Thursday, June 29, 2006

June 2006 Early Indications: Inversions

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1) "I'll be at 362-9296 for a while; then I'll be at 648-0024 for about fifteen minutes; then I'll be at 752-0420; and then...
Friday, May 26, 2006

May 2006 Early Indications: Of Spaces and Places

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Hurricane season is starting on the east and south coasts of the U.S., with residents hoping for a respite from the extensive damage of rece...
Thursday, April 13, 2006

April 2006 Early Indications: Four and a Half Companies to Watch

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I don't have any explanation of why there seems to be such a burst of compelling stories all of a sudden, but here are some startups tha...
Thursday, March 30, 2006

March 2006 Early Indications I: What is the digital era?

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It's commonplace to refer to our situation as a digital economy, an information age, or a post-industrial society. Because we have almo...
Tuesday, February 28, 2006

February 2006 Early Indications II: Demo trip report

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Earlier this month I spent several days at the 16th annual Demo conference, where 68 emerging companies and technologies launched and/or pre...
Tuesday, February 21, 2006

February 2006 Early Indications I: The Price of Attention

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Four data points from the past several weeks: - Bucking the trend against investor wariness in the tech sector, Vonage filed for an IPO of $...
Monday, January 23, 2006

January 2006 Early Indications II: Eight Predictions

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I've had some very thoughtful responses to the Macro Issues newsletter, and I'll bring those into an upcoming edition. Because Janu...
Wednesday, January 11, 2006

January 2006 Early Indications I: A Macro View

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Before we get into the business of predicting what might happen in technology-related areas in 2006, I wanted to step back and note six macr...
Tuesday, January 03, 2006

December 2005 Early Indications: 2005 Predictions Revisited

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(distributed 12/19/05) A year ago this week I tried to highlight some areas of instability, opportunity, and uncertainty that might be resol...

November 2005 Early Indications II: The Disintermediation That Wasn't

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(distributed 11/30) It's hard to believe that it's almost 2006, and that it's been over a decade since the notion of Internet di...