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Category Archives: Networking

Mobile News w/o MWC

February 18, 2020by D/D Advisors Leave a comment

So MWC has been canceled. This is of course a very sad story, a big loss for a lot of people who worked hard preparing for it and of course […]

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Enterprise Electronics, MWC, Networking

Edge Data Center. Huh. What is it good for?

December 17, 2019by D/D Advisors 3 Comments

There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]

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Analyst Decoder Ring, AR & VR, Autonomous Vehicles, Home Networking, Mobile Web, Net Neutrality, Networking, Qualcomm

Let’s Just Call it 6G

October 2, 2019by D/D Advisors 7 Comments

In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]

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Analyst Decoder Ring, blockchain, Components, IoT, MWC, Networking, Qualcomm, Strategy, Wireless

Fox in the Hen House – Intel and the Telcom Standards

April 5, 2019by D/D Advisors Leave a comment

The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.

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Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

MWC 2019 – The State of 5G

March 4, 2019by D/D Advisors 14 Comments

This morning we published our newsletter covering Mobile World Congress 2019. Drop us a line if you would like to subscribe. Below is our view on the State of the […]

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Apple, Components, Enterprise Electronics, IoT, MWC, Networking, Qualcomm, Silicon, Wireless

Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)

January 16, 2019by D/D Advisors Leave a comment

Late in December, Cisco announced that it would acquire Luxtera a maker of silicon photonics parts. Luxtera is a cool company. They make ‘silicon photonics’, networking gear that combines the […]

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Components, Networking, Silicon

Hardware is not just hard, it is Expensive

November 30, 2017by D/D Advisors Leave a comment

Lately, it has become commonplace in the tech blogosphere to say that “Hardware is Hard“. There are a few reasons for the sudden prominence of this strand of commentary. Several […]

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Components, Enterprise Electronics, Networking, Strategy

The eConomics of eSports

May 26, 2017by D/D Advisors 22 Comments

Today, we are launching coverage of a new area – eSports. If you are on our mailing list you should have received a copy of our 30-page, detailed report. If you […]

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eSports, Intersections, Networking

MWC 2017: NFV – A Capex Wave Forming?

March 5, 2017by D/D Advisors 2 Comments

This post is excerpted from my newsletter, subscribe to follow this site and you will be automatically added to the newsletter e-mail list.    This year’s Mobile World Congress (MWC) […]

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MWC, Networking

Slouching Towards the Cloud

September 15, 2016by D/D Advisors 2 Comments

We tend to talk about the Cloud in terms of extreme certainty. Using almost religious tones. As in “We are all moving to the Cloud, by way of Jerusalem.” We assume […]

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Networking, Strategy

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