What is a Bubble? – My response to Ben Evans slide deck
Benedict Evans at Andreessen Horrowitz published a slide deck yesterday outlining his analysis showing that there is no ‘Bubble’ in tech. I read through the whole thing several times, and […]
Category Archives: Analyst Decoder Ring
Can you Pivot at $24 billion? – A Communication Strategy for Twitter’s Turnaround
The big news yesterday was Twitter’s announcement that they are going to change CEOs. The company has been struggling with public market investors since its IPO, and this change has […]
This is not a post about Bubbles
This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]
Semiconductor Consolidation is Coming
The semiconductor industry is not really a growth industry anymore, and resembles the steel industry as much as anything. That means scale matters, leaving M&A as the most likely path to growth, and possibly survival.
Scarce Commodities – Strategy and Execution
Execution and Strategy Having stood on both sides of the line – analyst and corporate executive – I have done a lot of thinking about how companies succeed and what […]
