Haaretz, Yuval dror, 29.4.01, G6: Typical processor launch price>$600. Nov. 2000 P4 Launch $/1000 units: 1.4GHz @$644 , 1.5GHz@$819. Last week: 1.7GHz@$352 : -58% (1.5Ghz more expensive@$519!)+0.18 μ(micron) much more expensive. First Quiriat Gat then 2 plants in US. AMD Q12001sales@$1.2B=increase of 9% vs. last year. Intel market share: 81.5%->77.1, AMD: 17.1%->22.2%. Q42001: Intel@2GHz.2001 Fab investment: $7.5B, R&D: $4.2B. Price of Ampex VCR>$50,000 W.C. Kim and R. Mauborgne, “Knowing a winning business idea when you see one, HBR Sept-Oct 2000: “In 1998, motorola rolled out a product that was supposed to redefine the world of mobile telephony. The iridium, declared the company, would be the first mobile phone to provide uninterrupted wireless communication anywhere in the world, no matter what the terrain our country. …Heavy, needed a host of attachments, couldn’t be used in a car or building. Price: $3,000. Kodak Fortune, 29.3.99 Power struggle. Intel: Pentium from ’93. Celeron vs. AMD, Cyrix. Xeon: modified Pentium II for servers&workstations. AMD K6 & K6-2 K6-3for sub$1,000 PCs: Compaq, HP, IBM, NEC. Cyrix MII (subsidiary of NAS). Power
Haaretz, 20.5.01, G8” War games: MS vs. Sony”, Xbox: Intel: 733MHz, 8GB Disk. Merrill: $-125/box. IDC: Sony will probably reduce price to $279. “how to charge money from kids?”: Monthly payment for game channel.MS: 200 developers, Sony:300 experienced.
Jupiter Media Matrix:Web surfing in US. 50% of time, Click and Mortar HBR, March-April 1997. Based on data collected by Disk/Trend and analyzed by Jonathan Freeman in “The Determinants of Exit from High Growth, High Technology Markets”, Unpublished, Warwick Business School, Coventry, England, 1994.
Skinning the cat
Skinning the cat. HBR, Hypercompetition, Chris Bartlett
“ Special Report – Software – The Long and Winding Windows NT Road”, Business Week, February 22, 1999, P. 54 Daily Build
Economist, September 20 1997 Business, p. 78
Innovation Explosion , p. 294, Fig. 11.2: “Approximate mid-1980’s time horizons (based on industry interviews) represent an average of the major planning cycles for these industries. Each company and project may vary…Some development cycles have dropped radically since 1990.