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Mark Hurd and I have had a longstanding friendship, beginning with his time as CEO of Hewlett-Packard. Before we met, I was already working with NCR and Teradata, his home...
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In a number of issues in the last few months, I have suggested that Apple would be a Sell. I thought (and still think) that the stock would continue to rise for up to two...
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In the first part of this discussion, I looked at the trends behind the opening session conversations at this year's Future in Review Conference. The trends I'll discuss in...
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In the overlap of technology and economics, we are describing a new regime of thought and action which we think is necessary for the global system to continue its growth.
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We appear to be leaving the time when profit dollars per company was the best way to measure the uptake of technology by users. In fact, the uptake of technology may itself...
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