Is there more downside than upside in stocks?
Entering a seasonally weak period, then what?
Does China trade come back to haunt industry?
Cycle is past the bottom-But what kind of up cycle?
The most recent up cycle in the industry was a huge one, driven by a huge spend on NAND as SSD’s sucked up infinite number of devices. DRAM … Read More
From our book “Mobile Unleashed”, this is the semiconductor history of Apple computer:
Observed in hindsight after the iPhone, the distant struggles of Apple in 1997 seem strange, almost hard to fathom. Had it not been for the shrewd investment in ARM, Apple may have lacked the cash needed to survive its crisis. However,… Read More
Steve Jobs wanted to build an electric car as far back as 2008. In 2014, Tim Cook reportedly funded the project. To date, though, Apple has had little to show for it, and the rumors are that its electric vehicle will launch as late as 2025— long after such things become common commodities. Google has already had self-driving electric… Read More
The battle between the FBI and Apple over the unlocking of a terrorist’s iPhone will likely require Congress to create new legislation. That’s because there really aren’t any existing laws which encompass technologies such as these. The battle is between security and privacy, with Silicon Valley fighting for privacy. The debates… Read More
The article suggested by LinkedIn is titled “Should Apple fight a court order to unencrypt iPhones? #unlockiPhone”. However, my question is this, why didn’t the FBI just go to the NSA for what they needed? Why didn’t the FBI just hire the latest hacker who was able to hack the iphone and give him the same deal other hackers… Read More
With hundreds of billions of dollars overseas and ridiculous profits domestically it is safe to say that Apple can have its way with whatever industry, market or project it sets its mind to. The only sad thing is that money alone can’t cure cancer or bring Middle East peace. Money can, however, help bring a new car company into… Read More
An empty Fab is a terrible thing to waste, especially when it is leading edge. By the end of the year Intel will, by my back of the envelope calculation, be sitting with the equivalent of one idle 22nm Fab (cost $5B). What would you do if you were Paul Otellini?
Across the valley, in Cupertino, you have Tim Cook, whose modus operandi is … 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
Will they or won’t they convert the MAC Air to the A6 processor this year? That is the question that intrigues many analysts and prognosticators who want to see if a competitive ARM ecosystem… Read More
The retirement of Steve Jobs left most commentators wondering if Tim Cook could lead Apple marching ever onward and upward. In truth, Tim Cook’s contribution on the operations side has been just as instrumental in the destruction of Apple’s PC and consumer electronics competitors as Jobs’ product vision. Under Tim Cook’s guidance,… Read More