Category: Strategy
Posted Date:
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More Wirless Infrastructure
In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I know in…
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Microsoft’s Loss is Networking’s Gain
This morning, Microsoft announced that it was shutting down what was left of Nokia. There has been a ton written today about the strategic, personal, historical and branding implications of all this…
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The Shape of Bubbles – Ripples Beneath the Surface
I have become fixated, if not quite obsessed, with thinking about what will happen when the venture spigot gets shut off. I having been writing a lot about this (and here). There…
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Fast Fashion in Chips? Mediatek beats Qualcomm
The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of another in…
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Hidden Costs and Cultural Debt
In software, we have the concept of technical debt. Developers under a deadline to build a product, take shortcuts. Over time those shortcuts lead to other problems which have to be fixed.…
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IoT in the Home – You’ll know we’ve have arrived when no one uses the term “Educating the Consumer”
At what point does the hassle of managing all these connected devices outweigh the benefits of having a ‘smart home’? Someone is going to need to simplify it all. You will know…
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What is the Internet of Things? – Some Rough Math
I have gotten a fair amount of feedback on my notes from earlier in the week. I am poking holes in a lot of growth stories, which has provoked a fair amount…
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D/D #13: What Exactly is This Internet of Things?
Download D2D #13 Here This report is my attempt to lay down some boundaries about what the “Internet of Things” (IoT) is going to look like. There are some wild ideas out…
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The 5 Chip Companies Who Will Buy All the Others
Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in January, Semiconductor…
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The Shape of Bubbles – The Madding Crowd
When capital is cheap, as it is today, it can be very hard to determine if a business is burning cash because it is ‘investing’ so heavily or if it is stuck…
