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Tag Archives: Alibaba

How many CPUs do we need?

April 28, 2023by D/D Advisors Leave a comment

Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.

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China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy

Did Aliens Build the Pyramids?

October 29, 2021by D/D Advisors Leave a comment

Did Aliens Build the Pyramids? – Did Ali really build its own CPU? It looks like they got help from a few outside parties which just shows that designing chips, especially CPUs, is still hard.

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Google, Roll Your Own, Silicon, The Cloud

Intel 2.0’s customer dilemma

March 26, 2021by D/D Advisors 24 Comments

Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, Strategy

Could? Should? Would? – Mobile OS

March 23, 2021by D/D Advisors Leave a comment

Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.

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China, Components, Google, iOS, Mobile OS, Mobile Web, Qualcomm, Silicon, Strategy

Fast Fashion in Chips? Mediatek beats Qualcomm

June 30, 2015by D/D Advisors Leave a comment

The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of […]

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Apple, Business Model, China, Components, Silicon

China VIE trouble for BABA?

January 29, 2015by D/D Advisors Leave a comment

That didn’t take long. Over the past few months I have been writing (also here and here) about Alibaba (Ticker: BABA). I mentioned one of the key risks with buying BABA […]

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Appconomy, Business Model, China, IPO, Mobile Payments, The Street

Alibaba and Alipay

January 7, 2015by D/D Advisors 1 Comment

Alibaba has been doing well in the market since I last published on them. The stock has hit my ‘price target’, and their first results went well. If I were […]

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Business Model, China, IPO, Mobile Payments

BABA: Portfolio Manager Summary

November 4, 2014by D/D Advisors Leave a comment

Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]

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Appconomy, Business Model, China, Marketing, Mobile OS, Mobile Web

The 3 Roles of Alibaba

November 4, 2014by D/D Advisors 2 Comments

Alibaba has a lot going on. Parsing through its S-1 is not an easy task. But I have begun to view the company playing three different roles: Alibaba as a […]

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Appconomy, Business Model, Maps, Marketing, Mobile Web, Stocks, Uncategorized

Launching “Coverage” of Alibaba

October 31, 2014by D/D Advisors 2 Comments

Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few […]

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Appconomy, Business Model, China, Mobile OS, Mobile Payments, Mobile Web, Stocks

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