Why SWOT Sucks

SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) continues to be popular for some reason, and it’s great, because it gives me a very fast way to figure out that someone doesn’t know what they’re doing. It saves me time, and that’s lovely. SWOT is conceptually simple to understand, which is also … Read More

VFD4 Prep: Commvault

What a difference 18 months makes. I last reviewed Commvault for Tech Field Day 9 in June 2013 in a series of posts. My post-TFD9 review focused on their new-at-the-time Sympana 10 release, but prior to the event, I did some old-fashioned financial analysis, since they’re a public company and … Read More

Tech Company Breakups

Multiple tech companies are in the news lately because they’re splitting off parts of themselves. HP, Symantec, and eBay are all splitting off major sections, and there’s speculation about EMC splitting off VMware, and maybe Cisco doing something similar. There was also a conversation about the topic on this week’s … Read More

SFD5 Prep Work: Sandisk

Flash Prices 2007-2010

Sandisk are the other public company presenting at Storage Field. Their financial statements tell a very different story from those of EMC that we discussed previously. Check this out: That’s a pretty bumpy ride through the GFC. Here’s what it did for investors, in terms of Return on Equity: Ouch. … Read More