Google – It Takes Money to Make Money
April 16, 2011
High Costs Slow Google's Profit | online.wsj.com
I understand Wall Street’s concern about Google expenses rising. However, to make money you need to spend money. Wall Street stock brokers would love have a company generate massive profits without expenditures. Just ain’t gonna happen.
The Need to Reexamine Semiconductor Chip Manufacturing
April 10, 2011
Is Japan Still a Stable Location for High-Tech Manufacturing? | www.ebnonline.com
As I had noted in my own website back in March 2011, the Japanese earthquake could have long-term impacts on the manufacturing of semiconductor chips in Japan and basically the entire electronics industry. Well, it appears it has all come true.
Sprint Lobbying Efforts – Outspent by AT&T
March 30, 2011
AT&T Outguns Sprint in Lobbying | online.wsj.com
Well you live and learn. The problem with regulatory budgets is that they are massive and unless you have a specific set of short term and long term objectives in mind, then it is important not to spend the money just for the sake of it. In short, Sprint did not need to spend that kind of money on lobbying in the last few years.
RIM – In Deep Trouble – No Surprise
March 27, 2011
RIM Stirs Investor Doubts | online.wsj.com
About a year ago, I commented in Wireless Week that RIM was facing an uphill battle and would lose market share. Now the company is in trouble and it may be too late.
The US Wireless MNOs must consolidate
March 21, 2011
AT&T to Buy T-Mobile USA | online.wsj.com
Economies of scale is king in the Mobile Industry. The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.
AT&T Merging with T-Mobile – Sprints ahead of Verizon and Sprint
March 20, 2011
AT&T to Buy T-Mobile USA | online.wsj.com
Well, all I can say is YIKES. That is what I get for listening to stock analysts. Congratulations to AT&T.
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.
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