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Category Archives: M&A

Don’t Talk to VCs – A Reply to Paul Graham

January 26, 2015by D/D Advisors 4 Comments

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 […]

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Business Model, M&A, Strategy, The Valley

Semiconductor Consolidation is Coming

January 22, 2015by D/D Advisors 2 Comments

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.

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Analyst Decoder Ring, Business Model, M&A, Silicon, Stocks, The Street

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