New Report – D2D#24 – CES 2019
We published our newsletter this morning – the 24th issue of D2D – with a look at some highlights to CES. Below is the overview of the piece. Please let […]
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Herd Mentality and the lack of US Semis investment
If you read the press today, you could get the impression that the US and China are in some form of Technology Arms Race. (Headlines like “America and China Are […]
Yeah, Apple is probably building a modem
A few weeks back, we wrote about what Apple may be doing in the modem space. In that piece we noted that building modems is becoming an increasingly important source […]
Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)
Late in December, Cisco announced that it would acquire Luxtera a maker of silicon photonics parts. Luxtera is a cool company. They make ‘silicon photonics’, networking gear that combines the […]
Apple is building a San Diego campus. And a modem?
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 […]
MWC 2017: NFV – A Capex Wave Forming?
This post is excerpted from my newsletter, subscribe to follow this site and you will be automatically added to the newsletter e-mail list. This year’s Mobile World Congress (MWC) […]
Slouching Towards the Cloud
We tend to talk about the Cloud in terms of extreme certainty. Using almost religious tones. As in “We are all moving to the Cloud, by way of Jerusalem.” We assume […]
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 […]
What Should We Be Looking For?
The biggest winners from today’s announcement are likely to be China’s handset OEMs and its mobile operators. And Qualcomm itself did not do so badly.
Google I/O Themes
I spent the day listening to Google’s developer conference in the background, while trying to do real work in the foreground. So I can’t say that I caught all the […]
