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WD’s revenue wheels have fallen off. Profits are sinking, too

WD is experiencing global disk drive cooling as the slowing PC jetstream and flash El Nino jointly disrupt the HDD environment. But that's enough in the meteorological metaphor line. WD revenues fell 21 per cent year-on-year to $2.8bn in WD’s third fiscal 2016 quarter, which closed April 1. The quarter-on-quarter compare …
Chris Mellor, 29 Apr 2016
Trillian chats to a depressed Marvin the Robot in the 2005 film version of Hitchhiker's Guide to Galaxy. C Walt Disney Pictures

Food for Deep Thought: 42 is IBM's answer to Life, the Universe and Everything...

Analysis Deep Thought calculated the number 42 to be the Answer to the Ultimate Question of Life, the Universe and Everything. Over at IBM it was the frequency the word "transform" was used to explain another dire quarter. The supercomputer in the Hitchhiker's Guide to the Galaxy took 7.5 million years to determine the importance of …
Paul Kunert, 29 Apr 2016
Godzila

Intel CEO Krzanich: PCs are things too!

Intel CEO Brian Krzanich, presiding over flatlining performance, boardroom tumult and a one-in-ten slimming down of Chipzilla's workforce, has broken out the happy juice to promise better times ahead for the world's biggest sand-slinger. Krzanich has posted a blog in which he calls out the cloud (chips for data centres), the …
K2

Dell looking at higher debt mountain to buy EMC

Dell is facing its EMC acquisition debt mountain growing yet higher because the Wall St bond market will need higher interest payments to fund the deal. That could highlight product overlap costs to ex-money man David Goulden who will run the new Enterprise Systems Group, covering its servers, storage, networking, converged …
Chris Mellor, 22 Apr 2016
AMD CEO Lisa Su speaking at the firm's 2015 financial analyst day

Hands up, who prayed for AMD? Well, it worked

About a year ago, we asked you to pray for AMD. It's working. AMD has announced a joint venture with a Chinese manufacturer that will churn out server processors using mini-Chipzilla's technologies in the Middle Kingdom. It also said it will bank about $1.5bn from three new games console chips over the next three or four years …
Chris Williams, 22 Apr 2016

12,000 chopped: Intel finds its inner paranoid

Only the Paranoid Survive, or so former Intel chief executive Andy Grove once wrote. And it seems that, faced with the demise of the PC market, Intel CEO Brian Krzanich has found his inner Andy Grove. Grove, who died last month aged 79, left both an awesome business record and some great quotes behind him. While Intel co- …
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The suits in finance are cutting down on tech spend – Computacenter

Some financial services institutions are taking a break from spending cash on tech, London-based supplier giant Computacenter said today as it reported a Q1 trading update. The services-based reseller revealed a four per cent year-on-year dip in UK turnover to £348.6m for the three months ended 31 March. Product sales dropped …
Paul Kunert, 21 Apr 2016
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Intel told Irish council all was well just before 12k job cuts announced

Irish county councillors are worried by Intel's refusal to tell them if local redundancies are coming. Intel's Leixlip fabrication plant employs more than 4,500 people in Kildare. The company's operations in the rest of Ireland employ a further 700 people. On Tuesday, CEO Brian Krzanich announced that about 12,000 people, or …
Close up of etched silicon

ARM Holdings gives the thumbs-up, reports revenue and licensing uptick

Chip designer ARM has reported revenue and profit increases in Q1, with its shares trading up despite a moody FTSE 100 this morning. Q1 2016 saw a year-on-year dollar revenue rise for ARM at 14 per cent (22 per cent in £) when its results were posted today. Pre-tax profits of £137.5m are an increase of 14 per cent year-on-year …
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Intel literally decimates workforce: 12,000 will be axed, CFO shifts to sales

Intel will axe 12,000 employees globally – more than one in ten of its workforce – as it moves further away from being a PC chip company. The layoffs are among the biggest into the company's history, and come as PC industry continues to tank harder than Intel expected. The Santa Clara-based biz sees a lot of growth in the …
Chris Williams, 19 Apr 2016

Cutting edge security: Expensive kit won't save you

We all want to protect our customer and employee data, but as the threat landscape changes and the publicly disclosed data breaches get increasingly larger, our approach may need to change. What constitutes "state of the art" information security in 2016? It’s tempting to create a listicle of 10 shiny new security tools that …
Danny Bradbury, 13 Apr 2016

Intel restructures financial reporting to 'provide visibility'

Intel has announced that it's going to radically revise the segmentation it uses for financial reports. Chipzilla has announced the template here. It's got nothing to do with trying to highlight better performing segments and isolate its flatlining PC processor segment, really. It's all about providing “visibility into the …
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Intel executive shake-up coming, with three big-name departures

Intel's lost more Cs from its C-suite, with reports emerging that two senior executives have left and another is on the way out the door. On the weekend, Bloomberg reported the imminent departure of mobile chip business chief Aicha Evans, and now, two more executives, Kirk Skaugen and Doug Davis, are on the way out. Evans' …
Apple logo. Pic: Blake Patterson

Apple Fools: Times the House of Jobs went horribly awry

Apple at 40 Today marks the 40th anniversary of Apple's official establishment. Since 1976, the House that Steves Built has pushed out some of the most beloved personal electronics products in the world. There will no doubt be plenty of articles waxing poetic on the many successes that have dotted the last four decades for the Cupertino …
Shaun Nichols, 01 Apr 2016

HPE adds power-fail-protected NVDIMM tech to servers

HPE's ProLiant Gen9 servers now support Persistent Memory, non-volatile memory, enabling customers to expand in-memory app usage and get faster analytics and database processing by avoiding disk and SSD IO. HPE says it will provide up to two-times-faster SQL Server database logging performance and up to four-times-faster SQL …
Chris Mellor, 31 Mar 2016
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Oracle traps its cloud inside own tin boxes

Oracle is throwing one stone at two birds troubling its business: cloud and falling server sales. That stone: cloud in a box. The database giant has announced Oracle Cloud at Customer, a package of its publicly available, but relatively unwanted cloud software - in its reciprocally related servers. The stone has a name: …
Gavin Clarke, 24 Mar 2016

Intel tock blocked for good: Tick-tock now an oom-pah-pah waltz

For more than a decade, a staple of Intel's defense of Moore's Law has been a development methodology known as "Tick-Tock," but it's had its day. The news emerged in an almost-unnoticed 10-K filing from earlier this month, submitted by Chipzilla to US financial watchdog the SEC. Here's how the tick-tock works: Intel first …

Former Intel CEO Andy Grove dies, aged 79

Former Intel CEO Andrew Grove has died, aged 79. Grove's story is in many ways an American classic. Born András István Gróf in Hungary in 1936, Grove was Jewish. He and his mother survived World War Two by hiding under assumed identities. His family then fled the failed Hungarian revolution of 1956, which saw the Soviet Union …
Simon Sharwood, 22 Mar 2016

Microsoft Surface Book: Shiny slab with a Rottweiler grip on itself

Review I've always wondered what people who pay more than £2,000 for a Windows laptop are thinking when they boot the machine. It's a bit like paying a fortune to gain admission to a secret and exclusive members club, only to discover once you're in, that it's run by the bloke who does the pub quiz on a Tuesday night at your local …
Andrew Orlowski, 16 Mar 2016

Security market to exceed $170 billion by 2020, analysts say

The information security market will hit US$170 billion (£120 billion, AU$227 billion) by 2020, a growth projection of some US$100 billion (£70 billion, A$134 billion) from current figures according to analyst firms. India-based firm MarketsandMarkets says the 2020 total includes security technologies like data leak prevention …
Darren Pauli, 10 Mar 2016
Asus Chromebook Flip

Don't fear PC-pocalypse, Chromebooks, two-in-ones 'will save us'

Growing sales of ultra-portables and Chromebooks will help to offset the drop in PC shipments. This according to a report from analyst house ABI Research, which predicts that between 2015 and 2021, notebook shipments will remain steady as Chromebooks and ultraportables (tablet convertible notebooks) take up an increasing share …
Shaun Nichols, 09 Mar 2016

McAfee gaffe a quick AV kill for enterprising staff

Intel Security has fixed a flaw that made it possible to shut down its McAfee Enterprise virus engine, thereby allowing the installation of malware and pirated software. The hotfix addresses an issue that Agazzini Maurizio, senior security advisor at Rome-based consultancy Mediaservice, first warned about 15 months ago. McAfee …
Darren Pauli, 07 Mar 2016

One-third of all HTTPS websites open to DROWN attack

Security researchers have discovered a new technique for deciphering the contents of supposedly secure communications. The DROWN attack - it has already got a name, like recent high profile crypto attacks Lucky13, BEAST, and POODLE - is a “cross-protocol attack that can decrypt passively collected TLS sessions from up-to-date …
John Leyden, 01 Mar 2016
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Like those independent DevOps vendors? They might not be for long...

Enjoy those scrappy IOT and DevOps startups while you can, as many will not be able to resist the siren call of cash rich traditional vendors or the stock market this year, 451 Research has predicted. The analyst firm’s Tech M&A Outlook report has predicted “billions in investment” in a number of hotspot technology areas. This …
Joe Fay, 25 Feb 2016
Money for nothing by dire straits

Microsoft hoses down Windows Server hardware support change fears

Microsoft's issued an interesting post in which it says it is making no changes to hardware support for Windows Server. Hang on there Reg! Why are you reporting a post that says nothing is changing? The answer, dear readers, is that back in January Microsoft announced it would not support Windows 7 and 8 on new CPUs. The …
Simon Sharwood, 21 Feb 2016
NVidia aims to gives games power to handhelds

PC sales aren't doing so great – but good God, you're buying mountains of Nvidia graphics cards

If you thought the slump in PC sales was going to hit Nvidia like it whacked Intel and AMD, then, well, you were wrong. Nv just reported a record quarter to round off a record year in terms of sales. In the three months to January 31, revenues from the graphics chip giant's PC cards rose 25.4 per cent on the year-ago period to …
Chris Williams, 18 Feb 2016
UK PC repair shop

Shopping for PCs? This is what you'll be offered in 2016

The personal computer market has been in the doldrums for years, with global sales falling under 300 million a year, slipping nine per cent in 2015 alone. But there are also some rays of light in the market, as Intel's predictions of a sales rebound were confirmed by a nice little bump in sales over Christmas, due in part to …
Simon Sharwood, 15 Feb 2016
HPE_machine_graphic

HPE is going to unleash a Machine on us. Here's how it might play out

Comment At the far end of HPE's storage and compute strategy is the Machine, the dynamically composable infrastructure thing with separately scalable compute, memory/storage and networking resources. It has a huge flat and persistent memory space using storage-class memory (SCM). It was supposed to use memristors, but since that …
Chris Mellor, 12 Feb 2016

Girls! Girls! Girls! Intel brags about diversity push, Silicon Valley tells itself it's doing great

One year on from a public promise, Intel has the rare distinction of actually coming good on its gender equality issues. On Wednesday, the chip giant announced it had surpassed its goal of 40 per cent of new hires being female, taking on 43.1 per cent women in 2015: a near doubling of its previous year's tally. The company …
Kieren McCarthy, 03 Feb 2016
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Cloud growth? Take a number, Microsoft. Two engines have stalled

Microsoft’s second fiscal quarter showed a company at a dangerous stage in its transition. It also revealed a firm that is unable to rely on the certainties of old. Not so long ago, Microsoft could call on three engines of growth to drive its business – Office/personal productivity, server and tools, and Windows client …
Gavin Clarke, 30 Jan 2016
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What’s new in Hyper-V in Windows Server 2016?

Microsoft is busy reshaping Windows server for the cloud era, and the Hyper-V hypervisor is changing accordingly. The first release of Hyper-V was with Windows Server 2008. It was a solid and reliable product from the beginning, but with limited features compared to its competition, especially VMware. The technology is …
Tim Anderson, 29 Jan 2016
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WD notebook drive shipments plummet

WD revenues and profits are declining as it finds disks and SSDs a hard sell in what its CEO calls “an increasingly challenging global economic environment”. Revenues for the second fiscal 2016 quarter, ended Jan 1, were $3.3bn, which is 2.94 per cent lower than the $3.4bn recorded for its first quarter and a decline of 15 per …
Chris Mellor, 29 Jan 2016

FireEye buys iSight Partners for $200M

Security giant FireEye has bought threat company iSight Partners for US$200 million, marking a notable consolidation in the sector. It brings the threat intel company, notable for its research into sophisticated and nation-state attacks, into the fold of the network security mammoth. FireEye will pay another $75 million in …
Darren Pauli, 21 Jan 2016
Sony Xperia Go rugged Android smartphone

Inside Intel's CPU-level multi-factor auth (and why we've got deja vu)

Analysis Intel has baked multi-factor authentication defenses into its sixth-generation Core processors. On Tuesday, the California chip giant sprung this news on the world, revealing what it seemed to be saying was a really big secret: all this time, the sixth-gen Core family, launched in September, has had brand-spanking new multi- …
Chris Williams, 20 Jan 2016
AMD bloodbath

Is that light at the end of AMD's dark tunnel, or God sparking up a cig?

Analysis AMD claims there is light at the end of its tunnel, but the beleaguered chip maker is having a hard time pointing it out. The Intel rival's share price was down 6.15 per cent to US$1.83 in after-hours trading on Tuesday; investors quickly moved after AMD published the financial figures for its final quarter of 2015, and for …
Chris Williams, 20 Jan 2016

AMD accuses Intel of VW-like results fudging

AMD has revived one of the oldest feuds in the industry, once again accusing Intel of fudging benchmark results and comparing Chipzilla's practices to VW's falsified diesel engine emissions tests. The world's other x86 booster has slung slings, arrows and FUD (fear, uncertainty, and doubt) at Intel for more than a decade over …
Exploding Kitten Cartoon

Apple evacuates European HQ after bomb threat

Apple's European headquarters in Cork, Ireland were evacuated this morning after threatening emails were received by the company. Up to 4,000 workers were rushed out of the premises in Hollyhill and Lavitts Quay, reported the Irish Independent, which said it believed that the Model Farm Road location was also evacuated as a …
Microsoft monopoly

Microsoft herds biz users to Windows 10 by denying support for Win 7 and 8 on new CPUs

In a stunning example of consensus-building, Microsoft has somehow persuaded the big names of silicon that it would be better for all concerned if they quietly euthanize Windows 7 and 8.1. Accordingly, Redmond, Intel, Qualcomm and AMD have occupied the same room without injury long enough to promise that future products like …

Huffing and puffing Intel needs new diet of chips if it's to stay in shape

My web browser ate my homework. I spent nearly two hours typing an analysis article on Intel's latest financial figures into our intranet thing when the browser tab unexpectedly refreshed and I lost everything. Hadn't saved. Moron. So let me start again and get to the point: the nosedive in sales of personal computers around …
Chris Williams, 14 Jan 2016

Intel Skylake delays, Win10 and stock glut blamed for Q4 PC sales shrinkage

PC sales into the EMEA channel bombed in Q4 - it was partly the fault of Microsoft for releasing a free upgrade to Win10 but mostly due to high stocks levels that continued to plague retailers and disties. The mages at Gartner estimated that 22.5 million boxes were shipped into third party sellers in the final quarter of 2015 …
Paul Kunert, 13 Jan 2016
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Intel aims for PC-style position in drones, robots and wearables

CES 2016 The need to control not just the processor itself, but the whole surrounding software and connectivity platform, was very clear in Intel’s launches and keynotes a last week's Consumer Electronics Show. While the PC and smartphone processors or SoCs have been premium products, in semiconductor terms, in the IoT the hardware …
Wireless Watch, 13 Jan 2016

Citrix buys System Center control freak, sells CloudPlatform

Citrix has offloaded its CloudPlatform products to Accelerite, bought Comtrade's System Center Operations Manager management packs and tweaked some of its software. The sale first: Accelerite is a subsidiary of India's Persistent Systems, a software-developer-for-hire that created Accelerite to sell products instead of …
Simon Sharwood, 12 Jan 2016
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Intel admits Skylakes can ... ... ... freeze in the middle of work

Intel has confirmed it's pushing out a BIOS fix for a bug that can freeze its Skylake processors. The good news is that the bug's triggered by complex workloads. It was turned up by prime number experts the Great Internet Mersenne Prime Search (GIMPS), who use Intel machines to identify and test new large prime numbers. A few …

2015 chip market battered by everything bar earthquakes and nuclear war

Worldwide semiconductor sales slid last year, as chipmakers were hit by sliding currencies, slumping PC shipments, and supply gluts in key markets. Gartner’s just published take on the 2015 semiconductor market shows overall revenues slipping 1.9 per cent to $333.7bn. Just to really rub it in, this compares to 2014’s 7.9 per …
Joe Fay, 07 Jan 2016
ZenPad_RealRacing

Amazon, Azure and Google in race to the bottom ... of cloud storage pricing

Storage 2016 A period of quiet, rest and reflection is what the storage industry needs after a frankly hectic and very eventful 2015. It won't get it. The opposing forces of simplicity and complexity, access speed versus capacity, server versus array, on premises versus cloud, and tuned hardware and software versus software-defined are …
Chris Mellor, 04 Jan 2016

Who will buy our darn DRAM? Micron smacked in wallet again

It was not a happy Christmas for Micron, as the numbers confirm it is suffering in the solid state memory and storage business with a fourth consecutive decline in revenues and fifth in profits. It made $3.35bn in revenues for its first fiscal 2016 quarter, compared to $4.57bn a year ago and $3.6bn in the preceding quarter, …
Chris Mellor, 30 Dec 2015
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Intel completes epic $16.7bn Altera swallow, fills self with vitamin IoT

Intel has closed its mega $16.7bn (£11.2bn) deal to acquire programmable chip maker Altera, likely in a bid to move away from the declining PC market. The unit will sit in Intel's newly formed Programmable Solutions Group, headed by former Altera vice president Dan McNamara. Intel hopes to shove Altera’s field-programmable …
Kat Hall, 29 Dec 2015

Surface Pro 4: Will you go the F**K to SLEEP?

Review Against all predictions, Microsoft has made a profitable multi-billion dollar business out of a boutique tablet. It has also turned a bog standard commodity Thing - a Windows laptop - into something desirable. And it has done it all without fully answering the question “Why should I have one?” The Surface began life only three …
Andrew Orlowski, 22 Dec 2015
Patrick McGoohan as The Prisoner in "Fall Out"

Assembly of tech giants convene to define future of computing

A flurry of the tech world’s great and good signed up the Cloud Native Computing Foundation yesterday, and kicked off a technical board to review submissions – which will be tested and fattened up on a vast Intel-based “computer farm”. Vendors declared their intent to form the Cloud Native Computing Foundation (CNCF) earlier …
Joe Fay, 18 Dec 2015
3d_XPOint_die

We Kidd you not: Ex-NetApp CTO Jay speaks his brains on storage tech

NetApp’s ex-CTO Jay Kidd has joined object storage supplier SwiftStack’s board and we had the opportunity to ask him some questions about his views on various technologies. We wondered how much his views now might differ from NetApp norms. So we went ahead, and here are the technology topics and Jay Kidd's views: Mainstream …
Chris Mellor, 17 Dec 2015

Opinion

Walking on water, image via Shutterstock

Chris Mellor

IDC stats reveal who's who in the backup appliance bearpit
Carry on Cleo

Gavin Clarke

Infamy, infamy, Amazon and Microsoft have all got it in for me!

Tim Anderson

Also signals stronger cross-platform tools, access to new markets

Features

Shouting match
Single market vs. rest of the world
hacker
Mostly it's financial crime. Here's what all the cool kids' terms mean in English
Apple logo. Pic: Blake Patterson
Plenty of bumps in the 40-year road for Mac makers
single pain of glass