Browsing Category

Technology

Water and mergers and acquisitions

This is a follow-up on my entry water post from yesterday. The thesis here is that mergers will be a big part of the landscape as companies seek economies of scale and scope or vertically integrate to deliver water to their customers. But…

Signals of slowing

Today's post is going to be a bit of a hodge podge because I didn't have a single theme to report on as I started out. If I had to give this post a title, the overarching theme would be "signals of slowing". What I am seeing is nothing to…

More on the new internet bubble

There is definitely a technology bubble brewing. And it will end badly. Some people are going to get rich though - and not necessarily undeservedly so. Some thoughts below I am going to make this very short. Valuations in the private…

Apple, IBM and Amazon

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…

Why the Amazon Fire Phone is DOA

Today’s post is about technology and the dynamics of market saturation. My contention over the past couple of years has been that the mobile market in developed economies was becoming saturated to the point that the economics of…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More