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Category Archives: Networking

The Photonics Football

August 12, 2022by D/D Advisors 2 Comments

Optical stocks are volatile even in the best market conditions. Someday they will find their value, but it is going to be hard to determine when that will be.

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Enterprise Electronics, Networking, Stocks

What has Broadcom Become?

June 15, 2022by D/D Advisors 3 Comments

Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]

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Analyst Decoder Ring, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy

Who needs a Private Network?

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

Private networks remain a hot topic, probably beyond their real world utility. That being said, for enterprises who need them, like oil and gas companies, they can be a powerful option.

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Enterprise Electronics, Networking, Wireless

Networking: The More Things Change…

April 27, 2022by D/D Advisors Leave a comment

Google’s new Aquila protocol is interesting because it begs the question what do they need it for? But it also harkens back to the days of packet switched networks, in an ironic sort of way.

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Google, Networking, The Cloud

Keeping up with Google Semiconductor

April 26, 2022by D/D Advisors 4 Comments

Google has a new chip – the TiN – for networking. An interesting chip in its own right but we also see it as a sign that Google is creating tools that let any software coder design a chip. And if Google can do it, maybe everyone else will too. Someday.

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Google, Networking, Roll Your Own

DISH jumps into AWS’s Cloud

March 22, 2022by D/D Advisors 1 Comment

AWS has published a long post on how they are building the core network for DISH’s 5G network. It is dense but offers a clear roadmap for other telcos’ move to the Cloud. If they dare.

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Analyst Decoder Ring, Net Neutrality, Networking, Wireless

Vicarious MWC – The Fight Over Open RAN

March 3, 2022by D/D Advisors Leave a comment

MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably Microsoft Azure.

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Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, Wireless

Ten Lessons from Google’s TPU

February 15, 2022by D/D Advisors Leave a comment

Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help outsiders understand many of the changes in the semis industry today.

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Analyst Decoder Ring, Components, Enterprise Electronics, Networking, Roll Your Own, Silicon, The Cloud, The Valley

We’re from the telco, and we’re here to design software

November 10, 2021by D/D Advisors 3 Comments

Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.

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Enterprise Electronics, Networking, The Cloud, Wireless

Telcos are Taking Themselves Apart

October 26, 2021by D/D Advisors 2 Comments

Telcos are Taking Themselves Apart – Just as the international bandwidth market has moved into the hands of Internet companies, so too are domestic, onshore wireless networks.

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Enterprise Electronics, Mobile Web, Net Neutrality, Networking, The Cloud

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  • Why is Amazon building CPUs?
  • The Photonics Football
  • Lucy and the Photonics Football
  • The Feel of Bare Metal
  • The Changing Face of Compute

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