fighting the lack of good ideas
Ben Thompson is generally spot-on in his analysis of industry goings-on. But he missed a lot in The Cost of Developers this week. Here’s what he got right about this acquisition: Developers can be quite expensive (though, $7.5B (in equity) is only ~$265 per user (which is pretty cheap)) Microsoft is betting that a future…
continue “ben thompson missed *a lot* in his microsoft-github article” »
Ben Thompson* (temporary paywall) makes an excellent first-order analysis of Elon Musk's bid to acquimerge SolarCity with Tesla. But he, uncharacteristically, stops short of seeing the mid- and long-term reasons for the acquimerge. It's about SpaceX. It's about Mars. It's about the Moon. Musk knows that he needs an incredibly-solid pipeline of technology to get…
continue “tesla’s solarcity bid isn’t about energy production” »
So I missed predicting anything like this one. If you’ve been under a rock, like apparently I was last week, you’ve missed out on hearing Dell is purchasing EMC. For $67 billion. With a “B”. This seems to be taking lots of people by surprise, but it makes perfect sense: Dell is already a huge supplier of servers into not only…
Avnet (AVT) is acquiring Seamless Technologies (my employer). Full Press Release (well, the important part): (and WSJ reprint) Avnet, Inc. Announces Agreement to Acquire Assets of Seamless Technologies, Inc. Significantly Expands Cloud and Automation Solutions PHOENIX–(BUSINESS WIRE)– Avnet, Inc. (NYSE:AVT) announced today that it has agreed to acquire substantially all of the assets of Seamless Technologies,…