All Entries in the "Trends" Category
Riding the Wave to Mobile Computing Wall Street Style
In January of 2007, Steve Jobs announced the iPhone. As we now know, the iPhone wasn’t simply another cell phone. Many now associate its introduction with the dawn of the mobile computing era. Apple really threw down the gauntlet last week as it became the number one PC maker. Apple reported record quarterly sales of [...]
Google Has a DNA Issue
I have been expressing negative opinions on Google for awhile. “Will Google be a Major Player in Mobile Computing?” – was one of the first ones back in April 2010. In June of 2011, I threw down the gauntlet with RIM is Done – Who’s Next? There have been many more. While some may [...]
Should Apple Make Nuance an Offer They Can’t Refuse?
Siri, Do you use Nuance technology? Siri: ”I could tell you, but I would have to kill you.” Apple didn’t utter Nuance’s name during the iPhone 4S event and Nuance isn’t saying squat. That said, it is a known fact that Nuance provided the speech recognition engine for Siri before its 2010 acquisition by Apple. Assuming [...]
Does Amazon Have an iPad Killer Up Its Sleeve?
On Friday, Twitter was buzzing when TechCrunch reported that one of its editors had seen and played with the Amazon Tablet. Adding to the excitement was that it’s expected to ship in November with a price of $250. This combined with a report from Forrester Research claiming that Amazon would sell 3-5 million tablets in Q4 had [...]
RIM Is So Bad That It’s Good
This doesn’t read like the stuff upgrades are made of, but I’m sure Jim Balsillie and crew are pleased just the same. ”RIM’s numerous challenges have been well documented in recent downgrades, earnings reports and press articles: delayed product launches, insufficient and misallocated R&D, poor management reaction to changing industry trends, subpar communication with investors, [...]
Aruba Networks A’int Cisco Systems: Reasons Why I Listen to Earnings Calls
Over the years, I have listened to hundreds of companies earnings call. Any company whose stock I plan to hold over a couple of quarters is required listening. I love hearing all the numbers and stuff, but mostly I’m listening for how the CEO handles adversity. Companies are bound to hit issues from time to [...]
From Driving a Lamborghini to Steve Jobs Resignation: My 2 Cents on the Last Two Weeks in Tech
It is good to be back in the control seat after being away for 2 weeks on vacation. We spent the first week visiting my Mother near Cocoa Beach in Florida and the last week in South Beach. One of my favorite parts of the trip was waking up to this spectacular view overlooking the [...]
My “So-Called Trends” Are Busted
What a freaking week? First our elected representatives decides to play chicken with the financial stability of our country. As ugly as the sausage making was – it appeared as though we avoided a fate unknown with a last minute agreement. However, instead of a relief rally the market continued to sell off. The talking [...]
NFC – Remember That?
The Near Field Communications (NFC) buzz was sizzling from the end of last year through the beginning of this year. Nearly every day there was talk about the next new thing. NFC was going turn our cell phones into credit cards and replace all of those loyalty cards bulging in our wallets. There were other applications bantered [...]
How Social Media Has Influenced My Investing Process: Starring Michael Saylor and a Model Named Talis
Investing without leveraging Social Media is like fighting with both hands tied behind your back. Maybe you can head butt someone to death, but why make it so hard on yourself? A few months ago I penned an article called, “Where Social, Mobile and the Cloud Meet.” I talked about how important it’s becoming for [...]
