A couple of days ago, I posted a story called "Why does the media love Apple and trash Dell." In an honest attempt (really) to explain a gap between the reality and perception of Dell's tech support, I somehow managed to denigrate the noble profession of news reporting and blogging.

What I was trying to say was that the media - as an industry - generally covers what will get them the most eyeballs, since that's how the companies (not the individuals, mind you) get paid by advertisers.

Of course, I never meant to imply that the industry as a whole or individual writers sacrifice integrity for eyeballs. I've had a long, long relationship with the media and that's simply not the case.… Read more

Maybe I'm missing something, but I don't believe I've ever seen a negotiation handled, with all due respect, as dysfunctionally and amateurishly as the way Yahoo has handled its negotiation with Microsoft.

Saturday's shenanigans seemed more like a reality television show than two industry giants sitting down to negotiate a deal.

Unfortunately, negotiating with Microsoft is not a job for amateurs. There was a time when the two companies were more-or-less evenly positioned in this dual, but that time has come and gone. The weekend's activities have left Microsoft holding all the cards.… Read more

Sun's business model does not work and it hasn't worked for a long time. Moreover, open source, MySQL, StorageTek, and SaaS (software as a service) will not fix it. Here's why, but first, a little background.

My interest in Sun began in 1999 when I had dinner with Mel Friedman, then president of Sun's microelectronics group. He was looking for a marketing VP and I was looking for a job.

At the time, Sun had essentially one customer for its UltraSparc chips, and that was Sun. I assumed the company wanted to take its chips into the merchant market, thus the interest in me. That, as it turns out, was an erroneous assumption.… Read more

Fear is a human emotion. It's part of our survival mechanism--the adrenaline fight or flight response. In ancient times when a caveman felt fear, he ran and hid or readied himself for battle. Those who paid attention to their fear survived; those who didn't, well, let's just say their descendants probably aren't around to read this.

Having courage does not mean ignoring fear. It means facing fear head-on and doing the right thing anyway. At least that's my definition. If you fail to face fear and act appropriately you're not necessarily a coward, but you're not the best you can be either.

The most successful people on the planet are the ones who face the cold, hard truth of reality and act accordingly. They don't surround themselves with "yes men" and they don't view the world through rose-colored glasses.… Read more

After describing a particularly exciting consulting opportunity, a friend called me "lucky." That got me thinking: Is he right? Is luck a component in business success, or is it all about knowledge and experience. And if luck does play a role, how important is it? Can it be influenced, or is that taboo by definition?

To answer those questions I first did a little research. The Merriam-Webster online dictionary defines luck as "a: a force that brings good fortune or adversity, or b: the events or circumstances that operate for or against an individual."

Gee, "luck" sounds a lot like "competition" to me.… Read more

Technology companies run into trouble from time to time. Today it's Yahoo, Dell , and Motorola. Tomorrow it could be Google, Cisco Systems, or Apple.

Lest we forget, it wasn't that long ago that Apple flat-lined for an entire decade before ousting Gil Amelio in favor of ex-chief Steve Jobs. Jobs restructured the company by first cutting Newton and other unprofitable products, then introducing exciting new core products like iMac, and finally branching out into consumer devices like iPod and iPhone.

But that's nothing new. It happens to most companies, sooner or later.… Read more

Five years ago, then N.Y. Attorney General Eliot Spitzer was involved in an investigation into conflicts of interest between research and investment banking at ten of the nation's top investment firms during the Internet bubble.

The landmark $1.4 billion settlement helped put Mr. Spitzer on a fast track to the governor's mansion, but that's not the whole story.… Read more

There are lots of things I don't understand. They make me crazy. But don't worry, it isn't contagious.

What I don't understand How was Lou Gerstner able to reposition a zillion-year-old company like IBM from big iron to services, while Jerry Yang doesn't even know where to begin reinventing Yahoo!?

Why does my wife clean the house before the cleaning people come?

When you tell telemarketers you're not interested, why do they keep talking until you hang up on them?

Why do criminals go to all the trouble of robbing a bank or smuggling drugs and then get caught with the goods doing something stupid like speeding?

Last week my dog pissed on the couch; the same day the cat threw up in my slippers. Why do bad things happen in groups? Is there some unknown force of attraction between disastrous events? Where are the physicists on this?… Read more

We've seen a horde of semiconductor spin-offs these past 10 years. Why all of a sudden? Companies are refocusing on core competencies and unloading unprofitable, sometimes debt-ridden businesses. There's also an ongoing and apparently interminable disaggregation of the electronics industry.

The latest trend is for semiconductor companies to spin off product or application-focused companies. I'm not sure that's always the right move, but you'll see a lot more of that in the coming years.

Here are 10 notable chip divestitures. A bunch of them went public during the tech bubble--exciting for them, not so much for long-term investors who, for the most part, took it in the shorts.… Read more