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Jason MaAugust 12, 2008
California's Public K-12 Education System Is Worsening
Analysis of: California at the Front of Education Trends | www.usnews.com
Author: Jason Ma, Board Advisor, Sr. Counselor and Former CEO, IvyMax, Inc.
1) The Calfornia public K-12 education system has been suffering from budget cuts for decades, is not at the forefront, and is these days among the bottom 10% of the states in terms of standards and results. 2) It used to produce higher-quality student results two decades ago but since...
Jason MaAugust 12, 2008
New Oriental and China's For-Profit Education Space
Analysis of: China's Little Dragons | www.forbes.com
Author: Jason Ma, Board Advisor, Sr. Counselor and Former CEO, IvyMax, Inc.
1) Chinese parents in China spend a much higher amount of their annual income on their one child's education, as compared to parents in the U.S., and do almost anything to help their (sometimes spoiled) kids. 2) More and more yuppies in China are increasing their wealth and spend to get ahead in...
June 11, 2008
Apple increases its pressure on industry
Analysis of: iPhone 3g | www.computerworld.com
Author: Gregory Birge, Founder and Managing Director, F5 Digital Consulting
Apple tried for many years to enter the industry world. Will they succeed with the new iPhone and SDK2.0 ?
May 27, 2008
Optical Components Vendor Consolidation Well Underway
Analysis of: Finisar/Optium Merge: Finisar and Optium agree to combine in all-stock merger | www.byteandswitch.com
Author: Yongmao Frank Chang, Principal Engineer, Vitesse Semiconductor Corporation
1) The new Finisar create the world’s largest supplier of optical module and subsystem solutions for the communications industry. 2) The merger makes sense with little product overlap and potential for revenue synergies in shared system customer base. 3) What impact to the rest? the merger would...
Ben KwakFebruary 25, 2008
New unlimited plans by Top 3 further increase pressure on MVNOs
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com
Author: Ben Kwak, Principal Consultant, MobileSpace Consulting
Recent AT&T and T-Mobile moves to match Verizon's $99.99 all-you-can-eat wireless plan is just beginning of unlimited price plan war against MVNO and regional players like Metro PCS and Cricket by offering higher quality of service and network reliability that other players...
January 28, 2008
What is the next step for Apple
Analysis of: Are Investors Unfairly Sour on Apple? | www.businessweek.com
Author: Gregory Birge, Founder and Managing Director, F5 Digital Consulting
The Apple stock price went from $10 to $200 in less than 7 years. This is a remarkable performance but most investors are worried and would like to have insights on Apple's next move.
January 2, 2008
2007 is big for optical/semi IPOs, but 2008 will be bigger
Analysis of: Source Photonics, Inc. (formerly Luminent, Inc). Files Registration Statement for Initial Public Offering | biz.yahoo.com
Author: Yongmao Frank Chang, Principal Engineer, Vitesse Semiconductor Corporation
1) Big year in 2007 for tech IPOs especially for optical/semi ones. 2) Expect 2008 will be even bigger.  3) Is the market ready for an optical-only public offering?   
December 11, 2007
Do Not Betray Your Audiences
Analysis of: Facebook in apology over ad technology | www.ft.com
Author: Gregory Birge, Founder and Managing Director, F5 Digital Consulting
With his recent apologies, Mr. Zuckerberg had proven two things: 1) Facebook is incredibly successful and beyond expectations 2) Its advertising business model is unstable yet.
December 7, 2007
Real BI will always be a "pure play"
Analysis of: Pure-play BI vendors strike back | weblog.infoworld.com
Author: GLG Expert Contributor
The point about BI is to enable companies to extract "intelligence" from various available data pools and information sources. In order to achieve that, a BI application must be able to seamlessly tap into multiple (internal and external) data repositories and perform analysis independently...
November 19, 2007
10Gb Ethernet: Finally Ready for Prime Time?
Analysis of: And Now Google Is Making Its Own 10-Gigabit Switches | gigaom.com
Author: Yongmao Frank Chang, Principal Engineer, Vitesse Semiconductor Corporation
1) The big Web titans like Google, Microsoft, Yahoo are consuming, at an incredible speed, of nuts-anf bolts hardware - storage, servers, routers and switches. 2) Google itself even launch projects to design its own home-grown 10GbE switches when commerical options couldnot meet...

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