Last week Paul Graham posted a note titled “Don’t Talk to Corp Dev”. I have nothing against Paul Graham. It is hard to argue with his track record, and most everything […]
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.
I spent the day at the affiliate marketing summit in Las Vegas. This industry was once known as the center of spam. It still draws people pitching nutritional supplements and payday loans, but there are some clear signs of maturity, and is firmly established as part of the marketing stack.
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.
As of last Friday, I am officially unemployed. This is the good kind of unemployment, the kind that comes from working hard to eliminate the need for your own job. […]
I arrived in Las Vegas fully expecting to write an entire note about drones. The pre-show publicity made it sound like drones were everywhere at the show. I hoped to […]
Almost two years ago I wrote about the masterful re-branding exercise that we now call the Internet of Things (IoT). We used to call it Machine to Machine (M2M) communications. […]
I wrote last year (and the year before that, and the year before ….) about the growing number of China companies at CES. Last year, in particular, I noted the […]
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 […]
Alibaba has been doing well in the market since I last published on them. The stock has hit my ‘price target’, and their first results went well. If I were […]