Notes and Videos

Asia Letter, Q2 2014

This week, Asia Editor Scott Foster takes a close and detailed look at country plans and hopes in the worlds of sustainability and energy, from vendor to customer, supply...

The New INSecurity and INVNT/IP

The nation-sponsored cyber attacks on US corporations are not the result of a purely military plan, but of a new national business model.

Special Letter: The Impact and Evolution of Mobile Communications

Mobile now drives almost every part of the computing and communications product portfolio, and those who wish to get a deeper understanding of its direction will be glad...

Balkanizing the Net: Benefits and Costs

When politicians from democratic countries first considered the effects of the Net on China, their naive assumption was that more information would be brought into this...

The India Report: Politics and Bollywood

Rafiq Dossani takes on the politics of the coming Indian election and makes it all make sense, while providing the inside view of India's most consistent traditional...

Satya's Challenge: What Microsoft Faces

The problem for Microsoft has never been making money; Steve Ballmer proved that beyond a doubt. Rather, the company's historic challenge has been to convince investors...

Special Letter: Looking Further: Much Better, or Much Worse, in 20 Years?

In this conversation from FiRe 2013, David and Brenda do just that, in one long series of brilliant (and often surprising) insights into the brutal truth of who we are, and...

E-Commerce in Crisis

A funny thing happened on the path to putting all business and banking online: the same access that makes it attractive to E-Commerce vendors and customers makes it even...

A Conversation About MALT, Part II

In our ​first transcript on MALT, we laid the foundation for the concept that the smartphone platform is the most important real estate in technology. Here, in the second...

A Conversation About MALT

This week I am pleased to share a private transcript of my recent conference call with UBS and selected clients, in which we take a deeper dive into the MALT (Micromapping,...
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