Sparklink – The Biggest Wireless Standard You Have Never Heard About
We imagine that most readers here are familiar with all the major wireless standards. So familiar that it is boring. We do not write much about wireless standards anymore, beyond the expectations for...
View ArticleWhat comes next for Venture?
Last week we ranted a bit about the changes coming the Venture Capital industry, and that seemed to have struck a bit of a nerve. This is apparently a topic on the minds of a lot of our readers....
View ArticleThe Raft of the Medusa
We have spent the past two years trying to raise a Deep Tech focused venture funds. To put it mildly, the past two years were not the best time to raise a venture fund. In light of this, we cast a...
View ArticleQualcomm’s Edge Opportunity
We recently had a chance to catch up with Qualcomm’s connectivity team, and were reminded of the company’s deep experience in this field. But then we thought of the many questions we have about the...
View ArticleERIC in Charge
Late last year, AT&T announced a deal to source its entire radio access network (RAN) from a single vendor, Ericsson. We wrote about it when the news broke, and concluded that: In the end, if...
View ArticleRevisiting Personal Area Networks
The idea of Personal Area Networks (PAN) has been trickling around the hardware universe for years, but has always proved elusive. Recent advances may actually mean we can start to see PANs become a...
View ArticleDid AT&T and Ericsson Finish off O-RAN?
Last week, AT&T announced that they had selected Ericsson as the sole provider of their Radio Access Network (RAN) equipment. This was a highly unusual announcement in many ways, chief among them...
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Is Telecom Merely Resting?
Telecom equipment makers were once giants, today they often seem like afterthoughts. Last week both Nokia and Ericsson reported earnings , and investors were unimpressed with the stocks down ~10% in...
View ArticleThe Problem Child
Almost from the moment of its birth Qualcomm had to fight the world. It is hard for us to understand today just how much the entire mobile industry was set against Qualcomm from the earliest days of...
View ArticleThe Bad Romance of Apple and Qualcomm
Why does Apple have so much ‘love’ for Broadcom and so much ‘hate’ for Qualcomm? An investor asked us this question last month, and it has been worming its way around our brain ever since. After all,...
View ArticleIt’s the Software…
We spent much of the past month reading through the Arm IPO materials, watching results come in, and generally bemoaning the sorry state of the mobile phone industry today. All companies with heavy...
View ArticleQualcomm lives to fight another day
Yesterday morning Qualcomm put out a bare bones press release – just three sentences – announcing that they had reached an agreement to continue to selling modems to Apple. This hits pause on the doom...
View ArticleHuawei Watchers and the Land of Magical Thinking
This weekend, the big news in certain circles was the news about Huawei’s new Mate 60 flagship smartphone and the seemingly miraculous Kirin 9000s chip that powers it. This chap has riveted everyone’s...
View ArticleRumble on the Open RAN Boulevard
We have not written much about the Open RAN initiative lately, but we have been providing regular links to various happenings in our newsletter (which you can subscribe to here). There have been some...
View ArticleOur Semis Are From the Niagara Falls Area
If you had a deep connection to a particular product, but were afraid how the rest of the world would react to it, would you broadcast it loudly, or maybe shuffle it off to some lesser known corner of...
View ArticleTwo Great Tastes That May Not Go Great Together
We have recently been diving deep into the world of analog semiconductors. There are a lot of interesting things happening in that market right now ranging from cyclical conditions and inventory...
View ArticleThe (Al)lure of Ad Hoc Networks
Last week Amazon opened up its Sidewalk Network to third party developers. We find Sidewalk, and its class of networks, incredibly fascinating. They hold so much potential, to supply an important...
View ArticleHow to Save Android
We have been writing a lot about Qualcomm lately (and here, and here), lamenting its lackluster growth prospects. As we noted, the heart of their problem is that they are (probably) losing Apple as a...
View ArticleCan Qualcomm Ever Grow Again?
As we noted last week, many on the Street are deeply ambivalent about Qualcomm stock. They recognize the company has made good progress in areas like RF and automotive, but find the stock unappealing...
View ArticleWhy M&A is not a good path for Qualcomm
We have recently fielded a lot of negative sentiment about Qualcomm. As analysts, we were generally fairly favorable towards the company and have worked there as well, and so many on the Buy-side view...
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