Intel’s Mobile Failure a $17B Mistake, Says New Street Research

Intel has wasted $17 billion or more trying to compete in the wireless modem market against the incumbent, Qualcomm, writes Pierre Ferragu of New Street Research. With a report from an Israeli tech publication saying Intel's going to lose Apple's interest come 2020, Ferragu advises the company to exit the business entirely.

Tech Today: AMD’s Rising Prospects, Apple’s iPhone Plans, Defending Adobe

Avalara is the latest cloud darling to hit public markets, up 66% on its debut, AMD shares are rising as the chip maker gets thumbs up from two analysts for its improving prospects relative to Intel, Apple's iPhone plans are assessed and the shifting outlook pushes down shares of OLED supplier Universal Display, bulls on Adobe stock say there's nothing to worry about in the muted reaction to its quarterly results, the Trump Administration increases tariffs on Chinese goods but the other shoe, export controls, has yet to drop, and Qualcomm stock rises on speculation China has decided to bless its proposed acquisition of NXP Semi.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

Tech Today: Can Tesla Make Cars? Cheers for ZS, Energous Soars

Tiny wireless power company Energous is soaring after a second FCC approval for its tech, Tesla shares rose despite Goldman Sachs saying its production rate of Model 3 sedans is a head fake, Nvidia is rising on that Morgan Stanley upgrade, and recently public Zscaler gets mixed reviews from the Street.

Ciena’s CFO on Cloud Computing, Corporate Cash, and Credit Lines

Jim Moylan, chief financial officer of fiber-optic star Ciena, sits down to lunch with Barron's to talk about the changing nature of capital raising and balance sheets, the future of cloud companies buying from Ciena, and the nature of the software and semiconductor parts that are emerging out of its traditional equipment business.

Itron: The Science of Communicating Down a Manhole When It Floods

Philip Mezey, chief executive of 39-year-old Itron, talks about how the company has slimmed down its costs and boosted its capabilities with the acquisition of Silver Spring Networks, to compete in an age of 5G wireless and Internet of Things. Taking computing to the edge of networks for clients such as ConEdison could someday herald the arrival of sci-fi scenarios such as "smart cities."

Tech Today: Netflix’s Halo, Finisar’s Dismal Report, Big Blue’s View

Qualcomm and Broadcom still going at it, with Qualcomm changing its chairman and Broadcom insisting Qualcomm is "hampered" in 5G wireless, Amazon's spreading grocery delivery to Atlanta and San Fran is just the beginning of its plans for Whole Foods, says Evercore ISI, Bernstein likes the "halo" over Netflix's content that makes people pre-disposed to watch, Finisar is down 10% on what Needham called a "dismal" earnings report, IBM offered some numbers, though analysts noted they have no time frame attached to them, Toshiba's closing in on the sale of its NAND chip unit, the analyst day held by F5 Networks gets a mixed reception, GoPro's having no luck finding buyers, and Marvell Tech has lots of hidden appeal according to Cowen & Co.

Broadcom Tells Congress Qualcomm ‘Hampered’ in 5G By ‘Unlawful’ Licensing

The latest move in the acrimonious battle between Broadcom and Qualcomm is Broadcom sending a letter to Congress from its CEO, Hock Tan, pledging to make the U.S. the leader in 5G wireless technology, and casting aspersions on Qualcomm, which it says is hampered in its ability to invest in 5G because it makes money from "unlawful" licensing practices.