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Theory

  1. Did Microsoft pay for the wrong Skype?

    · · Research

    When a company is acquired, the price paid is usually higher than what the company is worth. This is because there is a “control premium” that needs to be paid so that the acquiring company can control the destiny of the…

  2. A new era is only a new state of mind

    · · Research

    The following interview was conducted by Bruno Ferrari a writer about technology for EPOCA, the weekly magazine of Organizações GLOBO, the largest Brazilian media company on March 30 2011. The article (published in…

  3. Mobile device OS upgrades: How hard can it be?

    · · Research

    Until the iPhone’s arrival in 2007, upgrading the software on a mobile phone was a rare experience for users. So rare that effectively it was not done. Few people were bothered though since they did not see the product…

  4. Pattern recognition for smartphone investors

    · · Research

    I spent the last few days in Hong Kong at a conference discussing the smartphone industry. The participants were mainly investors or investment managers. One of the most frequently asked questions was how to spot…

  5. Expert system

    · · Research

    Since starting this blog, I’ve receives several requests for career advice. I am most heartened and humbled by these requests, especially when they come from young people just starting out. I’ve responded as best I can…

  6. Google vs. Android Part V

    · · Research

    When I began the series of posts on Google vs. Android I put forward some questions about the business logic of Google becoming an operating system supplier, especially as that role can be seen as being…

  7. The platform as a promise

    · · Research

    In a recent answer on quora, I wrote that I did not believe developers are tempted primarily by economic incentives when choosing which platforms to work on. I suggested that they hire platforms because of their…