Monthly Archives: January 2011

Battle of the Tablets – it’s about market share AND margins

There is so much news swirling around about tablets post CES. The ranking of tablets have become even more mainstreamed. They have been written up in every conceivable tech magazine all the way to Walt’s article this week in the … Continue reading

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Part 2 of China’s Demographic Shifts – Consumer Discretionary

Back in December I read a Reuter’s piece via the Grey Lady that furthers my thesis of how demographics are changing living conditions, the social fabric and driving business in China. Take a fast-emerging middle class with money to spend. … Continue reading

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Around the World with Dell

I have been a fairly loyal customer of Dell (NasdaqGS: DELL ). I was enamored with the start up story, began in a college dorm by a budding entrepreneur, build to order…faster…better, credo, and they grew the company to what … Continue reading

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China’s demographic shifts part 1 of 3: Energy – can you tap it?

Some great economists and academics along with Wall Street luminaries have been debating the prospects for growth and bubbles in China. My first post of three touches on several subjects, as the demographic shifts in China are enormous. Today I … Continue reading

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