One way (maybe the only way) Yahoo can succeed

marissamayerAlibaba’s IPO has come and gone and with it Yahoo has lost the role of Alibaba proxy and its shares have begun to slide. Yahoo’s Wall Street honeymoon, if there ever was one, is over, leaving the company trying almost anything it can to avoid sliding into oblivion. Having covered Yahoo continuously since its founding 20 years ago it is clear Y! has little chance of managing its way out of this latest of many crises despite all the associated cash. But — if it will — Yahoo could invest its way to even greater success.

Yahoo CEO Marissa Mayer, thinking like Type A CEOs nearly always seem to think, wants to take some of the […]

The Enemy in HR


tymaRight now, depending who you speak with, there is either a shortage or a glut of IT professionals in the USA. Those who maintain there is a shortage tend to say it can only be eliminated by immigration reform allowing more H1-B visas and green cards. Those who see a glut point to high IT unemployment figures and what looks like pervasive age discrimination. If both views are possible — and I am beginning to see how they could be — we can start by blaming the Human Resources (HR) departments at big and even medium-sized companies.

HR does the hiring and firing or at least handles the paperwork for hiring and […]

Apple proves that moats are for dummies

moatAs we all know, Apple last week announced two new iPhones, a payment service (ApplePay), and a line of Apple Watches that require iPhones to work. There’s not much I can say about these products that you can’t read somewhere else. They are bigger and better than what preceded them and — in the case of ApplePay and the AppleWatch — just different. They are all topnotch products that will stand out in the market and have good chances of being successful. So instead of writing about products we already know about, I’d like to write about moats to protect products from competition.

Moats, as you know, are defensive fortifications typically built to surround castles, making them […]

Mobile Carriers Are Trying To Control Your Texting

mom-textWho owns your telephone number? According to Section 251(b) of the Communications Act of 1934, you own your number and can move it to the carrier of your choice. But who owns your texting phone number? It’s the same number, just used for a different purpose. The law says nothing about texting so the major wireless carriers (AT&T, Sprint, T-Mobile, and Verizon) are claiming that number is theirs, not yours, even if you are the one paying a little extra for unlimited texting. And the way they see it, unlimited is clearly limited, with carriers and texting services not offered by the Big Four expected soon to pay cash to reach you.

Refresh mobile hits the desktop

Screen Shot 2013-09-27 at 1.16.26 PMI’ve been away on a secret mission, which must remain secret for awhile longer.

Somehow this summer my so-called career had a revival of sorts. My earnest and heartfelt book, The Decline and Fall of IBM, is doing well and will shortly appear in a number of foreign language editions coming from actual book publishers. In a week or two I’ll publish here a general IBM update that’s mainly material to bring those foreign editions up to the present. The short version is it still sucks being Big Blue.

But wait, there’s more! Suddenly I have four (four!) television projects in the works, two of them literally back […]