The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
Samsung Buys Harman International, Qualcomm Acquires NXP, The Nintendo Classic Edition
Both Samsung and Qualcomm are moving into cars: I like Samsung’s move better, but both make sense. Then, Nintendo continues to have trouble adapting to the reality of today’s market
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.