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    Bay Area Consulting Business Level Improves To 92

    Thursday, September 29th, 2011

    The Bay Area Consulting Business Level Index (BA-CBL) came in at 92 for the week ending September 25th 2011. This is still in the “subdued business” area, where it has been stuck since May this year. However, it is a nice improvement compared to last week’s reading of 82. A reading above 100 suggests enhanced […]

    Strategic Change, Execution Blunder (Part 2) – What Happened At Nokia

    Monday, September 26th, 2011

    Nokia of Finland was at the top 2007. Sure, their market cap was even higher in 2000 at the climax of the tech bubble, but only 4 years ago Nokia outperformed any competitor in the mobile phone business. Overall they lead the cell phone market and invented the smart phone. Their share price was around […]

    Strategic Change, Execution Blunder (Part 1) – Introduction

    Friday, September 23rd, 2011

    Participating in or watching the stock market in 2011 can be nerve wrecking. Shares go up and down driven by macro-economic developments, recession fear, and relief that everything will be fine. There are a couple of well known companies though that fall much more than the market. In this loose series I want to discuss […]

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