Monthly Archives: September 2013

Larry Summers Train Just Wrecks. Full Stop.

So I’m left wondering if it was pantomime or for real? I am encouraged that someone out there had the sense to call the whole thing off. And hoping that Obama was canny enough to play this game to the … Continue reading

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Larry Summers Train Wreck Grinds Along

The most charitable interpretation of the ongoing Fed Chair appointment debacle is that Obama is doing it for show.  The more likely interpretation is that this is going to end up another shambolic fail.  Pretty depressing regardless. Charitable: Obama feels … Continue reading

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Cisco’s Flash Storage Buy. One Road Leads to Riches, One to Hell. Which is it Taking?

I’ve been mulling over Cisco’s $415m buy of flash storage company Whiptail.  The goal seems to be integrating flash storage of “hot” (frequently accessed) into Cisco’s UCS server.  This could be a great idea or a stupid one.  I worry … Continue reading

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Fed Decision. Feels Already Priced In

FYI – I am on the road the next 2 weeks so postings will be somewhat irregular. Predictions are tough, especially about the future.  But, I am starting to think the Fed meeting Sept 17-18  will either be: A Non-Event: … Continue reading

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Apple’s Marketing Is Losing it. Or Losing to Apple’s Finance Dept.

Just what you needed, another comment on Apple’s phone launch!  But it does look like another sign that Apple is losing it. The low-end phone launch isn’t the issue.  It was a necessary move (although it makes clear that Apple has … Continue reading

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What if Obama Wakens the Balrog? Markets are Too Complacent on the Debt Ceiling.

This is market commentary, not politics.  The debt ceiling game of chicken could get seriously out of control a whole lot closer to the cliff than most seem to think.  With Obama driving it to the brink.   The consensus on … Continue reading

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Believe The Seller. What Vodafone is Telling Us…

There are win-win M&A transactions – but not many.  Usually the seller gets the gains and the buyer gets the remorse.  So what is Vodafone’s exit from Verizon Wireless telling us?. The US Wireless market is going to get tougher.  Vodafone … Continue reading

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Life Is Tough Out Here In Berkeley… “High lead levels an issue for backyard chickens, soil..”

The local news-site pinpoints the cause of “Progressive Hipster Self-Parody Syndrome.”  It isn’t their fault!  Their critical facilities are just dulling from all that lead exposure! http://www.berkeleyside.com/2013/09/06/high-levels-of-lead-is-an-issue-for-backyard-chickens-soil/

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Why Tech Types Should Care About Australia’s Election – NBN at Risk

Australia’s NBN (National Broadband Network) has been one of the most interesting (and promising) approaches to the legacy infrastructure problem plaguing telcos worldwide.   In a nutshell, the NBN project took over incumbent Telstra’s copper last mile network and was/is … Continue reading

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FYI – Added a Subscribe-By-E-Mail Option on the Site

Many thanks to a highly valued reader and friend for the suggestion.  Any or all such constructive feedback is DEEPLY appreciated.

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