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J.Gold Associates, LLC
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2 May, 2103
Intel Names New CEO - And Points to New Course
We’ve all been waiting for the announcement of Intel’s replacement CEO for the retiring Paul Otellini. The pundits have
debated whether they should promote from within or go outside for new blood. Well, this morning the anticipation ended
when Intel named its new CEO and I see some interesting ramifications in this choice.
5 January 2013
The Legacy Trap - Getting Caught by the Innovation Curve
Many have speculated whether or not Apple can maintain its leadership, whether Microsoft can recapture its momentum,
whether BlackBerry of Nokia can once again be market leaders. All have come face to face with the hazards of the Innovation
Curve. What does this mean for their futures?
18 December 2012
RIM and Nokia – Not Quite Dead Yet. But Moto May Be
It’s the best of times (not so much) and the worst of times (not totally). This may sum up the survival chances of former high
flying mobile companies: RIM, Nokia and Motorola. All were early pioneers in the cellular (Nokia, Moto) and smartphone (RIM)
markets. But over the past few years, the market has simply “blown by” these companies. They simply didn't innovate quickly
enough to keep pace. Can they recover?
9 August 2012
AMD Takes to Sea
AMD announced it is acquiring SeaMicro, a company concentrating on very low power multi-CPU servers optimized for web
services and similar large I/O centric cloud services. While the low power server space is growing dramatically as more web-
oriented and cloud-based companies come on line, we believe the results of this acquisition is a mixed bag for AMD. It gains
AMD some much needed new technology to exploit, but ultimately it may hurt its bottom line more than it helps.
13 June 2012
Could Looming Chip Supply Issues Derail The Mobile Market?
Over the past several years, the semiconductor market has changed from a primarily vertically integrated model (e.g.,
ownership of design through manufacturing) to one of chip design efforts separated from production (the foundry model).
This has allowed many new entrants into the market that no longer needed to raise incredible sums to build and operate their
own fabs. But can process technology and production keep pace with the needs of the mobile market or is trouble on the
23 April 2012
Intel’s Ivy Bridge Triple Threat
Intel today released its first Ivy Bridge chips, starting with desktop processors and will soon also announce mobile chips. Intel
is doing more than just releasing a new processor, which of course it is. It is also putting a stake in the ground around
technology and performance that others will have a hard time catching. With this release, Intel has extended its lead in the
semiconductor field by at least 2 years, and has accelerated its pace of innovation to stay well ahead of its primary
9 November 2011
Adobe Acknowledges the Phone Gap – Extinguishes Flash
Adobe announced that it is restructuring. Included in its resource redirection is an acknowledgement in a blog post that it will
no longer create new versions Flash Players on mobile devices. The battle for rich media content for mobile devices has
raged for several years now between supporters of technologically superior Flash vs. the proponents of the still evolving
HTML5 as the wave of the future (most notably Apple). With this announcement Adobe is essentially throwing in the towel and
26 October 2011
Nokia's New Phones- Not Raising The Bar Enough?
Nokia’s CEO announced its next generation phones, Lumia (Windows Phone 7.5 based) and Asha (S40 based). Although
Asha is an interesting device for many emerging markets, it’s the Lumia that is most important to Nokia’s future. So while
Nokia did introduce two new Windows Phone smartphones of nice design, and three S40 devices meant for the market
between feature phones and smart phones, overall the announcements at Nokia World disappointed on a number of
15 September 2011
Intel and Google – Who Needs Who?
Intel and Google recently reaffirmed their relationship at the Intel Developers Forum by announcing they will optimize Android
for the Atom platform. While some believe that Intel needs Google more than the other way around in order to compete
against the ARM onslaught, I see it differently.
23 August 2011
WebOS Has a Mobile Future - Just Not with HP
Speculation is rampant about what’s next for WebOS now that HP has essentially abandoned the platform (at least for
mobility markets). The speculation is that it will get licensed, or even sold to the likes of Samsung, LG or Amazon. But are
those the best bets for continuing WebOS as a viable mobile platform? I don’t think so. I believe a dark horse candidate will
move in to buy/license WebOS, one usually not mentioned but with the ability to turn WebOS into a mobile contender.
11 July 2011
Microsoft's "Can't Lose" Mobile Strategy
Microsoft has been trying to recapture momentum in mobile after ceding the early market leadership it had 5-6 years ago due
to its lack of adequate investment and resultant inability to stay competitive. And its renewed focus and execution over the past
1-2 years is indeed enabling it to make progress. But behind the scenes Microsoft has a strategy to become a driving force in
the market and will likely produce more profits than many of the handset manufactures. And this is regardless of whether
Windows Phone is successful.
8 June 2011
Does RIM Have a Back-up Plan?
Many are worried about the long-term viability of BlackBerry given its shrinking market share. Of course, RIM is still making
money and selling lots of phones. But the competition from iPhone and Android is intense, and it has to do something to be
seen as a “next gen” smartphone supplier if it wants to regain its luster.
13 April 2011
Mighty Oaks from Little Oak Trails Grow?
Intel has announced Oak Trail, its next iteration of the Atom processor targeted at tablets. In its quest to compete with the
current ARM hegemony in smart phones and tablets, Intel is pushing hard to provide a competitive alternative with its own
Intel Architecture. Can Intel overcome ARM’s dominant position, offer Atom as a viable alternative and win significant market
share? Yes, but it will take some time
8 April 2011
RSA- Hacked but not un-Witnessed
It’s now been about 3 weeks since the famed two factor authentication end user token system, SecureID was hacked. It had
long been assumed that this system was hack proof given its record of security enablement at some of the largest
corporations and government agencies. Yet in the end, like most security breaches, it was compromised as a result of
human error and not holes in the technology. Its important to note exactly what happened, as it indicates why current end user
security models are flawed and why I recommend implementing new comprehensive models just emerging that will enable
the next generation of protection in an increasingly sophisticated world of cyber attacks on companies and individuals.
Mobile Security in Transition
Mobile devices are clearly the darlings of business users who are acquiring them in droves, often despite corporate
restrictions on doing so. The trend has so much steam behind it that about 25% of organizations (and the number is
increasing) are now supporting user selected non-corporate provided devices. To be clear, not all devices are fully supported,
nor have access to all of the back office apps available to users of corporate sanctioned devices. But it’s only a matter of time
until this capability expands. And there is no doubt business users’ demands will increase.
18 March 2011
RIM and Microsoft – Cloudy with a Chance of Collaboration
RIM announced it is partnering with Microsoft on BlackBerry cloud services. Is this just two weak mobile players trying to
reinforce their positions against the onslaught of Android, Apple and others? Certainly both companies have been feeling the
pressure of late. But contrary to what some may believe, this partnership actually is a pretty significant win-win for both
companies, as well as enterprises.
18 February 2011
Mobile Core Wars
The battle is underway. Companies that supply processors for mobile devices are waging a campaign to convince users that
the more cores they have in their devices, the better. The PC market has been in a “core wars” state for several years now, as
Intel and AMD have added more cores to their processors. And for the most part this has raised performance (and the
expectations of users). But does a user that primarily surfs the web and does email on a mobile device really need a multi-
14 February 2011
Nokia And Microsoft: Can Two Weaklings Make a Muscleman?
Nokia finally revealed what has been rumored for weeks- it will go with Windows Phone 7 as its high end smartphone
platform and abandon Symbian in this space. This alliance will have dramatic ramifications for Nokia, Microsoft and the
overall market, with winners and losers beyond the two primary players. Can Nokia make this work and regain the market
dominance it once had? Can Microsoft gain mobile market share it desperately seeks? Or is this an exercise in futility?
25 January 2011
Dramatic Changes Coming in Endpoint Securit
Current models of endpoint security are becoming outmoded as a more diverse set of mobile and Internet-connected devices
become a larger share of the market. The endpoint protection market will change dramatically in the next 3-4 years, with
major implications for end users, businesses and the security vendors. Will the vendors be able to change and the end users
adapt to the new requirements?
24 January 2011
The Office Desk Phone is Dead!
The market for high priced desktop business telephones and back office PBXes will dramatically change over the next 2-3
years as users abandon fixed assets for mobile devices (smart phones primarily but also increasingly tablets and other
mobile devices). This means that mobile vendors and office phone system suppliers must migrate desirable
communications features. But can the current vendors accomplish this task effectively?
4 November 2010
Nokia Gets Qt
Nokia is doing all it can to reinvigorate itself to stem the tide of losses in the rapidly expanding smartphone market. It is
focusing on its Qt development environment as one leg of its strategy, and rearchitecting its mobile OS strategy as well. But
does it have the right stuff to stem its market share losses and compete with the iPhone/Android onslaught?
26 October 2010
WebOS - Is It Too Late to Matter?
HP is working on getting Palm’s WebOS-based products to market, recently releasing a new version of the Pre and
promising new Web-OS based products soon. But is it too late for WebOS?
24 September 2010
Why RIM Really Needs a Tablet
Rumors have been swirling about that RIM will be announcing its own tablet computer, the BlackPad, as early as next week.
Here’s why RIM needs a tablet offering, and here’s why it does not have to compete with Apple’s iPad or Android tablets to be
13 September 2010
Why RIM Really Wants DataViz: And Why Everyone Got it Wrong!
Last week, RIM announced it is acquiring some of the assets of DataViz and most of its employees. It’s rumored that RIM
paid the modest sum of less than $50M, although they have not confirmed that. We believe that this is indeed a good
acquisition for RIM, but also believe that the reports saying RIM acquired DataViz for its Documents To Go product got it
30 August 2010
Intel – To Infineon and Beyond!
Intel announced it is acquiring Infineon’s wireless business unit for $1.4B. We believe this is a good acquisition for Intel as it
will enable them to better compete in the fast growing smartphone, Internet device and embedded markets. Having this
technology in-house is critical to Atom’s long term success.
20 August 2010
Intel Acquires a Security Blanket
Intel announced it is acquiring security firm McAfee for approximately $7.7B. While we think the price is high and Intel may
have paid too much for the company, we nevertheless believe this is a good acquisition for Intel. It will allow them to
significantly enhance current security offerings and propel Intel beyond the competition in both its traditional PC market and
the fast emerging growth market of mobile smart devices.
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