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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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February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011