In This Issue:
1. Editor's Note: In The Chips
2. Today's Top Story: Chips
- Intel To Build $3 Billion Chip Factory
- AMD Server Market Share Increases 50%
3. Breaking News
- First Windows Vista Beta Could Ship Today
- IBM Launches Z9, Latest Big-Iron Platform
- Fujitsu Unveils Two New Primergy Servers
- IBM Promotes Open Approach To Virtualization
- How-To: Good Security Means Covering The Basics
- CA Buys Desktop Anti-Spam Vendor
- Cisco To Acquire Network-Management Vendor For $97M
- One In Four Identity-Theft Victims Never Fully Recover
- Opinion: Companies, Consumers Need Identity-Theft Insurance
- Transportation Security Administration Charged With
Violating Privacy Laws In Probe
- Motorola, Cisco Team On Cellular Wi-Fi
- Tablet PCs Headed For Broader Use, Study Says
- New York Proposes Tracking Diabetes
- Review: Archos Pocket Computer Combines Audio, Video, And
Personal Information Management
4. In Depth: Financial Results And Indicators
5. Voice Of Authority: U.N., The Internet, And IT
6. White Papers: Spyware
7. Get More Out Of InformationWeek
8. Manage Your Newsletter Subscription
Quote of the day:
"When two men in business always agree, one of them is
unnecessary." -- William Wrigley Jr.
1. Editor's Note: In The Chips
Tuesday's news from several chip/processor bellwethers ranks
among the most encouraging developments--for the industry and its
customers--that we've seen in the post-bubble IT economy:
Intel says it's planning to spend $3 billion to build a factory in Arizona and
another $105 million to convert an inactive New Mexico plant into
a temporary test facility. Nothing can convey a sense of
confidence in customer buying plans like a 10-figure investment.
While it's not good news for Intel, it is good news for
customers that AMD is making a dent in Intel's server market share. AMD has
always been a scrappy competitor to Intel, but one that has long
struggled to make meaningful inroads. That appears to be changing
as AMD passes 10% server market share. This development has
Customers will take a longer look at AMD-based servers
and have greater confidence in the vendor and its viability and
If AMD continues to take share from Intel, it should have
more financial wherewithal to keep building innovative products
Intel isn't likely to take this news sitting down, which
should yield better, faster, cheaper products from the No. 1 chip
Texas Instruments beat its own and analysts' financial
forecasts as quarterly profit shot up 42%, boosted by lower
inventory levels and robust demand for its chips. TI added fuel
to the Semiconductor Industry Association's recent statement that
it's projecting 6% growth this year, compared with its previous
estimate of no growth.
Billion-dollar investments, more and better customer choices,
brisk customer demand. These are phrases we haven't heard enough
of in recent years. For now anyway, it's as good as it gets.
What's your take? Is it time to start popping champagne corks as
we return to the heady days of old? Or are these just aberrations
in an otherwise gloomy climate? Please weigh in by responding to
my blog entry.
IBM Promotes Open Approach To Virtualization
IBM unveiled Virtualization Engine 2.0 and pledged it will work
to create a standard approach that uses Web services to integrate
its virtualization products with other vendors'.
CA Buys Desktop Anti-Spam Vendor
The desktop anti-spam products will add another layer of
protection to Computer Associates' security product line. CA
already provides a gateway-based anti-spam offering in the
Motorola, Cisco Team On Cellular Wi-Fi
The Motorola and Cisco technology will operate using Wi-Fi inside
the enterprise and cellular telephony elsewhere, with a seamless
handoff of communications between networks.
New York Proposes Tracking Diabetes
The idea is to pinpoint patients who aren't managing their
illness well and then intervene "slightly" in their care. Privacy
advocates worry about monitoring anything but infectious diseases
or public-health risks such as lead poisoning.
In a phony-but-it-could-be-real memo, a confidential operative
for The Private Sector warns CIOs and CEOs that the United
Nations' recent posturing to take over the Internet is only a
tiny hint at its larger intent: to seize control of all IT
systems, networks, software, and processes in the world!
Spyware is a growing concern to organizations interested in
safeguarding their proprietary intellectual property and
protecting the personal, medical, and financial information of
their clients. Websense presents a comprehensive, multilayered
solution that blocks access at the gateway and prevents spyware
applications from launching at the desktop.
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