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Right Technology, Right Time: Opportunistic Ocarina CEO Murli Thirumale (Part 1)

Posted on Wednesday, May 7th

Timing is an essential aspect of any successful venture. Attempt to launch the venture too soon and the market may not exist or be mature enough to sustain your venture. Enter the market too late and you are bound to be fighting competition. Murli Thirumale has repeatedly brought high technology to the market, and recounts

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2 Billion Convergence Devices by 2015

Posted on Tuesday, Jun 19th

A recent Forrester report puts a number on the projections for the laptop replacement convergence device trend we have been discussing in our iPhone and the Future series. 2 Billion. While it took 27 years to reach one billion PCs, Forrester says it will take only five years to reach the next billion, due to

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iPhone and the Future of Intel

Posted on Wednesday, May 2nd

Intel did not win the processor design contract from Apple’s much hyped iPhone. Naturally, this is not news that makes the titan happy. Consequently, they have decided to compete against Apple. “Virtually every computer and handset manufacturer is struggling to figure out how they’re going to compete with Apple’s iPhone,” Otellini said. “If we get

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iPhone and the Future of Laptops

Posted on Wednesday, Apr 25th

I wrote in an earlier piece, that the iPhone is most likely to be positioned against laptops, as a convergence device that eliminates the need to have to carry around multiple devices. Frank Levinson had talked about the iPhone as a convergence device as well, a few months back. Let’s take a look at the

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Kodak’s Turnaround Formula

Posted on Wednesday, Feb 7th

Kodak has just announced its turnaround strategy of going against the grain of the printer business, and drastically cutting the prices of ink cartriges from the industry norm of $30 down to $10 for black and white, and $15 for color. The ink business is $45 Billion a year, and Kodak currently has no position

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Hurd’s First Major Acquisition

Posted on Tuesday, Jul 25th

WSJ reports: HP to buy Mercury. Consolidation continues in the technology business. Good analysis here.