-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Monday, November 24, 2003
 


Obligatory alarmist NYT article about number portability going into effect tomorrow. Only read this for the quotes from analysts which clearly demonstrate that their interests still lie with pumping the stocks they cover, and the quotes from industry managers who are waaaay out of touch with strategic reality:

"...The most important criterion for his clients is low price".

That's only true because you've made it such a PITA to subscribe to mobile service for - well, since forever - that you can't compete on anything but price now.

-- umair // 8:46 AM //


Comments:
Post a Comment
search




Public

Recent & upcoming sessions:

Supernova 2007 (video)

NMKForum



new




input

due diligence
ventureblog
a vc
techblurbs
tj's weblog
venture chronicles
terranova
the big picture
gigaom
venchar
bill burnham
babak nivi
n-c thoughts
paidcontent
techdirt
slashdot
london gsb
mefi
boingboing
blort
hardwax
betalounge

ing
morgan
chicago fed
dallas fed
ny fed
imf
world bank
nouriel roubini

portfolio
contact

mail.
uhaque (dot) mba2003 (at) london (dot) edu

skype.
umair.haque

atom feed

technorati profile

blog archives