(Untitled)- July 31, 2002 Wireless Data Gets a Business Model The AT&T announcement today is interesting. I've been finding Sprint's advertising -- positioning their business information service through mobile data as a way of keeping the customer contact part of your company up to date -- compelling. It's the enterprise version of the consumer 'last mile' equation in broadband: Getting actionable data into the hands of folks at the front line (customer contact) of business. Combine that with the business...http://radio.weblogs.com/0103609/categories/techEconomics/2002/07/31.html#a85 (Untitled)- July 23, 2002 A name for the market's problem: Will we trade to zero This is a good one: Unsustainable downside momentum. That unsustainable part is, of course, my favorite. The rest from RealMoney.com Take a step back and think about what the world will look like on the last trading day of August 2002. Will prices of the best-known companies and stock index futures have fallen to zero Will equity markets have disappeared Will the futures markets that depend on the cash equity indices evaporate..http://radio.weblogs.com/0103609/categories/techEconomics/2002/07/23.html#a82 (Untitled)- July 15, 2002 Software stealing $ from hardware From a soundview securities report on PC sales trends: Microsoft may have added significantly to the PC hardware sales weakness, as IT managers (and MSFT&146;s sales people) have struggled to understand, and fund, Microsoft&146;s new software licensing contracts. If this is the case, PC hardware sales to businesses could improve materially after the July 31 deadline passes.http://radio.weblogs.com/0103609/categories/techEconomics/2002/07/14.html#a73 (Untitled)- July 12, 2002 The Big get Bigger Is this an economic or a biological rule From a piece in Forbes on a Merrill Lynch report about where resumed technology spending will go: Still, even in this tough environment one company is unwilling to discount the pricing of its products--Microsoft. The world's largest software company ranked dead last both domestically and internationally for its flexibility in pricing. But that isn't affecting its importance to customers. The company ranked first domestically in terms..http://radio.weblogs.com/0103609/categories/techEconomics/2002/07/12.html#a72 (Untitled)- July 10, 2002 That Damn Competition Quote of the year: "It's a miserable market but it's miserable because of the massive competition that's wrecking everything," From this article on how all the competition in the wirelss sector is preventing anyone from making any money. Market share and growth over profits. Folks have been more concerned with getting big fast, because they have these huge, very expensive networks of equipment that only make sense if they have large and fast growing customer bases...http://radio.weblogs.com/0103609/categories/techEconomics/2002/07/10.html#a69 (Untitled)- July 8, 2002 Doing what we do best Realmoney.com columnist Jim Seymour, in an article about how to break AOLTW into 7 pieces to recapture true sharesholder value, nicely describes AOL's core business: And of course, return the online AOL business to doing what it knows how to do best: delivering a semi-dumb online content package and unreliable Net connectivity to about 35 million subscribers who like paying $22 a month.http://radio.weblogs.com/0103609/categories/techEconomics/2002/07/08.html#a65 (Untitled)- July 1, 2002 Emigration From thestreet.com What is most likely going on in the European and Asian funds is a readjustment of the US exposure from 45-60% to 35-40%. The latter number is still overweight, BTW. This seemingly minor adjustment would be enough to jam the global engine that has been pumping a billion dollars into America every day. The irony here is that all those vehement denials of any possibility of a foreign pull-back miss the crucial point -- there doesn't need to be a "stampede" to create..http://radio.weblogs.com/0103609/categories/techEconomics/2002/07/01.html#a62 |