MWC Preview
Mobile World Congress is coming up, February 24 to 27 in Barcelona. It is the world’s largest Telecom and Connectivity event and a great gathering of industry leaders. We have […]
Category Archives: Analyst Decoder Ring
Noises coming up from the basement of RF
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]
Edge Data Center. Huh. What is it good for?
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]
Let’s Just Call it 6G
In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]
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 […]
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, […]
