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Will National Semiconductor Deal Pay off for Texas Instruments?

April 6, 2011

Analysis of:Texas Instruments Buys Age-Old Rival | online.wsj.com

The 80% premium TI paid for National Semiconductor surprised many people in the industry. The main question is when TI will start harvesting the financial benefits.No doubt that NSC has good reputation in capacity utilization, supply chain, reliable products and high gross margin, however, maybe waiting a bit longer could help TI close the deal in much narrower premium

Solid State Lighting (SSL) and its Implication on Global Warming

March 25, 2011

We usually think on Solid State Lighting ( SSL) as an energy saving technology , but let's not forget the benefits of reducing carbon generation and resulted global warming. Replacing just 10% of the traditional incandescent bulbs with LED based lighting means will save over 120 TWh of electricity which is equivalent to more than 45Gton of carbon dioxide a year.

Solid State Lighting (SSL) Adoption Curve Expected to be Steeper

March 20, 2011

SSL is one of the fastest growing segments in the semiconductor world. The wide rainbow of applications boosted by replacing incandescent bulbs at home/office and CCFL lamps in LCD display backlight with many other market segments like automotive, medical and street lighting is expected to bring the value of this sector to over $20Bn in 2014. Based on the recent turbulence in the Middle East and rising fears from nuclear reactors, it seems that adoption curve will look much steeper.

Japan Tragedy Impacts on WW Semiconductor Supply Chain

March 17, 2011

As the combined tragedy of earth quake, tsunami and fear of nuclear disaster continue to hit Japan, customers are starting to assess their risk and plan their supply chain due to the updates coming from the beaten country.In general , following the statements coming from the Japanese manufacturers , we can expect low scale delay (up to 4 weeks depending on evolving situation) in the supply chain mainly due to power breakouts rolling.

Wireless Charging is the Preferred Solution for Multiple Handheld Devices

January 2, 2011

Analysis of:A Common Charger for Mobile Phones Now Expected in Early 2011 | www.cellular-news.com

The agreement achieved to use a micro-USB adaptor to charge cellular phones is nice but lagging behind the current available technologies. Furthermore, it addresses just one appliance - the mobile phone, but what about our iPads, other tablets, other rechargeable devices?Therefore, solution for multiple device charging should be the wireless charging which is not a connector based scheme.

Does simple notebook really need 4-5TB HDD?

December 21, 2010

Analysis of:Hitachi’s New Hard Drive Paves the Way for 4 TB and 5 TB HDDs | www.xbitlabs.com

The 4TB-5TB achievement in 2.5" form factor is a nice technical thing to have. Most of the professionals carry notebook will suffice with 160GB-250GB ( and many with less). The question is the shift towards faster access time whose breakthrough is achievable only with SSD. Therefore, the efforts should be directed towards lowering the costs of similar SSD size.

Fiber - Still the King of Wide Bandwidth Communications

September 30, 2008

Analysis of:IS FIBER'S ROSE STILL BLOOMING? | telephonyonline.com

Fiber is actually still the dominant platform to transmit and receive high bandwidth data. The question if to extend it to the home ( FTTH) or to the node ( FTTN) is a valid one but does not shade its future. When IPTV and other bandwidth demanding applications will knock on the door- the solution is there to implement. FTTH gets different penetration speeds depending on the country and policy applied there, so we cannot conclude from what's going in US and apply it to other countries.

IPTV- The Next Internet Revolution

September 30, 2008

Analysis of:IPTV subscriptions to grow 64 percent in 2008: Gartner | www.reuters.com

Combining TV and PC was the ultimate dream of consumers. IPTV has proved that it's possible and now is time to harvest the fruits. Gartner's analysis should not come as a surprise since the platforms are ready and just regulations and rights are impeding the process. The huge increase of IPTV subscriptions has taught us that this new area is going to revolutionize the TV concept and become a dominant revenue generator.

Sprint and Ciena- A Meaningful Step?

September 30, 2008

Analysis of:Sprint Picks Ciena | www.unstrung.com

Troubled Sprint that puts all its bets on WiMAX has first to prove that LTE is not generating a real threat. Ciena proved that it has a suitable solution and it will benefit first. However, Sprint's success is heavily dependent on the question whether G4 WiMax mobile will run. The fiber optic arena is the backhaul of the information transmission in the US, and Ciena positions itself quite cleverly but it's only one solid leg while waiting for Sprint to build the WiMAX market.

Nortel- Will They Stay in the Game?

September 30, 2008

Analysis of:Deconstructing Nortel, a former icon | www.canada.com

Nortel's  situation is not easy. Actually, it is not easy since the bubble exploded in late 2000. The decision to sell the Metro business will shave more revenue growth generators and it must fulfill the gap with fresh products. The share decline is not just due to performance and market mood- it's more like a punishment and a big question mark- Are you still in the game?

The Storage Behemoth

September 30, 2008

Analysis of:Oracle, HP collaborate on server, storage hardware | sanjose.bizjournals.com

Collaboration between the two giants, HP and Oracle , can shake the storage world which is due to double digit growth in the next three years. It can be a win-win situation based on both companies' reputation and strengths. on top of that, both companies are not new to the storage world's needs and can even set the trends in this huge market.

Carrier Comes First

September 30, 2008

Analysis of:Google, T-Mobile unveil $179 G1, challenge iPhone | www.business-standard.com

The launch of the long awaited Android based cellular phone by Google comes in the middle of the financial crisis. Thus , not having the enough attention as it was probably expecting. However, on top of that, Google chose T-Mobile as its carrier , and we know that consumer selects carrier first and then the handset itself. Therefore, I do not expect the same penetration pace of the G1 to the already saturated cellular market.

GPS and Much More for Just $199 per iPhone

June 11, 2008

Analysis of:iPhone 3g | www.computerworld.com

The ability of Apple to shake the market time after time has probably been entered to business schools syllabus. However, this time, they seem to give a complete ( almost) answer to all the needs expressed by the cellular user community aiming to the less developed countries. 3G capability was a must to have, GPS is a really appreciated feature and more applications packed in $199 tag price is all you need.

There is Life for Sprint's WiMAX After CTIA

April 18, 2008

Analysis of:WSJ: Comcast, Time Warner May Fund WiMax | biz.yahoo.com

WiMAX is a vital revenue growth driver for Sprint, and the fact that no announcement was made in CTIA does not have to indicate that things are going wrong. Such deal that involves the major CATV players takes time and the appearance of an event in the calendar does not mean it has to be finalized by then.

LTE- Please Queue Up

April 8, 2008

Analysis of:CTIA: LTE, sooner rather than later | telephonyonline.com

The belief that LTE can come ahead of its original schedule is a wishful thinking. The industry has not seen any corner cutting in any of its emerging standards. Even ISDN followed by the TDMA-CDMA-GSM standard wars took their time to be established as working standard. WiMAX itself is under development and experimental usage for more than four years before we can expect its real launch in 2009.

2009- The Year of the WiMAX

April 7, 2008

Analysis of:Interview with Sriram Viswanathan, General Manger (sic) for WiMax at Intel | www.wimax.com

After a long way spotted with many standard hurdles, WiMAX should see its way as the major platform for mobile wireless connectivity in 2009. Led by the chipset provided by Intel, WiMAX is now ready for broad market launch, and really carries the message of high speed hassle free wireless technology.

WiMAX - A Springboard for Sprint?

April 7, 2008

Analysis of:Sprint reaffirms WiMax commitment | www.latimes.com

Sprint commitment to WiMAX is its only hope to recover from its corroding situation. Adopting WiMAX is a "take it or die " alternative , after the huge investment it has done in this area. Sprint is not in a position to decline WiMAX and awaits LTE.

Bitpiping through HSDPA

April 7, 2008

Analysis of:HSDPA to take off in 2008 | www.ovum.com

HSDPA is aimed to provide fixed capabilities to mobile platform. This fast data rate will find its way into a growing number of mobile telecommunications installations and will reflect a seamless way of connectivity between fixed and mobile gear. By 2009 , more and more European users will seek for such a solution based on the hardware given. Going with WiMAX will clearly show a change in the way mobile platforms are providing fast data connection, mainly to the business community.

Enough Space Left for iPhone in China

March 11, 2008

Analysis of:Nokia Strengthens Position In China Cell Phone Market | www.forbes.com

Nokia deal in China is not a surprise. It is an ongoing business relationships since 1998 between Nokia and Postel. The lower value of this year deal may signal the space Postel is saving for the coming iPhone launch towards the second half of the year

Yes! iPhone Will Be Adopted by Business

March 11, 2008

Analysis of:Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com

Apple iPhone which shook the cellular world standards of the consumers will do it in business as well. Apple unique way to do the same but differently and achieve more public relations than all its rivals together will show its benefits in the business arena as well. Many employees will push their IT managers or office infrastructure managers to go for the iPOD rather than regular cellphone or even Blackberry which is pure technical appliance without the soul each Apple's device has.

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