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New Report – D2D#24 – CES 2019

January 14, 2019by D/D Advisors 1 Comment

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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Apple, China, Components, Home Networking, IoT

Herd Mentality and the lack of US Semis investment

September 30, 2019by D/D Advisors 26 Comments

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 […]

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Silicon, The Valley

Yeah, Apple is probably building a modem

February 11, 2019by D/D Advisors 4 Comments

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 […]

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Apple, Qualcomm, Silicon, Strategy

Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)

January 16, 2019by D/D Advisors Leave a comment

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 […]

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Components, Networking, Silicon

Apple is building a San Diego campus. And a modem?

January 17, 2019by D/D Advisors 4 Comments

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 […]

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Apple, Components, Qualcomm, Silicon, Stocks, Wireless

MWC 2017: NFV – A Capex Wave Forming?

March 5, 2017by D/D Advisors 2 Comments

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) […]

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MWC, Networking

Slouching Towards the Cloud

September 15, 2016by D/D Advisors 2 Comments

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 […]

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Networking, Strategy

MWC: Telecom Equipment Companies – Nokia’s New Model & Emerging China Networking Companies

March 9, 2015by D/D Advisors 1 Comment

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 […]

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MWC, Networking

What Should We Be Looking For?

February 10, 2015by D/D Advisors 2 Comments

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.

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Appconomy, Business Model, MWC, Net Neutrality, Networking

Google I/O Themes

May 16, 2013by D/D Advisors Leave a comment

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 […]

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Android, Google, Mobile OS

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