What is a ‘device’? – A response to Stratechery
A few days ago I read a post on Stratechery. Since half the traffic to this site comes from its author Ben Thompson’s Tweets, you are probably familiar with the site. If you are not, go sign up, it’s...
View ArticleA look at Artemis and the pCell: Part 1- The Basics
One of the more interesting product demos/start-up ideas out there right now is Artemis and their pCell technology. They had slightly uncloaked their idea a year ago, almost by accident, but then last...
View ArticleArtemis and the pCell Part 2 – How it kinda works
In my last post, I described how wireless networks are starting to bump up against “Shannon’s Law”, essentially running out of ways to cram more data into existing radio spectrum. Privately-held...
View ArticleArtemis and the pCell Part 3: Does it Work?
In my last post, I looked at how privately-held Artemis has created a system which they claim can unlock immense amounts of wireless bandwidth. They use DIDO techniques, and a new access point which...
View ArticleBuses, Trains and Wireless Operators – A Corollary to Benedict Evans
Benedict Evans had an interesting post out over the weekend, “Railways and WhatsApp”, in which he makes a good analogy between wireless operators and railways. His point being that the wireless...
View ArticleUpdate on pCell and Artemis
A couple weeks ago I wrote three pieces on privately-held Artemis and their pCell technology. (Parts One, Two and Three.) Artemis is proposing something really interesting, a new approach to wireless...
View ArticleIn which, the cause of the author’s absence is revealed
Some of you may have noticed that I have not been writing as frequently over the past few months. Today’s news should explain that. I have been a little busy. When I write, I tend to write about things...
View ArticleA close-read of Qualcomm’s China press release
Today Qualcomm announced that it has settled with the NDRC of China which has ruled that Qualcomm has violated their anti-monopoly law. The settlement had been close for some time, I posted about it...
View ArticleMicrosoft’s Loss is Networking’s Gain
This morning, Microsoft announced that it was shutting down what was left of Nokia. There has been a ton written today about the strategic, personal, historical and branding implications of all this...
View ArticleMore Wirless Infrastructure
In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I know in that post I warned that...
View ArticleThe Sci-Fi Vision of Telecom Operators
I have had a few conversations last week about the future of Telecom Operators. It started when Benedict Evans trolling Twitter with this comment: Benedict Evans (@BenedictEvans) 2/1/16, 6:13 PM The...
View ArticleCES 2016
CES 2016 It is that time of year again. The annual technology conference which everyone loves to hate. Last year I laid out my strategy for approaching mega trade shows like CES. That boils down to...
View ArticleA Proposal for Intel – Time to Go Private
Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay much deeper. The company is at...
View ArticleWhy is IoT such a mess?
We have been doing a lot of work on the Internet of Things (IoT) lately across a number of engagements. And in all of these, a common thread that emerges is just how hard and jagged the IoT market is....
View ArticleApple is building a San Diego campus. And a modem?
Last month Apple announced that it was building several new campuses. The media focus was on what appears to be the company’s major campus in Austin, but we noticed they were also building something...
View ArticleThe State of the 5G Baseband
In our post from last week out of CES, we touched on the subject of 5G Modems, and we want to expand on that here. The market for smartphone modems for 5G looks a lot like the market for 4G modems at...
View ArticleMWC 2019 – The State of 5G
This morning we published our newsletter covering Mobile World Congress 2019. Drop us a line if you would like to subscribe. Below is our view on the State of the 5G standard. The State of 5G The big...
View ArticleFox in the Hen House – Intel and the Telcom Standards
Sometimes big industry changes come with trumpets blaring and Barbarian Disruptors storming the Corporate Gates. Other times, major, important happenings occur behind closed doors at tedious...
View ArticleThe Heat Death of 5G
Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world is full of talk about fast 5G networks and...
View ArticleLet’s Just Call it 6G
In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, tangible gains for consumers....
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