The Bubble This Time
I have gone dark for a while, for reasons I may get into later, but there has been a lot happening in the market, so I wanted to put pen […]
Category Archives: M&A
Enterprise Hardware is Exciting
I published Issue # 18 of my D2D Newsletter today. The report is an in-depth look at the trends shaping the market for enterprise hardware. This post is the introduction […]
Are IPOs going out of Fashion?
Last was a bad one for public markets, at least a bad week for people who believe that tech companies can find a home in the public markets. First, the long-awaited Pure Storage […]
Why the Disconnect? Public vs. Private investors on IoT
I have been doing a lot of work around IoT (the Internet of Things) lately. It is a subject of near universal interest among the kinds of people I hang […]
More Wirless Infrastructure
In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I […]
Microsoft’s Loss is Networking’s Gain
This morning, Microsoft announced that it was shutting down what was left of Nokia. There has been a ton written today about the strategic, personal, historical and branding implications of […]
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 […]
