Welcome to the Post-Decision Age

undoingThere are more things to talk about than Donald Trump, though I doubt that Donnie agrees with me. But we have to get on with our lives which, at least in my case, means getting on with my reading. Where does all the crap I write here come from but reading, talking to people, and waiting in line at Starbucks? Nowhere else! And if you want to be like me you may choose to read a new book by Michael Lewis, The Undoing Project: A Friendship That Changed Our Minds. Of course the book is very good and it’s very well-written and it will tell you a lot about how decisions […]

What Carrie Underwood’s success teaches us about IBM’s Watson failure

underwood (1)I have a TV producer friend I worked with years ago who at some point landed as one of the many producers of American Idol when that singing show was a monster hit dominating U.S. television. She later told me an interesting story about Carrie Underwood, the country-western singer who won American Idol Season 4. That story can stand as a lesson applicable to far more than just TV talent shows. It’s especially useful for the purposes of this column for explaining IBM’s Watson technology and associated products. You see the producers of American Idol Season 4 knew before the season was half over that Underwood would win. And, by the same token, […]

What’s the deal with online journalism?

seinfeldNot very long ago I started answering questions on Quora, the question-and-answer site. My answers are mainly about aviation because that’s my great hobby and one of the few things besides high tech that I really know a lot about. But there was a question last week about Internet news coverage that I felt deserved better answers than it was getting. So I contributed an answer that has been read, so far, only 388 times. I don’t like making a real effort that is so sparsely read. So here, with a little mild editing, is my answer to “What are the flaws in online journalism and media today?” And “How can they be addressed?”

I […]

LinkedIn gets lucky

lucky pantsSeveral readers have asked for my take on Microsoft’s purchase this week of LinkedIn for $26.2 billion — a figure some think is too high and others think is a steal. I think there is generally more here than meets the eye.

Microsoft definitely needed more presence in social media if it wants to be seen as a legit competitor to Google and Facebook. Yammer wasn’t big enough. LinkedIn fits Redmond’s business orientation and was big enough to show that Satya Nadella isn’t afraid to open up the BIG CHECKBOOK.

A simple financial analysis of the deal shows LinkedIn was way cheaper at $59 per registered member than buying Facebook for $329+ per member (if Microsoft […]

My first Seeking Alpha post ran today

IMG_0826 (1)I know many readers are tired of my (too) many columns about IBM. So I won’t be posting the latest one here at all. It’s over on the Seeking Alpha investor blog. You can read it here. I mention the post simply because some readers do care about such things.

The Seeking Alpha post is about IBM earnings and how the company is using old business to prop-up new business and not being at all upfront about what’s really happening.

The Seeking Alpha column is also a complaint about blog posts related to earnings in general because they are often written by people who think they know a lot about financial numbers but clearly know […]