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Category Archives: Uncertainty

More Fun with Wireless Standards

December 16, 2020by D/D Advisors 1 Comment

More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.

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Components, Networking, Qualcomm, Tin Foil Hat, Uncertainty, Wireless

What is happening to the supply chain?

October 27, 2020by D/D Advisors 3 Comments

What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but also, call ALL your suppliers, just to double check.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Silicon, Strategy, Uncertainty

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

Financial models – This is the Way

October 1, 2020by D/D Advisors Leave a comment

Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a few suggestions on the right way to build them.

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Analyst Decoder Ring, Business Model, Management, Strategy, The Valley, Uncertainty

Not a Drop for Thee

August 10, 2020by D/D Advisors 5 Comments

Not a Drop for You – To use a highly technical terms, capital markets are weird right now. We are seeing a growing divide between the haves and have-nots, with many start-ups rolling in investor interest and many more seeing their options decline.

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The Valley, Uncertainty

Uncertainty – Are we going back to work?

July 23, 2020by D/D Advisors Leave a comment

Uncertainty – Are we going back to work? – After a week of speaking to a lot of large enterprises, we think a lot of big companies will not return to normal activity this year.

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The Valley, Uncertainty

Is America losing the R&D race?

July 13, 2020by D/D Advisors Leave a comment

Is America losing the R&D race? – The short answer is no, but we may want to rethink how we prioritize our R&D investments.

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Components, Strategy, Uncertainty

Fear is the Mind Killer

July 2, 2020by D/D Advisors 1 Comment

Fear is the Mind Killer – Two weeks ago we argued that consumer sentiment and individual decision making are going to have a big impact on the economy. There is now an academic paper to back that up. Also, wear a mask.

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Uncertainty

Raising Venture Funds under Uncertainty

June 29, 2020by D/D Advisors Leave a comment

Raising Venture Funds under Uncertainty – Fear of the virus and its impact on the economy are still pervasive, and while conditions will tighten for many, investors are nonetheless aware that there will be many compelling opportunities in coming months.

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The Valley, Uncertainty

CFO – Dr. No vs. The Enabler

June 19, 2020by D/D Advisors 1 Comment

Good CFOs need to understand their companies. Their role shouldn’t be the Veto-holder or decision maker. Instead, they should help companies frame and measure decisions.

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Management, Strategy, Uncertainty

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