Chris Lattner has been one of Apple’s most important employees for years, helping the company own one of its most critical assets. But now he is moving on to Tesla: what does that mean for both companies?
Semiconductors and Industry Cycles, Deals Galore, Intel to Acquire Altera
After a brief follow-up to my Google I/O Daily Update, I dive into the history of semiconductors and how it fits the traditional industry cycle. Then, an overview of recent transactions and how they fit in.
The Intel Opportunity
A new CEO has taken over Intel. Their core business, upon which the company has been built, is floundering. Does the new CEO, who is not really new at all (he’s the current COO), have the vision to ensure Intel’s continued success? I’m not talking about Brian Krzanich, who today was promoted from COO to […]