Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.
Good morning, Yesterday I wrote about P&G’s recent decision to reduce its brands from nearly 200 to less than 100. While the easy takeaway is to talk about focus and bloat, I actually think that there is a tech story here as well. After all, lots of brands made a lot of sense in the […]
Good morning, I apologize this update is a bit late; I was up late recording a podcast where, appropriately enough, we talked about how Apple is able to preserve its margins because of its software, and then slept a wee bit long. Still, that’s a useful lead-in to today’s first item: Samsung’s Collapsing Profit It […]