Monday, April 09, 2007

Early Indications March-April 2007: Can Lightning Strike Twice?

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The Apple iPhone announcement has created an extraordinary degree of market speculation and interest. Can Steve Jobs, who in many respects I...
Thursday, March 01, 2007

Early Indications February 2007: The Evolving Enterprise Application

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Until recently, enterprise software came in one of two basic shapes. If the firm built an application from scratch, the process was frequen...
Thursday, January 18, 2007

Early Indications January 2007: A Different Kind of Prediction Letter

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"No man is an island, entire of itself; every man is a piece of the continent, a part of the main." Before we can talk about syste...

Early Indications December 2006: How'd We Do?

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[distributed 12/13/06] In January of this year, we published eight predictions. At this point, the score is six hits, an incomplete, and a ...
Wednesday, November 22, 2006

November 2006 Early Indications: Devices We Love (and the people behind them)

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Review Essay Steven Levy, The Perfect Thing: How the iPod Shuffles Commerce, Culture, and Coolness (New York: Simon and Schuster, 2006) Bill...
Thursday, October 12, 2006

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

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(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

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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

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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

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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

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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...