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Microsoft Today

Satya certainly has his job cut out for him and recovering from the mobile mis-steps and the Windows 8 disaster are two of them. The concern I have is it seems like the people at Microsoft don’t “get it”. This is true in two primary areas: 1. They don’t seem to understand the value of previous assets, this was a big deal under Bill Gates, he always said if you lost backwards compatibility you were giving up an asset. This is but one example of how Microsoft is throwing their assets away, which they are doing in 3 key areas: a) Windows Phone/RT...
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Intel as an investment

Intel as an investment

Last week on Facebook and by email to friends I offered my endorsement to Intel as a great stock to buy.  I figured I’d post the information here just so I’ve got an external record of it to refer to and people can see if I turn out to be right.  Friday it closed at $20.94/share so we’ll use that as the reference price, what follows is the logic:   Since we said we’d share business ideas and I mentioned I think Intel is a good buy right now (trading at just over $21/share, just below a 10 times multiple on earnings, down around 30% from a year...
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Why Apple should buy or partner with Facebook

Why Apple should buy or partner with Fac...

Apple is getting close to a critical stage as public perception shifts away from Apple as an innovator and expectations lower marked by repeated disappointment.  Is Apple going to fall or vanish anytime soon?  Not a chance, even ridding their current momentum they’ve got 2 great years left.  But if they want that to extend to 3, 4, & 5 great years they need to be adapting. Things aren’t bad for Apple, on the contrary, they are the most profitable company in the world.  The question is how far can they stretch that?  If they are smart, now is the time...
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Sony wants to be premium? Here’s ...

The thing increasingly is it’s all about eco-system, that’s where Samsung is killing it. I can easily connect my Samsung TV to my Samsung computer (or computer in general if I download the Samsung software) and my Samsung smart phone (in Samsung’s case they have such a broad range of products including appliances that could expand very quickly). Sony has more capacity to follow suit than HTC but arguably less than Samsung and Apple, more importantly do they have the organization structure in place to make it happen? After all, Sony should have released...
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The fallacy of vision and long term goal...

Don’t get me wrong, I’m not advocating we shouldn’t consider the long term, be perceptive of the future or have vision, but I wanted to stop and make some comments on the personal development bullshit out there around the importance of these things by mentioning the waste they create. I’m reading the book “Traction”, which like many such books advocates the importance of having a vision for a company, communicating it well, etc.  This is a super common perspective, and sometimes those tools can be helpful, but they are neither universal...
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Logistical Execution – What Most P...

I’ve said many times, companies don’t truly sell products, they sell their businesses, each time you make a purchase you’re buying not the product but the business that went into the delivery.   I read a while ago about how Google buying Motorola was going to make them vertically integrated like Apple, nonsense! Today I read some story about how Apple is going to replace Google in search via Siri, again nonsense.  Many other nonsense fanciful ideas about Apple followed.   Here’s the thing those people don’t get.  It’s one...
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The Problem with Windows 8 tablets

I just finished reading the following review (one of the better reviews I’ve read actually): http://www.pcworld.com/article/2012888/review-asus-vivo-tab-rt-has-thoughtful-design-but-brings-a-mixed-tablet-experience.html It was a mixed bag about the sister product of another tablet that interests me, the Asus Transformer Infinity, one of the earliest Android tablets I thought had potential.  I skipped it because of a lack of Office and an undeveloped Android tablet eco-system.  Since then, I’ve craved an S-pen so that’s another missing requirement....
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Why are software reviews and comparisons...

I just installed Google Drive on my phone, I’ve been resisting it as I knew when it was released it was an inferior service and more services means more clutter so I try to stick to 1 (I generally pick Sugarsync, but if a person wants to stick with one they are almost forced into Dropbox due to the massive market share with everyone using it), but I also like to try out the alternatives and ensure I’m using the best and being on Android it’s becoming more and more difficult for me to resist Google’s crappy but improving eco-system so the question...