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Inflection Research | Where Technology & Strategy Collide

Where Technology & Strategy Collide

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Inflection Research | Where Technology & Strategy Collide | semanticzen.wordpress.com Reviews
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Inflection Research | Where Technology & Strategy Collide | semanticzen.wordpress.com Reviews

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Where Technology & Strategy Collide

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1

Altera & Xilinx, the Battle Continues… | Inflection Research

https://semanticzen.wordpress.com/2008/07/17/altera-xilinx-the-battle-continues…

July 17, 2008. Altera and Xilinx, the Battle Continues. 8212; semanticzen @ 1:37 am. Earlier this year I outlined. How digital products are increasingly migrating to Xilinx and Altera’s FPGAs. Due to the strong platforms offered by these companies; enabling convergence in semiconductor design. Let me provide an update based on the June quarter results from these two highly profitable companies who control over 80% of the FPGA market. Altera won this quarters battle. FPGA growth up 18% (9% Q/Q). 8220;The ...

2

The 3G iPhone has some Kinks to Resolve | Inflection Research

https://semanticzen.wordpress.com/2008/07/27/the-3g-iphone-has-some-kinks-to-resolve

July 27, 2008. The 3G iPhone has some Kinks to Resolve. 8212; semanticzen @ 9:06 pm. As the Washington Post reports. The 3G iPhone has some major “phone” issues. As a small form factor computing device it is without peers. Unfortunately, Apple overlooked that the two most important features for any mobile phone are call quality and battery life. Apple chose to save some money by choosing Infineon’s subpar baseband solution. Between the imminent WiFi upgrade to 802.11n. Mobile WiMax (IEEE 802.16e). Howeve...

3

Seeking Alpha Author | Inflection Research

https://semanticzen.wordpress.com/seeking-alpha-author

I post many of my articles on Seeking Alpha. You can check out my Seeking Alpha articles on my Seeking Alpha author profile page. Leave a Comment ». Feed for comments on this post. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out.

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Inflection Research | Where Technology & Strategy Collide | Page 2

https://semanticzen.wordpress.com/page/2

June 8, 2008. Next Gen Semi Design (part 13) – Convergence. 8212; semanticzen @ 8:55 pm. In the previous two posts on why semiconductor solutions are converging and why this is a great opportunity for FPGAs. I explained this was occurring because of increasing semiconductor complexity and physical barriers. Below are two new end market opportunities as a result of increased digital IC complexity and physical barriers. FPGA’s have moved into supercomputers. As the enabler of Reconfigurable Computing.

5

Xilinx Ill-Communication | Inflection Research

https://semanticzen.wordpress.com/2008/09/22/xilinx-ill-communication

September 22, 2008. 8212; semanticzen @ 10:54 pm. Xilinx recently put out a press release publicizing their partnership with Sun Microsystems. The frustrating part of the release is it accentuates Xilinx inability to articulate its platform strategy. An excerpt from EE Times (a pretty techy organization) coverage of the press release. The PLD (Programmable Logic Device) industry badly needs to create a “Web 2.0” type marketing headline that can energize engineers, designers, managers, and...You are comme...

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Inflection Research | Where Technology & Strategy Collide

October 5, 2008. Inefficient Markets Shorting, the VIX, and Unintended Consequences. 8212; semanticzen @ 7:25 pm. I’m sure governments around the world didn’t care about option bid/ask spreads when outlawing shorting, but it has an impact on the efficiency of markets. The no shorting rule will probably keep the VIX elevated for some time. The past month has seen the VIX spike straight up. One consequence of this is that this has been and will continue to be a great time to trade options. Xilinx recently ...

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