Daily Update: American Girl, Minecraft, and the Next Generation of Builders; The Panasonic Cameraphone; China’s Antitrust Crusade

Good morning, I wrote yesterday that I thought the Minecraft acquisition made a lot of sense for Microsoft both from a financial point-of-view – given it’s engagement numbers, I think Minecraft has a lot of latent revenue opportunities – but also from a strategic point-of-view. It’s a natural fit with where Satya Nadella wants to […]

Daily Update: Samsung Profits Falling, Panasonic Toughbooks, Standards and the Internet of Things

Good morning, Just how useful is theory in understanding, and more importantly, predicting markets? Well, in the case of Samsung, pretty darn useful I’d say. On to the updates. Samsung Profits Falling From The Guardian: Samsung Electronics says that its second-quarter operating profits will fall to a two-year low, blaming growing competition in China, reluctant […]