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.
A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.
The optical industry is plagued by manufacturing and packaging obstacles, but may finally be closing in the Holy Grail of Silicon Photonics. This time is totally different….
IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and likely to accelerate as the cost of chips brings connectivity to many new areas.
MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.
More fun with acronyms: SD-WAN and SASE – An interesting corner of networking that could (maybe) become very important.
Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.
The Gaming Internet – 3 billion people played an average of 7 hours of video games last year, but no one seems to be looking at what that traffic is doing to the Internet.
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.
Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with […]