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Tag Archives: amazon

Qualcomm Auto Day – Uniquely Unique

September 23, 2022by D/D Advisors Leave a comment

Qualcomm’s Auto event – painted a compelling strategic picture for their future in the segment, and then provided answers to a lot of the practical questions too. They look very well positioned for autos of today.

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Autonomous Vehicles, Qualcomm

The Return of the Conglomerate?

May 20, 2022by D/D Advisors 1 Comment

Fifty years ago the Street fell in love with diverse conglomerates like Gulf + Western. How different are the sprawling operations of the major Internet companies today?

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Analyst Decoder Ring, Google, Stocks, Strategy

Semis read through from Amazon’s earnings

May 5, 2022by D/D Advisors 2 Comments

There is a real chance that AWS’s purchase of semis may decline year-on-year in the second half as they, like everyone else, moderates pandemic spending. Not a cause for panic, but worth remembering that we tend to take data center growth for granted.

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Analyst Decoder Ring, Silicon, The Cloud

FUD, Channel, Software and Prices

October 14, 2021by D/D Advisors Leave a comment

FUD, Channel, Software and Prices – Intel looks to be reaching the end of its competitive response playbook – cutting prices on their flagship products is not a good look for the company/

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Analyst Decoder Ring, Components, Enterprise Electronics, Silicon

Roll Your Own Adventure

August 25, 2021by D/D Advisors 2 Comments

Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.

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Components, Silicon

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

Google close Stadia Studios

February 12, 2021by D/D Advisors 1 Comment

Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.

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Gaming, Google, Strategy

How does Amazon do it?

January 18, 2021by D/D Advisors 5 Comments

How does Amazon do it? – Amazon seems to have created a new model for building conglomerates

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Analyst Decoder Ring, Business Model, Management, Strategy

Amazon AI Assemble

December 8, 2020by D/D Advisors 1 Comment

Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.

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China, Components, Enterprise Electronics, Silicon

Trouble at Intel

July 28, 2020by D/D Advisors 3 Comments

Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.

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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The Street

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