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Category Archives: The Street

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 3 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

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 4 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

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