Buy Apple, Sell Microsoft

The Wall Street Journal  headlined Monday, “Apple Chief to Take Leave.”  Forbes.com Leadership editor Fred Allen quickly asked what most folks were asking “Where does Steve Jobs Leave Apple Now?” as he led multiple bloggers covering the speculation about how long Mr. Jobs would be absent from Apple, or if he would ever return, in…

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“Another one bites the dust” (or 2) – Blockbuster, Nokia, Movie Gallery/Hollywood video

Summary: Video retailer Blockbuster (and competitor Hollywood Video) are now bankrupt Video rentals/sales are at an all time high – but via digital downloads not DVDs Nokia, once the cell phone industry leader, is in deep trouble and risk of failure Yet mobile use (calls, texts, internet access, email) is at an all time high…

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Hey politicians – growth is what matters – Chicago, Illinois

I was born in 1957.  That year, a 3 bedroom track home in Wichita, KS sold for the same price as that very same track home in Palo Alto, CA – about $10,000.  Of course, things have changed hugely since then.  Agriculture value had declined markedly, and automation has allowed for dramatic productivity improvements, robbing…

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Value creating CEO – Steve Jobs, Innovation and Apple

$150billion.  That's a lot of money.  And that's how much shareholder value has increased at Apple since Steve Jobs returned as CEO.  Can you think of any other CEO that has aided shareholder wealth so much?  Do any of the cost cutting CEOs in manufacturing companies, financial services firms, or media companies see their share…

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Catch the shift and Grow – or die away – Apple vs. Sears

"Sears Axes Ad Budget As Sales Slide" is the latest Crain's article.  Revenues have been falling at Sears ever since Mr. Ed Lampert took control of the venerable Chicago retailer.  His initial actions were to cut costs in order to prop up profits.  Which worked for about 8 quarters.  But then the impact of cost…

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Moving Forward vs. Moving Backward – Pepsi vs. P&G

"Pepsi Launches Own Music Label in China" is the BusinessWeek headline. Clearly, the Pepsi staff has some new ideas.  Recently Pepsi's Chairperson, Ms. Nooyi, made a trip to China for 10 days.  Apparently frustrated, she commented to the Wall Street Journal in July that she didn't see enough Disruptive thinking on the part of her…

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