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Ed wrote recently about Microsoft going thermonuclear. I think that they already did. Ed wrote about Microsoft’s tablet announcement. The second announcement is a sort of follow up to my blog on what will happen to Nokia.
Two big announcements, the first one is that Microsoft is going to produce its own tablet computers (MiPads … Read More
This has pretty much nothing to do with EDA or semiconductor. OK, absolutely nothing. Years ago a friend pointed me at a video of a guy who used to be a video game designer (wait, a semiconductor connection) who decided to take his savings and travel the world. As he put it, “I wasn’t a very good video game designer. But I … Read More
I use social media 7 days a week and while at DAC I received a message from Herve Guegan on my LinkedIn account where he basically said, “Hey, go check out Asygn at DAC, they do analog macro models.”… Read More
News today is that Moody’s has downgraded Nokia to junk status. They also announced that they will lay off 10,000 people (including about 1 in 4 of the people they employ in Finland, where Nokia is headquartered).
For those of you who don’t know all the inside-baseball stuff about Nokia, here is a recent little history.… Read More
As Apple races towards $200B in revenue, sometime in 2013 and perhaps $300B by 2015, Tim Cook knows it is in Apple’s best interests to start building a sizeable percentage of iPhones and iPADs in the US and soon. At the All Things D conference this week, Walt Mossberg asked Cook about Apple’s manufacturing presence in China and “if … Read More
Every year or so Mary Meeker (at Kleiner-Perkins) does a big presentation on internet trends. Since the internet in general and mobile in particular is a big driver for the semiconductor industry, this report is a treasure trove of useful data and interesting facts.
For example, this graph shows the adoption rate of iPods, iPhones… Read More
OTT stands for “over the top”. But in the telecom sense it does not mean outrageous, it means providing a service using the data network that competes with some service that the carrier offers and uses as a revenue stream. The most obvious of these is running Skype and so not making a voice call but perhaps the biggest threat… Read More
Since around the posting of my prior blog [Chip in the Clouds – “Gathering”] to now many events have taken place. Facebook announced its intent to acquire Instagram for $1B in cash and stock, completed its initial public offering, announced an Instagram competitive product by releasing “Facebook Camera” … Read More
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
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
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Facing the Quantum Nature of EUV Lithography