Re: Patterning, overlay and EUV
Somebody at El Reg should apply some editing grease to this comment and post it as guest article.
86 posts • joined 12 Feb 2008
Somebody at El Reg should apply some editing grease to this comment and post it as guest article.
Intel is taking an engineering breather, and might take higher margins, because AMD lost its CPU roadmap and is withdrawing from the PC market.
Expect schedules to slide until 64-bit ARM alternatives begin eating into Intel's server market revenues (or they feel some other competitive pressure).
Microsoft drains Rackspace customers into Azure, rewards a few Rackspace executives with sinecure, and lets the husk of another 'partner' wither on the midden.
Logitech is my favorite example this kind of victimization. History and experience suggests that affected Rackspace personnel have a few years to find alternate employment.
Only IT departments want hybrid cloud solutions because it keeps some of their function internal and because they usually understand outsourcing risks. All other stakeholders in large corporations want the near-term capital, cost, and staff reductions that complete externalization brings.
Today $60/year buys a terabyte of consumer storage from the big vendors, plus Amazon and Microsoft are already offering 'unlimited' subscriptions in some markets. Consumers will expect new competition to enter at this price point.
The smaller players are still alive, but an oligopoly is discernible. Computing businesses are now more about capitalization and less about technology.
The consolidation will be good for buyers in the coming decade, but very bad for all other commercial stakeholders.
The landline monopolies only care about this because they paid the FCC for short-haul wireless privileges and don't want competing LTE solutions to get a free ride or be competitively inexpensive.
The American Baby Bells (and their cousin Bell Canada) intend to replace rotting copper infrastructure with short-haul wireless. AT&T is already advertising the next phase of their U-Verse Wireless program in test markets.
FCC recently decided that 911 requirements on POTS will be derated to let this happen, which was a major regulatory milestone. Legacy customers may be forced off their landline the next time it breaks if LTE short-haul is available.
Become? Github is already exercising editorial control over content and recently deployed a DMCA robot to make takedowns easier.
People unfortunate enough offend SJWs or be noticed by the politburo also risk bannination or public humiliation. Github is a safe place.
The debacle of io.js forking from node.js is an example that El Reg covered.
Windows XP editions that are still supported got the Internet Explorer, Windows Media, and KMD patches.
This means that Windows XP editions for consumers are now wide open to exploit by script kiddies. If they can connect to an affected computer or phish it in any way, then they can pwn it.
Skype for Linux is top-notch for closed proprietary software. In a bizzaro twist, Microsoft is starting to provide better applications for Linux than Google.
Google put their choice GChat, GTalk, and GVoice products into a blender and got the pink slime named Hangouts.
Windows Server 2016 deprecates the Desktop/GUI as a core system component. Microsoft is fully committed to a future in cloud computing (and IoT), and its reduced interest in the SMB space is starting to show.
Totally expected, but it will upset people that are inattentive, stuck in the SMB space, or just too tired to retread themselves for yet another run on the carousel of IT employment.
The squawks of indignation and dismay coming from small IT departments today sound much like they did twenty years ago when the Novell platform was in decline. PowerShell is a new shibboleth.
Google is large enough to have peering agreements with all major carriers, which means they pay nearly zero for SMS. The electricity to run the servers and networks costs more.
The undertaker is just digging a new hole in the Google Product Graveyard.
"The tactic certainly helped to make the tax a stinker and therefore contributed to the last Federal government's electoral demise."
Transparency is always a good thing and should happen more often because it keeps people aware and interested. It reminds people that they are being used like, well, taxpayers.
In some American jurisdictions, things like "garbage pickup", "public library services", and "road painting" appear as line items on municipal tax statements. An electric bill might have ten such things showing where the money goes.
If the Foxconn (or Samsung) consortium use it in just one product family, then CyanogenMod could easily become larger than WinPhone.
Just a tease that this might happen was enough to attract venture capital. This is the opportunity that the Canonical Ubuntu Phone was hoping to get.
The bigger issue is that Google is having a design, quality, and leadership crisis involving Android that is motivating partners (and Microsoft) to fork the platform.
> When will that occur? What will the revenue fallout of that look like?
The revenue fallout already looks like the PC market implosion, except that Microsoft is large and diverse enough to slosh the books around so that it isn't obvious. Intel already restructured their accounting in the same way to mask underperforming divisions.
More than 30% of all ODM output is purchased by the large cloud vendors. Anybody still doing premise installations is a small customer in comparison.
> But the existing strategy of herding customers towards the cloud had led to some pretty bitter alienation and it is starting to show in revenue.
You have this backwards. Customers stampeded toward the cloud and left Microsoft standing in the field.
The first CoRaid product was a physical ATA-to-Ethernet bridge that connected a cheap commodity disk to a 10Mbps ethernet port. The idea was that a good ethernet switch could be used to build a middling SAN that would cost at least 90% less than any solution involving Fiber Channel.
Back when disks had ribbon cables and companies had dedicated storage teams, our SAN Department was upset because the CoRaid solution was both excellent and disruptively inexpensive. At the time, the notion that ethernet technology could eclipse either SCSI performance or FC fabrics was novel.
After getting their AoE driver into the Linux kernel, near the time when libata was superseding libide, CoRaid pivoted into the software defined storage market. They probably did this to get an easier margin, but this space was soon overrun by OpenZFS appliances.
Afterwards, CoRaid lacked a differentiator because the AoE hardware was never updated for SATA, and because ZFS+iSCSI performance caught up through things like multi-core CPUs and offload engines on mid-range ethernet adapters.
CoRaid is a business study in how one good idea can carry a company for more than a decade through more than $100M in investment despite mediocre executive management.
Blackberry/RIM opens their infrastructure to spooks when pressure is applied. Most recently to the government of India, but the leaks suggest that backend access is available to every established interest that cares to have it.
Secure telephone networks do not exist for the regular end-user, so this isn't something that Blackberry/RIM can sell to people that actually care about security.
The sales pitch about having a "global network" can be translated into analyst-speak as "Blackberry/RIM is a legacy hosted services provider unsuccessfully trying to leverage obsolete capital assets in a decentralized service market".
Good point. Red Hat wants to bundle ZFS on Linux with RHEL -- and then sell all of the enterprise stuff that runs on ZFS -- and this is one way that they can do it.
5) Docker disintermediates distribution people and packaging subsystems.
Software built for Docker runs on many Linux platforms with a reduced overhead investment in any particular Linux distribution. Many engineering teams have a DEB guy or a RPM guy, which is a payroll slot that can be recovered for primary development.
Ever had an upstream package maintainer refuse to fix a bug in one of your dependencies because "reasons" or put their hand out when you ask for a distro package to be updated? Many expensively uncooperative middlemen can now be removed from your engineering lifecycle.
This is why CoreOS is a thing and why Microsoft is eagerly interested in supporting this technology. Docker has the potential to greatly reduce the value and competitive advantage that companies like Canonical and RedHat provide in the Linux ecosystem.
Before this price change, Amazon EC2 instances could breakeven against Linode only if you used less than a few hundred megabytes of traffic each month. Linode now provides much more computing per dollar, but they have much less service granularity, and only recently began to provide post-paid billing.
Linode is a good vendor that has the right price and service levels for small and medium sized business. I hope they survive the cloud price wars.
// The basic $20 package at Linode buys 8 cores (one with priority), 2GB memory, 48GB SDD storage, and 3TB traffic. In comparison, the m1.small instance at EC2 costs $32.21 by itself plus traffic, and 3TB of outbound traffic cost $367.
// The only way to make it comparable is to pre-pay for a year to get a 60% reserved instance discount. And the t1.micro doesn't count for comparison because it basically runs as a background idle process on leftover EC2 resources, if any.)
Trusty is the first Ubuntu LTS release where Canonical gave up on the desktop and the home user. For example...
Ubuntu ONE discontinued. UDS permanently cancelled. The desktop teams defunded or terminated. A notable lack of infighting over the default multimedia stack. Shorter release cycles. Giving up on community recruiting and outreach. Etc, etc.
I hope they put the daft Unity project rest -- because there will never be a profitable 4th place in the mobile platform market -- and find a comfortable place to settle down beside RedHat.
And so is anybody that runs a business that depends on capital investment in computer equipment. Getting "premium service" is exactly the opposite of what a competent IT team wants -- it usually means vendor lock-in and another IT weenie in the decision pipeline.
Amazon, Google, and Microsoft buy such a large percentage of server hardware directly from the ODMs that they are suffocating the OEMs too. Apple is doing the same thing on the consumer side.
What we're seeing here is the proper commoditization of computing and the formation of a modern Standard Oil.
"ODM" means the people that are actually making the computers. The major brands outsourced manufacturing to Asia years ago.
This will eventually happen to every company that outsourced. Overseas partners will eventually sell direct to your customers and cut you out of the deal.
Windows XP Embedded Edition gets at least another two years of support, so somebody will do unofficial backporting, just like Windows 98 has an unofficial service pack that is currently maintained.
Debian never recovered from Canonical poaching its best developers, and most of its core packages are now cross contaminated by Ubuntu gunk because nobody else is doing the heavy lifting. If you are unhappy with Ubuntu, then you will be disappointed by Debian too.
Apple did exactly the same thing to FreeBSD, and today any feature on that platform lacking direct corporate sponsorship is withered or dead. Debian is doomed to be the next Darwin underneath whatever Ubuntu Unity mutates into.
Debian might have a chance if they can attract some new talent, but they are recruiting too much from the IRC channels and web forums. The organization has lost its cultural spark for hardcore engineering excellence and is now staffed by college students that want an @debian.org email address on their resume for their first real job application.
I'm old enough to remember when the butcher was skilled labor, and working up front in grocery was just enough to raise a family. You're screwed when businesses start talking about your job in terms of "consolidation" and "margin" like this.
Your employer will get hooked on Amazon's prices just like you got hooked on Walmart's prices. The last person to earn a middle-class wage doing IT work is already walking the earth. These jobs are already fading away like textile, steel, and automotive did.
These stories never give a list of the bad apps. Name the bastards.
Shuttleworth is inventing new words because Ubuntu isn't relevant to discussions (or web searches) about IaaS, PaaS, or SaaS.
Canonical should just call it "Laandscaape", like how a zombie product manager would say it.
Look at the demo and marketing reels that Amazon recently posted to YouTube. They are saying that utility computing makes IT personnel redundant, and they're right, but before now they were subtle about describing this part of the value prop.
Smart IT managers should be resisting the cloud in the same way that they resisted virtualization ten years ago.
Smart development managers should now architect things like AWS into all new products.
Any product that doesn't make a profit next quarter is a failure. Imagine the disruption of executive bonuses that would happen if a new product took a whole year to get traction.
Maybe B&N is having a Blockbuster moment: Technology is hard and competing against Amazon is scary.
If the music industry had any kind of foresight, then they would have been the first t create the first MP3 player, or something like iTunes, or offer a subscription model.
Instead, they fought every technological development and were dragged into the modern world by large companies that couldn't resist such big and obvious potential.
As a consequence, the music industry owns none of the platform, which is what Bob Lefsetz means.
In a few years, a complete set of Ubuntu media will be a collector's item.
The Ubuntu default packages must be less than 700 MB so that they all fit into a regular CD-R or CD-ROM disc. This announcement means that something needs to be cut.
One of my favorite spectator sports near Ubuntu release season is watching Nerd Combat, Celebrity Edition, as the maintainers joust to get their pet packages into the default installation.
In previous years, the battle has been fought over music players, photo editors, and Mono dependencies. What will it be this year? Who will win a place in the Gold Master arena?
"Oneiric Ocelot" is too hard to type.
Skype has enough users to induce a stupidity that is particular to software investments: The idea that you can monetize something that people use mostly because it is zero cost.
Watch for forced upgrades to the Skype clients that do advertising. This is the first milestone towards failure. When advertising revenues are inevitably too low to hit the IPO targets, they will do something obnoxious that will cause user defection.
They should also remember that the primary technical merit of the Skype Client was NAT traversal. Way-back, home users coudn't get competing products like NetMeeting or anything that was based on SIP to connect reliably. Today they have several competitors.
Since the previous model year, the screen shot shows that Samsung has removed the obnoxious "Yahoo!" button from the remote control. I guess that means Samsung has discontinued the Yahoo Widgets program.
I wonder whether my old Samsung TV will still get app updates. The apps are weak and entirely worthless if you have a computer nearby, but I paid a premium for it, so I want the updates anyways.
Can anybody suggest a good 3rd party firmware for the 2010 Samsung TVs?
Java had the potential to displace traditional platforms, so Apple was threatened by Java in the same way that Microsoft was threatened.
The difference is that Apple took a measured approach. They licensed Java from Sun and they waited, but Apple was positioned to block it on Mac OS X if it became successful.
Apple made the correct strategic choice and didn't waste resources by fighting the fashion trend. Java eventually died for lack of merit.
The public use of your Windows 7 phone is a necessary precondition for ongoing employment at Dell. The development reimbursement that we received from Microsoft is worth more than either your salaried time or your personal satisfaction.
Be advised that all other mobile devices are not fun and therefore require a business case that is subject to review by HR and the nearest VP responsible for keeping Microsoft happy.
Microsoft became powerful because their ecosystem allows mediocre people to keep well paid jobs, and these people are positioned resist change at the tactical level.
Cloud computing is disrupting this ecosystem by making competent IT personnel indirectly available to everybody, and the nature of utility billing makes the realized capital costs zero, which is like a narcotic for accounting departments everywhere. I have yet to see a VP of IT that can give a blow job to a CEO that gets a result like an Amazon EC2 invoice.
The droid that double-clicks to keep the virus scanner updated at your branch office doesn't have any way to prevent the whole replacement of his job with a disposable desktop computer and a faster Internet connection. I wonder how Microsoft will accommodate their hordes of MCPs and MCSEs.
I try to keep my home contacts and personal contacts separate, but it is difficult when you network with youngsters that publish everything that they do.
Nobody under the age of 25 that I've met can tell me why privacy is important. It just isn't something that is valued by people that had cellphones as children.
I felt old when a teenager asked me why I still use email instead. Hotmail users are very much middle-aged now.
HP is a mausoleum for innovation. Palm will be embalmed, put on display, and forgotten by the regular consumer. WebOS products will smell vaguely of yeast and dirty underwear.
Anything that people carry with them, like a purse or cellphone, will always be subject to fashion. HP is the anti-sexy.
I think that most of HP's business is grandma giving the wrong gift to the kids because her classic LaserJet still works and she doesn't know any better. Same goes for geriatric IT managers.
Corporations live a long time, but they all eventually die because they age like any other organism and get cancer: Professional Management.
If Blockbuster had even one executive with foresight, then they could have seen the opportunity, crushed Netflix and Redbox, and been healthy competition for things like Apple iTunes.
Imagine some of the conversations that happened in the Blockbuster boardroom: "The Internet will never catch on." "We're not a technology company." "Our customers want to browse physical product." "I never understand what those dweebs in IT are saying to me."
I think that El Reg meant EMC. The VMware brand is just a bag of skin on top of EMC.
These vulnerabilities would apply to Mac OS X 10.4, so it means that the Tiger server has actually fallen out of support.
Apple had been providing Tiger updates for things like Safari and iTunes beyond the end-of-life date.
I wish that Apple had included the Classic environment in Leopard. That would have made the retirement of their PPC computers perfect and graceful.
Coraid initially sold a demo kit that directly bridged an IDE disk onto an ethernet switch. This idea was compelling because they were betting that 10 gigabit ethernet would be better developed and commoditized earlier than Fiber Channel or any other physical transports, and they were right.
However, Coraid didn't productize the AoE bridge, which was perfect for things like ZFS and CLVM, maybe because they couldn't afford to create a bridge chip for SATA.
All of the current Coraid products use a regular computer as a front end. Putting a modern CPU in front of the physical storage makes AoE mostly pointless because TCP/IP and other networking overheads become trivially cheap.
Let's carve a tombstone for Solaris. When it stops twitching, we will bury it beside Irix, Tru64, and all of the other gloriously dead unix platforms.
FreeBSD is adopting worthwhile technology from Solaris, and it already has critical mass independent of any single corporation.
The parenting habits of Apple and Oracle are remarkably similar. Illuminos can meet Darwin on the short bus to the slow school.
HP/Compaq/Digital is a company that stifles and sedates products. I'm not saying that WebOS is good, but its irrelevance is confirmed. The smartphone market has condensed to three platforms: Android, iPhone, and Wince.
I'm still bitter that Carly killed some of my favorite divisions. They bet on Itanium instead of Alpha (which became the AMD64 chip), the whored their printer division, and they portal-ized AltaVista.
The Treo and Centro can run the Android operating system, but it is difficult to install and unstable because the drivers are reverse engineered.
If anybody remains in the Palm engineering department, then please release the hardware specification or Garnet driver source code.
None of you have any chance for long term employment, so you don't need to pretend that WebOS matters.
I want a Unisys Icon for my trophy case. Nothing better embodies the principle of doing less for more.
Adaptec is going where sound card and modem manufacturers already went. I remember paying $500 for a SoundBlaster 16 and another $500 for a USRobotics 14.4 modem. In the 90s, that was primo kit, and had the kind of margins that Adaptec needs to stay in business.
Today, an AC97 chip costs a nickel, so every computer has audio and modem capabilities for nearly free. This happened because interfaces converged to a de facto standard and everything was offloaded to the CPU.
The market pressures are identical. The physical interface has been formally standardized as SATA, the logical interface has been standardized as AHCI, and offboard RAID matters less now that ZFS is mature and BTRFS is nearly ready.