Robert Dow

Doom and gloom in mobile phone land

They’ll love you forever, until they don’t …  I remember, not too long ago, when Qualcomm was the darling of Wall Street, the prince of processors, the regal radio rogue, the king of the hill and the towers on the hill—until they weren’t. And then their revenue slipped 7% in a seasonally down quarter, and the mobs called for a … Read more

Fearing the small

I was thinking about the Pluto flyby and a comment made by an older gentleman that he doubted we would see as much technological progress as he had, having seen the Wright Brothers (when he was 17) to the moon landing (when he was 84). I think the developments are just as spectacular, but will be miniaturized and virtual, nano … Read more

The spring refresh

In the land of technology, the second quarter isn’t so much about spring as it is about laying plans, getting ready, and marshalling forces. Traditionally, the commercial spring refresh is about updating and spiffing up products, and getting them out the door to clear the decks for summer when it’s time to hunker down and prepare for the new year. … Read more

AMD and Intel show mixed results

AMD suffered loses and lower sales, while Intel was up in sales and profits. The second quarter was seasonally down in consumer PCs, but up in the datacenter which helped Intel. Intel also benefited from IoT, AMD’s Enterprise, Embedded and Semi-Custom segment, revenue increased. and that is where the company is putting its strategy focus. Citing softer-than-expected consumer PC demand … Read more

What is it that’s so exciting about VR?

The military has been using VR to train soldiers, pilots, ship captains, and tank drivers for over a decade. Surgeons have practiced using VR HMDs even longer. It’s not new, nor novel. But for some reason, when Facebook bet $2 billion U.S. dollars on Oculus, all of a sudden VR was the most exciting thing in the universe. Dozens of … Read more