New York — IBM wants to buy Sun and is prepared to pay a hefty premium. Whatever this deal’s value to IBM, it cannot be anything to do with Sun’s operational integrity because that has declined as markedly over the last ...READ»
New York — Some of the world’s biggest companies are about to blow
one of the most exceptional growth opportunities in history. Seventy
million light vehicles are sold annually, demand is rising steadily
worldwide, the ...READ»
Tokyo — NBC’s Beijing Olympics coverage was over
the top, with more coverage over the air, on its cable networks, and
online than in all the years since the 1960 Olympics, combined. But
here’s the shocker: despite streaming ...READ»
New York — Talk about asymmetric innovation, today the big story was Microsoft hiring comedian Jerry Seinfeld for $10 million to help rebuild its stodgy image in what the Wall Street Journal called its “Battle to Beat Apple.” ...READ»
New York — Our new CORPORATE INNOVATION PROJECT shows what types of innovation are accretive and why. Look at the commercial aircraft business. Airlines are being killed by today’s fuel costs and many are reconsidering ...READ»
New York — The Wall Street Journal gave a big spread to Sharp’s $9 billion bet on LCD manufacturing today. But Sharp has had a NORTH RIVER MANAGEMENT GRADE F since we began collecting data on it in 1996 and is deep in ...READ»
New York — Chrysler is a victim of a huge problem that plagues Japanese industry and which our new CORPORATE INNOVATION PROJECT is designed to obviate: a fatal lack of demand management. The lack of demand management in Japan ...READ»
New York — Here is an intriguing tale of two innovators. Apple gets a NORTH RIVER MANAGEMENT GRADE A+ and Microsoft gets an A-. Since 1999, Apple has seen sales grow by four times and stock by fifteen times. Microsoft, ...READ»
Tokyo – I’m often asked here what it would take to become a top player in the $400 billion global market for cellphones. Motorola’s troubles offer a once in a decade chance to displace a large supplier and the tools of NRV’s ...READ»
The collapse of the U.S. automotive industry is, without question, one of the greatest tragedies of the age. Hundreds of thousands have lost jobs already and hundreds of thousands more will follow them in the coming years.
What ...READ»
