July 2014
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Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
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Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not
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It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]
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Daily Update: Amazon’s Strengths, Weaknesses, Threats and Opportunities
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Daily Update: Google’s Strengths, Weaknesses, Opportunities and Threats
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Site Note: Vacation and the Daily Update
Just a quick note that I am on vacation this week and do not plan on posting an article (although I certainly picked quite the week to be gone!). The Daily Update will continue but instead of analysis of recent news, I have written brief overviews of the Strengths, Weaknesses, Opportunities, and Threats (SWOT) of […]
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Daily Update: Apple’s Strengths, Weaknesses, Opportunities and Threats
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Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats