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.
Fairpoint’s CEO Asked to Resign
August 23, 2010
FairPoint CEO David Hauser Asked to Resign | www.billingworld.com
It is not unusual for secured creditors to request CEO’s or for that matter the entire management team to leave.
Intel Acquires McAfee; Good or Bad?
August 19, 2010
Intel-McAfee Deal Bets on Building Security Into Hardware | online.wsj.com
Conceptually, the idea of building security into the chip is not new. However, the real question is: Does this particular deal make sense?
August 19, 2010
Gaming Giants bet on 3D for next big boost | www.google.com
The advent of in-home capability for delivery of 3D content has begun to pave the way for the next generation of video game hardware manufacturers (SONY , Microsoft, Nintendo )and software publishers (EA - ERTS, ATVI, TTWO, etc.) to prepare for this next evolution of that entertainment form. DEI's David Ward has drafted a first look "white paper" on issues and opportunities that will become important.
Clearwire – Moving Ahead with LTE? Will Sprint Nextel Be Bailing out on WiMax?
August 7, 2010
Clearwire to Test Rival 4G Network | online.wsj.com
I am still a supporter of WiMax as a 4G technology. However, we may be seeing market forces at work here. Buying network equipment is partially about leverage and numbers.
AT&T – Downplaying the IPhone Contract - An Opportunity for the Captivate?
August 6, 2010
AT&T Downplays iPhone Pact Risks | online.wsj.com
I don’t blame AT&T for downplaying the exclusive nature of the iPhone contract. Talking about it is a no-win situation.
E-Readers – Have We Reached a Turning Point? Do We See a Perfect Storm?
July 22, 2010
Amazon Says E-Book Sales Outpace Hardcovers | online.wsj.com
Are paperback/hardcover books on their way out? Have e-books begun replacing paperbacks/hardcovers?
Nokia Seeking New CEO – In Trouble
July 20, 2010
Nokia Conducting Search for New CEO | online.wsj.com
Bottom line, Nokia is in trouble. The company is seeking a new CEO because of the changing market environment and its dwindling fortunes.
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