Marketing

Last December I was lamenting the industry analyst forecasts were all over the map. One particular analyst, Analyst Bravo, had unbelievabily optimistic numbers. Here’s a better chart depicting the market predictions of four analysts for hard-boiled eggs (HBE), soft-boiled eggs (SBE) and Jewel-encrusted eggs. Everyone acknowledges the hard- and soft-boiled eggs market is declining while […]

Director Mitch had an interesting take on his personal consumption of technology. We have similar degrees and tenures in high tech and a similar adoption rate of technology. I’m usually in the Late Majority or Laggard cycle:

One motivation for the exercise last week in reviewing 10-Q/Ks was to come up with some forecasts on the marketplace. We also use an array of industry analysts who are ostensibly better connected and do this stuff all day, but the numbers I’ve seen are all over the place. Consider the following chart:

During the last couple of weeks it’s been icky weather — dark, cold, rainy. I’ve been indoors, looking at a several companies’ financial filings, connecting the pro-forma dots in an attempt to understand the companies’ fundamentals and make a judgement on whether I think they will remain viable concerns. The job is much easier with