A Conversation with Paul
summary
Says PC unit volume now runs flat to up versus 2008 after a February trough, with average corporate desktops at five years old and notebooks at four years old, creating a forced refresh cycle. Announces $7 billion U.S. investment to convert fabs to 32nm (Oregon, Arizona, New Mexico) rather than greenfield builds that cost roughly $1 billion more, and notes three more generations of silicon scaling visible, three years to build a greenfield fab, Clearwire targeting 120 million POPs next year, and speech recognition still ~five years away.
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chapters (19)
- 0:00Intro
- 1:11PC and server shipments
- 2:22What drives CFO spending
- 3:18Fleets are very old in corporations
- 3:49Are we on a recurrent road to recovery
- 5:53Are we set up for a healthy recovery
- 7:47Pauls 7 billion investment in the US
- 9:01Where to deploy 22nm fabs
- 11:02US government research
- 12:22Consistency in US research funding
- 13:10Start from scratch
- 15:59Moores Law
- 17:05Intel Architecture
- 19:30Adoption of netbooks
- 21:25Cloud computing
- 23:02Policy
- 25:31Health Care
- 27:05Restructure Health Care
- 29:40Speech Recognition
