June 17, 2015

Mary Meeker 2015

Mary Meeker 2015
by Paul McLellan on 06-17-2015 at 7:00 am
Categories: General, IoT, Mobile

Every year Mary Meeker of Kleiner Perkins produces a large presentation on internet trends. And when I say large, I mean it. This year’s presentation is 196 slides. It is not really possible to summarize the presentation since it doesn’t really have a single theme, it is more like a meal of small plates than a prime-rib… Read More

April 23, 2013June 14, 2019

Mary Meeker’s Annual Internet Trends is Out

Mary Meeker’s Annual Internet Trends is Out
by Paul McLellan on 04-23-2013 at 8:05 pm
Categories: General

Every year, analyst Mary Meeker produces a large presentation (88 slides this year) about internet trends. This year’s oneis just out. So much of the semiconductor industry is driven by trends in mobile and PCs. Increasingly, just by mobile since it has already overtaken PCs in terms of units and will soon overtake in terms… Read More

May 30, 2012June 14, 2019

Mary Meeker’s Internet Trends

Mary Meeker’s Internet Trends
by Paul McLellan on 05-30-2012 at 7:11 pm
Categories: General
2 Comments

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

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2020 was a Mess for Intel
Excellent analysis, nice to see someone who really understands the issues and isn’t just parroting the do what AMD did…

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Good to hear Wally's clear voice and thinking on this subject. Moore's Law may be dead but the "learning curve'…

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Brilliant strategic analysis. Question: Suppose they do the right thing and cut the dividend and buyback to spend 100% of…

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Also: https://semiwiki.com/forum/index.php?threads/change-of-ceo-at-intel-announced.13601/

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Tag: meeker

Mary Meeker 2015

Mary Meeker’s Annual Internet Trends is Out

Mary Meeker’s Internet Trends

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2020 was a Mess for Intel

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2020 was a Mess for Intel

2020 was a Mess for Intel

2020 was a Mess for Intel

2020 was a Mess for Intel

2020 was a Mess for Intel

2020 was a Mess for Intel