May 3, 2005
Well, the US economy won't seem to be "uplifted" likely for years... More on that and exciting global business stuff we're involved in later. In addition, I'm in the "market requirements definitions (MRD)" phase of a differentiated book plan as a side project carved within a busy schedule, for fun. Stay tuned for A Congruent Blog to come out.
June 20, 2004
After 3 years of pain, a new bull
cycle -- probably of the roughly 15 year vintage? -- has started around
the world slowly but surely, though we've lately been experiencing a correction. Asia,
driven by China and India's growth, is vibrantly moving up. Japan and
Korea continue to lead as the most advanced mobile markets. The US
economy is heading north again. New York is generally in relatively good
moods. Silicon Valley is back, but this time is different, more
distributed. The world is looking up, cautiously, barring events you
and I can't control. Wireless appears to be a next big wave.
The US wireless market is awakening, while Asia and W. Europe continue to
lead. Consumers are buying. Enterprises, though more cautious,
are beginning to invest more. Mobile operators are investing for
revenue generation, not (just) cost cutting. Fixed operators are
defending, some by offense. Some channels are adjusting their
business models. New players are emerging. Suppliers are
increasingly relieved as customers are purchasing. The competition
has risen between VCs for deals in certain subsectors in certain parts of
the world. Valuations are getting higher. Entrepreneurs, more
tempered now, are starting more companies worldwide. I hope you
enjoy this journey... Any thoughtful comments? If so, please
email feedback@congruentpartners.com.
Best Regards,
Jason L. Ma
CEO
Congruent Partners LLC
