Too busy this week to blog, will post next week

This is a busy week meeting, presenting, moderating in SJ/SF.  Normally I have plenty of time to research, think and write.  Today was a day of lots of meetings.  No time to blog. Tomorrow is DatacenterDynamics, and a Gigaom Event in the evening.  Weds and Thurs is Gigaom Structure.  Moderating two panels and lots of analyst meetings.  Friday more meetings, then rest. 

I’ll be back writing next week.

Happy Father's Day, a day to celebrate your kids

Foxnews has a post on what Father’s day is really about - cherishing your sons and daughters.

Father’s Day has always been a special day for me. But today, as with the previous seven Father’s Days, the feelings of pride and satisfaction over my son Travis and daughter Ryan will be mixed with a void in my heart that can never be replaced.

That is because Travis will not be with us. 

In April of 2007, he was serving as a Marine first lieutenant when he was killed in action in Iraq’s Al Anbar Province, cut down by a sniper’s armor-piercing bullet after his unit was ambushed while searching a suspected insurgent house. He had just helped save two wounded comrades when the bullet struck him in the heart. He was 26.

I am one of thousands of fathers whose thoughts will turn today to a son or daughter lost serving our country.

My kids are the reason why I celebrate Father’s day.  Hope all of you get to spend a special day with yours.

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Michael Dell says Being A Public Company limits Ability to Transform a Business

Dell is a private company now and is going through a transformation.  USAToday has an article on a Michael Dell interview.

It's a challenge Dell relishes after feeling handcuffed by the expectations from the market for a public company undergoing a significant makeover. "The market encourages (public companies) to not make investments in new areas," he says, wincing at the notion. "It is short-term focused."

IDC chimes in.

A private Dell allows it to move at its own speed to transform to an end-to-end technology solutions company without quarterly pressures from Wall Street and comparisons to rivals HP, Lenovo and Microsoft, says IDC analyst Matthew Eastwood, who closely follows Dell.

More and more companies are realizing being private has advantages vs. being public.

For now, the ending appears happy. "What I saw at Dell's analysts' meeting (in May) was a relaxed, confident Michael Dell," Moorhead says. "He is no longer under the thumb of Wall Street. He can make moves at his pace."

How many companies like Twitter who have gone public wish the old days of being able to take risks were part of DNA?  Like the days before the IPO.