Monday, March 4, 2013

There's a Good Reason Why Big Public Companies Rarely Lead Innovation

Big public companies are not often noted for their innovativeness. But there's a good reason. The pressure to perform, every quarter, tends to drive out other longer-term activities for which the immediate return is minimal. 

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Neither "AI Bubble Burst" Nor "Enterprise Software is Dead" Extremes Seem Likely

If you are an investor in either enterprise software ; high-performance data centers or both, you face a truly-odd scenario, where, at the ...