Category Archives: handset

Wind River purchased by Intel

If anything, Wind River’s inability to breakout, despite a once Microsoft-like position of dominance, is a by-product of their failure to meaningfully go “up the stack” and away from their historical focus on the silicon layer as a primary differentiation … Continue reading

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The cell phone market in brief

Although the payoff of a small niche may be less than that of a large, growing market, the competion may often also be less intense. The majority-fallacy concept states that appraisals of fast growing  segments overlook of minimize the likelihood … Continue reading

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clouds versus pcs

George Gilder had an article in Wired on data centers as clouds. My instinct is to dismiss anything Gilder writes because of his track record of wacky ideas (e.g. feminism is destroying civilization and supply side economics makes sense). But, … Continue reading

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