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Category Archives: Networking

Software is a competitive advantage: King Digital vs. Zynga

February 21, 2014by D/D Advisors 2 Comments

The other night, I took a close look at King Digital’s F-1 IPO filings. It made for some interesting reading. But as I finished the post, I noticed something interesting. […]

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App Economy, Appconomy, IPO, Mobile Web, Networking

The One Metric that matters most in Taiwan – non-PC Revenue

January 24, 2014by D/D Advisors 1 Comment

I heard an interesting metric today. A friend of mine had just gotten back from Taiwan where he was looking for a contract manufacturer for his clever new device. He […]

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Appconomy, China, Components, Networking, Silicon, Stocks

Day TWO CES: M2M becomes IoT

January 8, 2014by D/D Advisors Leave a comment

Early morning of Day Two of CES, and I see a problem emerging. I have been asked five times in the last two hours “What I saw at the show?”, […]

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Home Networking, M2M, Networking

China Wireless Infrastructure

December 27, 2013by D/D Advisors Leave a comment

This is a busy time for the wireless equipment space in China. Over the past two years, the growth of Wi-Fi has proven a huge boost for many vendors.  A […]

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China, Home Networking, Networking

How profitable is AWS?

December 1, 2013by D/D Advisors 7 Comments

We have been traveling a lot over the past two weeks visiting investors for our day job. In one of our last meetings, about  five minutes into the conversation we […]

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Networking, Stocks

Nokia Networks: The Other Sister

September 3, 2013by D/D Advisors 1 Comment

So the big news tonight was Microsoft acquiring Nokia’s device business. There is plenty written on this already. So far the focus has been on Microsoft, but what about Nokia […]

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Networking

The Rapidly Changing World of Enterprise Mobility

August 19, 2013by D/D Advisors 1 Comment

Enterprise Mobility Few spaces have been as dynamic and volatile as “Enterprise Mobility”. Over the past two years, we have seen a huge number of trends and ‘technology’ flower briefly […]

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Android, Appconomy, iOS, Mobile Web, Networking

Private Company Profile: Cluster Wireless

May 13, 2013by D/D Advisors 1 Comment

All of this came to the forefront for us on a recent visit to Cluster Wireless. Cluster is based in San Diego and is in early stages of solving two […]

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Home Networking, M2M, Networking, Wireless

Will M2M arrive soon?

May 13, 2013by D/D Advisors 1 Comment

We dubbed the last installment of D2D “The Retro Issue” because it looked at the revival of a number of technologies well beyond their hype curve. We looked at Location […]

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M2M, Networking, Wireless

The Software Defined War of Words

May 13, 2013by D/D Advisors Leave a comment

We did not attend Interop this week. We had an unavoidable scheduling conflict and obligations elsewhere that may or may not involve a 6-year old’s musical performance. Otherwise, we would […]

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Marketing, Networking

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