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Category Archives: The Street

SPACs – the Morning After

January 20, 2021by D/D Advisors Leave a comment

Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.

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IPO, M&A, The Street

The Joy of SPACs

January 15, 2021by D/D Advisors Leave a comment

The Joy of SPACs – SPACs are a form of Celebrity Capital. But they can also be seen as a cry for help from the financial markets for reform of the IPO process.

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Analyst Decoder Ring, IPO, The Street

A Lesson in Gravity

October 16, 2020by D/D Advisors Leave a comment

The Haves and the Have Nots – No one can predict how the economy will fare, for now the tech industry is propped up by a healthy dose of investor cash. Eventually this spigot will be shut off, and it is important to be prepared for a long winter.

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The Street, The Valley, Uncertainty

Everybody Wants to Be a Technology Company

October 13, 2020by D/D Advisors 1 Comment

Everybody Wants to Be a Technology Company – Big companies working with start-ups requires a lot of patience and flexibility on both sides

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Strategy, The Street, The Valley

Money for (Almost) Nothing

October 5, 2020by D/D Advisors 3 Comments

Money for (Almost) Nothing – Many start-ups are sitting on valuable data. We think there is an opportunity for companies, such as Accounting Software makers to earn a healthy side income monetizing that data.

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Analyst Decoder Ring, The Street, The Valley

Trouble at Intel

July 28, 2020by D/D Advisors 2 Comments

Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.

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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The Street

5 chip companies revisited

July 24, 2020by D/D Advisors 2 Comments

5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.

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Analyst Decoder Ring, Components, M&A, Qualcomm, Stocks, Strategy, The Street

And then there were ten

July 14, 2020by D/D Advisors 1 Comment

Yesterday’s big news was the combination of Analog Devices and Maxim, two of the largest analog chip makers left in the US. We have been commenting on the consolidation among […]

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Analyst Decoder Ring, China, Components, M&A, The Street

Intel Follow-Up – Data Centers

June 17, 2020by D/D Advisors 5 Comments

Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.

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Components, Enterprise Electronics, Management, Stocks, Strategy, The Street

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. […]

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

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