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Category Archives: Management

Feasting to Death

February 17, 2022by D/D Advisors Leave a comment

Start-ups die from over-eating, not famine. It is amazing how quickly someone can spend $25 million.

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Management

What is going on at Intel?

February 8, 2022by D/D Advisors 3 Comments

Intel has embarked on a major overhaul. So far, they are saying the right things, but it will be some time before we see clear signals that they can turn things around.

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Analyst Decoder Ring, Management, Silicon

What Makes a Good CEO?

February 4, 2022by D/D Advisors Leave a comment

Early stage start-up CEOs are honed through hundreds of rejections and constant backseat driving, but when they get real funding they need to shed that skin and learn to accept the advice of others and to learn to cede control to their executives.

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Management, Strategy

Intel 2.0’s customer dilemma

March 26, 2021by D/D Advisors 10 Comments

Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, Strategy

How does Amazon do it?

January 18, 2021by D/D Advisors 5 Comments

How does Amazon do it? – Amazon seems to have created a new model for building conglomerates

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Analyst Decoder Ring, Business Model, Management, Strategy

Like a Boss

October 19, 2020by D/D Advisors Leave a comment

Like a Boss – Do big company executives make for good start-up CEOs? It depends….

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Management, The Valley

Financial models – This is the Way

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

Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a few suggestions on the right way to build them.

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Analyst Decoder Ring, Business Model, Management, Strategy, The Valley, Uncertainty

Trouble at Intel

July 28, 2020by D/D Advisors 3 Comments

Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.

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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The Street

Org Chart as a Service

July 22, 2020by D/D Advisors 2 Comments

Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure

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Analyst Decoder Ring, Business Model, Management, Strategy

CFO – Dr. No vs. The Enabler

June 19, 2020by D/D Advisors 1 Comment

Good CFOs need to understand their companies. Their role shouldn’t be the Veto-holder or decision maker. Instead, they should help companies frame and measure decisions.

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Management, Strategy, Uncertainty

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