Friday, November 19, 2010
Channel Stuffing is a Bad Sign
Most analysts and investors likely were quite shocked when Cisco Systems reported a surprise revenue miss in its third quarter financial report. That is relatively unusual, and has some observers wondering whether technology sales are suffering more than people think. Some are worried about "channel stuffing," a practice that can temporarily hide market weakness.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Content Attention Spans Continue to Contract!
It is quite hard to argue against the notion that content attention spans in the digital era have contracted, leading to more consumption of...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment