Research Notes

The Power Vacuum

A little jostling for market share is always a good thing, and the occasional sector blowup or segment technology revolution keeps everyone on their toes and healthy. But...

Asia Letter, Q2 2010: Tipping Points

Publisher's Note: Our Asia Editor is in Stealth Mode, for reasons you are free to guess, and which we will neither deny nor confirm. Suffice it to say that he is happily...

HP: Just Two Questions

There was something funny about the Mark Hurd story from the outset. While everyone else seemed to be getting off on all the possible, and later, apparently wrong,...

Computers and Cars

A couple of months ago, I predicted that 2010 would be a record year in sales for two key industries: Personal Computers and Cars. For those who understand the roles these...

IP Takes the Big Screen

When you look at the current landscape of devices and appliances, there is one remaining mountaintop, one last hurdle, a towering K2, which, like the mountain itself, has...

Individuals Matter

There is an illusion afoot in the technology world that technology matters more than those who work with it; that the mousetrap is more important than those who create,...

Special Letter: Moving the Enterprise to the Cloud: Complexity vs. Value

Publisher's Note: A couple of years ago, my Conference panels on the cloud began looking more deeply into Cloud construction, Cloud security, Cloud infrastructure...

How to Save Microsoft

How can you consistently increase company performance year after year, without any benefit to your company's stock value? This has got to be the question that is driving...

The Broadband Surprise

I had the opportunity last week to follow Washington Governor Chris Gregoire in addressing an audience composed of stakeholders involved in broadband. The basic challenge...

Platform Confusion

I have had a series of opportunities, over these last few weeks, to witness the industry confusion over the question of which platforms will succeed. Since the resolution,...
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