Stephen Simpson

Years ago, Peter Lynch popularized the concept of “picks and shovels,” noting that most of the miners who...

For gene sequencing company Pacific Biosciences (PACB), also known as PacBio, regulators’ refusal to allow Illumina (ILMN) to...

There’s a definite split these days between primarily handset-driven RF semiconductor companies like Qorvo (QRVO) and Skyworks (SWKS)...

With hackers always on the prowl and increasingly sophisticated enterprise network operating environments, including traditional networks, public clouds,...

It may seem like a bizarre observation in the context of 14% year-over-year revenue growth and 63% booking...

It has been a rough period for optical suppliers, as reduced spending from telco service providers like AT&T...