Category: Mobile Web
Posted Date:
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Analyst Decoder Ring, Android, AR & VR, Autonomous Vehicles, Mobile Web, Qualcomm, Silicon, Wireless
A Quick Look at Qualcomm Investors’ Day
Qualcomm’s investor day unveiled the company’s new positioning around edge devices, a strategy which allows them to repurpose existing products for a much wider array of customers.
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Telcos are Taking Themselves Apart
Telcos are Taking Themselves Apart – Just as the international bandwidth market has moved into the hands of Internet companies, so too are domestic, onshore wireless networks.
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Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
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5G is Here!* Right?
5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most…
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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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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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Why is no one investing in games?
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.
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Sympathy for the Desktop – Playing PC Advocate
I think it is easy to forget how deeply embedded PCs are in the world. I was in a crowded San Francisco cafe last week in the middle of the day. Every…
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Qualcomm in China – Some Signs of Progress
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and…
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BABA: Portfolio Manager Summary
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. As the…
