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Lots has been written and hyped about Twitter since its creation three years ago. Twitter has been touted as the fastest growing social network (19% of U.S. Internet users tweet), and a communication medium with still unforeseen capabilities. The company [...] Continue reading [...] Continue reading What is Twitter’s next step? Last week I wrote a post discussing Xilinx and Altera Q3’09 results, and I mentioned Xilinx’ operation margin consistently trailing Altera’s by 3-4%. I had a few emails regarding that gap, and why that gap would be closed eventually. Let me address this topic with this post. Comparing the yearly fiscal exercises directly would be [...] Continue reading How can Xilinx improve its bottom line I was today in Sun Microsystems offices, which co-hosted the TechCrunch Munich event. Mike Butcher, editor TechCrunch Europe, was here to take about 150 attendants through a few presentations and 12 startup pitches. I promised I would write about what I liked, so here it goes. The breakroom had a tweeter wall with live reaction [...] Continue reading What was hot at the TechCrunch Munich event? After the giant TechCrunch 50 last September in San Francisco, TechCrunch continues to host smaller events in several cities. Next in line is TechCrunch Munich, which will be held on Tuesday Oct. 20th at the Sun Microsystems offices in Munich. The gathering is an opportunity for local entrepreneurs and techies to network, as [...] Continue reading What to see at the TechCrunch Munich event? This week Xilinx and Altera released their September results (Q2FY10 and Q3FY09 respectively). The bottom line is shown below (all numbers in $M). Source: Xilinx and Altera financial reports, and Yahoo! Finance Xilinx’ quarterly income of $64M (0.23$/share) beats Wall Street’s expectation of 0.19$/share. Altera’s quarterly income of $56.7M (0.19$/share) meets [...] Continue reading What to read in Xilinx’ and Altera’s third quarter results The FPGA market has been entrenched in a duopoly for a number of years now. In 2008, according to Gartner Inc., Xilinx Inc. and Altera Corp. hold together 87% of the market of programmable logic (51.2% and 35.5% respectively). The rest of the market is covered mostly by Actel Corp. and Lattice Semiconductor Corp., about [...] Continue reading Why FPGA startups keep failing |
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