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I firmly believe that companies should be designed to be immortal. ... Dell's future is bright largely due to the power of a founder who can think strategically and doesn't milk his company for personal gain. In the current environment that is a unique and powerful advantage.

The most recent annoying survey is the one that predicts Windows 8 Tablets will fail because there is no demand for the product. I'm sure a similar survey made a year before the iPhone or iPad would have likely concluded the same thing about those products.

[W]hen Apple wanted the name "iPhone" and it was owned by Cisco, Steve Jobs just took it, and his legal team executed so he could keep it. It turned out that doing this was surprisingly inexpensive. And, as the Apple Watch showcased, the Apple Phone likely would not have sold anywhere near as well as the iPhone.

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Often, those who come into power quickly end up misusing that power ... we should, but we don't put in place strong controls to prevent rather than punish this bad behavior. Even Steve Jobs was almost fired a second time from Apple and might have ended up in jail for abuse of power (in his case backdating his own options without board approval) and, without Jobs, Apple likely not only not been the most valuable company in the world, but it likely would have failed last decade.

BlackBerry isn't getting out of the hardware business. It stands alone as the only smartphone company exclusively focused on business, security and traditional communication. Until someone else steps up to meet this need, there continues to be a market for its hardware ...

[W]hen it came to the iWatch, also a name that Apple didn't own, Apple walked away from it and instead launched the Apple Watch. Certainly, no risk of litigation, but the product's sales are a fraction of what they otherwise might have been with the proper name and branding.

Apple is becoming more and more like a typical tech firm — that is, long on technology and short on magic. ... Apple is drifting closer and closer to where it was back in the 1990s. It offers advancements that largely follow those made by others years earlier, product proliferation, a preference for more over simple elegance, and waning excitement.