This is now officially a hobby.
For those who have not heard, I have joined Peregrine Semiconductor to do Corporate Development. I am still located in the Bay Area, but visit San Diego often.
I plan (hope) to keep writing. I like the discipline of it and have plenty of opinions (demons) to express. That being said, a couple topics are going to be off-limits. Semiconductors for one. Peregrine. Its competitors and its customers (the handset OEMs). I still have opinions on all of those and you will be able to see them in our public commentary. That being said, I still have several topics I can write about comfortably notably apps, developers and the app-conomy.
This is part of the reason that I have not published in a while. Also, I was working on a large report on one of the big handset vendors. I put a lot of research into it, but then I started working with Peregrine, and regardless, by that time, the market had already reached the conclusion I was coming to.
So bear with me a bit longer as I prepare some new material. In particular, I have been doing a lot of work on some Big Data topics including a detailed look at mobile ad traffic. Coming soon.
For what it’s worth. I have been on the road a lot lately visiting investors. I have always enjoyed that aspect of work. And I am happy to see that investor sentiment is much improved from where it was twelve months ago. My sense is that equity inflows have picked up a bit, and there is a renewed interest in risk. Hopefully that will manifest itself in continued stock market growth, and it also likely means a return to stock picking as macro factors and high stock correlations diminish.
Finally, I have been doing a considerable amount of consulting work until recently. Most of it I cannot discuss, but it has given me a chance to cover a wide swathe of the tech landscape looking at a number of sectors and industry silos. If any of this is of interest to you, drop me a line.
My plan now is to continue writing somewhat regular reports. After getting a good deal of feedback, my plan is to write more often but at shorter length. The last few mailings have been pretty dense. I had a lot to say, but I know from personal experience that long pieces require long stretches of quiet time for reading and no one has many of those (myself included). I will probably post first on my site digitstollars.com and then batch mail the best pieces to this distribution list. Let me know if you want to add or subtract people from that list.
I look forward to keeping in touch with all of you at industry events and in California. Thank you for reading.
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