Are there any value stocks in Technology?
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. […]
It’s Complicated – My thoughts on the Apple Keynote
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.
MWC 2015 – A Year of Substance
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, […]
MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm
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 […]
The Global Handset Industry is set for Self-Destruct
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 […]
MWC: Semiconductor Consolidation Cont’d
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 […]
MWC: Telecom Equipment Companies – Nokia’s New Model & Emerging China Networking Companies
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 […]
RF Semis Update – The More Things Change….
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 Semiconductor Market – And Why It Matters
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. […]
If Apple Built a Car in the Forest, Would We Hear It?
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.