Sometimes we analysts have an "all sizzle and no steak" reputation. We come up with high falootin' concepts, write reports and columns, and get quoted in the media, but we don't really "do" anything.
Former executive vice president of marketing for EMC, Bob Ano, once put it to me this way: "If I make a bet on your latest 'vision' and you turn out to be wrong, I lose my job and reputation. You simply change a few PowerPoint slides and move on."
With this as background, I am proud to say that … Read more