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Tag Archives: Data Centers

Trouble at Intel

July 28, 2020by D/D Advisors 2 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

Edge Data Center. Huh. What is it good for?

December 17, 2019by D/D Advisors 3 Comments

There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]

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Analyst Decoder Ring, AR & VR, Autonomous Vehicles, Home Networking, Mobile Web, Net Neutrality, Networking, Qualcomm

Fox in the Hen House – Intel and the Telcom Standards

April 5, 2019by D/D Advisors Leave a comment

The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.

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Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

Cisco Acquires Luxtera (Happy) and the Tragedy of Photonics (Sad)

January 16, 2019by D/D Advisors Leave a comment

Late in December, Cisco announced that it would acquire Luxtera a maker of silicon photonics parts. Luxtera is a cool company. They make ‘silicon photonics’, networking gear that combines the […]

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Components, Networking, Silicon

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