Category: Home Networking
Posted Date:
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Margin Stacking and the Cost of AI
Margin Stacking and the Cost of AI – How much of the value of “AI” will accrue to hardware makers who have to add significant silicon content to make their products stand…
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Just add AI
Just add AI – Building an AI Platform is not as easy as Microsoft Azure makes it out to be.
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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, WirelessWho benefits from Huawei’s predicament?
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
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What if you threw a WAN Party but no one logged on?
What if you threw a WAN Party on no one logged on? Cloud gaming sounds great on paper, but the details matter. Candy Crush does not need it, and Call of Duty…
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Android, Appconomy, Apple, Components, Home Networking, iOS, IoT, Mobile OS, Mobile Web, Multiverse, Net Neutrality, Networking, Qualcomm, Silicon, Strategy, WirelessAnarchy in the OS – Revisited
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment…
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CES 2020 Overview
We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would like to…
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Analyst Decoder Ring, AR & VR, Autonomous Vehicles, Home Networking, Mobile Web, Net Neutrality, Networking, QualcommEdge Data Center. Huh. What is it good for?
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a wide range…
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New Report – D2D#24 – CES 2019
We published our newsletter this morning – the 24th issue of D2D – with a look at some highlights to CES. Below is the overview of the piece. Please let us know…
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Is the Smart Home ready?
I have written a lot about Internet of Things (IoT) lately, but I have largely focused on industrial and other non-consumer uses for the concept. My view is that IoT for the…
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Virtual Reality, Virtually There?
I had an interesting e-mail exchange with an old friend recently on the topic of Virtual Reality. That forced me to forced me to clarify my thinking on the subject, and that…
