Software is a competitive advantage: King Digital vs. Zynga
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. […]
Category Archives: Networking
The One Metric that matters most in Taiwan – non-PC Revenue
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 […]
Day TWO CES: M2M becomes IoT
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?”, […]
China Wireless Infrastructure
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 […]
How profitable is AWS?
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 […]
Nokia Networks: The Other Sister
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 […]
The Rapidly Changing World of Enterprise Mobility
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 […]
Private Company Profile: Cluster Wireless
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 […]
Will M2M arrive soon?
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 […]
The Software Defined War of Words
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 […]