INFN stock is down ~50% YTD driven by sharp YoY declines in revenues and earnings (see chart below). Both company management and investors seem to
Category: Industry Analysis
My view is that catalysts for self-driving cars will also drive a transition to battery-powered electric vehicles. A shift from human driver to machine driver
The $INFN PAM-4 boogeyman was probably born at the time PAM-4 was first conceived a couple of years ago. However the PAM-4 scare appears to
What’s a Convolutional Neural Network?
The popular name for Convolutional Neural Network (CNN) these days is “Deep Learning” (DL) or Deep Neural Network (DNN). Researchers at Google, Facebook, IBM, Nvidia,
Well, clearly not safe enough to deal with a high-riding tractor trailer at freeway speeds, yet. Media reports suggest a self-driving Tesla (on “autopilot”) was
Interpreting $MU 20nm DRAM Progress & Price Stabilization
As the chart illustrates, according to inSpectrum, 4Gb DDR3 DRAM spot prices increased by 5% MoM in June, with June ending prices ~15% higher than
Software as a Service (SaaS) is a relatively new breed of Cloud-based software apps that seek to: 1) provide superior capabilities compared to traditional desktop
I first introduced this “technology catch-up” thesis in late-2012, and believe it has been in play more or less since then, and will continue to
The chart shows NAND spot prices as of May 2016 for 64Gb and 128Gb MLC and TLC NAND components, based on data provided by inSpectrum.
I believe we have today a unique confluence of factors that are enabling and accelerating progress in self-driving car technology. If you are not expecting