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Social Networking: The Millennial Application Moves Out of its Parents’ Basement

Born into the PC era of neutral browsers and open web opportunity, companies like Facebook now grope for revenues in a new era dominated by harsh platform masters with an “app” access model that forces social networkers into a box. 

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Quick Thoughts: Shopping Lists Part 3, Microsoft’s Turn

–          Microsoft has $63 billion in cash with which to strengthen its case as a viable third platform vs. iOS and Android.  It starts with strength in enterprise but real weakness with consumers. –          Ecosystem backlash to a Nokia deal may be

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Quick Thoughts: Google Can’t Buy Everything… Where Would They Put It?

–          Google has cash and likes to spend it. The recent past demonstrates a tendency to grow through acquisition with Google having made almost 60 acquisitions since the beginning of 2010 –          Google’s cloud ambitions are thwarted by oligopolistic broadband

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Quick Thoughts: Shopping with Apple’s 117 Billion Dollar Jackpot Wad

History says Apple won’t make a big acquisition with its cash hoard, but playing the shopping list game helps to clarify strategic weaknesses and what it might take to fix them. Apple is at a big disadvantage on cloud based

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Quick Thoughts: The Wintels of the Cloud Era

–          In retrospect, the right TMT investments between 1980 and 2005 were in PCs, networks, cell phones, and cable TV, with Microsoft and Intel alone generating $425B in shareholder value. –          Meanwhile, most leaders in earlier paradigms continued to rally

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Cloud Data Centers: Bigger, Faster, Cheaper!

Data processing architecture has swung like a pendulum, from a centralized mainframe era, to decentralized PCs, and now back to the cloud.  Modern cloud data centers feature distributed architectures that share computing and storage resources across widely dispersed locations at

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Quick Thoughts: Jeff Bezos and Mark Zuckerberg Don’t Care About Your Stupid Quarter!

  –          Amazon slightly missed consensus sales and earnings estimates, barely turning a profit, but sales were up 29% despite the global economic situation. –          The story remains intact – low margins because of investment against huge opportunities.  E-tail dominance

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Quick Thoughts: The Apple Roller Coaster Gets Rougher – What Next?

–          12 month product cycles may be too long given the pace set by the Android eco-system – iPhone sales drop-off now 6 months post release, with new Samsung Galaxy S III now the hot product. –          Cutting price on

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Quick Thoughts: Netflix – Running Just as Fast as they Can

  –          Netflix quarterly beat was not enough – increasing programming costs and a reminder that a lot of people will watch the Olympics rather than Netflix for a few weeks slammed the stock. –          The rising fees for the

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Quick Thoughts: Earnings! We’ve Got Earnings!

  –          Microsoft’s 4Q shows the power of Office, Mister Softy’s biggest asset in establishing Windows 8 and Windows Phone as viable 3rd platform vs. Apple and Android. –          Google is powering through the recession as online ads take share

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