It was the Greek philosopher Heraclitus who coined the phrase, “Change is the only constant in life.” Well over a thousand years later, Benjamin Franklin continued the thought, saying, “When you are finished changing, you are finished.” ...read more
In 2000, Google famously incorporated a simple catchphrase into its corporate code of conduct: “Don’t be evil.” The idea, said Google, was that “everything we do in connection with our work at Google will be, and should be, measured agains...read more
Alibaba entered the club of webscale network operators (WNOs) developing their own chips recently, joining Amazon, Apple, Facebook, and Google. The Chinese e-commerce giant announced plans, in September 2018, to develop its own customized neural netw...read more
[Ed. note: see Sept. 2018 publication, Webscale Network Operators: 3Q18 Market Landscape] Rumors about Facebook’s likely entry in the hardware segment were put to rest after the company posted job openings for chip designers. Facebook was looki...read more
For most of my career, I’ve been focused on the telecom industry and its components. I’ve been to dozens of telecom-focused conferences & exhibitions, in Asia and the Americas. I had never been to a consumer-focused show, though. In order to ...read more
Over the next 3 weeks, companies across the communications sector will begin reporting third quarter (3Q17) results. Watch for telco progress The world has never been so reliant on secure communications, but the underlying market is in a bit of...read more
A little accounting background: To expense or capitalize R&D There’s an ongoing debate in accounting circles (yes, they argue) about whether R&D spending should be expensed or capitalized. Under US GAAP, R&D is expensed. Another s...read more