Ep108: Dell APEX, Microsoft Acquires Activision, Intel’s Ohio Fabs, Luminar & Mercedes, 5G Debacle

Jan 22, 2022

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

2:43 Microsoft Acquiring Activision

12:03 Dell Tech Updates APEX

17:25 Intel Ohio Fabs

27:31 Luminar Bags Mercedes with LiDAR Right After Volvo

32:14 5G C Band Debacle; T-Mobile Clean

38:36 SAP Pre-reports with Big Cloud Gains

 

Microsoft Acquiring Activision

• https://news.microsoft.com/2022/01/18/microsoft-to-acquire-activision-blizzard-to-bring-the-joy-and-community-of-gaming-to-everyone-across-every-device/
• https://news.xbox.com/en-us/2022/01/18/welcoming-activision-blizzard-to-microsoft-gaming/
• https://view.officeapps.live.com/op/view.aspx?src=https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWSl55
• https://twitter.com/PatrickMoorhead/status/1483445963142356999?s=20
• https://twitter.com/danielnewmanUV/status/1483541054309769216?s=20
• https://twitter.com/danielnewmanUV/status/1483441976657727496?s=20

 

Dell Tech Updates APEX

• https://twitter.com/danielnewmanUV/status/1483832933899247635?s=20
• https://futurumresearch.com/research-notes/dells-multi-cloud-portfolio-expansion-intended-to-ease-the-enterprise-multi-cloud-journey/
• https://twitter.com/PatrickMoorhead/status/1484299602396340229?s=20

 

Intel Ohio Fabs

• https://twitter.com/FuturumResearch/status/1483111893178982409?s=20
• https://twitter.com/danielnewmanUV/status/1484520540136165380?s=20
• https://twitter.com/danielnewmanUV/status/1484520540136165380?s=20
• https://twitter.com/PatrickMoorhead/status/1484526264274898949?s=20

 

Luminar Bags Mercedes with LiDAR Right After Volvo

• https://twitter.com/PatrickMoorhead/status/1484208268297875458?s=20
• https://futurumresearch.com/research-notes/luminar-and-mercedes-benz-team-up/

 

5G C Band Debacle; T-Mobile Clean

• https://twitter.com/danielnewmanUV/status/1483897173486063621?s=20
• https://twitter.com/PatrickMoorhead/status/1484236807592108045?s=20
• https://twitter.com/danielnewmanUV/status/1483420757921341440?s=20

 

SAP Pre-reports with Big Cloud Gains

• https://www.reuters.com/business/sap-reports-28-jump-q4-cloud-revenue-more-customers-shift-cloud-2022-01-13/
• https://news.sap.com/2022/01/sap-announces-preliminary-q4-and-full-year-2021-results/

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.