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garydpdx
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re: Intel results exhibit signs of dysfunctional, self-mutilating market
garydpdx   7/14/2010 8:46:28 PM
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With their dominance of the PC processor market, I'm certain that Intel is aware of how much recent growth and profit was organic, which was part of the (slow) recovery, and which came from a pent-up PC upgrade cycle (backlog due to the Great Recession) and/or Windows 7 upgrades.

old account Frank Eory
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re: Intel results exhibit signs of dysfunctional, self-mutilating market
old account Frank Eory   7/14/2010 7:49:59 PM
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At times like these, it does seem like the semiconductor business is an unstable feedback system in which the oscillations increase in amplitude without bound, until something breaks. But economic predictions are tricky, as you pointed out in regards to all those analysts who blew it on forecasting Intel's Q2. I think we will all agree that the electronics industry needs to stop these destructive cycles, but how? The problem extends far beyond our industry and includes macroeconomic factors that are beyond the control of individual companies.

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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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