Welcome to 2016 Predictions Week!

2016predictionsReaders love predictions so for 15 years or so I’ve been making lots of them during the first full week of each new year. The first time I did a predictions column it was because I couldn’t think of anything else to write about that day and the reaction from readers was so strong that I’ve been stuck doing them ever since. What started as one column per year filled with about 10 predictions has expanded over time to as many as 10 separate predictions columns because as I age I am becoming ever more long-winded. Sorry. It’s reached the point this year where this introductory column won’t even contain predictions, just a […]

Soylent Green — Now Made with More Women!

Soylent_greenSoylent Green is the punchline of a bad joke told to me at the breakfast table by Channing, my 13 year-old son, but in a way it is fitting for this column about women executives in danger of being chewed-up by their corporate machines. And kudos to you if you caught the reference to Edward G. Robinson’s final film — about an over-populated world where people are recycled into cookies.

First up is Yahoo CEO Marissa Mayer, whom I’m told is rapidly losing the support of her hand-picked board. Mayer, who is expecting twins, will probably not be returning from her upcoming maternity leave and Wall Street has begun speculating about possible successors. […]

Amazon’s cloud monopoly

GartnerCloudEarlier this year two different research reports came out describing the overall cloud computing market and Amazon’s role in it. Synergy Research Group saw Amazon as by far the biggest player (bigger in fact than the next four companies combined) with about 30 percent market share. But Gartner, taking perhaps a more focussed view of just the public cloud, claimed Amazon holds 82 percent of the market with cloud capacity that’s 10 times greater than all the other public cloud providers combined. I wonder how these disparate views can be possible describing the same company? And I wonder, further, whether this means Amazon actually has a cloud monopoly?


Yup, it’s a monopoly.

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 […]