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M&A

A collection of 15 issues

The TikTok Mouse and the Elephant in The Room

We’ve reached a point, here in the fast-moving eddies of the digital era, where snapshots of a given point in the space-time continuum are nearly impossible to capture. Time doesn’t present itself as an orderly sequence of discrete blips, like the ellipses that follow a stray thought, but

And Now The News: Stuff that Perhaps Only I Care About

Quantum Mania: Amid the Present Puffery, A Seemingly Bright Future

You could say that it’s the best of times, the worst of times, and practically the non-existent times for quantum computing. The sentence I’ve just typed is paradoxical, but that doesn’t mean it’s wrong. The information-technology industry seems to be forming a consensus that quantum computing

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