Notes and Videos

The Geographical Fate of Personal Computers

It is quite likely that personal computers, the technology entry point for a gigantic technological ecosystem, will no longer be made in the United States; their country of...

Special Letter: India in 2013

The U.S. National Intelligence Council (NIC) predicts that India's contribution to global growth in the next 15 to 20 years will surpass that of any other individual...

The Globalization Issue: Labor vs. Intellectual Property

The rationale for making phones in China for Western markets was the motivation behind all Globalization moves: cheaper labor. This is a transitional time, when original...

The Globalization Issue: Labor vs. Intellectual Property (Continued)

The rationale for making phones in China for Western markets was the motivation behind all Globalization moves: cheaper labor. This is a transitional time, when original...

Asia Letter, Q1 2013: Japan-India Cooperation

For almost a decade now, we have been writing about the economy called "ChinaPan": the interesting duopoly created with Japan's capital, China's workforce, and a shared and...

Global Landscapes in 2013: Technology and the Economy

This year, the Ten Predictions, which are meant to stand in specifics, are separated, word for word; from the technology and economic landscapes on which they will play out.

Top Ten Predictions for 2013

The theme of 2013: major market shifts against a stable background. The top ten techonology predictions for the coming year.

The World According to IP

Behind all of the economic shifts and dislocations, the stock market moves, the earnings disappointments in tech, job losses and unemployment, asymmetric trade and trade...

Special Letter: Quantifying Touch - Saving Lives While Growing Profits

There is perhaps nothing simpler in the human experience, nor more connecting, than touch. As Davis says in this letter, we use touch to measure many things on a daily...

The Christmas Quarter

In most years, I write about Q4 a bit earlier. After all, it is the most important quarter to those in technology, and to those watching the general economy. But this year...
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