Research Notes

The New Regime: Apple, Google, and Amazon

In technology, the ancient regime was driven by Wintel (Windows and Intel), mostly: a famously paranoid Andy Grove, paired with Bill Gates, the most competitive strategist...

Digital Media Business Models

There are a lot of headlines out there this week that sound like this: "Will the iPad save print media?" I have many friends in the media world, and the last few years...

Defining Cyberwar

What if they gave a war, and nobody came? It's an old joke. But what if the next war were so different from the last that it was over before the victims even knew a war had...

Special Letter: The Future of Digital Media

Publisher's Note: This week, while I am in New York speaking on the subject of Digital Media Business Models, we are lucky enough to have detailed views on the subject from...

What Is China? Part II: Members Respond

Two weeks ago, we published the issue "What Is China?" Since then, we have gotten the largest response wave in our history. At the request of members, we allowed extended...

Australia's Strengths

Phillip Scanlan has moved forward into the position of Consulate General of Australia in New York. In that office, he hosted MP Chris Bowen for a discussion, before his non...

What Is China?

Most people probably assume that the reason for China's enormous economic growth rates is simply size: anything powered by 1.2B people is bound to make a big splash. But...

Ten Things We Know

As we enter the New Year, perhaps the overwhelming sense among investors and managers is the long list of what is not known. For most of these people, there has never been...
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