Quick thoughts on Uber’s IPO S-1 Filing
After the close today, Uber (finally) filed to go public. Below we offer some quick thoughts after waiting for a very long time to see their numbers. First off, there […]
Category Archives: Analyst Decoder Ring
This is why we can’t have nice things
Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]
Intel for Mellanox?
There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]
The State of the 5G Baseband
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
Non-disclosure Apple
We will admit at the outset that this post is a nostalgic rant, a wish for a bygone era. A few weeks back Apple announced that they will no longer […]
Crypto and Wall Street Sitting in a Tree…
One of the great threads of commentary in the cryptoasset space is the relationship between the traditional financial industry (i.e. Wall Street) and the ‘disruptors’ (i.e. cryptoassets). This relationship has […]
And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]
