A few thoughts on splitting up companies
After the big news this morning about HP splitting in two pieces, I wanted to put in my two cents. I have followed HP for a long time, but have […]
Category Archives: Components
A new model for semiconductor investing
There was an interesting post on Techcrunch this afternoon, called “The Revival of Semiconductor Investing”. The title alone touched a nerve. It states something that I would very much like […]
What is a ‘device’? – A response to Stratechery
A few days ago I read a post on Stratechery. Since half the traffic to this site comes from its author Ben Thompson’s Tweets, you are probably familiar with the […]
MWC 2014: The Times they are Changing – Recap
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 […]
The One Metric that matters most in Taiwan – non-PC Revenue
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 […]
What happens when (if) Moore’s Law runs out?
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 […]
Hardware Commoditization revivisted
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 […]
CES, Next Time
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 […]
Ugh, CES
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 […]
Basebands: A New Year, in some ways more than others
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 […]