Tag Archives: Dell

Too Busy to Innovate

I've begun to wonder if the concept of innovation in large corporation is an exercise in pointless navel gazing. And no, this isn't another bashing of brainstorming, or a recent conversion based on my experiences with faulty innovation logic. No, the challenge to innovation is based on the recent development of a core strength: focus, efficiency, time management.

Read More »

Microsoft ReOrg – Crafty or Confusing?

Microsoft CEO Steve Ballmer appears to be planning a major reorganization. The apparent objective is to help the company move toward becoming a "devices and services company" as presented in the company's annual shareholder letter last October. But, the question for investors is whether this is a crafty move that will help Microsoft launch renewed profitable growth, or is it leadership further confusing customers and analysts while leaving Microsoft languishing in stalled markets?

Read More »

Dell – Take the Money and Run! Innovation Trumps Execution

Michael Dell has put together a hedge fund, one of his largest suppliers and some debt money to take his company, Dell, Inc. private. There are large investors threatening to sue, claiming the price isn't high enough. While they are wrangling, small investors should consider this privatization manna from heaven, take the new, higher price and run to invest elsewhere - thankful you're getting more than the company is worth.

Read More »

Innovation Regeneration

In biology, there's an old saying: "Growth is the only evidence of life". A lot of investors on Wall Street seem to echo these words when they evaluate today's corporations - and business leaders are getting the message. At GE, for example, CEO Jeff Immelt is on the hook to deliver an incredible 8% of organic growth each year. This represents around $15 billion of new revenue - equivalent to the combined annual revenue of America's entire bookstore industry, or fitness industry, or music production and distribution industry!

Read More »

"Me too" is Not Innovation

This holiday season Amazon introduced its tablet, the Kindle Fire. It was seen as a major move for Amazon, a possible threat to Netflix and an attractively priced alternative to the iPad. The media gushed. Jeff Bezos did his best Steve Jobs impression. It won’t mean a thing. A year from now, the iPad will still rule the tablet world.

Read More »

Are Sustaining Innovations Expensive?

The cost of Defend & Extend – Microsoft, Apple, Google, IBM, Cisco, Dell, HP by Adam Hartung In theory, Sustaining Innovations that help a company Defend & Extend its products are supposed to be cheap. The breakthrough is done, and the investments on variations, derivatives and enhancements are “engineering” as opposed to “science” so the development is supposedly more easily ...

Read More »