Category: Strategy
Posted Date:
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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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Org Chart as a Service
Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure
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Arm for sale?
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
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Is America losing the R&D race?
Is America losing the R&D race? – The short answer is no, but we may want to rethink how we prioritize our R&D investments.
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So what is the right model?
So what is the right model? – Direct subsidies of US semis companies is a bad idea, but there are reasonable policies which only need the government to organize what it already…
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The Five Year Plan for Semiconductors
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China…
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Are you dense?
Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.
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AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The CloudHardware for the Edge
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and…
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Tears in the Rain – Arm and China JVs
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go…
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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…
