Robert Enderle 
This week Tencent and Nintendo announced a partnership to bring the NVIDIA Tegra based Nintendo Switch to China and I think the implications are fascinating. Video games are huge around … Read more
Artificial intelligence, particularly as we begin to make our pivot from targeted solutions to general-purpose offerings, is a massive force multiplier. It can look at massive amounts of data, … Read more
Qualcomm has been identified as a strategic asset by the US Government and the company is largely the champion for the US’s continued dominance in wireless technology. There is a … Read more
I’ve seen people line up to see movies, to buy Smartphones, and once to buy Windows 95 but I’ve never actually seen people line up for a new processor or … Read more
You can blame Uber but we are on what appears to be a long pivot to cars as a service (CaaS? Because Automobiles as a Service would be rude). This … Read more
I’ve been using the pre-release version of Microsoft’s new Chromium-based browser for around 3 months now and I continue to be impressed. I’m particularly impressed that this product isn’t even … Read more
I am still struggling to understand how Judge Koh, the Judge who ruled against Qualcomm of the FTC action against them concluded Qualcomm was guilty. To refresh we knew that … Read more
Intel is by far the most powerful player in the PC and server processor segment and, on paper, AMD is significantly overmatched. However, so was David in the Bible by … Read more
3Com was the hottest Silicon Valley startup of its time, a Dragon (a term that is rarely used referring to a company that not only makes back what a VC … Read more
This week one of the 5 FTC commissioners went public on the Wall Street Journal to talk about the truly weird FTC/Qualcomm ani-trust action. She didn’t praise the decision, which … Read more