but they claim their chips will be faster when they are released next year. This is due to the fact that the four chip cores will be on the same piece of silicon, versus Intel's sandwiched dual core design.
MSFT
Nov 6th - 28.84
Nov 10th - 29.24
News:
- The reason we are not seeing any cheap PCs with Linux on them in stores today is rather simple. Dell and HP are engaged in a price war, and neither can afford to purchase fewer Window's licenses as this allows Microsoft to legally charge more per license. Therefore, every PC Dell and HP sells has Windows on it rather than the open source Linux.
- PS3 and Wii are released this week. 100,000 PS3s were sold on launch day in Japan.
- The Microsoft Zune player is released tomorrow. Analysts believe that MSFT was almost forced to enter into the market, as increasing Ipod sales are spurring purchases of Apple computers; lost sales of Windows.
- Nov 30 is the release of Vista and Office 2007 for businesses (100s of licenses). In an effort to make smaller businesses able to compete with the larger companies, CompUSA are going to sell small business licenses beginning on the same date. Regular consumers are going to have to wait for the regular January 30th release.
DELL
Nov 6th - 24.47
Nov 10th - 24.89
News:
- Dell added AMD chips to it's line up last Tuesday. At the moment the chips are limited to mid range business desktops, but they will be pushed into other areas as production expands.
- Dell was up 60 cents today (Monday) due to an analyst upgrade from Deutsche Bank, they expect the stock to hit $28.00 within 12 months.
Nov 6th - 21.39
Nov 10th - 21.07
News:
- Intel just announced that they have created a prototype carbon nanotube interconnect. This is important because as chips become smaller and consume more power, the electrons are beginning to make contact with individual copper atoms in the transistors. This is incredibly inefficient and will lead to stability and production problems in the future. AMD is also working on a cure for this problem.
- Dell just announced that they are going to be using Intel's new quad core chips in their servers. AMD is playing catch up, but they claim their chips will be faster when they are released next year. This is due to the fact that the four chip cores will be on the same piece of silicon, versus Intel's sandwiched dual core design.
MSFT
Nov 6th - 28.84
Nov 10th - 29.24
News:
- The reason we are not seeing any cheap PCs with Linux on them in stores today is rather simple. Dell and HP are engaged in a price war, and neither can afford to purchase fewer Window's licenses as this allows Microsoft to legally charge more per license. Therefore, every PC Dell and HP sells has Windows on it rather than the open source Linux.
- PS3 and Wii are released this week. 100,000 PS3s were sold on launch day in Japan.
- The Microsoft Zune player is released tomorrow. Analysts believe that MSFT was almost forced to enter into the market, as increasing Ipod sales are spurring purchases of Apple computers; lost sales of Windows.
- Nov 30 is the release of Vista and Office 2007 for businesses (100s of licenses). In an effort to make smaller businesses able to compete with the larger companies, CompUSA are going to sell small business licenses beginning on the same date. Regular consumers are going to have to wait for the regular January 30th release.
DELL
Nov 6th - 24.47
Nov 10th - 24.89
News:
- Dell added AMD chips to it's line up last Tuesday. At the moment the chips are limited to mid range business desktops, but they will be pushed into other areas as production expands.
- Dell was up 60 cents today (Monday) due to an analyst upgrade from Deutsche Bank, they expect the stock to hit $28.00 within 12 months.
posted by Rob at
6:35 PM
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