I couldn’t put it off any longer so here are my technology predictions for 2017. I’ve been reading over my predictions from past years and see a fundamental change in structure over that time, going from an emphasis on products to an emphasis on companies. This goes along, I’d say, with the greater business orientation of this column. That makes sense with a maturing market and mature industries and also with the fact that a fair number of readers are here mainly as investors, something that didn’t used to be so much the case.
Of course we begin with a look at my predictions from a year ago to see how I did. Almost nobody in […]
I wrote a few days ago about the Intel anti-trust settlement with the Federal Trade Commission. Those words stand unchanged but some readers have asked for more so I have given the deal further thought and have what might be a better context in which to place it — Too Big to Fail. This isn’t “too big to fail” in the Bush/Obama big bank context in which failing and stupid institutions are saved at any cost to the public. Intel, in contrast, literally is too big to fail, at least right now.