Dell Taking Share from NetApp, Flash Slowing, Says Morgan Stanley

Morgan Stanley hardware analyst Katy Huberty today offered up several observations about the market for storage technology, writing in broad terms that NAND flash chips are further eroding the use of hard-disk drives, and that privately held Dell appears to be winning share of the market for storage from NetApp (NTAP). On the one hand, sales of drives are […]

Western V. Toshiba: Not Over by a Long Shot, Says RBC

Although Toshiba said Wednesday it's chosen a consortium led by Bain Capital to buy its NAND chip making unit, the battle between Toshiba and Western has many more chapters to it, potentially, according to RBC Capital analyst Amit Daryanani, as Western has various levers to delay the closing of Toshiba's deal. Reuters reports a variety of factors are weighing on the deal, including the inclusion of Korea's SK Hynix in the project.

Sigma’s Marvelous ‘sd Quattro H’: Seeing Reality

Japanese lens maker Sigma has been perfecting a line of special cameras using a unique sensor from the Silicon Valley firm Foveon. I took the latest incarnation of these cameras, the "sd Quattro H," for a bunch of handheld photographing sessions and loved the results. The quality is superb, especially in good light. And the camera produces revelations about the world around one, which is a refreshing change from the increasingly stylized, flat, and unreal quality of a lot of photography, especially smartphone photography.

Nvidia V. AMD: Street Mulls Head-Scratcher of a Tesla Rumor

Analysts are not sure whether to believe the report late Wednesday by CNBC that AMD is getting some business from Tesla to develop custom chips for self-driving cars. If true, the report might be a modestly negative development for Nvidia, Tesla's current supplier, they say, while the potential benefit for AMD would be small initially, with much depending on pricing and volume of any chips.

WiTricity CEO: Wireless Charging Moves Forward in Autos

WiTricity CEO Alex Gruzen says the company's business equipping top auto makers with wireless charging capabilities for their electric vehicles is speeding toward commercial deployment in the first half of 2018. He's also upbeat about the company's first consumer electronics deal, with Dell, and thinks Apple's use of the competing "Qi" wireless power technology in its iPhones won't dim prospects for WiTricity's "magnetic resonance."

Acacia Can Ride the Rise of Silicon Photonics, Says MKM

MKM Partners networking analyst Michael Genovese this afternoon initiated coverage of fiber-optic component supplier Acacia Communications (ACIA) with a Buy rating, and a $64 price target, writing that it is the “only optical components name we would recommend to long-term investors with a 3+ yr time horizon.” Acacia is poised, he believes, to replace the “digital signal processor,” or […]