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  • Google: Destroying Shareholder Value One Cent At A Time [View article]
    I am long Goolge, and I love Google products, so there is my bias. But you have think Google moonshot style to see the potential of this purchase. Here is a internet connected device that monitors your home for smoke and CO2, many people have four or five distributed in different rooms of the house. Now imagine a few tech changes, and the device is now a extension of the Google Now service. As the Moto X does, it could always listen, for the key phrase, "OK Google, ...".
    Jan 14, 2014. 01:28 PM | Likes Like |Link to Comment
  • What To Expect From InvenSense In 2014 [View article]
    It looks like the short squeeze you predicted is coming to pass. INVN is 25% in the last 2 weeks. The price movement on 12/30 really looked like shorts running for the doors. More to come.
    Dec 31, 2013. 11:01 AM | Likes Like |Link to Comment
  • The Platform Thesis and the Mobile Market, Part 2 [View article]
    I agree with your over all thesis, but I think the the mobile smartphone market will support more than 2 platforms. Here are a couple tech companies that support the smartphone market, they should do well not matter who wins QCOM, ARMH, NVDA, CLWR.
    Oct 1, 2010. 10:52 AM | 1 Like Like |Link to Comment
  • The Future of the Mobile Wireless Device Market (Part 5) [View article]
    Great analysis, forward looking prediction are very insightful. Needs some focus on the hardware side of the android story.
    Jul 29, 2010. 11:29 AM | 1 Like Like |Link to Comment