See you on the golf course, John, Cisco is in trouble

ballmerchambersLast week I began this series on large companies in turmoil by looking at Intel, which I saw trying to guarantee its future through enlightened acquisitions that actually emulated this week’s company — Cisco Systems. So if Cisco already knows how to assimilate other companies and technologies to stay ahead of the market, how can they have a problem? Cisco’s problem is their market is mature and being commoditized with all boats sinking. And this time there isn’t an obvious new idea to buy.

Cisco is a becoming a very expensive utility appliance.  The revenues streams at Cisco that are at risk:

–          Enterprise routers for T-1 services versus DOCSIS 3.1 and in the future 4G LTE-A

–          […]

By |December 4th, 2013|2013, Business, Companies, Internet|33 Comments
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How Big Data is destroying the U.S. healthcare system

denied-stampOne thing I find ironic in the current controversy over problems with the healthcare.gov insurance sign-up web site is that the people complaining don’t really mean what they are saying. Not only do they have have little to no context for their arguments, they don’t even want the improvements they are demanding. This is not to say nothing is wrong with the site, but few big web projects have perfectly smooth launches. From all the bitching and moaning in the press you’d think this experience is a rarity. But as those who regularly read this column know, more than half of big IT projects don’t work at all. So I’m not surprised that […]

By |October 26th, 2013|2013, Business, Economy, Government, Health|164 Comments
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Apple burnishes while we wait for another breakthrough

SteveJobs3Some readers have asked me for a post on the new Apple iPhones announced yesterday. I’ll get to that in time but prefer to do so when I actually have an iPhone 5S in my hands because I have a very specific column in mind. And no, it’s not the column you think it is. But this is still a good time to write something about Apple in general, which is how Cupertino appears to now stand at a crossroads.

There is a world of difference between Microsoft and Apple but one way they are similar is in facing a generational change. Another way they are similar is in having robust legacy businesses that both put […]

By |September 11th, 2013|2013, Business, Companies, Industry, Phones|86 Comments
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I was, uh, wrong: Chromecast does what Google claims

FallonChromeA couple weeks ago when Google introduced its Chromecast HDMI dongle I wrote a column wondering whether it was really such a good product or simply good demoware? Now that I have my own Chromecast and have been playing with it for a few days I have to admit I was wrong. Chromecast appears to be every bit as good as Google claims. That’s not to say it’s perfect (more below) but pretty darned good.

What I really doubted was Google’s claim that the Chromecast could turn on your HDTV, switch the HDMI input, and throw content onto the big screen all in one seamless succession of events. It wasn’t that any […]

By |August 28th, 2013|2013, Business, Internet, Media, Movies, Phones, Reviews, Software, Television|79 Comments
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Advice 5 cents: The role of mentoring in Silicon Valley

skolkovocapThis past weekend I was invited to spend an hour talking about Silicon Valley business with a group of MBA students from Russia. They were on a junket to Palo Alto from the Moscow School of Management Skolkovo. I did my thing, insulting as many people and companies as possible, the students listened politely, and at the end there were a few questions, though not nearly as many as I had hoped for. If you’ve ever heard one of my presentations the most fun tends to take place during the Q&A. That’s because I can’t know in advance what a group really cares about but in the Q&A they can tell me and […]

By |August 26th, 2013|2013, Business, People|38 Comments
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