Posted on Jul 4, 2011 in Advisory | 7 comments
I’m copying a public post by Phil Fersht, adding a few minor edits and comments below. Phil asked the question: “Are the days of the traditional industry analyst firms numbered?” and offered his doubts to the public (in some detail). Perhaps his conclusions were overstated, but perhaps not; some version of today’s Advisories will undoubtedly survive. But the comments seem to...
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Posted on Jun 15, 2011 in Middle East & Israel | 1 comment
Recently, my wife and I hosted a party at our apartment in NYC, which was celebrating a small team which might fulfill Israel’s desire to reach the moon, in competition with much larger nations!
A video of the party can be found below:
The competition was all Google’s idea: for countries to enroll in order to reinvigorate space research! The Google competition is called Lunar X...
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Posted on Jun 11, 2011 in Economy | 4 comments
John Geanakoplos, professor of economics at Yale, believes the government's plan to stem the wave of foreclosures by reducing interest payments, does not address the foreclosure problem. Instead, he proposes that banks and bondholders write down principal far enough to give homeowners some (or more) equity in their homes, which will encourage them to start paying their mortgages again and avoid future defaults.
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Posted on Jun 9, 2011 in Middle East & Israel | 1 comment
In the New York Times, early this June 2011, David Brooks wrote about the depraved Middle East. Syria has been a state sponsor of terror for 30 years, with habitual torture techniques (I won’t go into the sordid details). During the past few weeks Hassad has killed more than 1,000 protestors and jailed over 10,000. This is one of the most depraved regimes ever, yet Israel is being...
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Posted on Jun 9, 2011 in Education, FoA (Future of America) | 2 comments
Interestingly, executive education rankings by various publications produce results which seem all over the map. In fact, the results within each one of these publications may very wildly from year to year. My general news Bible happens to be the Financial Times (FT). FYI, in 2011 Harvard was #4, IMD #5, Columbia #17, Stanford #32, UCLA #36, and my alma mater MIT Sloan, #54!
This seems...
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Posted on Jun 8, 2011 in Economy, FoA (Future of America) | 1 comment
The U.S. economy. was supposed to improve by late Spring, it has not yet moved fast enough to improve employment. Housing $s continue to fall faster than in our Great Depression; where demand is concerned, there’s little, with Europe debt + Japan’s tragedy + China’s tightening, all reducing demand. The Fed stimulus has run its course and starved states continue to cut. Democrats...
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Posted on Jun 8, 2011 in Arts - Music, Books, more, Music | 4 comments
The once prominent ‘BBC Music Magazine’ let me down in its April issue.
Its cover feature, called “The 20 Greatest Conductors of All Time,” was beyond disappointing. Being a classical music jockey I could not wait to read the results. I was eager to perhaps discover what method could possibly allow any publication to define the variables which make for great...
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Posted on Apr 19, 2011 in Gartnerite Memories | 1 comment
Stan Dale had just joined Gartner Group in sales, the summer of 1983. His territory was New England and shortly thereafter Bell Canada was added to his accounts. The following spring he and his associates decided to do some prospecting seminars in Canada – Bell Canada was then Gartner’s only Canadian account and they were receiving only one service, Telecom (STS). It was...
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Posted on Apr 18, 2011 in Gartnerite Memories | 1 comment
Peggy Pedwano was one of our most reliable and enthusiastic administrators, which is saying much given the strength of our admin, which was crucial in delivering client service.
Her fondest memories of Gartner are the earliest days of everyone working together whether typing up greensheets (on IBM Selectric typewriters!), to stuffing binders, to prepare and enjoy “Gartner Gatherings”, and...
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Posted on Apr 14, 2011 in Gartner, Inc. | 3 comments
Part 1: AFTER HUTTON & OPPENHEIMER, VCs INTERVENE
In early 1970 E.F. Hutton hired me as a technology analyst, despite my having little financial background. One of my early successes was a detailed and timely report on Xerox Corp., then a ‘nifty fifty’ firm with steady growth and broad popularity among institutional investors. The report raised concerns that Xerox’s growth might...
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