What does the IoT mean for the next wave of Silicon Valley innovators? Looking at the previous waves of semiconductor economic development and the doctrine of “creative destruction” holds clues as to how this one develops and who emerges as the new leaders.
Given seven decades of progress, it may seem semiconductor firms on top … Read More
It was CES 2011 when Steve Ballmer sweatered up and pitched the coming universe according to Microsoft, where the same Windows base would run on everything – PC, phone, tablet, and game console. Getting from that visionary statement to Windows 10 hasn’t been a smooth ride.… Read More
There are some interesting parallels between Intel and Microsoft. Both of them missed mobile. Actually they didn’t completely miss mobile, both of them had programs from early days. But clearly they both regarded mobile as a much lower priority: the PC was where all the money was and where it would continue to be forever.… Read More
Yes and No, in my view. Yes to a certain extent, considering that most of the people in developed world have more than one (may be with dual sim card) phone; and No, considering the vast untapped market in the third world countries of Asia and Africa. In India, although much of the population (who can afford a phone) has phone, but not … Read More
In continuation to my earlier observations and anticipations (landscape1, landscape2) which came up to my expectations, I was further inspired to ponder over the macros of our ever growing semiconductor industry. We may argue the business is stagnating, we may argue that the pace of scaling is slowing, but when I look back at the… Read More
There are more, but wait a while, from this set which ones do you need? Or let me ask the question differently (I know you may like something impulsively and have money to buy), which ones do you want to buy and own? Still confused? I guess what you need, you already have, but you want to change it for something new and different. While I … Read More
Many people are underestimating the speed and the magnitude of the transition that is about to take place with the tandem rollout of iOS 7 and the 64 bit A7 processor. While the former provides a nice visual upgrade to the entire ecosystem the latter will be used to collect accolades and drive application development that will result… Read More
Despite the relative success of their latest smartphone, iPhone15s, the Cupertino firm had never been able to renew with the success of legendary iPhone5s, launched ten years ago, in 2011. As of today, we don’t know if Microsoft will keep iPhone and iPad product lines, or decide to provide these with a lethal injection…
Some history:… Read More
OK. I was wrong. Microsoft did buy Nokia’s handset business. For $7.2B, which for a company that just wrote off nearly $1B on tablets isn’t that much. Nokia is a company that had a peak valuation of $110B although it is not clear how much of that is in the deal versus out of the deal.
Details from Reuters here.
Elop is expected… Read More
It now appears that Steve Ballmer was suddenly given his walking papers at the urging of an activist investor (ValueAct) and with the concurrence of Bill Gates. Wall Street’s growing impatience tends to coincide when the Innovators Dilemma scenario has taken hold of a company that has been unable to overcome its challengers. Why… Read More
