Category: Strategy
Posted Date:
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Enterprise Hardware is Exciting
I published Issue # 18 of my D2D Newsletter today. The report is an in-depth look at the trends shaping the market for enterprise hardware. This post is the introduction and conclusion…
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CES 2016 – Stalemate for Wireless charging
I mentioned at the outset that I was interested in studying wireless charging at the show. I came away disappointed. The week before the show, a friend at a Chinese company told…
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How much would you pay for equity research?
I was an equity research analyst for ten years. I loved the work – meeting people, arguing with them and writing about it. I am also a big believer in the idea…
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Abstraction vs. Disruption
By now we are all tired of hearing about ‘disruption’. The word has become over-used in many ways, and I am as guilty of its usage as anyone. There is something in…
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Sitting on the end of the Whip
There is a metaphor I hear occasionally to describe semiconductors – the idea of a bullwhip. A big part of running a successful chip company is accurately forecasting demand. Semiconductor manufacturing plants,…
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Technology as Debt
As a finance person working in technology, I have always been greatly intrigued by the idea of technical debt. This is the idea that as developers build technology products the realities of…
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Should Intel Split in Two? Probably Not
Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever you are,…
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Intel has 1,000 people working on a chip for iPhone? Of course they do
Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a few back-and-forths,…
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The Funded and The Dead
The Bay Area and the broader Tech Industry are currently operating in an inflationary phase. I know you hate the word ‘Bubble’, so I will not call it that, but this is…
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A Practical Guide to IPOs – Chapter 13: Five Years in the Wilderness
KEY LESSON: The only way to recover from a broken IPO is a string of good results, and a lot of time. One of the last IPOs I worked on as an…
