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  • Ed McKernan

    by Published on 12-03-2013 07:00 AM
    1. Categories:
    2. General
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    To the surprise of nearly all observers and due to no extraordinary technological advancement, there is one true mobile winner of the past year and that is Micron, whose stock has soared in 2013 from $5 to $21. I know, you're probably saying, "Micron, you can't be serious." Let's run through the facts. For analysts who recall, it was 1995 ...
    by Published on 11-27-2013 09:00 PM
    1. Categories:
    2. Semiconductor Manufacturers,
    3. Intel
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    It was a year ago that Paul Otellini made his surprise announcement that he was stepping down as CEO of Intel. Soon after, I wrote an article asserting that the only correct choice for his replacement was Nvidia’s CEO Jen Hsun Huang. I went beck to reread what I wrote and I can scarcely say I would change anything I put in the article assuming Intel intends to continue down the path ...
    by Published on 11-19-2013 08:00 PM
    1. Categories:
    2. Semiconductor Manufacturers,
    3. Intel
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    Over the course of the last fifty years there have been two significant books that have delivered emotional and operational clarity on the rise and fall of high tech companies and industries: The Innovator’s Dilemma and Only the Paranoid Survive. Amazingly, these two books were released within a year of each other (1996, 1997) and at the height of Andy Grove’s tenure as CEO of Intel. Still today, ...
    by Published on 09-23-2013 11:00 AM
    1. Categories:
    2. General
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    Apple’s decision to launch the iphone 5C as a “high priced” device as opposed to a $300 entry level mass market consumer play appears to be intertwined in a much more overriding strategic plan that is beginning to play out in the market. Many analysts who pushed for the low cost device saw the need as necessary to save the ecosystem but ...
    by Published on 09-20-2013 08:00 AM
    1. Categories:
    2. General
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    Many people are underestimating the speed and the magnitude of the transition that is about to take place with the tandem rollout of iOS 7 and the 64 bit A7 processor. While the former provides a nice visual upgrade to the entire ecosystem the latter will be used to collect accolades and drive application development that will result in ...
    by Published on 09-11-2013 07:00 PM
    1. Categories:
    2. General
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    The disappointment amongst analysts is palpable. Dreams of low cost iphones for the masses were kicked away when Apple introduced their two new iphones at the same price points as the old ones. Clearly Apple is playing a different game than what most others are anticipating as the market runs to 5BU. The market has split into the land of free Android hardware and software (80% of the market) and that of the 20% profitable niche that has led Microsoft to buy Nokia in order to save the “burning platform.” The truth is every platform is on fire as the big ecosystem players try to profitably leap frog to where the dollars are. Tim Cook has never explicitly said so, but his goal is not to offer cheap iphones to the masses, rather it is to conquer the Corporate Wintel Empire in as short a period of time as possible. The refreshed iphones will support his efforts, however it is possible that A7 powered iPADs will be a more significant contributor.

    Microsoft’s acquisition of Nokia’s phone business is an affirmation that in the end software must reside on a physical device ...
    by Published on 08-26-2013 03:45 PM
    1. Categories:
    2. Semiconductor Manufacturers,
    3. Intel
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    It now appears that Steve Ballmer was suddenly given his walking papers at the urging of an activist investor (ValueAct) and with the concurrence of Bill Gates. Wall Street’s growing impatience tends to coincide when the Innovators Dilemma scenario has taken hold of a company that has been unable to overcome its challengers. Why continue to invest in something ...
    by Published on 08-23-2013 10:00 AM
    1. Categories:
    2. Intel,
    3. General
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    The announcement that Steve Ballmer will step down from Microsoft within the next 12 months and just weeks after kicking off a vast re-org focused on mobile devices can only mean that the future is coming much faster than Bill Gates or Steve Ballmer had ever expected and that without a radical adoption of hardware everywhere, it will leave the company without an ...
    by Published on 08-01-2013 02:00 PM
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    In the world of Tech Goliaths, the seemingly low tech, not for profit Amazon continues to amaze investors with a high and rising stock price. More so than Google, Amazon is considered to have retail all wrapped up with the end game being sky-high warehouses and continuous truck rolls up and down our scenic neighborhoods. Walmart is considered finished, not today but eventually. What if Time Cook has finally come to his senses and decides that the way to make Apple much more valuable is by driving sales through the roof by dropping margins to the floor. It would be un-Steve Jobs like ...
    by Published on 07-07-2013 10:00 PM
    1. Categories:
    2. General
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    We have entered the Summer lull, the quiet period before what is likely to be Apple’s largest volume launch of smartphones ever. While the launches are coming in like clockwork, it is the magnitude of the ramp that is likely to surprise many and it will be due not just to the features of iOS7, but also to the adoption of a well-worn Microsoft strategy. ...
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