Monday, March 3, 2008

Computing Commoditization

Intel is taking down their gross margin estimates. Lots of people are taking notice that the Asus Eee may be forcing a precipitous decline in computing cost. Charles Stross thinks (or thought, back in December) that this might be an early harbinger of a genuine commoditization of computing resources. Not great news for the box vendors but good news for us consumers.

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