I have had a few conversations last week about the future of Telecom Operators. It started when Benedict Evans trolling Twitter with this comment: Benedict Evans (@BenedictEvans) 2/1/16, 6:13 PM The […]
I think it is easy to forget how deeply embedded PCs are in the world. I was in a crowded San Francisco cafe last week in the middle of the […]
As a finance person working in technology, I have always been greatly intrigued by the idea of technical debt. This is the idea that as developers build technology products the […]
When capital is cheap, as it is today, it can be very hard to determine if a business is burning cash because it is ‘investing’ so heavily or if it is stuck in an market with unsustainable economics.
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 […]
It feels like the last few years, Mobile World Congress (MWC) has been filled with vague concepts and more marketing than substance. I think there is a change in this, […]
If a person does the same thing over and over again, each time expecting a different outcome, we call that insanity. If dozens of companies in a multi-billion dollar market […]
How to approach Mobile World Congress? As I mentioned in my last post, I am now preparing for my trip to Mobile World Congress (MWC) in Barcelona in two weeks. […]
The biggest winners from today’s announcement are likely to be China’s handset OEMs and its mobile operators. And Qualcomm itself did not do so badly.
That didn’t take long. Over the past few months I have been writing (also here and here) about Alibaba (Ticker: BABA). I mentioned one of the key risks with buying BABA […]