The Big Will Eat the Bigger

4 May 2009

I had a rather fascinating week last week, moving from a book party at Arianna Huffington’s, where Google CEO Eric Schmidt happened by, to the Accenture International Energy Conference in Vancouver, where Alan Greenspan and I were speakers.  Alas, I only had enough time to do a couple of talks on the first morning, asking [...]

Nortel Files

15 January 2009

On November 18th, 2008, in this blog, I suggested:
“Nortel. One of my tests for companies headed south: I can’t tell you their strategy in a sentence. And wanting to sell products, or being the coolest company in Ontario, do not qualify as goals or strategies.”
Yesterday Nortel filed for bankruptcy, ending perhaps the most [...]

Companies on the Road South

18 November 2008

I mentioned last week at the WTIA Predictions Dinner that Jerry Yang’s act of refusing Microsoft’s $33 / share offer for Yahoo! may have been the greatest disservice to shareholders in recent memory.  That followed an earlier prediction in the SNS newsletter that Yahoo! stock would act like a reverse rocket if they turned down [...]