Amazon enters the ARM Server fray
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, […]
Tag Archives: amazon
Fast Fashion in Chips? Mediatek beats Qualcomm
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 […]
Retail Real Estate Stocks Scares Me
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 […]
Alibaba and Alipay
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 […]
Talking my book on Amazon
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 […]
How profitable is AWS?
I have been travelling a lot over the past two weeks visiting investors for my day job. In one of my last meetings, about five minutes into the conversation I […]
