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Going Postal: My Mission to Bankrupt the U.S. Postal Service
I plan to bankrupt the U.S. Postal Service with extreme prejudice. And paper companies, too. This is not just a passive/aggressive way to get revenge for all the verbal abuse I've taken from New York post office employees. This is what I call the "Digitization of Everything."
e-Book Wars: The iPad Strikes Back!
Today I offer up, for free, my analysis of the book industry. I have been studying the impact of e-books for about 18 months. Bernstein did good work on this space a while back, which influenced my thinking greatly, however, my numbers and conclusions are different.
The battle so far:
DRAM, NAND and SD card pricing and commentary
DRAM and NAND pricing trends. We are entering the seasonally weakest period for pricing. Geeky tech analysts all know how much the tech industry grinds to a halt for Chinese New Year, which is only a few days away. If you want evidence of this, look at the SD card chart - SD cards are very sensitive to this seasonality.
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