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Learning from IBM

by admin on 11. Sep, 2009 in Tech companies

Image via Wikipedia I’ve spent a lot of time this week digging up the history of Lou Gerstner‘s turnaround at IBM. The move from mainframe to PC is pretty much the definitive technical disruption – and the fact that IBM exists at all is pretty remarkable if you consier the state it was in back [...]

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Blockbuster vs Netflix vs Redbox

by admin on 01. Sep, 2009 in Tech companies

Image via Wikipedia If there is one lesson to be learned from the DVD rental market – it is to be very careful about your predictions. Way back in 2001 when I was briefly at INSEAD, Blockbuster was already a case history in how a sector will be disrupted. The narrative, of course, was that [...]

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Nokia – and the hard slog of taking on Apple and RIM

by admin on 26. Aug, 2009 in Tech companies

Nokia is one of the businesses I’m looking at in my book. Although, the way they’re currently announcing things at the moment, I’m keep having to add bits. A deal with Microsoft here. A new netbook there – it all adds up… The reason I’m writing about them is a bit fiddly to explain, but [...]

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