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In search of Apple's microprocessor
Digitimes Research published an estimate of the allocation of production of application processors by Samsung. It suggests that Apple will transition away from Samsung as a processor supplier during 2013 and stop…
Author
Farshad
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5by5 | The Critical Path #68: On Very Large Scale Integrated Companies
A review of RIM’s latest service pricing surprise; what do maps cost and what are they worth and the way to think about Google as a business. via 5by5 | The Critical Path #68: On Very Large Scale Integrated Companies.
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Call for Volunteers for Asymconf
If you are available January 29th and/or 30th in the San Jose area we could use your help. We need eight people to help with registration, microphone relay, guides. We also need five people to act as Camera Operators –…
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Accommodations for Asymconf [Updated]
We recommend staying at the Hayes Mansion 200 Edenvale Avenue, San Jose, CA 95136 Phone: +1 866.981.3300 The workshops will be held here on January 29th. (Three One more workshop seats are available). Update: Workshops…
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The uncanny similarity between EU and US smartphone markets
comScore released one of its rare updates to the EU5 (Spain, UK, France, Italy and Germany) smartphone market. Note that the data is claiming to show installed base and not sales in any particular period. What interests…
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5by5 | The Critical Path #67: Manufacturing Flying Cars
On Samsung’s use of Capital, Value Chain Evolution and Below the Surface. Why would you read the balance sheet of a tech company, the difference between R&D and capital spending, how to prevent suppliers becoming…
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How much do maps cost and what are they worth?
How much does it cost to have the world’s best maps? The answer may seem simple: $8.1 billion. That was the cost to Nokia in cash for buying Navteq in October 2007. It would seem that buying that asset (or another one…
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Calibrating launch performance for the iPhone in China
When the iPhone 5 launched Apple promised availability in 100 countries before the end of year. This was a very aggressive plan given the gradual release of previous products. Last year the iPhone 4S only arrived in…
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Below the Surface
Early data shows that the PC market has not experienced a “pop” from Windows 8. Market watchers have been anticipating this pop since every previous version of Windows has led to a surge in shipments. PC vendors have…
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The new age of Capital Intensity
In the post reviewing Samsung’s Capital Structure I noted that its component divisions have historically taken 90% of capital investments and that the overall capital intensity for Samsung Electronics has increased in…