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October 16, 2007
Is there a hope for Micron?
Analysis of: Micron Diversifies But is still Haunted by Memory | www.eetimes.com
Author: Israel Beinglass, Managing Director, ISB Ventures
Is there a hope for Micron?
Analysis of: Micron Diversifies But is still Haunted by Memory | www.eetimes.com
Author: Israel Beinglass, Managing Director, ISB Ventures
The article point a very important issue, there is no hope for Micron to compete in the DRAM market with the Asian companies (Samsung, Hynix, Elpida). As all the other US companies (sadly) got out of the memory business, Micron will have to exit this market.
October 16, 2007
How does the additional of Samsung CapEx will affect the market
Analysis of: Samsung's CapEx hike worries market | www.eetimes.com
Author: Israel Beinglass, Managing Director, ISB Ventures
How does the additional of Samsung CapEx will affect the market
Analysis of: Samsung's CapEx hike worries market | www.eetimes.com
Author: Israel Beinglass, Managing Director, ISB Ventures
Samsung has been loosing market share during the last few quarters, by increasing capacity they would like to fight back especially Hynix and Elpida and regain market share....however the article mentions that it could be a devastating process since the DRAM market is already in a big decline in ASP,...
October 12, 2007
What is going on with SOI technology
Analysis of: Silicon-on-insulator consortium formed to accelerate adoption | www.edn.com
Author: Israel Beinglass, Managing Director, ISB Ventures
What is going on with SOI technology
Analysis of: Silicon-on-insulator consortium formed to accelerate adoption | www.edn.com
Author: Israel Beinglass, Managing Director, ISB Ventures
The article trying to show on a positive note that they are forming a consortium to encourage other semiconductor manufacturing to increase the adopting rate of SOI technology. However the fact is that the usage is not growing and SOI is still a niche application and will stay like that for a while....
September 24, 2007Verizon’s CDMA and Vodafone’s GSM Link: A Step in the Right Direction, but Not Yet Full 4G
Analysis of: Vodafone and Verizon Wireless Looking to 4G | www.wirelessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
A Vodafone and Verizon joint initiative in Long-Term Evolution (LTE) technology represents an important 4G step. However, to truly hit 4G, the product will need to deliver on end-to-end integration, 100Mbps speed, and a better customer value proposition, as Apple is exploring via the U.K. iPhone...
September 24, 2007Could Google Achieve $100b: Office, Huge Telco Moves, and an Apple Partnership Support the Argument
Analysis of: Google at $600 a share? Yes: here’s why | mediabiz.blogs.cnnmoney.com
Author: Kenneth Eisner, Principal, Eisner Consulting
This article provides an analysis of Google's latest moves, including their huge advances into telco, their potential as a competitor to Microsoft Office, and the Apple rumors. As a follow-up to an earlier blog, this one also deals with the risks Google faces.
September 21, 2007Memo to Motorola: Kill the RAZR and Start Listening to your Customers
Analysis of: Review: Moto Razr2, Q9m fail to excite | news.yahoo.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Motorola, by failing to listen to their customer base, hiring true innovators, or partnering with other UI innovators or software providers, has accelerated their fall. Re-hashing the RAZR and the Q is laughable.
September 21, 2007An Imminent Wireless Sea Change, as Google joins Apple in a Customer-Friendly Paradigm
Analysis of: Getting Inside Google's gPhone | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
There has been an exciting and inevitable shift in the power structure in the wireless industry. Google has joined an active Apple, a slightly less powerful Yahoo, and a somewhat passive Microsoft in elevating the stakes in the wireless game, setting to snatch it right under the noses of the wireless...
September 21, 2007Nielsen's ratings change sends an ominous signal to cable, and only NBC appears to be listening
Analysis of: Cable Takes a Ratings Hit | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
From DVRs to audio portability to the rise of the Internet, all signs have been pointing to downward trends in TV ad revenue. And it will just get worse, with social media and the power of consumer beginning to take hold. TV, print, and radio to innovate to maintain some ground, and only NBC appears...
September 18, 2007Apple’s $100 Olive Branch, and the New and Immediate Internet-Facilitated Power of the Consumer
Analysis of: Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Jobs duped the early adopter of the iPhone, and he needed to provide reparation for this breach in trust. Likely he considered it prior to the price cut announcement but wanted to minimize the cost to Apple, which he did. Most of all, this shows the immediate and forceful power to the wired...
August 27, 2007Apple's iPhone Unlocked - Apple and Google Smirk Somewhere in the Distance
Analysis of: Teen untethers iPhone from AT&T | alwayson.goingon.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The iPhone unlocking, via software, was inevitable, and, though it will likely only affect a small percentage of customers, international users will find it useful. AT&T has already displayed their ire and may be walking into a customer relations faux pas. Meanwhile, does Apple even...
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