Lost Prediction #4 — My Steve Jobs movie returns to Netflix

2016predictionsAt least one reader pointed out that I somehow missed 2016 Prediction #4, so let me throw something in right here. Steve Jobs: The Lost Interview will shortly return to Netflix worldwide!

Our movie was on Netflix in the USA and Canada for a couple of years (it’s still streaming on Netflix in the UK) but the North American deal ended sometime in November when rights reverted from Magnolia Pictures back to John Gau Productions. The film had already disappeared from iTunes and Amazon, etc., but we hadn’t noticed because, well, Magnolia didn’t bother to mention it and we’re only pretending to be movie producers.

You don’t work directly with these streaming outfits if your body […]

Prediction #8: Apple WILL NOT buy Time Warner

2016predictionsIf my last prediction about the Internet of Things becoming a security nightmare seemed a no-brainer to half of my readers, as some commenters suggested, this prediction that Apple won’t buy Time Warner will probably be a no-brainer for the other half, simply because it is always easier to say an acquisition or merger won’t happen than that it will. But I think there is something to be learned from why I don’t think this acquisition will take place — something that says a lot about Apple as a company.

That this topic comes up at all is because, as frequently happens these days, activist investors are trying to bully Time Warner into selling all […]

Predictions #2 (and 3?): Microsoft and Apple hit walls

2016predictionsIt isn’t easy being huge as both Apple and Microsoft are starting to realize. Both companies are incredibly successful and I’m not here to say either is in real danger, but both are suffering major structural challenges that will hurt them in 2016. What’s key for these predictions is how they respond.

I’ll deal with Microsoft first because there the challenges and solutions are both clearer than they are with Apple. I’ve been very impressed with Microsoft CEO Satya Nadella who I think hasn’t saved the company, because it didn’t need saving, but he’s a real improvement over Steve Ballmer. Nadella has done the best he can to get Microsoft in order and reinvigorated, […]

Why Yahoo is worth less than nothing


marissamayerA reader pointed out to me today that Yahoo, minus its Alibaba and Yahoo Japan stakes plus cash, is now worth less than nothing according to Wall Street. This says a lot about Yahoo but even more about Wall Street, since the core company is still profitable if in decline. If I were a trader (I’m not) that would argue Yahoo is a buy since there’s likely to be a future point at which the company will be free of those other riches and even Wall Street will be forced to give the carcass a positive value.

But when I heard about the negative value story the first thing […]

It’s Michael Dell versus the world and Dell will win

In my last column I wrote that Dell buying EMC is a great idea (for Dell) and left it to this column to more fully explain why that is so. It takes two columns because there is so much going on here in terms of both business models and technologies. As the title suggests it comes down to Michael Dell against the world and in this case I predict Dell will win, Cisco, HP and IBM will lose, Apple will be relatively unaffected and I don’t really know what it will mean for Microsoft but I think the advantage still lies with Dell.

One thing that is key is every one of these companies except Dell is publicly traded […]