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Doomed for failure

October 11, 2009

IBM undercuts Google with discount e-mail service | www.businessweek.com

IBMs entry to compete with low cost hosted e-mail with Google will fail. The same cannot be said for Microsoft which may be able to break into the small business market.

Even a dead clock is right twice a day

July 29, 2009

AT&T results beat Street; iPhone boosts subscribers | www.reuters.com

iPhone deal with Apple was the new AT & T's greatest success. This analysis shows that it cannot be sustained unless AT & T is able to develop proprietary applications on the iPhone when the five year exclusive arrangement ends. An alternate is to develop a different business model that gives the service virtually free to consumers.

Oracle Labs: An idea for making the best out of a wrong decision!

July 28, 2009

Oracle, Sun Now Face Integration Challenge | www.cbsnews.com

While this analysis is not about the acquisition of Sun itself (which I believe is a wrong one), it provides guidance to Oracle the "Do's" and "Don'ts" in getting some value. The critical recommendation is to form "Oracle Labs" - a think tank to innovate and stay competitive with Google and Microsoft.

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