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3D PDF: Analysis

Posted on Tuesday, Jan 31st

Adobe has recently announced Acrobat 3D. What are the implications?

Not Predictions

Posted on Thursday, Jan 19th

2006 recommendations.

Alexa App Ideas

Posted on Thursday, Dec 15th

Alexa search engine opens up to developers … what apps can you develop?

MSFT: BUY; SYMC: SELL?

Posted on Thursday, Dec 1st

Microsoft releases a Beta version of its security product, OneCare, in direct competition with Symantec and McAfee, both of which are in tight spots now. Security is a must-have category, and a huge, growing market. I admit, I quite like the steps from Microsoft, recently. Here is a good analysis of the MSN business and

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Microsoft Dead or Live?

Posted on Monday, Nov 14th

Will Salesforce.com survive if Microsoft truly wakes up?

What is this Sea Change?

Posted on Wednesday, Nov 9th

Microsoft acknowledges the sea-change in software… Analysis.

Autonomy puts Verity out of its misery

Posted on Friday, Nov 4th

Autonomy acquires Verity for half a billion dollars. Here is a good analysis of the Enterprise Search market. Eventually, someone will need to put Autonomy out of its misery too. IBM may be best-positioned to do so, with its incumbent interest in Enterprise Search applications. On the other hand, both Microsoft and Google have their

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A Fast Second

Posted on Friday, Nov 4th

Or Third. Or Fourth. It doesn’t matter much. With $50 Billion in cash, Microsoft can be anything. David Kirkpatrick writes a long article in Fortune on how Microsoft plays catch up to Google, Salesforce.com, even some unknown littles like Writely.com and Numsum.com. The bottomline is, Microsoft will emerge ahead of most of these companies eventually,

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