http://orbitchange.com/blog Sharad Sharma examines the transformation challenges facing the software industry Sun, 01 Jul 2007 11:44:40 +0000 http://backend.userland.com/rss092 en I have been on the look out for somebody in the Big Pharma to break out of the pack. I have given up on Daniel Vasella, Chairman of Novartis. He is still firmly in the cyclical slowdown camp. He reminds me of Rich McGinn, the former Chairman of Lucent, who ... http://orbitchange.com/blog/2007/07/01/tinkering-with-the-business-model-doesn%e2%80%99t-count/ I haven’t posted anything for two weeks. June has also been the slowest month with only 4 posts. An explanation is in order. As many of you may have guessed, the real culprit is my new job. It’s been keeping me really busy. The little time that I have been ... http://orbitchange.com/blog/2007/07/01/explaining-the-silence/ I am sorry I don’t get the iPhone media frenzy. What gets my goat is that people have gone ahead and declared this to be the “before iPhone” and “after iPhone” era. I think they are smoking pot. Let’s put things in perspective. Apple expects to sell about a million ... http://orbitchange.com/blog/2007/06/17/iphone-frenzy/ Charlie Munger, Berkshire Hathway’s Vice Chairman and Warren Buffet’s partner gave a wonderful Law School Commencement address at the University of Southern California recently where he lays out his tenets of life. Here are five things he says that really resonated with me… Safest way to get what you ... http://orbitchange.com/blog/2007/06/13/munger-life-tenets/ A few days back Avaya announced that it’s going private. It has accepted a $8.2b deal from TPG capital and Silver Lake Partners. At this point, it’s not clear how going private will help it compete. Everybody, including the senior leaders, appear to be in the dark about what the ... http://orbitchange.com/blog/2007/06/10/avaya/ I got back from my vacation a few days back but have been busy catching up at work and at home. This weekend I caught up with my blogfeeds so the Linkroll is back. I’’ll back with some blogposts soon. http://orbitchange.com/blog/2007/06/03/getting-back/ I am just back from a vacation in Yellowstone National Park (YNP). YNP let in the cars in 1915, snowmobiles in recent years but surprisingly hasn’t been friendly to the Internet. I had no Internet access inside the Park and am now catching up with my email and the RSS ... http://orbitchange.com/blog/2007/05/18/solitude/ Phew! I have completed six months of blogging a few days back. It seems I embraced blogging just before the bubble burst. Just as well :-) There might be slow blogging for the next two weeks. From yesterday I am on vacation with family and they are already resentful about ... http://orbitchange.com/blog/2007/05/12/apr-roundup/ It’s rarely that I am serious disappointed with an Economist story but I feel that way about the special report, “A World of Connections” (subscription required). It talks about machine-to-machine wireless communications. Most of the application use cases it lists are still speculative. What’s more, it extrapolates much too easily ... http://orbitchange.com/blog/2007/05/10/m2m-optimism/ This weekend I was in Ohio and so went over to visit Wright-Patterson Air Force Base Museum near Dayton, OH. We never managed to go there when we lived in Columbus but here we were visiting that place as a tourist. It was a delightful visit where one could see ... http://orbitchange.com/blog/2007/05/07/wright-patt/