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In our first transcript on MALT, we laid the foundation for the concept that the smartphone platform is the most important real estate in technology. Here, in the second...
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This week I am pleased to share a private transcript of my recent conference call with UBS and selected clients, in which we take a deeper dive into the MALT...
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In this quarter's report, Asia Editor and Ambassador Scott Foster has found some delightful nuggets that reveal planet-scale stories just under the ground. The departure...
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There is an entirely new category of wireless smartphone applications about to be launched, with the potential of making staggering amounts of money. What is this new...
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Every year, we put out an issue on what to expect in the fourth quarter, the most important in the year to technology executives and the investors who follow them.
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We have just built the world's most powerful computer, but no one has used it yet. What is even more amazing: no one even knows it exists.
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This week's issue is the direct result of my recent speech to the incoming class of Thunderbird School of Global Management, virtually all of whom then signed up as our...
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We are now seeing a massive shift in investment into the ASEAN region. As recently as five years ago, these funds would have flowed almost entirely to China.
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Here are the major patterns involved in the stories regarding leaks by Booz Allen Hamilton contractor Edward Snowden, now residing in Hong Kong. I will say at the...
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Last week, while our team was meeting with the top intelligence and cyber officials of the UK, the Mandiant Corporation released a report that changed the global balance...
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