Posted in Uncategorized on June 24th, 2005 Comments Off
Technology keiretsu provides a very good explanation what is happening at the moment in the IT industry, which I am finding quite believable.
I believe, underneath these transactions, the industry has been moving towards the way the Japanese manufacturing ecosystem is structured. GM, Ford in autos and Boeing, Airbus in aviation are similarly structured. Original Equipment […]
Posted in Uncategorized on June 12th, 2005 Comments Off
Analyzing Analyst Economics:
Forrester’s gross margins averaged 65% over the last 5 years (Reuters figures via WSJ Online). Gartner research margins were 61% in 2004 (overall Gartner’s margins averaged 52% because Gartner does more consulting projects, which are less leveragable). Meta’s 2004 10-K shows comparable results prior to its acquisition by Gartner. The research margins (at […]
Posted in Uncategorized on February 13th, 2004 Comments Off
This is a new home for my weblog. I have bought my own domain name and I have moved from Radio, which was ok, to Movable Type which gives me more control over data. I have migrated all data from the old weblog, so this should become the ultimate location for the weblog. Hopefully, more […]