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Qualcomm is the quintessential American tech company steeped it engineering excellence. Its genesis was the development of a new wireless standard called CDMA. Initially, it was written off as a failure, often ridiculed by its larger global rivals. It created …
Mergers and Acquisitions
Different strokes for different (chip) folks
In recent years, the FTC raised concerns that Qualcomm’s patent portfolio and unbiased licensing scheme would prevent other companies from manufacturing and selling 5G chipsets, leading to an anti-trust lawsuit that concluded in November 2019. However, the prediction has not …
China’s anti-trust authorities march to the beat of their own drum
As China has become a major global economy and grows more assertive on the global stage, the country has discovered the power of anti-trust legislation. While created on three common pillars of fighting anti-competitive agreements between companies, the abuse of …
Tipping the scales of innovation
When Nvidia announced that it was in the process of buying Arm from Softbank, many analysts and industry observers were exuberant about how it would transform the semiconductor industry by combining the leading data center Artificial Intelligence (AI) CPU company …
Tipping the scales of innovation
When Nvidia announced that it was in the process of buying Arm from Softbank, many analysts and industry observers were exuberant about how it would transform the semiconductor industry by combining the leading data center Artificial Intelligence (AI) CPU company …
Unraveling the good and the bad in T-Mobile/Sprint/Dish deal
The Department of Justice announced on July 26, 2019, that it approved the T-Mobile/Sprint merger under a series of conditions involving divestitures to Dish Network. What do all the conditions of the transaction mean in plain English?
In short, Charlie …
Mid-Year Assessment of the Risks and Opportunities for U.S. Wireless Industry – It’s All About Data
If you missed our analyst call on Wednesday with Roger Entner, Peter Rysavy and Avi Greengart you can listen in now! Topics discussed included 5G network deployment, the future of smartphones in a 5G world, cloud computing, use cases for …
How Sprint-Dish would affect Sprint shareholders, customers, competitors and the regulators
Dish Network just threw its hat into another merger ring with its $25.5 billion bid to acquire Sprint. This follows Dish’s bid to purchase Clearwire, which Sprint was already in the process of purchasing. Dish’s announcement followed Friday’s news that …
