Digits to Dollars

Technology Finance & Strategy with Real World Insight

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Category Archives: Qualcomm

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

Read Article →
Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

Noises coming up from the basement of RF

December 19, 2019by D/D Advisors 1 Comment

The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]

Read Article →
Analyst Decoder Ring, Components, M&A, Qualcomm, Silicon, Stocks, Strategy, The Street

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 […]

Read Article →
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, […]

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

The Heat Death of 5G

September 26, 2019by D/D Advisors 24 Comments

Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world […]

Read Article →
Components, Qualcomm, Silicon, Wireless

Apple Caves; Qualcomm Surges; Intel Throws in the Towel

April 17, 2019by D/D Advisors 3 Comments

We are travelling in Asia this week, so we are a bit delayed in responding to the news, nonetheless it was nice to wake up this morning to the news […]

Read Article →
Apple, Qualcomm, Strategy

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.

Read Article →
Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

Many options – none good. Why Apple may not have 5G before 2021

March 22, 2019by D/D Advisors 4 Comments

In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]

Read Article →
Apple, Qualcomm, Silicon, Stocks

NVDA for MLNX – One Less Chair

March 12, 2019by D/D Advisors 2 Comments

The big news in semis yesterday was Nvidia announcing it was going to buy Mellanox for $6.9 billion. This deal has been percolating for a while. (We posted about it […]

Read Article →
M&A, Qualcomm, Silicon

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 […]

Read Article →
Apple, Components, Enterprise Electronics, IoT, MWC, Networking, Qualcomm, Silicon, Wireless

Post navigation

← Previous 1 2 3 4 Next →

Buy our book!

A Practical Guide to IPOs

Enter your email address to follow this blog and receive notifications of new posts by email.

Recent Posts

  • A Rose Phone by any other name
  • The SPAC Hangover
  • Hardware is Hard
  • SPACs – the Morning After
  • How does Amazon do it?

Analyst Decoder Ring Android Appconomy Apple blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking iOS IoT IPO M&A Management Mobile Ads Mobile OS Mobile Web MWC Networking Qualcomm Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com
Blog at WordPress.com.
Digits to Dollars
Blog at WordPress.com.
Cancel