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Category Archives: The Street

Intel for Mellanox?

February 1, 2019by D/D Advisors 1 Comment

There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]

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Analyst Decoder Ring, M&A, Silicon, Stocks, The Street

What is Apple worth?

January 3, 2019by D/D Advisors 5 Comments

In our last post we lamented the fact that Apple has discontinued the reporting of its unit shipment numbers. In that post we pointed out that Apple has done this in […]

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Apple, Stocks, The Street

Non-disclosure Apple

December 18, 2018by D/D Advisors 3 Comments

We will admit at the outset that this post is a nostalgic rant, a wish for a bygone era.  A few weeks back Apple announced that they will no longer […]

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Analyst Decoder Ring, Apple, The Street

Crypto and Wall Street Sitting in a Tree…

September 18, 2018by D/D Advisors Leave a comment

One of the great threads of commentary in the cryptoasset space is the relationship between the traditional financial industry (i.e. Wall Street) and the ‘disruptors’ (i.e. cryptoassets). This relationship has […]

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Analyst Decoder Ring, blockchain, Cryptoassets, Stocks, The Street

And then there were four…or three… or maybe it’s two

August 31, 2018by D/D Advisors 2 Comments

There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]

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Analyst Decoder Ring, Apple, China, Components, M&A, Silicon, Stocks, Strategy, The Street

IPOs have not reached their expiration date

August 23, 2018by D/D Advisors Leave a comment

The last few months have seen a lot of discussion about the viability and importance of IPOs (Initial Public Offerings of stock), especially for US tech companies. There is a […]

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Analyst Decoder Ring, IPO, The Street, The Valley

IPOs are not Broken, a response to Spotify’s CFO

August 21, 2018by D/D Advisors 1 Comment

Last week, Spotify’s CFO, Barry McCarthy, published an Op-Ed in The Financial Times, in which he claimed that the “US initial public offering market is broken.” Here at Digits to […]

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IPO, Stocks, The Street

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