asterisk2a + arm   4

ARM chip designer to be bought by Japan's Softbank
ARM-Who? bbc.in/29OUgUM //&! 43% premium // on.recode.net/29On8LK - One key question is whether other firms will let SoftBank purchase ARM or if there will be a bidding war. Apple, arguably ARM’s most important client, and Intel, which lost the mobile chip war to ARM, are both potential buyers. The offer is already a generous multiple. As the FT notes, it’s some 70 times ARM’s net income last year. That’s around the same price-to-earnings ratio as Facebook stock. //&! politicians grasping for a positive headline - bit.ly/29OyjUD - bit.ly/2an8nk6 &! bit.ly/29PpN7N &! bit.ly/29ODbdM << calling a takeover/M&A an investment is criminal. Softbank will extract value out of it for its shareholders. What else?! &! Labeling Softbank as a japanese company; bbc.in/29OhqdK &! Vince Cable worried - bbc.in/2a3c95T &! youtu.be/T4IZdNW-e5U :: M&A is not investment, stupid! misleading people.
M&A  SoftBank  Capital  shareholder  value  shareholder  capitalism  dividends  smart  phone  IoT  profit  maximisation  profit  maximization  equity  bubble  distortion  hunt  for  yield  ARM  Venture  Capital  ROI  Tories  nasty  party  Conservative  technological  unemployment  research  R&D  productive  investment  Intel  Apple 
july 2016 by asterisk2a
The Phablet Effect – AVC
[ remote control for your life, of your life ] Tablets are niche. Watches are niche. You could even argue that desktops are becoming niche. Everything pales in comparison to the smartphone it seems. [ small computer connected to super computer and all the worlds information ] & [ will have also impact on semiconductor business. marginal costs lower for mass smartphone parts, could (will eventually) find its way into the data center according to a16z Peter Levine and Benedict Evans and others. - bit.ly/1Jcx77U - Mobile Invades the Data Center & Consumerization (commodity hardware and software (OPEN SOURCE) will orchestrate everything else) of the Data Center &! bit.ly/1TZZVuH &! &! A Copernican Update … In Tech, the Smartphone Is the Center - bit.ly/1TZZZun // &! bit.ly/1JGyI9Z - The smartphone is the new sun.
phablet  Tablet  Smartphone  mobile  phone  mobile  homescreen  user  behaviour  snacking  technological  history  technological  progress  semiconductor  marginal  cost  commodity  business  commoditization  data  center  cloudcomputing  economics  of  abundance  Moore's  Law  Technology  Intel  Nvidia  AMD  ATI  ARM  Platform  Open  Source  Mainframe  Open  Hardware  Qualcomm  Google  Apple  MediaTek 
august 2015 by asterisk2a
The smartphone is the new sun — Benedict Evans
In this light, incidentally, Satya Nadella's suggestion that Xbox is no longer core was as interesting as the end of 'Windows Everywhere' (which I discussed here). Microsoft has been working on adding computing to TV since before phones even had screens. But it turns out that it's the smartphone, not the TV, that's  the centre of the experience, and the TV is dumb glass just as the mobile network is a dumb pipe.
technological  history  technological  progress  Technology  ARM  Qualcomm  Xbox  Microsoft  mobile  homescreen  mobile  first  mobile  phone  phablet  user  behaviour  snacking  Entertainment  Escapeism  customer  experience  consumer  product  consumer  choice  consumer  consumerism  consumerist  attention  span  TV  Television  Wireless  Carrier  Apple  Google  Android  iOS  Facebook  Twitter  The  Content  Wars  Silicon  Valley  App  Store  Apple  App  Store  Google  Play  Windows  10  GNU/Linux  Linux 
august 2015 by asterisk2a
Au Contrarian: Advice to the Financial Crisis Inquiry Commission: How to Question Alan Greenspan on April 7.
Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009).
alangreenspan  housing  bubble  GSE  freddiemac  fanniemae  ARM  mortage  usa  fiscal  policy  monetary  Fed  history 
april 2010 by asterisk2a

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