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M&A

A collection of 12 issues

Getting It Right on Intel

I’ve heard there was an election in the United States. You will find an abundance of commentary on the election results elsewhere, but don’t look for any of that prattle here. Almost everybody who provides a post-mortem on election results will attempt an analysis through a prism of

Why Intel’s Future is Unlikely to Include an Acquisition by Qualcomm

Large parts of the technology industry would like to think of themselves as apolitical. Many denizens of the technology world might have no use for politics, but politics, especially of the geopolitical variety, unquestionably has use for many of them. As geopolitical tensions between the U.S. and China intensify,

Intel: An Uncomfortable Present and an Increasingly Uncertain Future

Cisco Q4 Results: Rising Orders Deliver Respite

Juniper and Cisco: Diverging Paths in Shifting Networking Market

Cisco Can't Party Like It’s 1999, but the End is Not Near

Google’s genAI Networking Capabilities: Useful, Valuable, but not New

Twitter’s Role in Strengthening Musk’s Grip on Tesla

Years ago, when I worked for a technology company that developed and sold infrastructure software (an intentionally ambiguous description to protect the guilty and the innocent), I had a colleague who espoused a refreshingly frank worldview. He believed that the decisions of our board and senior executives could be attributed

If Big Money Goes Private, Whither the Public Markets?

Cisco Touts Brighter Future Amid Current Travails