Thursday, February 10, 2005

I am such a geek

So picture us sitting in my IT strategy class, discussing risk analysis.

Prof: Well, how many of you ever took any risks before?
/students raise hands
Prof: What about you, Robert, what kind of risky decision did you have to make?
PakG1: Um... (thinking fast) whether to ask a girl out?
/students laugh
Prof: So how did you make the decision?
PakG1: Um... I did a decision tree analysis....
/students laughing harder

Carly Fiorina is no longer at HP. Wow. You knew it would happen eventually, she's been attacked on and off so often. But over the last year, she made HP's share price increase about 26.67%. She had the guts to make some of the most controversial decisions in the history of the company, including the acquisition of Compaq. Her frequent use of empty platitudes (Adaptive Enterprise, anyone?) irked me to no end, but she certainly seemed to deliver some good results. It's not easy to manage a conglomerate as complicated as HP, and choosing her for CEO in 1999 was an inspiration to all aspiring female business leaders. Of course, if you want to judge her performance based on share price over the last year, you might want to note that the share price was at $116.31 when she became CEO. That's far from the $38.47 that it is now. Hehe. I hope they end up making current Xerox CEO Anne Mulcahy the new CEO of HP. What it would take to lure Mulcahy away from Xerox, who knows. But I think we need a female brain in the C-suites of the high tech world. It brings some sanity, you know? But hopefully not another plethora of empty pablum like that given to us by Fiorina.

Is Google afraid that their share price is overpriced? I think so. OK, I admit, I never thought that the share price would break $60. So now it's at $191.58. But when your share price is higher than established industry leaders, without having proven in a sustained manner that you're worth the money, you have a problem. Please expect GOOG to fall. But don't take my word for it. I am not liable for any losses you may make on shorting Google stock. I was wrong on the $60 thing. But THIS is brilliant. That Keyhole strategy investors are complaining about makes a lot more sense now, doesn't it? Just like Google's desire to buy dark fibre makes a lot of sense considering their desire to be the king of video search and their tendency to archive everything on their search spiders find. Google's ability to figure out new ways to compete through innovation never ceases to amaze me. I think Google's stock will fall sure, but they won't by any means become irrelevant any time soon. Remember the good old days when I only used Altavista? Hehehe.

Yes! Die, SCO, die.

I just finished reading Jenious and Lowlight's account of CES. Am I in the wrong field of work or what?

I see a red door and I want to paint it black.

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