Not Even Apple Can Keep The Market Happy


So AAPL announced its Q3 results – and next thing we know its shares took a beating – almost down 5% in after hours trading when I looked. Did anything change fundamentally for AAPL to deserve this brutal treatment from investors? I doubt it – they are just paying the price for being a veryContinue reading “Not Even Apple Can Keep The Market Happy”

What does Apple’s outsourcing have to do with farming and manufacturing in Kerala ?


If you chop a tree for firewood, you should plant a tree to compensate. And you should do it even if you are not into the whole green thing. Or else you will be turning in your grave constantly when your children and grand children swear ad-nauseum about the trouble you put them in .Continue reading “What does Apple’s outsourcing have to do with farming and manufacturing in Kerala ?”

2012 looks likely to be a good year for SAP Business Analytics, as long as it works on iPad


As always, I started the year picking my customers’ brains on what they would like to see happen in 2012 in their companies.  I also checked in with a few colleagues to make sure what I am hearing is not isolated. These are all long existing SAP shops. I will restrict this post to discussionsContinue reading “2012 looks likely to be a good year for SAP Business Analytics, as long as it works on iPad”