Geopolitics/ Economy Squeezed by High Feed Prices and Regulated Milk Price California Dairies go Bankrupt Tech Jolla (started by Nokia alumnus) raises $250 million to launch new phones on Meego Operating System Climate Change / Clean Tech 50 months before Climate Change becomes irreversible ( 2 Centrigades Rise) India to spend $70 billion a year […]

Under pressure from the Government, telecom tower companies in India have banded together to float a contract to buy green power from privately owned green companies in India. Note these fierce competitors have formed a cartel to drive down the prices of buying renewable energy from small suppliers. Telecom towers manage to get subsidies of […]

Apple being the most valued company in the world with a current market capitalization of more than $600 billion has tons and tons of research being written about it daily. While I could be all quantitative and give out figures like margins, revenues, growth rates etc., I have written a more qualitative note with reasoning […]

Smart Phone Industry When you talk of the smartphone market, the talk is all about Apple and Samsung who have cornered over half of the global smartphone market making billions of dollar in net profits in the process. Erstwhile leaders like Nokia and Research in Motion are now fighting for survival as they failed to […]

Nokia The company has gone down alarmingly in the last 2-3 years making it a classic B-School case study of how not to run a company. Nokia’s market capitalization has gone down by around 95% from a $100 billion to around 5-6 billion now. There are many reasons which have contributed to this downfall, the […]

The DRAM Industry has seen a long and painful consolidation with many players going bankrupt and others being gobbled up by bigger companies. Many companies left the DRAM business because of high capital costs, relentless competition and technology upgrades every year. In the last five years only around 10 companies were left from Taiwan, Korea, […]