Are Semi Equipment Stocks & Industry Rolling Over?
Is there any Upside in the second half of 2015?
Waiting for next years iPhone 7 refresh?
Does Windows 10 even matter?
“Sell in May and Go Away”
An old investor’s adage that has proven correct this year. The Semiconductor Equipment stocks seemed to have had… Read More
Semiconductor based electronics has continuously improved lives of people through various kinds of technology upgrades in the gadgets for our daily use. Imagine the journey from a mechanical typewriter to a laptop computer connected through a laser printer, transition from black & white photography to exotic coloured… Read More
The effort for adding phone function into watch had started much earlier in 1999 when several tech companies joined the crusade to enter the big watch market. Notable among them were Samsung, IBM, Microsoft, Fossiland Sony Ericsson. The effort lasted for about a decade before showing its signs of fatigue. Microsoft SPOT (Smart… Read More
As The Who sang on Who’s Next:Keep me movin’, groovin’, groovin’, yeah
Mobile, mobile, mobile, mobile, …
On April 22nd and 23rd the place to be moving (or movin’) to will be the Hyatt Regency in Santa Clara. Because What’s Next is this year’s Linley Mobile Conference… Read More
The numbers are in now and so we can look at the top suppliers into the mobile market for 2014, and then a look out to what the future might bring. Before getting to the companies it is worth looking just how dominant the Chinese market is, at 32% of the entire world market compared to, for example, US’s 9%. China Mobile alone has … Read More
Apple reported that it sold $74.6B in products last quarter, and earned an all-time record (for any company) $18.06B in profits. Sammy reported its lowest quarterly profit since 2011 at $21.3Bk, down almost a third.
In 2013 mobile had been 70% of Sammy’s profits so any drop in revenue or profitability would have an amplified… Read More
4K UHD TVs were all dressed up at CES 2014 with no content to show. The good news for the 2014 holiday season is the industry has converged on one set of standards for display, interfacing, and encoding, so consumers should not be left marooned in an instant replay of the 3DTV hype-crash cycle. It may be a bit longer before everyone can… Read More
I had been wanting to write about it since Google’sbig bang announcement of Android1 in India in Sep this year and their associated strategy to capture some of the large pockets of Smartphone market within a matured or declining cell phone market and maturing overall market of Smartphone. Since I wrote my last article hereon maturation… Read More
I’ll never forget the shock when I upgraded from a Feature Phone to my first Android-powered SmartPhone, because all of a sudden my battery life went from 6 days down to only 1 day between charges. As a consumer, I really want my battery to last much longer than one day, so the race is on for mobile phone companies to design their… Read More
Often I used to wonder why a search engine company would invest so heavily and indulge into stuff like smartphones, home automation devices, servers and many other exotic, innovative things they are doing internally and externally. But when I connect the dots, I find that this company in on certain massive missions which, if accomplished… Read More