From: Steve Jenkin
An unanswered question about Silicon Valley is:
Why did it happen in California and not be successfully cloned
elsewhere?
One good attempt at answering this is in "Making Silicon Valley: Innovation
and the Growth of High Tech, 1930-1970", by Christophe Lecuyer; it's also a
very good history of the early Silicon Valley (before the mid-1960's).
Most of it's available online, at Google:
https://books.google.com/books?id=5TgKinNy5p8C
I have neither the time nor energy to comment in detail on your very detailed
post, but I think Lecuyer would mostly agree with your points.
It wasn't just AT&T, IBM & DEC that got
run over by commodity DRAM &
CPU's, it was the entire Minicomputer Industry, effectively extinct by
1995.
Same thing for the work-station industry (with Sun being merely the most
notable example). I have a tiny bit of second-hand personal knowldge in this
area; my wife works for NASA, as a structural engineer, and they run a lot of
large computerized mathematical models. In the 70's, they were using CDC
7600's; they moved along through various things as technology changed (IIRC,
at one point they had SGI machines). These days, they seem to mostly be using
high-end personal computers for this.
Some specialized uses (various forms of CAD) I guess still use things that
look like work-stations, but I expect they are stock personal computers
with special I/O (very large displays, etc).
So I guess now there are just supercomputers (themselves mostly built out of
large numbers of commodity CPUs), and laptops. Well, there is also cloud
computing, which is huge, but that also just uses lots of commodity CPUs.
Noel