Tech Companies With An OPiuM Problem, Part 3

If you haven’t read them already, check out Part 1 and Part 2 in this series. We discussed the rule of thumb for investor returns of 10-20x money raised in the first post in this series. Let’s have a look at some numbers that we actually know to see if… Read More

Interpreting Cloud Company Strategy

We’ve all seen the AWS numbers now, and hopefully looked at them in a bit more detail than just the headlines. I’ve written about cloud economics before, so let’s revisit things a little. The AWS business is apparently a roughly $6bn-a-year revenue business. That’s all external revenue from customers, not… 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