Big Cap Tech Continues to Disappoint
With last night’s announcement from Dell, the streak remains alive. Intel, Microsoft, eBay, AOL, and EMC – big cap tech has not been...
George Gilder: So THAT explains it
The Gilder effect, as it was known in the late 1990s, was what would happen when George Gilder’s newsletter would recommend a...
Dell soils itself
The top performing stock of the 1990s continues to struggle. Dell Computer announced both earnings and revenue will be below prior...
A few words about Microsoft
There is an old market saw about how the leaders from one bull market are not the leaders in the next bull market. That’s true for...
Rise of the Pure Patent Business Model
Back in December 2004, I wrote a column titled "Five Under-the-Radar Trends for 2005". One of the below radar trends I...
Obnoxious Dell Pre-Installs
Time for a rant: This is one of those things that makes me look at Dell and wonder WTF happened to their vaunted customer service....
Steve Ballmer quote of the Day
Fortune elicits the quote of the day from Steve Ballmer, CEO of Microsoft: > Do you have an iPod? No, I do not. Nor do my...
Game Over Still On In Blog Search
> Time for a mea culpa: Last year, when Google entered the Blog Search Space, I wrote that it was Game Over for Technorati. I thought...
Vista Delay
I haven’t weighed in on the Microsoft Vista delay, if only because I had so little worthwhile to add. It obviously helps...
Intel & the Patent Trolls
Today’s WSJ has an Op Ed from Bruce Sewell, general counsel for Intel, about "patent trolls." "Our patent laws are...