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Author Archives: D/D Advisors

A Rose Phone by any other name

January 27, 2021by D/D Advisors Leave a comment

A Rose Phone by any other name – Huawei spin-out Honor offers some clues on the future of the handset industry.

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Analyst Decoder Ring, Android, China, Silicon

The SPAC Hangover

January 25, 2021by D/D Advisors Leave a comment

The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.

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IPO, M&A, The Street

Hardware is Hard

January 21, 2021by D/D Advisors 8 Comments

Hardware is Hard – Fun with numbers – A hardware company could spend $3 million to launch their first device. A software company could get to revenue faster and still have a $1 million to market a product with recurring revenue.

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Analyst Decoder Ring, Business Model, Strategy

SPACs – the Morning After

January 20, 2021by D/D Advisors 1 Comment

Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.

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IPO, M&A, The Street

How does Amazon do it?

January 18, 2021by D/D Advisors Leave a comment

How does Amazon do it? – Amazon seems to have created a new model for building conglomerates

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Analyst Decoder Ring, Business Model, Management, Strategy

The Joy of SPACs

January 15, 2021by D/D Advisors 3 Comments

The Joy of SPACs – SPACs are a form of Celebrity Capital. But they can also be seen as a cry for help from the financial markets for reform of the IPO process.

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Analyst Decoder Ring, IPO, The Street

Did Qualcomm Just Buy a Server CPU Company? – No

January 14, 2021by D/D Advisors Leave a comment

Did Qualcomm Just Buy a Server CPU Company? – No. Instead it looks like a very expensive acqui-hire to help the company catch up in mobile applications processors.

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Analyst Decoder Ring, M&A, Qualcomm, Silicon

Cracks in the Firmament

December 17, 2020by D/D Advisors 1 Comment

Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.

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Analyst Decoder Ring, Components, Enterprise Electronics, Silicon, The Cloud

More Fun with Wireless Standards

December 16, 2020by D/D Advisors 1 Comment

More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.

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Components, Networking, Qualcomm, Tin Foil Hat, Uncertainty, Wireless

Tsinghua Unigroup Defaults Widen

December 15, 2020by D/D Advisors Leave a comment

Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.

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Analyst Decoder Ring, China, Silicon, Stocks

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  • A Rose Phone by any other name
  • The SPAC Hangover
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