Global Report on

Technology and the Economy


18 Years Providing Weekly Foresight


The most accurate predictive letter in computing and telecommunications,
read by industry leaders worldwide.


SNS Subscriber Edition Volume 17, Issue 5 Week of February 3, 2014



Satya's Challenge:

What Microsoft Faces




In This Issue




Satya's Challenge:

What Microsoft Faces


Quotes of the Week



The Real Google Motorola Story

Auto Judo: The Japanese

Fuel-Cell Cars Arrive


Takeout Window

The Big Four:

The New Microsoft Power Team

The Global Economy: Why Worry?




In Case You Missed It...
Members Making News


Upcoming SNS Events
& Media Links


In Other House News...

How to Subscribe

May I Share This Newsletter?

About SNS

About the Publisher

Where's Mark?



From SNS, "SNS: E-Commerce in Crisis," 1.23.14:


   "The Seahawks will win the Super Bowl, as long as Bennett is back and Percy Harvin plays more than one quarter without being injured." On calling the Super Bowl results (won by the Seattle Seahawks over Denver, 43- 8)



Statistician and writer Nate Silver, to political satirist Stephen Colbert:


"The problem with predicting this year is that both teams are really good. This is only the eighth time that the two best teams have met in the Super Bowl. Usually someone gets upset along the way, so that makes my job really tough. This game is a "pick-em," I'm not sure I'd want to put my money on it at all, frankly. The numbers say it's going to be a tie. A year ago, I predicted that Seattle would win the Super Bowl. Granted, that was last year's Super Bowl, but I'm going to stick with that and say I was prescient, a year early. It's going to be close."







INVNT/IP Reception


Co-hosted by the Calit2 and Qualcomm Institutes
At the Qualcomm Institute, UCSD



What happens when the greatest minds

 in security, intel, economics and technology

 get together?


Stay tuned. Formal invitation and details to follow.




Reading Selection:


The Age of Heretics: A History of the Radical Thinkers Who Reinvented Corporate Management, by Art Kleiner (Jossey-Bass; 2008).










Satya's Challenge: What Microsoft Faces


The problem for Microsoft has never been making money; Steve Ballmer proved that beyond a doubt. Rather, the company's historic challenge (other than avoiding Justice Department dismembering) has been to convince investors that a fast- (or slow-) follower business model deserves increasing valuations. Wall Street's clear answer to date has been "No."


That was before the world got much more complicated.



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