Just days after I posted a blog on an early September iPhone 5 launch, the spies from Asia started flooding the rumor mills with Apple supply chain maneuvers that are not easily hidden suggesting that D-Day logistics are farther along than we imagined. This flood of information, coupled with the heightened Samsung-Apple Battle… Read More
Author: Ed McKernan
The Apple iPhone5 Olympic Launch Scenario
The Midwestern Hedge Fund Manager
Four years ago, a VC friend of mine was invited to a get together with a prominent Hedge Fund Manager from the Midwest. The meeting was an arrangement between fellow Harvard Grads. The Fund Manager was looking to make investments in the valley, to diversify away from his heavily weighted financial positions. Though, not recognized… Read More
Intel is Selling Itself Short on Trigate!
Perhaps the most pertinent comment raised by an analyst at Intel’s Investor Forum last week came from Dan Hutcheson of VLSI Research to Brian Krzanich, the COO and head of global manufacturing and supply chain. He said: “I think you sold yourself short on Trigate, the benefit of fully depleted vs. planar and the impact on leakage.”… Read More
Apple Games Qualcomm’s 28nm Supply for Labor Day iPhone 5 Launch
You can see a lot just by looking – as Yogi Berra was quoted as saying. The past two weeks we have seen quite a bit that adds intrigue to the true nature of Qualcomm’s 28nm product shortage and how the effects will ripple through the mobile industry for the second half of 2012. Samsung’s bold announcement of their Galaxy S III smartphones… Read More
Intel’s Ivy Bridge Mopping Up Campaign
In every Intel product announcement and PR event, there are hours of behind the scenes meetings to discuss what they should introduce, what are the messages and what are the effects on the marketplace to maximize the impact of the moment. The Ivy Bridge product release speaks volumes of what they want to accomplish over the coming… Read More
Qualcomm Meets Jerry Sanders at 28nm
First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash,… Read More
Intel Postgame Q1 2012 Earnings
Listening to the Intel earnings call yesterday and then reviewing the transcript last night, I came away with two thoughts that I think are key to understanding where the PC and mobile industry… Read More
Previewing Intel’s Q1 2012 Earnings
Since November of 2011 when Intel preannounced it would come up short in Q4 due to the flooding in Thailand that took out a significant portion of the HDD supply chain, the analysts on Wall St. have been in the dark as to how to model 2012. Intel not only shorted Q4 but they effectively punted on Q1 as well by starting the early promotion… Read More
Intel’s Fait Accompli Foundry Strategy
As many analysts have noted, it is difficult to imagine what Intel’s foundry business will look like one, two or even three years down the road because this is all new and what leading fabless player would place their well being in the hands of one who is totally new at the game. I would like to suggest there is a strategy in place that will… Read More
Apple’s 4G Field of Dreams Build Out
As Apple begins to flood the market with a full line of mobile devices sporting 4G LTE communications capability, starting with the iPAD and soon to follow with Ivy Bridge based MAC Book Pros and then in the Fall with iPhone 5s, one has to ask will the carriers be able to keep pace in order for customers to have a satisfied user experience.… Read More
CES 2025 and all things Cycling