
via Flickr The oft-repeated explanation for Box’s failure to IPO is that they somehow filed at a bad time and “missed the window”. As usual with Box, the sound bites are better than the substance. They filed on March 24th of this year, a year that has seen the most IPOs since 2000. Since…
Amidst adding Cisco to Dinosaur Row, I asked someone “If Steve Ballmer got run off by Wall Street, how does John Chambers still have a job?” Both are/were long-tenured, non-founder CEOs of two of the biggest technology companies. Both have presided over erosion of prior dominance during the course of the 21st century, even as…
Reprising today’s @charlesfitz Tweetstorm: 1\ Some quick reactions to @satyanadella morning Microsoft missive (sprawling, like the company). 2\ A first step to answering the biggest question about the company: why does it exist beyond just perpetuating its past? 3\ Shift from vapid (realizing potential) or means (devices & services, cloud-first/mobile-first) to end (productivity) is long…