A few weeks ago I posted a blog on what I have experienced over the past four years at Plexxi. That post led the Packet Pusher team of Ethan and Greg to reach out and we recorded a podcast about the changing role of the network engineer and IT silos. In preparation for the podcast, my colleagues Mat Mathews, Mike Welts and I collaborated on the following that I edited a final time after the podcast. This post started as a dialog about what we are seeing in the market, what our customers and prospects want to engage about, how we position Plexxi to the network engineer and where we see this all going now that market clarity has begun to emerge. Continue reading
I posted last week about a sales call gone wrong and an innovator’s dilemma moment. Since that time I have had additional customer and internal engagements that caused me to think about what I call institutionalized impedance, which might be more familiar to a broader audience if I called it Taylorism or scientific measurement. Continue reading
Over the past two weeks the Centers for Medicare & Medicaid Services (CMS) had their Phoenix Project moment with the launch of Healthcare.gov. From an outsider’s viewpoint, it appears we are at the point in the novel where the launch of the site and backend systems has been a failure. Continue reading
I was reminded of a scene from Field of Dreams the other day. The scene I was reminded of occurs when Ray Kinsella (Kevin Costner) meets Terrance Man (James Earl Jones) in his apartment. I am thinking of the part when Terrance says “Oh my God, you’re from the sixties!” with a smile and excitement and Ray says “yes.” Terrance picks up an insect sprayer, starts spraying and yelling at him to get and go back as there is no room for him here in the future. He slams the door, but Ray stops it and says “you changed.”
My July market call did not work out. I am long some equities and long some vol (which is not working out), with a high percentage cash position. The Yen short worked. I am looking forward to the upcoming Cisco results as they will be the first to report a July month and if their guidance for enterprise spending is positive, I will go long high beta tech growth names.