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rick merritt
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re: Clouds shift in Taiwan’s favor, says Quanta exec
rick merritt   2/14/2013 4:09:28 PM
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How do you see the server business shifting in the cloud era?

marcopol
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re: Clouds shift in Taiwan’s favor, says Quanta exec
marcopol   2/15/2013 12:43:33 PM
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To me this seems to be a general drawback of outsourcing the manufacturing and the know-how to an ODM. In long term, you rise a competitor.

rick merritt
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re: Clouds shift in Taiwan’s favor, says Quanta exec
rick merritt   2/15/2013 4:19:16 PM
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Indeed contacts at HP bewail the fact the few systems engineering experts they have in servers are approaching retirement age.

FuturePlus
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re: Clouds shift in Taiwan’s favor, says Quanta exec
FuturePlus   2/15/2013 8:57:09 PM
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All's I know is that memory DIMM failures for these big cloud servers is the #2 failure in the data center. Not only do they need simplier IC's but more reliable memory subsystems.

rick merritt
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re: Clouds shift in Taiwan’s favor, says Quanta exec
rick merritt   2/15/2013 9:41:55 PM
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Whats the problem with the DIMM failures as far as you have heard?

przemek0
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re: Clouds shift in Taiwan’s favor, says Quanta exec
przemek0   2/15/2013 10:18:48 PM
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Funny because there was a recent article on Japanese DRAM industry, failing because they insisted on high-overhead manufacturing and testing for quality, and being undercut by competition which adopted shortcuts. I guess the chicken are coming home to roost.

escher
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re: Clouds shift in Taiwan’s favor, says Quanta exec
escher   2/18/2013 1:20:52 AM
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HP and Dell have created their own Frankenstein monster, which now has the advantage of knowing more about making their products than the OEMs do (ref: Ricks comment about HP systems experts retiring with no one to take their place).

Bert22306
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re: Clouds shift in Taiwan’s favor, says Quanta exec
Bert22306   2/18/2013 7:01:37 AM
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Yes indeed, good for Quanta, bad for Dell and HP, eh? None of this is surprising though, right? Now, how about Foxconn/Apple? I that the next article we'll be reading along these lines?



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