Research Notes

It's the Network

It's easy to understand why so many people have thus far missed the significance of the subject of this week's discussion. After all: - We've all just come back from a CES...

How Intellectual Property Drives the Global Economy: A Centerpiece Conversation

The following conversation took place recently with my good friend Robert Hormats. We are publishing it here because he provided an eloquent description of the problem, in...

Asia Letter, Q1 2012: Now It Gets Interesting

In this issue, Eric shares data with us on new strategic issues and movements that are moving minds and money in Japan, ASEAN, and China: post-crisis reawakening of the...

The Landscape in 2012: Skiing Through the Boulders

Today's discussion is a list of major pitfalls awaiting technology and/or the global economy which have the ability to cause real harm in these segments if ignored.

Top 10 Technology Predictions for 2012

It is suddenly that time of year again: time to review past predictions, rank them, and create a new set, in the hope that, by being reasonably accurate, they will assist...

Special Letter: An EU View of the EMU

I first met Tim Coldwell as I was becoming introduced to the entrepreneurial people in and around London. Tim had almost folk-legend status during this time, as he helped...

Who's the Product? Five Related Trends

From the very beginning, Facebook users WERE the product. The fact that humans strive for, and enjoy and benefit from, community, is nothing but an accidental by-product to...

Beyond Broadband: Living AORTA

Over the last decade and a half, I've covered many topics, but there are just a few which are so important that I've dedicated time, money, extra newsletter issues, travel,...

Rewriting Economics: It's All in the Flow

I'd like to share a series of thoughts that occurred to me this week as I listened to the European debate over debt and obligations, and watched Merkozy (as they're now...

Intel vs. ARM: The CPU Architecture War That Will Reshape the Industry

Scott Gardner has been living in the world of chip design and manufacture for decades, and he is perhaps the most technically adept of anyone I know writing about chips...
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