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Dan Hesse and Sprint – Setting The Bar – Defines “Unlimited”
March 13, 2011
Sprint CEO Dan Hesse defines “unlimited” in new TV ad | www.sys-con.com
What can I say? Dan Hesse is the face of Sprint and has plenty of guts. Hesse and Sprint have just set the bar for “unlimited” data plans. Now that is what I call gutsy.
Sprint/T-Mobile Merger – Why It Is A Good Idea and a Few Thoughts
March 10, 2011
Sprint In Talks To Take Over T-Mobile | www.businessinsider.com
Last year and the year before that I voiced opposition to a merger between T-Mobile and Sprint. Sprint is a CDMA carrier and T-Mobile is a GSM carrier. In short, I was fearful that we would be seeing another Nextel situation. However, as in every turnaround situation, timing is everything.
Tablets – Finding a Home; is it a laptop replacement?
March 6, 2011
Tablet Computer Demand Putting a Dent in PC Sales | online.wsj.com
As I have said in past blogs, the netbook’s biggest competition was and is the tablet. The tablet’s rise as a media device should come as no surprise. Back in the late 1990s, the tablet was first portrayed as a type of mini-laptop (i.e., netbook) and then in the early to mid 2000s, the tablet was being portrayed as a platform for wireless TV.
Motorola’s Xoom and Atrix May Be Setting the Stage For Next Gen Devices;Maybe?
February 25, 2011
Will Motorola’s Atrix and Xoom change the mobile landscape? | blog.connectedplanetonline.com
I like Motorola’s Atrix platform because of its simplicity.
Advice to Alibaba Founder, Jack Ma
February 23, 2011
Alibaba Founder Takes on Task of Polishing Company's Reputation in Wake of Fraud Scandal | online.wsj.com
I have no idea what is going on with Alibaba.com. However, having been through so many restructuring and turnaround situations, I will say this: it all boils down to regaining consumer confidence and maintaining credibility.
Ericsson and Akamai – Cloud Computing Emerging – Enabling Content
February 17, 2011
Ericsson Forecasts Data Surge | online.wsj.com
The Ericsson-Akamai deal may have some far reaching consequences.
Sprint – Score Another One for Dan Hesse and the Sprint Team
February 12, 2011
Sprint gains contract subscribers in 4Q | online.wsj.com
Positive news for Sprint and Dan Hesse. Since the day Dan Hesse joined Sprint, I have expressed confidence in his ability to turnaround the company because he has done it before.
Nokia – Undergoing a Massive Restructuring and Turnaround
February 7, 2011
Nokia CEO Considers Big Shake-Up | online.wsj.com
When a company changes the executive and senior management team you have a massive restructuring of the company underway. Whether or not CEO Stephen Elop can effect a turnaround is another story.
Technology and Patent Companies – Trolling for Value – Picking Nortel’s Bones
February 5, 2011
Bidders Emerge for Nortel Patents | online.wsj.com
Patent portfolio investing is not new; it’s just appears to be something new for the mainstream media to write about. The concept of buying patents for defensive and offensive purposes has been a legitimate business warfare weapon for the last couple of hundred years.
Nokia – Not Adapting Fast Enough – Has the Train left the Station?
February 3, 2011
Nokia Shares Drop on Poor Q4 Earnings | www.wirelessweek.com
Nokia is still the 800 pound gorilla but it is clearly being challenged. If the company does not take aggressive action it will become another Motorola.
Microsoft and Facebook – Better Joint Efforts?
October 17, 2010
Facebook, Microsoft Deepen Search Ties | online.wsj.com
The Microsoft-Yahoo deal never made any sense to me unless Microsoft got Yahoo cheap. However, this deal with Facebook makes sense.
Verizon – Finally Getting the iPhone?
October 7, 2010
Apple Readies Verizon iPhone | online.wsj.com
As I write this, the rumor is that Verizon will be selling the iPhone come 2011.
October 5, 2010
Twitter Switches Chief Executive | online.wsj.com
I knew Twitter would do well. Everyone wants their 15 minutes in the spotlight.
Sprint Resignations – Will Obviously Trigger an Event – But What Exactly?
October 3, 2010
Sprint Executives Quit Clearwire Board | online.wsj.com
It is obvious the resignation of Sprint officers from the Clearwire board will trigger an event but what exactly will be triggered?
September 26, 2010
Verizon to Change Mobile-Data Plans | online.wsj.com
Okay, Verizon has announced it will move towards metered pricing. Good.
Sprint’s Metered Pricing On The Table – Good Idea or Not
September 26, 2010
Hesse: Metered Pricing On the Table | www.wirelessweek.com
Dan Hesse is putting metered pricing on the table. In a word: Good.
Nokia – Two Down and Counting - Operational Restructuring Underway
September 15, 2010
Nokia's Mobile-Solutions Chief Quits | online.wsj.com
The term restructuring has become popular in mainstream media. Thanks to financial bailouts in the last two years, the term restructuring has entered the lexicon of the average person. Nokia appears to have launched its restructuring ahead of schedule.
Nokia’s CEO Steps Down in Favor of an Outsider - Restructuring Nokia
September 12, 2010
Nokia CEO to Step Down | online.wsj.com
Nokia is still the largest handset maker on Earth. However, the company has lost market share in a relatively short time to a large number of smaller competitors.
Tablet Wars, Samsung enters the Fray
September 6, 2010
Samsung Unveils Tablet to Compete With iPad | online.wsj.com
As I have said in the past, Apple has just revitalized a long dead device sector; the tablet PC. Wall Street should be thanking Apple for restarting a whole new consumer device segment.
Google’s Master Plan Is a Mystery to Me
August 27, 2010
Google Adds Calls to Gmail, Challenges Skype | online.wsj.com
Nearly three years ago when Google announced its plans to partner with carriers like Verizon and develop an open operating platform (which eventually became Android) I was thrilled and I stated I had hoped for a coherent telecom strategy. I will be blunt this recent foray into telecom is just that another foray.
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
The move to the cloud will impact multiple industries
November 17, 2011