Category Archives: tech-telecom-markets-macro

Cisco has had its share of problems, many self-inflicted.   I have also been pretty wrong about Cisco (both the stock and the company).  But I still have a pretty decent gain in my (small) holding.,  Mostly because I bought … Continue reading →

Google is finally making its big push into cloud computing.  They are way behind Amazon’s AWS and moderately behind Microsoft’s Azure. Rackspace, and IBM.  But they can bring to bear Google’s massive dollars, scale, and experience base/skills.  I remain skeptical … Continue reading →

Just a quick muse on the (massive) protests underway in Ukraine.  The last few years has seen two fascinating, but weirdly parallel trends. Discrediting of power elites in “developed” countries like the US & Europe.  Mostly a result of post-crisis … Continue reading →

Per my prior post.  And pretty darn depressing. This chart is shamelessly stolen from Krugman (link below).  But its appearance in Krugman speaks to the main point – the growing awareness that low (mostly minimum) wages are one factor holding … Continue reading →

Occupy Wall Street’s “we are the 99%” catalyzed a broad realization/acceptance of income inequality.  I’m seeing signs we could be at another turning point in the US’s economic self-image.  This turns on the quasi-socialist slash crony-capitalist mess that underpins the … Continue reading →

So Reinhardt and Rogoff are back trying to regain their credibility (after their widely cited paper on debt levels got shredded for indefensible math errors).  I learned of it from a piece forwarded by a good friend and am shamelessly … Continue reading →

Thanksgiving is my favorite holiday.  It involves food.  It is entirely American.  It is entirely secular.  What culture or community can’t embrace getting together for a big meal?  So I absolutely hate the creep of Black Friday Christmas shopping into … Continue reading →

Not sure how much of this post it I really believe, but always worthwhile questioning the consensus.  A strong view, lightly held if you will. Larry Summers gave a widely referenced speech at the IMF (link below) exploring whether the … Continue reading →

Sprint abruptly pulled out of the H block wireless spectrum auction after pushing for it previously.   That apparently leaves Charlie Ergen’s DISH as the only likely bidder at a guaranteed-to-the FCC minimum reserve price of $1.56.   Lets leave … Continue reading →

AT&T has been loudly proclaiming its interest in buying into European Wireless for ages.  But I am still puzzling to figure out why.  There are few obvious synergies and the track record of cross-border telecom M&A is awful (absent naked … Continue reading →