We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
Amazon’s Sidewalk network shows the appeal of massive ad hoc networks. It also shows how hard it is going to be to commercialize them.
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.
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?
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.
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/
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.
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.
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.
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates