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.
Sovereign and financial crises: Europe and the U.S.
January 18, 2012
How much longer can the Japanese Yen be a "haven currency"?
December 13, 2011
Not all bank tech vendors are equal
December 12, 2011
Eksportfinans downgrade surprises investors
December 5, 2011
Why wasn't Italy's situation spotted earlier? And what's next?
November 22, 2011