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HOT TOPICS
- The Accelerator Conundrum
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chip
The Next Big Innovation in Microprocessors: Anant Agarwal (Part 2)
When I arrived at MIT in 1993, Anant was in the midst of his first startup, decidedly bitten by the entrepreneurship bug. The project I was on was Alewife, which Anant discusses below. Many of the ideas and breakthroughs in Tilera date back to the research we did during Alewife. At the time, I was
The Next Big Innovation in Microprocessors: Anant Agarwal (Part 1)
I write this series with great pleasure, as my former graduate school advisor and renowned MIT professor Anant Agarwal unveils his so far stealth-mode company Tilera this week. Tilera could well be the next big breakthrough in processor design. SM: Anant, please give us some background on where you come from. AA: Growing up, I
Garmin Looks Great, But …
Last month-end when Navteq (NYSE:NVT) reported a blistering Q2 results and subsequently started moving northward, the other notable GPS stock that too began rising was Garmin (NASDAQ: GRMN). At first this rise seemed to be a bullish sentiment working in favor of GPS stocks across the board, but it soon became clear that GRMN too
iPhone’s Inside Beneficiaries
The first few attempts at understanding the guts of the iPhone have started emerging. Here are 2 pieces that take a crack at the topic from EETimes and TechOnline. Key points on the iPhone’s components are below:
iPhone and the Future of Infineon
One of my readers, points out that I have not discussed Infineon in my iPhone and the Future series. True. I somehow missed, even though it very much featured on the list of component vendors. In fact, looks like some analysts are predicting, that Infineon’s iPhone design win will result in over $100 Million in
Cadence LBO?
Does naivete rule, when investors send Cadence shares up to a 52-week high on the rumors of a buy-out? The truth is, a Private Equity player buying Cadence doesn’t make a hell of a lot of sense, since the company has a very slow growth rate due to the industry’s normal behavior patterns. It has
iPhone and What’s Coming: Synthesis
Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets: (1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors
iPhone and the Future of Texas Instruments
We discussed earlier, that Intel has decided to work on a chip that would power iPhone’s competitors. Other companies will also try to go after this important hyper-integrated chip that combines processing power, lowers power consumption to the limits, and handles high-end functions like video, GPS, etc. In the entire semiconductor landscape, the company that
