POSTS IN Strategy

Apple the Platform Company

Over the past 10 years, systems companies have trended away from chip development for two simple reasons: 1) design and fabrication costs – too expensive unless amortized across huge volumes 2) semiconductors are a saturated market (lots of “merchant” chip players fighting for business). In 2007 we saw an example of this play out in […]

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The Fat Dumb Pipe – Why Comcast Needs NBC

To understand Comcast’s motivations for acquiring NBC, we need to understand the economics of the traditional TV model, along with how internet-delivered video is disrupting the cable companies’ incumbency advantage. The term “pipe” refers to the cable running into your house – think of it as a water pipe, only carrying television and broadband internet. […]

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Why Intel is Sinking in Mobile (w/ Microsoft)

A lot is made of Microsoft’s failures in the mobile market (and for good reason). Equally interesting – but discussed much less – is how the mobile computing revolution is disrupting Intel. I previously discussed how processing chips designed for mobile and PCs are converging. This can be proven simply by looking at Apple’s new […]

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The Real Reason Apple Hates Flash (Google)

Adobe’s Flash is a big deal – it powers animated display ads (the Toyota ad with the wheels spinning) and it’s also the technology that enables YouTube and Hulu videos. Despite Flash’s proliferation on the web, Steve Jobs has stopped it from running on the iPhone and iPod Touch (and iPad). Publicly he’s berated it […]

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Mobile Computing and Parallel Processing Convergence

Near the turn of the century, Intel predicted they would be running processors at 15 – 20 GHz by 2010. This prediction never held, and today Intel is selling multi-core processors, with each individual core operating around 1 – 2 GHz. It’s worth noting that these speeds were achieved on single-core processors over 10 years […]

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Apple iPad – a Win or Loss for Consumers?

One thing about Apple’s iPad which caught every single “expert” off guard is its price point. No one expected the base model of the iPad to debut at $499, particularly since Apple has a history of overcharging early adopters. This low price will have an important impact on tablet market evolution. As DigiTimes reports, Asustek, […]

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Next Gen Wireless – Twitter, Foursquare and Spurring Innovation

Since the launch of the iPhone, carriers, and in particular AT&T, have been in the news a lot. Most of the press is around why the service providers fail at providing a decent user experience. From dropped calls to dead pockets, people have come to accept what would otherwise be a totally unacceptable SLA (service […]

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When Private Equity Fails – Freescale

It’s no secret that the golden age of private equity is over. 2005-2007 were incredible years, not only for the PE firms, but also for the players who sold out at the peak. Sam Zell became infamous for selling Equity Office Partners to Blackstone for $23B literally as the real estate market crested in early […]

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Intel – What Else Will They be Inside?

A lot was made of Intel’s earnings last week, and for good reason. Anyone that’s followed the company knows that a PC recovery is an extremely accurate signal for renewed consumer spending and for the overall direction of the economy. Needless to say they had the biggest y/o/y revenue increase in the company’s history. Along […]

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