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Tag Archives: amazon

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

Org Chart as a Service

July 22, 2020by D/D Advisors 2 Comments

Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure

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Analyst Decoder Ring, Business Model, Management, Strategy

Intel Follow-Up – Data Centers

June 17, 2020by D/D Advisors 5 Comments

Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.

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Components, Enterprise Electronics, Management, Stocks, Strategy, The Street

Gaming – Networking becomes a competitive advantage

March 26, 2019by D/D Advisors 3 Comments

We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who […]

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eSports, Google, Net Neutrality, Strategy, The Cloud

Amazon enters the ARM Server fray

December 7, 2018by D/D Advisors 1 Comment

Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]

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Silicon, Strategy, The Cloud

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

Retail Real Estate Stocks Scares Me

April 8, 2015by D/D Advisors Leave a comment

The real title of this post is “Is the market under-pricing technology obsolescence risk?”. Which is probably the most boring title I have ever written. So I went with the […]

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Stocks, The Street, The Valley

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

Talking my book on Amazon

July 27, 2014by D/D Advisors Leave a comment

Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is […]

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Mobile Web, Stocks, The Cloud, The Street, The Valley

How profitable is AWS?

December 1, 2013by D/D Advisors 7 Comments

We have been traveling a lot over the past two weeks visiting investors for our day job. In one of our last meetings, about  five minutes into the conversation we […]

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Networking, Stocks

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