Category: Strategy
Posted Date:
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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 IPO sank…
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The Contortions of the Consumer Electronics Market
There was an interesting analysis from the awesome team at Chipworks (with a good analysis from Ars as well) out last week showing that Apple’s new A9 processor for its iOS devices…
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Where are the IoT dollars?
I have been writing a lot about the Internet of Things (IoT), and mostly I have been writing cautionary things. While I believe there is great potential in IoT, and eventually we…
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IOT: Wearables are fine, but what I really want is a way to kill chickens.
The drumbeat of Internet of Things (IoT) marketing remains steady. Every company out there seems to be looking into the excitement. At this point, I am not sure who the intended recipient…
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Why Did Apple Launch the Upgrade Program? Apple Care is a big part of the answer
Executive Summary: This post went a little out of hand on me, so I want to sum it up here. Why did Apple launch its upgrade plan? My best guess is that…
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iPhone Purchase Plan Decision Maker – Now With All the Carriers
Over the weekend I took a look at how much the various iPhone purchase plans compare. That was mostly an exercise is trying to decide what I should do next as an…
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How to Buy an iPhone – Some math behind purchase plans
Signing up for a mobile carrier smartphone plan has reached the most advanced stage of capitalism – like hot dog buns and hot dogs. In the US, when you buy hot dogs…
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A Practical Guide to IPOs Chapter 9 – Some Common Mistakes
KEY LESSON: Don’t be greedy There are a lot of things that can go wrong in an IPO, a truth about which I have seen far too many examples. It should now…
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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 out with. Hardware,…
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Do we really need to regulate trolls? The law of unintended consequences
I am going to range a bit from my usual subject matter here. I have been thinking a little about patents and all the joy around “Intellectual Property” (IP). But be forewarned,…
