SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.
Don’t hate the player, hate the game – IP for the wireless standards is in the news again, and we are likely going to see a lot more wrangling in this arena soon.
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
More fun with acronyms: SD-WAN and SASE – An interesting corner of networking that could (maybe) become very important.
A Bridge Too Far: Financial Modeling – Bridging Actuals and Forecast financial models is not fun.
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
How to create a fundamental technology? – There is no easy answer. Start-ups face enough challenges, but building ecosystems for an entirely new, foundational technology need a lot of time, capital and luck to succeed.
Intel Selects Option C – All of the Above – Intel is going to invest $20 billion in manufacturing and open up its fabs to outside foundry customers. A bold confident signal, now they just have to execute on it.
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.