Dave Jaggar & The History of ARM Microprocessors (video)

Dave Jaggar: "A History of ARM Microprocessor and it's Rise and Fall"

A "Talks at Google" video published Jun 20, 2019,: Dave Jaggar discusses his inspiring career that led to the ARM architecture which effectively powers the digital world, being the reason that your phone is small and doesn't burn a hole in your pocket. Moderator: Raymond Blum. Transcript (auto-generated, unedited).

In the late 1980’s Acorn, a British one-hit-wonder computer company, faced imminent extinction, with its only assets being 18 months of life support rations and perhaps the worst microprocessor ever designed. What they did right was to hire Dave Jaggar, with the ink still wet on his master's thesis.  Over eight years Dave systematically defined the entire ARM architecture, enabling  it to be a popular embedded controller for the digital revolution, with around 100 billion units shipped.  As ARM’s Head of Architecture Design, Dave authored the ARM Architectural Reference Manual and is the Founding Director of the ARM Austin Design Center. More on ARM architecture.

ARM Holdings is a British multinational semiconductor and software design company, owned by SoftBank Group and its Vision Fund. Processors based on designs licensed from ARM, or designed by licensees of one of the ARM instruction set architectures, are used in all classes of computing devices (including in space). ARM is viewed as the most important chip design infrastructure provider in the world as its microchips go into more than 90% of world’s mobile devices.

On June 22, 2019, SoftBank Group Corp. founder Masayoshi Son said he wants to  re-list ARM Holdings Plc as a publicly traded company within the next five years (the British chipmaker was acquired for $32 billion in 2016):

"I don’t know which market it will be, but ARM will be preparing for IPO within the next five years. Arm management is all excited about it. We are excited"--SoftBank’s founding Chairman and CEO Son, June 22, 2019.

Arm Limited a/k/a Arm Holdings: 

• Number of employees: about 6,250 (2018)
• Owner: SoftBank Group 75%; Vision Fund 25%
• Headquarters: Cambridge, England, UK
• Domain: arm.com

Jaggar's book: Arm Architecture Reference Manual
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Tech Review | Semiconductor Chip Wars: China vs U.S. (video)

Tech Review (TR 2018-12-15)--Domain Mondo's weekly review of tech investing news: Features • 1) Semiconductor Chip Wars: China vs U.S., 2) Why Netflix $NFLX Is Struggling In India, 3) Investing: The Week, Investing Notes: The Macroview, 4) ICYMI Tech News: Apple $AAPL, ParkJockey, Qualcomm $QCOM, Amazon AWS Robomaker, $TME IPO, Huawei CFO.

1) Semiconductor Chip Wars: China vs U.S. 

The Economist.com video above published Dec 11, 2018: The trade war between China and the U.S. is not just about traditional products like steel and cars. A battle for dominance is under way in semiconductor chips, as the two superpowers fight to control this vital industry.

2) Why Netflix $NFLX Is Struggling In India

Netflix has 137 million subscribers and a majority of them are international. But the streaming giant is still struggling to break into India, the world's second-largest internet market. CNBC's Alex Sherman explains why.

Netflix is currently valued much higher than other media companies. Despite a share pullback in recent months from more than $400 to about $285, Netflix has a trailing price-to-earnings ratio of more than 100 and an enterprise value-to-EBITDA ratio of about 70. For comparison, Disney has a P/E ratio of about 14 and an EV-to-EBITDA ratio of about 11. Viacom's valuation ratios are both around 7.

This gaudy valuation is largely predicated on its international growth forecast. Breaking into India is critical for the company to double or triple its subscribers over the next 10 to 15 years, as many analysts have estimated. But Netflix hasn't had an easy time spreading through India since it launched there in 2016. Faced with competition from local players and Amazon Prime Video, Netflix is facing an uncertain future in a country with more than 1.3 billion people. CNBC.com video above published Dec 11, 2018.

3) Investing

The Week: NASDAQ Composite -0.8 | S&P 500 Index -1.3 | DJIA -1.2.

Slowing growth in China, growing disarray concerning UK, Brexit, & the EU.

Investing Notes: The Macroview

“It is quite possible there will be a global recession”--Jeffrey Gundlach, Dec 11, 2018.  The U.S. is stronger than the rest of the world, according to Gundlach, with real growth at 3.0%. U.S. leading economic indicators (LEIs) remain strong, and are not close to turning negative, which would signal a recession. But global LEIs are much weaker, Gundlach said, and approaching zero. As central banks tightened their monetary policies, equity returns have been hit. 75% to 80% of global markets are in a “death cross” pattern, where 50-day moving average has fallen below the 200-day moving average. Europe is “absolutely horrible” in terms of economic growth, according to Gundlach. More here.

Top 10 Risks For 2019 include Eurozone crisis 2.0.

4) ICYMI Tech News:

• Apple $AAPL plans to build a new $1 billion campus in Austin, Texas, adding thousands of jobs, and also setting up new large offices in Seattle, San Diego and the Los Angeles area.--Axios.com.

• SoftBank Group reportedly has invested hundreds of millions of dollars in Miami parking tech startup ParkJockey (parkjockey.com) making it Miami's most valuable startup with a valuation now above $1 billion.

• Qualcomm's $QCOM Challenges May Only Get Worse--SeekingAlpha.com.

• Robots rising: 5 trends driving the robotics sector in 2019--zdnet.com. For robot-based automation, check out Amazon's AWS RoboMaker. 

• China-based music streaming Tencent Music Entertainment Group raised close to $1.1 billion in its U.S. initial public offering (IPO) after pricing its $TME shares at the bottom of its targeted range.

• Canada frees China's Huawei CFO on bail.

• Russiagate Hyperbole: Google CEO Sundar Pichai revealed this week that the “full extent” of so-called Russian meddling activity that took place on the platform during all of 2016 was $4,700 spent on some digital advertisements.

-- John Poole, Editor, Domain Mondo  

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Qualcomm $QCOM Q2 FY17 Earnings LIVE Webcast April 19 REPLAY

McNamee Says Law May Favor Qualcomm in Apple Dispute

Apr 11, 2017: Elevation Partners co-founder Roger McNamee and Bloomberg's Ian King discuss Qualcomm's countersuit against Apple. They speak with Bloomberg's Caroline Hyde on "Bloomberg Technology."

Qualcomm Inc.
Stock exchange: symbol  |  NASDAQ: QCOM
Domain: qualcomm.com
Investor Relations: http://investor.qualcomm.com

Q2 FY17 Earnings Conference Call & LIVE Webcast
Apr 19, 2017, at 4:45 PM EDT -- Listen to webcast

UPDATE: QUALCOMM's (QCOM) CEO Steve Mollenkopf on Q2 2017 Results - Earnings Call Transcript | SeekingAlpha.com

Results: Q2 EPS of $1.34 beat consensus by $0.14 and Non-GAAP $6B Revenue (up 9.1% Y/Y) beat by $90M.

• FY 2017 2nd Quarter Earnings Release
• Executive Presentation
• 3G_4G Device Estimates

Qualcomm is a US-based multinational semiconductor and telecommunications equipment company that designs and markets wireless telecommunications products and services. $QCOM derives most of its revenue from chipmaking and the bulk of its profit from patent licensing businesses. Company headquarters are in San Diego, California, with 224 worldwide locations. The parent company is Qualcomm Incorporated (Qualcomm), which includes the Qualcomm Technology Licensing Division (QTL). Qualcomm's wholly owned subsidiary, Qualcomm Technologies, Inc. (QTI), operates substantially all of Qualcomm's R&D activities, as well as its product and services businesses, including its semiconductor business, Qualcomm CDMA Technologies.

That’s right. Your new favorite phone is powered by #Snapdragon. Meet the #GalaxyS8 from @SamsungMobile. https://t.co/0wpZGbPdiT pic.twitter.com/7VyrQethtQ

— Qualcomm (@Qualcomm) March 31, 2017

Tweets about $QCOM

See also:

• Qualcomm $QCOM Quandary, Q1 FY17 Earnings, LIVE Webcast Jan 25 | DomainMondo.com
• QUALCOMM news on Google Finance
• Qualcomm Accuses Apple of Lying to Regulators and Making Threats | Bloomberg.com
• Qualcomm: A Cheap Stock In An Expensive Market | SeekingAlpha.com
• Qualcomm: Little To Fear In The Long Term | SeekingAlpha.com
• Qualcomm Files Answer and Counterclaims to Apple Lawsuit | Qualcomm.com: "... Apple could not have built the incredible iPhone franchise that has made it the most profitable company in the world, capturing over 90 percent of smartphone profits, without relying upon Qualcomm's fundamental cellular technologies. Now, after a decade of historic growth, Apple refuses to acknowledge the well established and continuing value of those technologies. It has launched a global attack on Qualcomm and is attempting to use its enormous market power to coerce unfair and unreasonable license terms from Qualcomm. We intend to vigorously defend our business model, and pursue our right to protect and receive fair value for our technological contributions to the industry." 
• Apple vs Qualcomm: Answer & Counterclaim (pdf) (redacted)

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Qorvo $QRVO Solving RF Complexity: Eric Creviston at MWC 2017 (video)

Solving RF Complexity™: Eric Creviston Explains How at MWC 2017

Video above published Mar 29, 2017: Eric Creviston, President of Mobile Products, Qorvo, Inc.--domain: qorvo.com-- speaks to GSMA at MWC 2017 about the RF challenges facing handset OEMs, Qorvo’s broad product portfolio that solves the toughest RF problems and defining what’s possible for 5G.  Note: RF = radio frequency

$QRVO up 45.21% since Apr 18, 2016

Stock exchange & symbol  |  NASDAQ: QRVO
Headquarters: Greensboro, NC
Founded: 2015
Subsidiaries: TriQuint Semiconductor, GreenPeak Technologies, More

Qorvo is a US-based semiconductor company that designs, manufactures, and supplies radio-frequency systems and solutions for applications that drive wireless and broadband communications, as well as foundry services.

ref. Marketwatch.com, infra

Stock-picking fund managers double down on economic growth | MarketWatch.com 29 Mar 2017: "Compared with the 5% gain in the S&P 500 index SPX, +0.16%  over the past three months, the tech sector has gained 11%."
Tweets by QorvoInc

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Qualcomm $QCOM Quandary, Q1 FY17 Earnings, LIVE Webcast Jan 25

Breaking: Dow Jones Industrial Average (DJI) Record Close: Trump Rally Reignites:

Qualcomm Faces U.S. Antitrust Case:

U.S. (FTC) antitrust suit against Qualcomm for allegedly using unfair practices in the way it licenses its technology. Bloomberg's Ian King and Cory Johnson discuss on "Bloomberg Technology," January 17, 2017.

$QCOM UP 15.59% since Jan 25, 2016 (source: google.com, Jan 24, 2017)

Qualcomm Incorporated is a US-based (San Diego) multinational semiconductor and telecommunications equipment company that designs and markets wireless telecommunications products and services. The parent company includes the Qualcomm Technology Licensing Division (QTL). The wholly owned subsidiary, Qualcomm Technologies, Inc. (QTI), operates substantially all of Qualcomm's R&D activities, its product and services businesses, including its semiconductor business, Qualcomm CDMA Technologies.

• Stock exchange: symbol | NASDAQ: QCOM
• Principal domain: qualcomm.com
• Investor relations: qualcomm.com/info/investor-relations

Jan 25, 2017 4:45 pm ET: Qualcomm Q1 FY17 (Q4 2016) Earnings Conference Call Webcast

Listen to webcast -- Executive Presentation (pdf 227.4 KB) -- Q1 EPS of $1.19 beat consensus estimate by $0.01 and revenue of $6B (+4.0% Y/Y) missed by $120M. News release (pdf).

Apple vs. Qualcomm

In the news:

• Qualcomm Comments on Apple Complaint | Qualcomm.com: "... Apple’s claims are baseless. Apple has intentionally mischaracterized our agreements and negotiations, as well as the enormity and value of the technology we have invented, contributed and shared with all mobile device makers through our licensing program. Apple has been actively encouraging regulatory attacks on Qualcomm’s business in various jurisdictions around the world, as reflected in the recent KFTC decision and FTC complaint, by misrepresenting facts and withholding information."
• Qualcomm Responds to Complaint from U.S. Federal Trade Commission | Qualcomm.com: "The FTC’s allegation to the contrary -- the central thesis of the complaint -- is wrong."
• Qualcomm: Apple War Could Ravage Chipsets Or Licensing Fees - Qualcomm Inc. (NASDAQ:QCOM) | SeekingAlpha.com: "Qualcomm has a $32 billion war chest - a $1 billion lawsuit would not have a material impact on the company. However, a reduction of its licensing fees could."
• Qualcomm weighs countersuit against Apple | SeekingAlpha.com
• Qualcomm Responds to Announcement by Korea Fair Trade Commission | Qualcomm.com: "Decision Not Effective Until Final Written Decision is Issued — Qualcomm will Vigorously Defend Itself and Seek an Immediate Stay When Final Decision is Issued — Dec 27, 2016"
• Excerpt from Apple's complaint: "Apple has been indirectly paying Qualcomm licensing fees since 2007, when it released the iPhone. Apple became even more reliant on Qualcomm in 2011 due to Apple's desire to release an iPhone that could connect to CDMA networks, such as Verizon's. For many years, Qualcomm ensured that it was the only possible supplier of CDMA chipsets, and it remains so today for the chipsets used in Apple's flagship iPhone product line. As a monopoly supplier of an essential input, Qualcomm had the power to constrict and disrupt chipset supply, which (coupled with Qualcomm's refusal to enter into industry-standard supply agreements that would have guaranteed supply to Apple, absent unusual or unforeseen circumstances) would have been disastrous to Apple's business."
• When To Buy Qualcomm? - Qualcomm Inc. (NASDAQ:QCOM) | SeekingAlpha.com: "Investors generally purchase a stock for two reasons: capital appreciation and dividends. So, the astute long-term investors who are not worried about the noise will likely enter the stock as it heads lower keeping the increasing dividends in mind. QCOM is a gem of dividend-growth stock."

Upcoming Event: Mar 7, 2017 12:30 am ET 2017 Annual Meeting of Stockholders--Location: Irwin M. Jacobs Qualcomm Hall, San Diego, CA--Listen to webcast--2017 Proxy Statement (pdf 1.2 MB)

source: Statista (year-end 2015) #1 Apple, #10 Qualcomm

Tweets about $QCOM:
Tweets about $QCOM
Tweets by Qualcomm

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