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Category Archives: Enterprise Electronics

5G and the Bandit

July 20, 2020by D/D Advisors Leave a comment

5G and the Bandit – The CBRS auction could be the start of a new chapter in wireless networking. We are watching to see if the cable MSOs and the Internet giants, or other new entrants, emerge as winners of some of that spectrum.

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Analyst Decoder Ring, Enterprise Electronics, IoT, Wireless

Hardware for the Edge

July 1, 2020by D/D Advisors Leave a comment

Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.

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AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The Cloud

Intel Follow-Up – Data Centers

June 17, 2020by D/D Advisors 5 Comments

Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.

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Components, Enterprise Electronics, Management, Stocks, Strategy, The Street

Mac on ARM – a few thoughts from the trenches

June 16, 2020by D/D Advisors 2 Comments

A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]

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Appconomy, Apple, China, Enterprise Electronics, Silicon

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

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Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

Eye of the Beholder: Nvidia to acquire Cumulus

May 6, 2020by D/D Advisors 1 Comment

Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.

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Components, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy, The Cloud

Mobile News w/o MWC

February 18, 2020by D/D Advisors Leave a comment

So MWC has been canceled. This is of course a very sad story, a big loss for a lot of people who worked hard preparing for it and of course […]

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Enterprise Electronics, MWC, Networking

The 5-Year Plan for Telecom Equipment

February 7, 2020by D/D Advisors 5 Comments

Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with […]

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China, Enterprise Electronics, Strategy

MWC 2019 – The State of 5G

March 4, 2019by D/D Advisors 14 Comments

This morning we published our newsletter covering Mobile World Congress 2019. Drop us a line if you would like to subscribe. Below is our view on the State of the […]

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Apple, Components, Enterprise Electronics, IoT, MWC, Networking, Qualcomm, Silicon, Wireless

You too can build your own chip – for ONLY $30 million

November 1, 2018by D/D Advisors 21 Comments

This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]

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Apple, Autonomous Vehicles, Components, Enterprise Electronics, Qualcomm, Silicon

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