The Bubble This Time
I have gone dark for a while, for reasons I may get into later, but there has been a lot happening in the market, so I wanted to put pen […]
Category Archives: M&A
Enterprise Hardware is Exciting
I published Issue # 18 of my D2D Newsletter today. The report is an in-depth look at the trends shaping the market for enterprise hardware. This post is the introduction […]
Are IPOs going out of Fashion?
Last was a bad one for public markets, at least a bad week for people who believe that tech companies can find a home in the public markets. First, the long-awaited Pure Storage […]
Why the Disconnect? Public vs. Private investors on IoT
I have been doing a lot of work around IoT (the Internet of Things) lately. It is a subject of near universal interest among the kinds of people I hang […]
More Wirless Infrastructure
In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I […]
Microsoft’s Loss is Networking’s Gain
This morning, Microsoft announced that it was shutting down what was left of Nokia. There has been a ton written today about the strategic, personal, historical and branding implications of […]
This is not a post about Bubbles
This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]
MWC: Semiconductor Consolidation Cont’d
One of the biggest pieces of news last week was the sale of Freescale to NXP. Both companies have products targeting mobile, but neither can be considered overly reliant on […]
The RF Semiconductor Market – And Why It Matters
The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. […]
Don’t Talk to VCs – A Reply to Paul Graham
Last week Paul Graham posted a note titled “Don’t Talk to Corp Dev”. I have nothing against Paul Graham. It is hard to argue with his track record, and most everything […]
