Any Benjamin Franklins in Asia (Part 2)? Reflections from the Story of Linkabit-Qualcomm and the Inverted U-Curve of Singapore/Asia

Dear Friends and All,

Any Benjamin Franklins in Asia (Part 2)? Reflections from the Story of Linkabit-Qualcomm and the Inverted U-Curve of Singapore/Asia

Without Dr Irwin Jacobs, Sam Walton most probably cannot scale up Wal-Mart with the VSAT technology enabling Captain Sam to solve the inventory management problem that comes from scaling up at the VSAT-network of distribution centers and to video-call his managers to give pep talks for Saturday meetings; and San Diego will not be able to transform from a sleepy West Coast town to a successful innovation hub. That was one of the many insights that the Bamboo Innovator had gotten after hearing the presentation on Driving Growth Through Science and Innovation on 23 January at the Singapore Management University (SMU) by the billionaire inventor-entrepreneur of the CDMA technology that makes over 3 billion cell phones possible. Jacobs, Andrew Viterbi and five others have founded Qualcomm (Nasdaq: QCOM) (to deliver “QUALity COMMunications”), a super-compounder up over 130-fold to a market value of $125 billion or over 40% of the GDP of the country Singapore, and the fact of its scale and continued business model scalability has eluded most in the audience. Not surprisingly, Jacobs was told then that his big idea of CDMA digital wireless technology that creates a unique code for each call and so allows greater sharing of the airwaves simply violated the laws of physics. Thankfully he and his like-minded partners preserved. Qualcomm, through a combination of technological superiority, cunning business acumen to build an innovative business model that collects 3% of the price of virtually every handset sold in the world as royalty, and sheer tenacity, has become the undisputed standard by which telecom companies now measure themselves. Qualcomm’s rise mirrors that of the cell phone: Both are ubiquitous, both continue to evolve rapidly, and both turned the status quo on its head. Read more of this post

Nintendo desperate for a power-up Analysts and gamers worry company won’t recover mojo

Nintendo desperate for a power-up

Analysts and gamers worry company won’t recover mojo

BY KYOKO HASEGAWA

AFP-JIJI

JAN 31, 2014

There was a time when wherever Super Mario Brothers went, the gaming world followed, but an industry that has moved on in leaps and bounds since then just shrugged at the latest reset by Nintendo this week. Read more of this post

China’s internet vigilantes and the ‘human flesh search engine’; a Chinese official in charge of internet surveillance gave notice that mobs of web users who turn on individuals and make their lives a misery will not be tolerated

28 January 2014 Last updated at 20:07

China’s internet vigilantes and the ‘human flesh search engine’

By Celia HattonBBC News, Beijing

Last month a Chinese official in charge of internet surveillance gave notice that mobs of web users who turn on individuals and make their lives a misery will not be tolerated. In China it happens often and on a massive scale, earning the phenomenon the title of the “human flesh search engine”. Read more of this post

Have EM outflows only just begun?

Have EM outflows only just begun?

Izabella Kaminska

| Jan 31 10:01 | 9 comments Share

SocGen’s cross-asset research team believes that when it comes to EM outflows they may have only just begun:

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As the team notes on Friday, this is especially so given the Fed doesn’t appear to care about the EM sell-off: Read more of this post

Incidental Vs. Integral: Understanding your Emotions

Incidental Vs. Integral: Understanding your Emotions

by Karen Christensen | Jan 31, 2014

Stéphane Côté, a professor of Organizational Behaviour and HR Management talk about understanding emotions

Your recent research looks at emotionally-intelligent decision making. How do you define ‘emotional intelligence’?
Some of the most critical skills of emotional intelligence (‘EI’) include empathy, which is the ability to understand how other people feel; emotion understanding, which entails identifying the reasons for your own and other people’s emotions; and regulating your emotions, which involves coping with stress, modifying undesirable emotions and generating desired emotions. Getting rid of anger, for instance, and generating enthusiasm.   Read more of this post

Eight Essential Questions for Every Corporate Innovator

Eight Essential Questions for Every Corporate Innovator

by Scott Anthony  |   1:00 PM January 31, 2014

One of the first, and most lasting, pieces of career advice I received came from Linda Bush, my first project manager when I was a wee pup working at McKinsey & Company. “Ask a lot of questions,” Linda advised me. “You might think you are being annoying, but it’s the only way you learn. And trust me, people will tell you when you have crossed the line.” Read more of this post

Myer merger offer more about fear of future than great opportunity; The $3bn plan rejected by David Jones says much about the state of the department stores, though all may not yet be lost

Myer merger offer more about fear of future than great opportunity

The $3bn plan rejected by David Jones says much about the state of the department stores, though all may not yet be lost

Martin Farrer

theguardian.com, Friday 31 January 2014 08.08 GMT

One Citigroup analyst said Myer’s plan is basically a defensive move and doesn’t offer shareholders a big enough upside. Photograph: William West/AFP/Getty Images

If there was ever a sign that the glory days of Myer and David Jones were over, then it came with Thursday night’s merger story. Read more of this post

Strategic Humor: Cartoons from the March 2014 Issue

Strategic Humor: Cartoons from the March 2014 Issue

by Josh Olejarz  |   12:30 PM January 31, 2014

Enjoy these cartoons from the March issue of HBR, and test your management wit in the HBR Cartoon Caption Contest at the bottom of this post. If we choose your caption as the winner, you will be featured in the next magazine issue and win a free Harvard Business Review Press book. Read more of this post

All Quiet on the Amazon Front: Amazon is one of the most highly valued, most innovative and just plain most interesting companies in the country. It is also one that places a premium on saying nothing

JANUARY 31, 2014, 7:15 AM  11 Comments

All Quiet on the Amazon Front

By DAVID STREITFELD

Amazon is one of the most exciting companies in the country, redefining retail, web hosting, publishing and a bunch of other enterprises. When it says it is merely thinking of doing something — as it did Thursday with the first-ever price increase for Amazon Prime shipping service — it makes news. It also makes news when it talks about something that it is planning to do, maybe, a bunch of years from now, in the unlikely event everything works out. Yes, we’re talking drones. Read more of this post

We Are Giving Ourselves Cancer; Overused CT scans are exposing patients to dangerous levels of radiation

We Are Giving Ourselves Cancer

By RITA F. REDBERG and REBECCA SMITH-BINDMANJAN. 30, 2014

DESPITE great strides in prevention and treatment,cancer rates remain stubbornly high and may soon surpass heart disease as the leading cause of death in the United States. Increasingly, we and many other experts believe that an important culprit may be our own medical practices: We are silently irradiating ourselves to death. Read more of this post

Retailers Ask: Where Did Teenagers Go? Mainstays in the industry like American Eagle which has dominated teenage closets for years, has been among those hit hard

Retailers Ask: Where Did Teenagers Go?

By ELIZABETH A. HARRISJAN. 31, 2014

Mainstays in the industry like American Eagle which has dominated teenage closets for years, has been among those hit hard. Bryan Thomas for The New York Times

Luring young shoppers into traditional teenage clothing stores has become a tough sell.

When 19-year-old Tsarina Merrin thinks of a typical shopper at some of the national chains, she doesn’t think of herself, her friends or even contemporaries. Read more of this post

Motif, an investment site, tries to help small investors buy collections of stock based on long-term themes or trends

When Buying Stock in Gluttony Is a Good Investment

JAN. 31, 2014

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Clay Enos used the website Motif to make several themed investments

By PAUL SULLIVAN

ARTHUR LEVITT JR., the former chairman of the Securities and Exchange Commission, acknowledged that he found “The Seven Deadly Sins” irresistible — so much so that he plunked down $5,000 as an initial investment and has since put in more.

Read more of this post

5 Kinds Of Brilliance You Didn’t Know You Could Have

5 Kinds Of Brilliance You Didn’t Know You Could Have

BRAZEN LIFE

JAN. 30, 2014, 5:50 PM 4,433 1

Do you think of yourself as brilliant?

You know you’re different than everyone else in some way, but you’ve had a hard time putting your finger on it. And it’s not that you’ve got the kind of brain that publishes the next bestseller, drafts a peace agreement, discovers a particle or finds the largest prime number. Read more of this post

Google: Chromebooks Are Selling Like Crazy But We Don’t Make Money On Them

Google: Chromebooks Are Selling Like Crazy But We Don’t Make Money On Them

JULIE BORT 

JAN. 30, 2014, 10:03 PM 5,420 7

The growing popularity of Google Chromebooks doesn’t directly translate into more revenue for Google.

Google executives reminded Wall Street analysts of that fact on the company’s conference call on Thursday. Read more of this post

RYNO Motorcycles: changing the game one wheel at a time; RYNO Story 2014 Interview with CEO Chris Hoffmann

RYNO Story 2014 Interview with CEO Chris Hoffmann

Chris Hoffmann talks about the history and development of the RYNO. You can pre-order one of the first RYNO’s ever (right now) at www.rynomotors.com.

RYNO Motorcycles: changing the game one wheel at a time

By Jeff PerezJanuary 21, 2014 3:25 PM

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Anyone who rides a motorcycle will tell you that there’s nothing like the thrill of riding headlong on the open road with the wind in your face and worries at your back. A motorcycle is truly one of man’s best friends. But what if someone changed the formula — a formula, mind you, that’s been relatively unchanged for a over a hundred years. Read more of this post

How Jeff Bezos Can Take Over The World Without Earning A Profit

How Jeff Bezos Can Take Over The World Without Earning A Profit

MATTHEW YGLESIASSLATE
JAN. 31, 2014, 10:04 AM 3,071 8

E-commerce was king this past holiday season, with Christmas surge orders overwhelming UPS’s systems and forcing $100 million in upgrades to prevent future fiascos. So it was no surprise on Jan. 30 when Amazon reported it had become even more enormous than ever before. According to its latest earnings report, the online shopping giant’s net sales increased 20 percent compared with the previous holiday season—a number that would seem staggeringly high if it weren’t so routine for a company that’s been growing rapidly for years. Yet the company’s net income of $274 million for all of last year was tiny relative to its sales of $74.45 billion. Amazon’s profit margin was virtually nonexistent. Read more of this post

Daniel Pink Recommends These 5 Books To Improve Your Thinking

Daniel Pink Recommends These 5 Books To Improve Your Thinking

FARNAM STREET

JAN. 30, 2014, 12:42 PM 33,243 4

In Daniel Pink’s book, “To Sell Is Human,” he lists five books to help you frame arguments, identify problems, and curate information. Read more of this post

Netflix CEO Confesses He Tried To Sell The Company To Blockbuster … But Blockbuster Wasn’t Interested

Netflix CEO Confesses He Tried To Sell The Company To Blockbuster … But Blockbuster Wasn’t Interested

RYAN BUSHEY

JAN. 31, 2014, 5:22 PM 2,028 1

The New Yorker’s Ken Auletta wrote a profile of Netflix CEO Reed Hastings and revealed that the now-shuttered video chain Blockbuster missed out on a great chance to purchase the fledgling company in 2000. Read more of this post

Kicking Bill Gates Off The Board Is The Best Thing Microsoft Can Do

Kicking Bill Gates Off The Board Is The Best Thing Microsoft Can Do

JULIE BORT

JAN. 31, 2014, 6:19 PM 5,862 14

Microsoft is an insanely profitable company standing on the edge of disaster. It desperately needs new thinking.

With word that 22-year Microsoft veteran Satya Nadella is likely the new CEO, attention turns to the leadership of the company’s board of directors. It will have two former CEOs, Bill Gates and Steve Ballmer. Read more of this post

Why You Don’t Want to Be Microsoft CEO

Why You Don’t Want to Be Microsoft CEO

By Dina Bass January 30, 2014

The job hasn’t been posted—at least not yet. But the opening has been public knowledge since Aug. 23, and for some reason no candidate has stepped up to grab what would appear to be a dream gig: chief executive officer of Microsoft (MSFT). In fact, much of the news around the position so far is the long list of people who’ve decided they’d rather fulfill their dreams elsewhere. Read more of this post

Expedia Books a Painful Trip Down Google’s Search Results

Expedia Books a Painful Trip Down Google’s Search Results

By Justin Bachman January 23, 2014

Google (GOOG) frowns on websites trying to game its search results—and Expedia (EXPE) appears to have gotten that memo a bit late.

The online travel agency has seen its page rankings drop 25 percent for travel-related searches on Google in recent days, according to Searchmetrics, a search-engine research firm. Losing that much visibility in search rankings almost guarantees a drop in traffic of at least 20 percent to Expedia, says Marcus Tober, Searchmetrics’s founder and president. Such a rapid, sharp drop suggests that Google is penalizing the company for so-called “unnatural links” to Expedia.com that are posted on many travel blogs and other websites. Read more of this post

Ask a Billionaire: James Dyson on Luxury Possessions; What have you bought that’s made you feel incredibly rich?

Ask a Billionaire: James Dyson on Luxury Possessions

January 30, 2014

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James Dyson
Founder and chief engineer, Dyson
Net worth: $4.4 billion

What have you bought that’s made you feel incredibly rich? Read more of this post

Thais Clash While the Factories Keep Humming

Thais Clash While the Factories Keep Humming

By Bruce Einhorn January 30, 2014

It’s hard to tell which is the real Thailand: Is it the country whose politics are so divisive and violent that an army coup is possible? Or the country that hosts one of the biggest smoothly functioning carmaking hubs in the world? Thailand is both things—and that’s why the foreign and local business community greeted the latest chapter in its long political drama with a shrug. Upset about Prime Minister Yingluck Shinawatra’s proposed amnesty bill to allow her billionaire brother, former Premier Thaksin Shinawatra, to return from exile in Dubai and avoid prison for a corruption conviction, the anti-Thaksin Yellow Shirts took to the streets in August. Investors have grown accustomed to the contest between the Yellow Shirts and pro-Thaksin Red Shirts, so even as Yingluck’s opponents vowed to bring down her government, the markets stayed calm. Read more of this post

A closer look at a Goldman Sachs deal many in Denmark find rotten

January 31, 2014 2:42 pm

A closer look at a Goldman Sachs deal many in Denmark find rotten

By Richard Milne, Nordic Correspondent

Goldman Sachs has faced plenty of unsavoury claims in recent years – from accusations about its role in the global financial crisis to suggestions it helped the Greek government massage its figures. Now it can be said to have nearly brought down theDanish government. Read more of this post

Shazam: the app that calls the tune

January 31, 2014 11:10 am

Shazam: the app that calls the tune

By Emma Jacobs

How did a quirk music identification app, invented in Silicon Valley and nurtured in the UK, become a global business?

At the end of last year, Banks, a young musician from suburban Los Angeles who sings floaty, R&B-infused melodies, was selected as one of 2014’s acts to watch by the BBC. The broadcaster’s longlist, compiled by music media insiders, has a good track record: in recent years it has helped boost acts such as Adele and Jesse J. Read more of this post

Lenovo chief continues risk-taking with Motorola and IBM deals

January 31, 2014 12:46 pm

Lenovo chief continues risk-taking with Motorola and IBM deals

By Charles Clover in Beijing

Yang Yuanqing sees through two dramatic deals

Yang Yuanqing’s colleagues at Lenovosimply call him YY. The chief executive of the world’s biggest PC maker has a self effacing and cautious manner that, however, combines unevenly with his dramatic and risk-taking approach to business. Read more of this post

Slump in real hits value of 3i’s investments in Brazil; The real has fallen in value from R$1.78 to the US dollar in December 2011 to about R$2.42 today

January 30, 2014 12:27 pm

Slump in real hits value of 3i’s investments in Brazil

By Jonathan Wheatley and Emily Cadman

A slump in the Brazilian real has contributed to a more than 20 per cent fall in the value of assets acquired there over the past 25 months by 3i Group, the London-listedprivate equity group, prompting it to abandon plans for a substantial investment fund in the country. Read more of this post

January losses prompt rethink for US equity investors

January 31, 2014 8:11 am

January losses prompt rethink for US equity investors

By Michael Mackenzie in New York

Was the stock market dip just a blip or the start of a correction?

Keep calm and carry on. That’s the message from Wall Street as a rough month for equities draws to a close.

Bears must be wary of drawing too many conclusions from just one month. In spite of the current bone-chilling temperatures and swirling flurries, spring beckons, say the eternal market optimists. Read more of this post

Twitter ‘looking to move into ecommerce’

February 1, 2014 1:36 am

Twitter ‘looking to move into ecommerce’

By Hannah Kuchler in San Francisco

Twitter appears to be preparing to enter ecommerce by allowing users to buy goods straight from the messaging platform, a plan leaked on the internet suggests.

The web page details a partnership with Fancy, the New York-based social commerce provider, which counts Jack Dorsey, a Twitter co-founder, as a board member and investor. Read more of this post

Shell’s capitulation to activist investors will send shivers through Big Oil

Shell’s capitulation to activist investors will send shivers through Big Oil

January 31, 2014 12:58 pmby Nick Butler

The package of announcements from Shell will send a shiver through the oil and gas industry. After years of resisting investor pressure for more immediate gratification, the company which more than any other regards itself as a social institution dedicated to the long term, has blinked. Capex is to be radically reduced. Costs are to be cut with a sharp knife. $15bn of assets are to be sold – enough in themselves to form a medium sized company. And the dividend is to be increased. There is a touch of theatricality in combining a profits warning with a dividend increase but the show satisfied the immediate audience. The shares rose. For the rest of the sector, Shell’s ability to deliver in this way poses a dangerous challenge. Read more of this post

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