Category: Strategy
Posted Date:
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CES without the Selfie Sticks: The Affiliate Summit
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,…
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Qualcomm in China – Some Signs of Progress
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…
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An Update on my Status
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. Mission accomplished.…
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CES: Where are the Drones?
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 profile a…
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The Internet of Things Now Belongs to the Product Managers
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. Fifteen years…
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CES’ Back Halls: Shenzhen Inc. is Evolving, Rapidly
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 transition of…
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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 characteristics an…
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Alibaba and Alipay
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 really covering…
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A tale of two S-1’s
Today was a busy news day on many fronts. In particular, two notable companies filed to go public – New Relic and Hortonworks. These two companies do not have a lot in…
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BABA: Portfolio Manager Summary
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. As the…
