I do not usually write about investment styles, but I suffered through two winters at the University of Chicago, which means that I am entitled to occasionally touch on the subject. […]
The Apple Watch seems so complicated, with over two dozen different versions, you need a spreadsheet to keep track.
That being said, Apple has a powerful combination of incredible engineering talent and the ability to make hard choices.
Maybe the Watch points to a whole new mode of computing.
It feels like the last few years, Mobile World Congress (MWC) has been filled with vague concepts and more marketing than substance. I think there is a change in this, […]
One of the clearest trends over the past few years has been Qualcomm’s dominance of the LTE modem market. I have written about it a bit in the past, and […]
If a person does the same thing over and over again, each time expecting a different outcome, we call that insanity. If dozens of companies in a multi-billion dollar market […]
One of the biggest pieces of news last week was the sale of Freescale to NXP. Both companies have products targeting mobile, but neither can be considered overly reliant on […]
In my preview post from last week, I wrote that the future of the networking industry is going to involve a lot of software, and that is going to alter […]
Last week I posted on overview of the RF semis market. I wrote that I expected some big announcements in the space during MWC. I was sadly disappointed. Nothing much […]
The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. […]
I have no idea if Apple is going to build a car, but if they were, I think we would see signs of preparation in the supply chain two years ahead of a launch.