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Friedman Billings Ramsey Technology and Growth Conference

It was a very interesting day at the FBR conference yesterday. At lunch just before my turn on stage, I had the privilege to sit with Manny Friedman (see his bio below). We share an optimism about the underlying strength of the market and of the technology industry. Manny gave a brief overview of how […]

How Big Blue Is Turning Geeks Into Gold

Fortune Magazine just ran an interesting story about IBM called How Big Blue Is Turning Geeks Into Gold. It is a good read. I have been privileged to work with many people in IBM Research over the years and have learned much from them. It is heartening to read about how customers are learning from them.

Travel Woes – Feedback

As expected, there has been much feedback about the American Airlines information updates and coordination. The tone of all of it was “I can top that one!”. Chris Herot told me about his experience at Boston’s Logan Airport waiting for an AA flight to London which was delayed due to weather.  While he was waiting in the […]

Friedman, Billings, Ramsey Technology & Growth Conference

Friedman, Billings, Ramsey (FBR) will be hosting their 7th annual Technology & Growth Investor Conference in midtown Manhattan May 28-29. Presenters include more than 120 leading companies in technology (display and semiconductor, enterprise platform and application software, enterprise services, media infrastructure, network software, specialty contracting, telecom equipment & services and wireless services) and healthcare (specialty […]

Travel Woes

All things considered, we are very fortunate to have a transportation system that is highly reliable and gets us to where we want to go in an amazingly short time. The travel industry is a complex one and there is a huge legacy of process, management systems, and technology that makes it difficult to be […]