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Category Archives: Components

MWC 2014: The Times they are Changing – Recap

March 10, 2014by D/D Advisors Leave a comment

Before the show, I posted that the nature of MWC has changed a lot over the years. This used to be a show solely focused on selling heavy iron networking […]

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Appconomy, Components, Marketing, Mobile Ads, Mobile OS, Mobile Web, MWC, Networking, Silicon

The One Metric that matters most in Taiwan – non-PC Revenue

January 24, 2014by D/D Advisors 1 Comment

I heard an interesting metric today. A friend of mine had just gotten back from Taiwan where he was looking for a contract manufacturer for his clever new device. He […]

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Appconomy, China, Components, Networking, Silicon, Stocks

What happens when (if) Moore’s Law runs out?

January 16, 2014by D/D Advisors 2 Comments

For as long as anyone can remember, the cost of computing has been steadily declining. This idea is enshrined as Moore’s Law which roughly states that the number of transistors […]

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Components, Silicon

Hardware Commoditization revivisted

January 10, 2014by D/D Advisors 2 Comments

I have felt pretty downbeat about hardware for a few years now. Most people at the show lamented the fact that smartphones now all look the same, and I certainly […]

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China, Components, Home Networking

CES, Next Time

January 10, 2014by D/D Advisors 2 Comments

So long Las Vegas, I’m skipping town now. Two days at the Convention Center were enough. In then end, I managed to find time to walk the entire show floor […]

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Components, Home Networking, The Street

Ugh, CES

January 6, 2014by D/D Advisors Leave a comment

Like the rest of the blogosphere, I am headed to CES tomorrow. Twitter (follow me @jaygoldberg) and my RSS feeds are filled with CES stories and an endless sea of regurgitated […]

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Components, Home Networking, The Street, The Valley, Uncategorized

Basebands: A New Year, in some ways more than others

March 4, 2013by D/D Advisors Leave a comment

The focus in the baseband market is now very much on LTE. With major carriers rolling out LTE networks in the US, Northern Europe, Japan, Korea and a few other […]

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Components, Silicon

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