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Search results

  1. B

    cadence getting good reviews from analysts

    I'm more cautious about Seeking Alpha these days, but I've seen more than one of these recently, supported by unquestionably good financials. Also interesting that Cadence has more of a focus on organic growth than M&A these days, which has to be good for employee retention. Cadence Design...
  2. B

    Supercapacitor energy density approaching batteries

    There was an earlier thread I can no longer find suggesting that batteries still have the edge over supercapacitors. Maybe not for much longer. The January issue of IEEE Spectrum has an article on nitrogen-laced carbon tube capacitors which can store energy at a level comparable to lead-acid...
  3. B

    GPS spoofing software is open-source

    Reported at DEFCON 23 August last year, update today in IEEE ComSoc. ublox has added a method to detect spoofing, but not seeing a mad rush from users to update support. Lost in Space: How secure is the Future of Mobile Positioning? | IEEE Communications Society
  4. B

    ST hasn't touched bottom yet?

    Officially discontinues set-top chip business (though I thought they had done that some time ago?), plans to cut another 1,400 jobs, increase focus in Automotive and microcontrollers. From what I remember, automotive was principally in Agrate (Italy) and microcontrollers in Rousset (France)...
  5. B

    Cisco acquires Jasper (Iot company not formal part of CDNS) for $1.4B

    Revealing not just for moves in IoT but also for a statement in the article that Cisco is looking to grow in software, especially towards the cloud because "networking hardware is becoming commoditized and losing value". Cisco To Buy Jasper Technologies For $1.4 Billion | TechCrunch
  6. B

    Good news in servers for QCOM/ARM, not so good for Intel

    Apparently Google is planning to publicly give its support for ARM-based QCOM servers to be used in its datacenters. This may only be for a fraction of those servers, but nonetheless a crack in the wall of the Intel server fortress. ARMH and QCOM stock are up on the news and INTC is down...
  7. B

    Cheap gas not good for electric cars or for new auto wannabes

    Aside from all the debates about autonomy, there's an auto story that should get more traction. Ultra-low gas prices are undermining the mass-market appeal of electric cars, hitting Tesla in particular who should have the edge in the premium market. Gas will eventually rise again, but very...
  8. B

    Theranos - a cautionary tale for medical tech

    This is a company that promised to revolutionize hundreds of tests using a pinprick and a single drop of blood. They soared to a $9B valuation but have increasingly come under government and market scrutiny regarding the substance of their claims and the safety of their lab tests. A reminder...
  9. B

    Interesting that Google core biz surges, other projects lose a bunch

    Alphabet reporting structure nicely highlights what makes money, what doesn't. Will this increase pressure to trim the fat in playtime projects? On the other hand, signals that Google still hasn't quite found a way to expand outside its core biz. Alphabet up after Q4 beat; paid clicks surge...
  10. B

    A bump in the road for Apple Electric Cars

    Tech leader leaves the company: WSJ: Apple's car project leader leaving company - Apple Inc. (NASDAQ:AAPL) | Seeking Alpha
  11. B

    Slow news day - cell phone RF safety again resurrected

    Physics Today/New York Times reports on confusion at the CDC (Centers for Disease Control) on whether RF radiation around cell-phones is harmful or not. All of this seems to be based on one recent study indicating potential for various forms of problem from headaches up through cancer. That...
  12. B

    Another move against wireless carrier lock-in

    Now Microsoft may have joined the movement away from lock-in wireless plans. They are getting ready to offer their own SIM card to enable downloading apps on-the-go. (What? you say, Microsoft doesn't have a phone. But remember these days many devices want mobile access to the internet, even...
  13. B

    Drama at CES - US Marshalls raid hoverboard booth

    US Marshalls seized a one wheel hoverboard and associated signage. Claim is that the product violates an active US patent: You can't make this stuff up - CES really does have it all. U.S. Marshals Raid Hoverboard Booth at CES - Bloomberg Business
  14. B

    Amazon enters the commercial hardware business

    Announced at CES 2016, now selling processors for gateways, WiFi routers, NAS storage appliances a related subsystems. This is product from Annapurna Labs, acquired 1 year ago, to be marketed under the Alpine label. No comments on Annapurna work on datacenter CPUs for AWS. Amazon unit begins...
  15. B

    Oh joy - security solutions that are worse than no solution

    Beware the Comcast Xfinity home security solution. It seems to be trivially easy to jam the ZigBee signal, causing the system to lock into an "everything is secure" state (even though it may not be) which does not clear for several hours. Better yet, consumers are invited to post a sign on their...
  16. B

    What keeps AMD going?

    I'm tentatively posting another SeekingAlpha blog after less than enthusiastic support for that source in a prior thread. I'm not qualified to comment on the business content but it does raise a good point. Where is AMD going? What's the breakout strategy? AMD seems to have been hovering in a...
  17. B

    Is Qualcomm past it's best?

    Is Qualcomm past it's best performance? One analyst thinks so, though I should caution that this guy is also a major bear on Apple and has been contradicted on his posts on that topic by his own peers. Did We Just Witness Peak Qualcomm? - Qualcomm Inc. (NASDAQ:QCOM) | Seeking Alpha
  18. B

    An interesting real-world perspective on Mobileye ADAS

    Perspective from a real user with examples of various Mobileye features including advantages and drawbacks. A nice contrast to frequent abstract / benefits-only viewpoints. Mobileye: From A User's Perspective - Mobileye (NYSE:MBLY) | Seeking Alpha
  19. B

    A late Christmas present - sum of all positive integers = -1/12

    OK - not about tech topics, but why shouldn't we have fun too? At least this gives you a potential party trick for New Year's Eve :p (And no, I don't believe the sum of all positive integers = -1/12. But I will enjoy the debate that may follow) https://www.youtube.com/watch?v=w-I6XTVZXww
  20. B

    Mobileye may not be an acquisition target for Google

    It's always interesting to watch what the analysts think, not so much that I believe they always have a good grip on reality (I don't) but more because (at least sometimes) they do interesting research. Mobileye is the leader in the ADAS space (65% market share) but hit an air-pocket recently...
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