Digits to Dollars

Technology Finance & Strategy with Real World Insight

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Category Archives: Analyst Decoder Ring

The Death Throes of Telecom

March 2, 2021by D/D Advisors Leave a comment

The Death Throes of Telecom – Boingo, Syniverse and MobiTV are being forced marched into the future. They will not be the last telecom networking companies to encounter this fate.

Read Article →
Analyst Decoder Ring, M&A, Networking

Spac-a-Mole

February 19, 2021by D/D Advisors Leave a comment

Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.

Read Article →
Analyst Decoder Ring, Stocks, The Street

ARM Wrestling

February 17, 2021by D/D Advisors 1 Comment

CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]

Read Article →
Analyst Decoder Ring, China, M&A, Qualcomm, Silicon, Stocks, Strategy

RF Semis Update

February 12, 2021by D/D Advisors Leave a comment

RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.

Read Article →
Analyst Decoder Ring, Components, Qualcomm, Silicon, Wireless

The Qualcomm Shakes-up of RF is Beginning

February 10, 2021by D/D Advisors 7 Comments

The Qualcomm Shakes-up of RF is Beginning – Qualcomm announced a few commercially minor RF products, but they demonstrate that the company is about to win the Holy Grail of RF chips.

Read Article →
Analyst Decoder Ring, Components, Qualcomm, Silicon

It’s a Trap – More on Chip Benchmarks

February 9, 2021by D/D Advisors 2 Comments

It’s a Trap – Intel published a set of benchmarks that purport to show their chips actually outperform Apple’s M1. We use this example as a primer in all the shortcomings of Benchmarks as a Marketing tool. TL;DR – the Apple M1 is probably very good.

Read Article →
Analyst Decoder Ring, Apple, Components, Marketing, Silicon

Corporate Shells are 9/10s of the Law

February 3, 2021by D/D Advisors 2 Comments

Corporate Shells are 9/10s of the Law – Chinese companies often operate under immensely complex ownership structures, which the US fears confers unfair advantages, but more likely the opposite is true, with Chinese companies burdened by these structures.

Read Article →
Analyst Decoder Ring, China, Tin Foil Hat

Lies, Damned Lies, and Benchmarks

February 2, 2021by D/D Advisors 1 Comment

Lies, Damned Lies, and Benchmarks – a string of benchmarks and leaks highlights the growing urgency phone makers have in closing the silicon gap with Apple, and Qualcomm’s surprising stumbles in the market.

Read Article →
Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon

A Rose Phone by any other name

January 27, 2021by D/D Advisors 1 Comment

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

Read Article →
Analyst Decoder Ring, Android, China, Silicon

Hardware is Hard

January 21, 2021by D/D Advisors 13 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.

Read Article →
Analyst Decoder Ring, Business Model, Strategy

Post navigation

1 2 … 9 Next →

Buy our book!

A Practical Guide to IPOs

Enter your email address to follow this blog and receive notifications of new posts by email.

Recent Posts

  • The Death Throes of Telecom
  • What we need is another standard
  • Choose Your Fighter
  • Gamma Ray Exposure Preferred; Not Required
  • Heterogeneous Compute

Analyst Decoder Ring Android Appconomy Apple blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking iOS IoT IPO M&A Management Mobile Ads Mobile OS Mobile Web MWC Networking Qualcomm Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com
Blog at WordPress.com.
Digits to Dollars
Blog at WordPress.com.
Cancel

 
Loading Comments...
Comment
    ×