Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….
We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would […]
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, […]
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 […]
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.
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 […]
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
Last month Apple announced that it was building several new campuses. The media focus was on what appears to be the company’s major campus in Austin, but we noticed they […]
We have been doing a lot of work on the Internet of Things (IoT) lately across a number of engagements. And in all of these, a common thread that emerges […]
Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay […]