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Yahoo! Names New CEO

Posted on Tuesday, Jan 13th

Over the weekend, it became clear that Carol Bartz really wanted the Yahoo! CEO job, and that the board was willing to give it to her. Today, the appointment became official. Carol Bartz is the no-bullshit, down-to-earth, highly successful former CEO of Autodesk. Her story in Silicon Valley is a lesson in career management: boards

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Catching Up on Readings: Design In The 21st Century

Posted on Sunday, May 25th

Time for another round of recap since the last one on May 10 … See what you have missed, and catch up.

Vision India 2020: MIT India

Posted on Tuesday, May 6th

Twelve years ago, in 2008, it was clear that the labor arbitrage–based IT services industry that had made India a player in the global technology market was facing a threat. The key issue was supply-demand equilibrium. India’s engineering education system simply could not keep up with the demand for talent.

Autodesk is my CAD Play

Posted on Friday, Dec 21st

In 2005 Autodesk was expanding 3D presence via acquisitions like Alias, leaving competition like Adobe in the dust. The story hasn’t changed as far as 3D is concerned. The fact remains, a large part of the design world (mechanical, architectural, construction, animation, etc.) still designs in 2D, and Autodesk is one of the prime beneficiaries

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Taking Stock

Posted on Wednesday, Oct 10th

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale

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Enterprise 3.0 = (SaaS + EE + SME + TWS)

Posted on Tuesday, Sep 11th

So the variable I talked about adding to the Enterprise 3.0 formula is Small Medium Enterprise (SME). Why is SME important? You’ve heard me say this before. But let me reiterate. For one thing, there are 25 Million of them, with an enormous spending power. To give you an example of a software company that

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Concur’s SME Opportunity

Posted on Tuesday, Aug 21st

I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good

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It’s About Place (Part 2)

Posted on Friday, Jun 8th

by Cal McElroy, Guest Author In a previous post, I suggested that integration of search and location technologies was a difficult problem, that has not been solved. To provide some context for this series on local search, I want to dig into the technologies a little more. Location technology emerged out of the computer graphics

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