Figuring Out the Intel/GLOBALFOUNDRIES Deal
Should Intel acquire GLOBALFOUNDRIES as has been rumored? While this would help Intel to achieve its stated goals more rapidly, those goals seem...
348 Views
TMT Weekly: 4 Things That Stood Out the Week of 7/2/​2021
Intel has more product delays, Coursera's chief competitor is acquired. IBM's email doesn't work and Redhat chief departs. Amazon tries to form a...
374 Views
Weekly Innovation Review (WIRE) #31
Headline Developments A significant breakthrough with IBM (IBM) unveiling the world’s first chip on 2 nanometer (nm) technology. In a nutshell,...
272 Views
Qualtrics Valuation Analysis
Our base case valuation of Qualtrics is $19.0 billion in terms of market cap or $31.6 per share, which represents a 32% upside from the high end of...
619 Views
Fujifilm and IBM Magnetic Tape Milestone:Â Â Supporting Archive Industry
The recent demo of technology to create 580TB tape cartridges will enable continuing use of magnetic tape to store the worlds most important data.
452 Views