Fortune 500 Forum wrap-up
I'm always too slow to get around to reporting about our great Fortune conferences. Once again, in the better-late-than-never category, here are a few thoughts from the Fortune 500 Forum, held last...
View ArticleFacebook's best face
Facebook held a holiday party Monday night for journalists at its headquarters in rainy, cold Palo Alto. The conversations there were strictly off the record, so I can't quote what people told me over...
View ArticleBehind Dell's snippy attitude
A couple years ago, right around the time Dell's exploding laptop batteries were getting a fair amount of media attention, I had breakfast in San Francisco with a senior Dell executive. He was...
View ArticleFive thoughts on Obama's speech
President-elect Obama's first speech since the election won't likely be remembered much by history, especially compared with his upcoming inaugural address. Nevertheless, it was an important moment...
View ArticleCan Google save newspapers?
There's been so much online discussion about the interview I did with Google's (GOOG) Eric Schmidt on this subject that I thought I'd post a few more thoughts. (John Battelle snarkily notes that all...
View ArticleNewspapers, Idol viewers, Palm and more
To start the week off, here are a few things that jumped out at me over the weekend. * In a New York Times review of a new biography of William Randolph Hearst was this startling fact: In the 1890s,...
View ArticleWould Seagate go private again?
Just before the new year a Silicon Valley financial type pointed out to me that August Capital, an old-line but quiet venture firm, had invested twice in disc-drive leader Seagate (STX), once as a...
View ArticleWhy Yahoo's Bartz should quit her boards
Pattie Sellers and I are having a debate about board memberships. She intelligently argues that boards are good, especially for women, who have a disadvantage at the highest reaches of corporate...
View ArticleThe Cook Doctrine at Apple
There was a magical moment that had nothing to do with financial results Wednesday afternoon in Apple's (AAPL) conference call with investors. What made the magic remarkable is that it came from Tim...
View ArticleGoogle the good in Q4
By now the headlines already will have covered the basics. Google's (GOOG) fourth-quarter revenues were up 18% to $5.7 billion, a solid showing. Profits fell, but only because Google wrote down loser...
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