Contributing Member of the Technology, Media & Telecom Councils

All News Analyses by this Author

Culture and Discipline Cause the Contraction

October 6, 2009

Analysis of:German mobile services market contracts 3.3% in Q2 | www.telecompaper.com

Germans as a group are frugal, environmental and disciplined.  This is simply a response to tough economic times.

No way no how

April 5, 2009

Analysis of:Should Nvidia Merge with AMD? | www.rahulsood.com

Look at the balance sheets.  NVIDIA would be nuts to do the merger.

Microsoft looses browser market share; So what?

January 5, 2009

Analysis of:Microsoft Web Browser Loses Ground | online.wsj.com

Browsers are a give away; no one pays for themNot an indicator of anything except that MS does not have the best browser in town

Apple buying Dell: A complete waste of money

November 26, 2008

Analysis of:Why Apple Should Buy Dell | lowendmac.com

The difference between a Mac and a Dell is strictly the OS.  Why would Apple want to sell the same hardware for lower margins?

Voluntary Packages: Always a mistake

November 18, 2008

Analysis of:Sprint offers voluntary package to employees | www.fiercewireless.com

Clearly Sprint needs to reduce costs as they keep hemorrhaging market share.  Voluntary work force reduction is not the way to go.

No way Cisco will or Should Compete with Microsoft or Google

August 18, 2008

Analysis of:Will Cisco Take on Google and Microsoft? | www.businessweek.com

Cisco need not take on either of these companies.  In fact the more web apps appear the more Cisco infrastructure need be bought.  Cisco has thrived by connecting the world and over the last few years by providing endpoints.  The cultures of Google or Microsoft are totally orthogonal to Cisco's core strengths and it would be difficult to compete.

GM's volt will be a winner if....

August 12, 2008

Analysis of:Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com

The GM Volt will be a winner IF it is price competitive and has reasonable performance and economy.  Despite the so called "quality" issue that saddles GM previous well thought out and executed GM vehicles have sold well.

Top line decline is tough to fund

August 12, 2008

Analysis of:Sprint Cancels Stock Sale That Was to Tackle Debt Load | www.ft.com

Sprint's recent quarterly report said that the "Silver Lining" in their loss of market share is the rate is decreasing.  Investors will buy into companies loosing money if they show growth.  Funding a stock sale with the latest numbers would have greatly depressed the stock price. None of this is good for Sprint.

Alcatel-Lucent marriage doomed from the start

August 7, 2008

Analysis of:Alcatel-Lucent`s Russo, Tchuruk to quit; loss widens | www.business-standard.com

There were many impediments to a successful merger, these included: 1.     Diverse cultures 2.     Diverse geographies limit economy of scale 3.     Diversion of the merger caused both companies to take their eye off the ball in terms of their real problems 4.     Large size slowed down ability to respond to changing market conditions 5.     Merger caused US customer nervousness in terms of buying gear from a foreign controlled entity

Sonus Networks: A great time to buy

March 3, 2008

Analysis of:Sonus Networks: What now? | seekingalpha.com

Why you should ignore their latest delayed financial statement and study the business.

Looks like Sabotage

February 19, 2008

Analysis of:Internet failure hits two continents | www.cnn.com

Who and why are very interesting questions.

Three cable cuts in a week cannot be an accident

February 4, 2008

Analysis of:Internet failure hits two continents | www.cnn.com

Three cable cuts in the same geographical area and in a short period of time suggests sabotage.

AMD: Not Out of the Woods Yet

January 28, 2008

Analysis of:AMD: Is The Worst Over? | seekingalpha.com

Architectural superiority not enough anymore

Alcatel-Lucent is behind on IP technology

November 15, 2007

Analysis of:Alcatel-Lucent's restructuring not a full remedy, say analysts | telephonyonline.com

Companies such as Cisco and Sonus Networks have taken away many sales for equipment that would have gone to A-L in the past.

Just another piece of the puzzle

November 7, 2007

Analysis of:Green power supplies could dwarf all other power saving efforts | www.tgdaily.com

Marvel's new chip is fine and so are others from TI. Intel's 45 nm processors are huge power savers as well.

IPhone Hacking is a Minor Nusiance to Apple & the vast majority of its customers

October 3, 2007

Analysis of:Update Shuts Down Some Hacked iPhones | communicationsdirectnews.com

Apple made no promises about unauthorized modifications and therefore doesn't owe anybody anything when it upgrades the Iphone.

Nimble Apple reacts to reality; bad news for the competition

September 7, 2007

Analysis of:Apple's Fall Updates: New iPods and More | tech.yahoo.com

Drastic iPhone price reductions and iPod refresh good long term moves; the gauntlet has been thrown down for other cellphone manufacturers

So What?

August 27, 2007

Analysis of:Teen untethers iPhone from AT&T | alwayson.goingon.com

There are none.  The fact that he needed to change the hardware makes this a risky proposition for all but the most ardent hackers.

This Matters

August 27, 2007

Analysis of:Teen untethers iPhone from AT&T | alwayson.goingon.com

In my previous post I had not yet seen this: http://www.iphonesimfree.com/ A software only solution for the iphone. This will increase iPhone sales at the expense of other brands and will help Apple's revenue numbers.

The Big news is the new iLIFE software

August 10, 2007

Analysis of:Apple unveils redesigned iMac desktops | today.reuters.com

An iMAC refresh was inevitable and this is a nice step up.  The real news is the spreadsheet program and improvements in other iLIFE software components.

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