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 "Making Sense of It All" - Dec 2002
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Friday,
13 December 2002 8:45 am
by Reid Watts
With
the holidays and vacation time upon us, I'll be suspending my
daily column until return from my vacation early next
year. Since I started writing this column on
November 4, 2002, I have covered the following
topics
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Thursday,
12 December 2002 8:30 am
by Reid Watts
Within the
last week, three analysts and one
major computer company have reported data giving credence to the "good enough computing"
threat that
I talked about here on November
20.
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Wednesday,
11
December 2002 8:30 am
by Reid Watts
Nokia's warning
yesterday that its new high-end phones with color screens, text
messaging, and cameras are not selling as well as expected is the first
indication that the most recent attempt at convergence may fail.
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Tuesday,
10
December 2002 8:30 am
by Reid Watts
Yesterday, on the same
day that the world's second largest airline declared bankruptcy,
it was also announced that the new US Treasury secretary would
be an executive from the transportation industry. This
made me think about whether there is a correlation between who
is at Treasury and which industry is favored.
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Monday,
09 December 2002 8:30 am
by Reid Watts
I bumped into my old friend John Keynes
on a cold day in Georgetown last week.
“John” I said “I thought you were history.”
We were in a café, and Steely Dan’s Pretzel
Logic was playing on the café’s stereo in the
background
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Friday,
06 December 2002 8:30 am
by Reid Watts
The
announcement
yesterday that AT&T, Intel, IBM, Apax Partners and 3i are
creating a new company, Cometa Networks, to establish a nationwide
Wi-Fi hotspot service is a perfect example of the type of
cleverly coordinated
positive action by the industry that I was calling for in my Tuesday
column. Bravo
AT&T, Intel, IBM, Apax, and 3i!
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Thursday,
05 December 2002 8:30 am
by Reid Watts
In previous
columns, you have heard me me talk about the terrible state of the telecommunications industry, and the
fact that the declining investment in R&D in that industry
imperils the whole IT industry. A fascinating letter
from an extremely authoritative source from (the Telecommunications Industry Association)
captured many of the most relevant facts on the current state of the telecommunications
equipment industry, as well as some of the implications. For those of you who have not read the 13
page document, I have excerpted some of the most interesting facts
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Wednesday,
04 December 2002 8:30 am
by Reid Watts
In
my November 22 column, I stated that “on demand innovation”,
if possible, would require tapping creative technical people and
creative business people outside of corporate environments. How
could that be done effectively?
Let me go through a hypothetical scenario of how this
might work in the not-too-distant future. More
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Tuesday,
03 December 2002 8:30 am
by Reid Watts
The thing to be most thankful for is that the investors
have not given up
on high tech. The
33% rise of the NASDAQ composite since October 9 shows that the
investors still believe tech is the growth market, despite almost three years of evidence to the
contrary.
That’s very good news.
The only question is how not to disappoint them. More |
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Monday,
02 December 2002 8:30 am
by Reid Watts
Optimism
is back! In a near
vacuum of substantive good business news, the tech-heavy NASDAQ
has risen 33% since October 9.
Given that the stock market is really a mirror in which we
see our own collective mood, the obvious explanation is that we
are shifting from pessimism to optimism.
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