Thursday, October 12, 2006

Early Indications October 2006: Who will build the “Internet of Things”?

›
(NB: As usual, the author holds no direct financial position in any of the companies mentioned.) “The network is the computer” Sun Microsyst...
Wednesday, September 20, 2006

September 2006 Early Indications: Thinking about Transparency

›
Starting in the mid-1990s, a growing number of investors, academics, and analysts have been calling for greater transparency in business and...
Saturday, August 12, 2006

August 2006 Early Indications: Of Copiers, Counterfeiters, and Pirates

›
Enterprise computing is almost exactly 50 years old: the first purchase of a commercial Univac occurred in 1954. As the Economist pointed ou...
Friday, July 28, 2006

July 2006 Early Indications: Web Video Update

›
As we predicted in January, video over the Internet is making a major impact. "The relentless reinvention of business markets by the I...
Thursday, June 29, 2006

June 2006 Early Indications: Inversions

›
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

›
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

›
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?

›
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

›
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

›
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

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