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 […]
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 […]
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 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 […]
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 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. […]
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 […]
The semiconductor industry is not really a growth industry anymore, and resembles the steel industry as much as anything. That means scale matters, leaving M&A as the most likely path to growth, and possibly survival.