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GeeKv2
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re: ST's conundrum: Break up or tweak?
GeeKv2   11/30/2012 3:21:02 PM
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Very arrogant of you to say that Renesas Mobile is a laughing stock, especially when you compare it with ST-E. Sorry to say this, but you know too little about the modem industry.

anon3860072
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re: ST's conundrum: Break up or tweak?
anon3860072   11/30/2012 3:40:40 AM
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If the greedy Wall Street analysts and the fat cats from the big banks are willing to follow your suggestion of "try, try again" to give ST time and money, I'll buy you a ticket from anywhere in the world to Switzerland and pay you for a 5-day decent hotel accommodation.

SylvieBarak
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re: ST's conundrum: Break up or tweak?
SylvieBarak   11/30/2012 2:00:45 AM
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If at first you don't succeed, try, try again. I don't see why ST can't keep tweaking the business model until they get it right.

anon3860072
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re: ST's conundrum: Break up or tweak?
anon3860072   11/30/2012 1:08:39 AM
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ST-E has much better fundamental core strength than the laughing stock like Renesas Mobile. For this to survive and to prove its might, persistent investment are needed. STM doesn't seem to have the cash. The investment community in Europe has unfortunately been following their greedy counterparts from Wall Streets and is unlikely to put up with the investment. So, the best course is to find a good home for the STE. STM should look east for the takers - Korea or China!

Python0
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re: ST's conundrum: Break up or tweak?
Python0   11/29/2012 7:38:50 PM
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ST-Ericsson cannot survive against Qualcomm (high end) and Mediatek (low end). They should stop but splitting analog and digital units will not help. Their advantages in the sensor area will decrease as many other suppliers are active in this market.

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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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