Good morning, The earnings onslaught continues. On to the update: Amazon Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as itSubscribe […]
Daily Update: Microsoft is Rebuilding Office, Amazon Home Services
Good morning, Jay-Z and friends launched a new streaming service yesterday called Tidal. Lots of folks are dumping on it, and while I agree it will probably fail, I think it’s more important than it might seem at first glance; it’s also a very interesting way to look at the music industry – look forSubscribe […]
Daily Update: Intel Reportedly Buying Altera, Tim Cook’s Op-Ed
Good morning, I got a ton of responses about the Weekly Wrap-up, with probably about 75% in favor. To be clear, I have no intention of turning the Daily Update into YAENWABOLASWC (Yet-Another-Email-Newsletter-With-A-Bunch-Of-Links-And-Some-Witty-Commentary). Some weeks just happen to be busier than others, and I have a lot of opinions ;). Anyhow, I really appreciate theSubscribe […]
Daily Update: Was I Wrong About Cyanogen?, Weekly Wrap-Up
Good morning, I’m trying something new: a weekly wrap-up where I touch-on a few interesting stories that I didn’t have room to address more fully. But first a bit of a brain dump. On to the update: Am I Wrong About Cyanogen? I concluded yesterday’s newsletter by writing: The truth is that for normal consumersSubscribe […]
Redmond and Reality
Microsoft’s dominance in enterprise software was built on the difficulty of managing software installations; SaaS removes that linchpin entirely.
Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)
Good morning, It’s been quite a week – tons of earnings results, not all of which I’ve gotten to (I see you, Qualcomm and Alibaba), plus lots of other interesting developments like Twitter’s product expansion, Jack Dorsey’s unprovoked defense of Twitter ahead of next week’s earnings, Microsoft’s investment into Cyanogen (not to mention inflammatory anti-GoogleSubscribe […]
Daily Update: Microsoft Earnings
Good morning, I’m very sorry about the multiple emails yesterday – especially since the second email had the exact same error as the first! So embarrassing! Thanks for your patience. I found yesterday’s Microsoft results really interesting, and did a bit of a deep dive. It’s the only topic today, and it’s a bit longerSubscribe […]
Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)
Good morning, Today’s update is all about Microsoft’s myriad of announcements yesterday. I think it makes the most sense to think of the event, billed as being about Windows 10, in three parts: Part 1 was the overview of Windows 10, including the vision underlying the operating system, demos of specific functionality, as well asSubscribe […]
Daily Update: Cloud First, Jet.com Taking on Amazon, A Teenager’s View on Social Media Follow-Up
Good morning, I’m writing this update on a plane headed to Beijing for tomorrow’s Xiaomi announcement. My plan is to write about the experience of the keynote for tomorrow’s Daily Update, and then hopefully I’ll have a special treat for Friday – stay tuned. In addition, please excuse any delays in response or on theSubscribe […]
Daily Update: Christmas Gifts for Microsoft, Intel, and Amazon
Good morning, I hope you all are having a good Christmas break (or a good end-of-the-year, if you’re not in the West). As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no December 31-January 2. The regularSubscribe […]