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Investment

Industry Analysis: Two Year Semiconductor Industry Portfolio Returns Nearly 33%

Students of Industry Analysis may be interested in this. For my January 2012 Industry Analysis course focused on the semiconductor industry, I set up an imaginary portfolio, using only industry analysis macro information. My Wall Street Journal portfolio of 13 semiconductor companies, covered a wide range of application markets. I would NOT recommend this as a serious portfolio strategy due to the highly cyclical and volatile nature of this industry. However, my overall gain over 2 years has been 32.87%. The top gainer, Micron Technologies (296.73%), lost its CEO in a plane crash after I invested but obviously recovered. The other two top gainers, ARM (112.70%), and Texas Instruments (56.71%) are both heavily involved in wireless communication chips.

existentialism

How Successful People Make Themselves Luckier

This article has resonated with me, and my own personal epiphany. It came to me as a university student, sitting on the grass in the university common area. I suddenly realized that I was my own boss, and I no longer cared much what other people thought of me. As the author says here, it was a sense of calm, and a moment that not everyone achieves. It is a variation on my own tag line…”The harder I work, the luckier I get.” Once again, I find that the key factor is people skills.

Internet of Things

Vancouver company Energy Aware making Big Waves in Internet of Things

I met today with Ali Kashani and Janice (pronounced “Janeece”) Cheam of Energy Aware in their offices in Chinatown, East Vancouver. Ali is a UBC Vancouver Engineering Ph.D, and Janice is a Sauder “BComm” graduate. Together, they are the brains behind Energy Aware’s novel approach to the “hairball” of the Internet of Things. I began our meeting as a skeptic, and came away impressed with their approach, their market savvy, their chemistry as a team, and the big name partners they have already attracted.

Industry Standards

Much Better Battery Technology As A Big Idea

Recently there have been a number of reports that Apple’s release of its new operating system, iO7, had caused unexpected problems for battery life in most older iPhones. Another way of saying this, is what a mobile phone salesman at The Waterfront, in downtown Vancouver said to me, “Everybody wants there phones to do too much stuff!” His comment came after I had bought one of the new external batter boosters for my smartphone. An entirely new accessory market has opened up, selling extended battery life for you phone, when you are not able to use your charger. This is not a real or long term solution. As many of my students know, battery life and heat dissipation on the microchips are among the most important areas of technology research today. It is also worth noting that this problem has also led to advances in the Universal Serial Bus (USB) architecture which are also likely to help address the problem of power and energy efficiency technology devices..

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