Mergers and acquisitions are just a fact of modern business life, so the semiconductor, IP and EDA industries all can benefit, but only when the two companies have complementary products with some actual synergy. Cadence acquired OrCAD back in 1999, adding a Windows-based PCB tool to their product lineup, and here in 2019 some … Read More
Windows on a TV
This month I upgraded my TV at home with a 40″ LED set from Samsung, Denon AV receiver and Samsung Blu-ray player. Also being a Google fan I bought a Chromecast device.
At CES there were multiple announcements from Intel, and one that caught my eye was the Intel Compute Stick because it reminded me of the Google Chromecast device… Read More
Intel Plays to the 4 Horsemen of the Mobile Software World
Just at the moment we look for the mobile market to consolidate, it fractures along new fault lines as old allies become enemies and new business models appear in order to spur the ecosystem giants forward. It was not long ago that Android was let loose in an attempt to prove that the Mobile World is Flat. Ah but Samsung decided that it… Read More
Intel’s Haswell and the Tablet PC Dilemma
Paul Otellini’s greatest fear in his chase to have Intel win the Smartphone and Tablet space is that he opens the door to significant ASP declines in his current PC business. This is the Innovator’s Dilemma writ large. In 2011, Intel’s PC business (excluding servers) was $36B at an average ASP of $100. Within that model is an Ultra … Read More