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  • Screen Shot 2020 12 15 at 10.58.22 AMMega Merger
    mania mounts

    Record pace maintains
    inc regional consolidation


    Over 50 megadeals have been agreed year to date matching the number in all of 2020 and that pace is likely to continue, according to M&A experts. Merger volume is expected to keep record pace in 2nd half of year. We review the M&A activity in the business supplies market and speculate on those in the pipeline.... Updated again today 

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  • Screen Shot 2021 07 20 at 11.25.23 AMOptimism rising on
    US/UK economies

    High start-ups fuel growth.
    Inflation only negative fear


    Amidst all the negative commentary surrounding rising inflation in US/UK economies we read two positive articles over the weekend that were positively bullish.  One from The Telegraph based on the WFH tech revolution and rapid growth in UK start-ups and the NYTimes focused on the latter in the US....

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  • Screen Shot 2021 07 14 at 5.10.59 PMPartnerless,

    Pretentious
    Procurement!

    Bigbox BS! Vendors' deals
    marred by anti-marketers 


    A disturbing trend in recent years has been the rise of soulless, bigbox buyers baulking at innovative marketers' new product proposals. Merchandisers say yes! Procurement pros say no! What do they know? Meanwhile, growth driven marketers like Amazon say "Yes.what's the question?". When will this vulture backed nonsense end? We discuss....

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  • Screen Shot 2018 10 30 at 1.24.38 PMI n f l a t i o n
    C o n f l a t i o n?

    Increased prices & profits
    distort trends...beware!


    Like the surge in corporate profits that we see in the Q2'21 results season to date, the rise in inflation is largely a matter of arithmetic. The world shut down a year ago and is now reopening. This was always going to distort the figures and could lead to exaggerated forecasts of higher inflation 

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  • Productivity to lucyThe Productivity
    Paradox puzzle

    How WFH skew metrics.
    Industrial stats redundant
    in a hybrid work economy


    Productivity stats in US & Europe accelerated in the 2020 Depression...how and why? As we've reported repeatedly over the past 10yrs+, industrial productivity measures are redundant in the 'Information' economy where workers input hours are immeasurable, especially now, in the 'WFH/Officeless' hybrid world. In truth, productivity has been rising strongly throughout the web inspired economy. We discuss inc. Sunday Times David Smith's article today

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dell michael smile lrDell delighted
w/private year 

Renews channel focus
investment & security


Dell
has issued a report outlining its financial performance over the past year – its first full one as a private firm.

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bezos amazon achilles heelAmazon Achilles
heel emerging? 

Elements expansion of
commodity private label


Following countless resellers, Amazon is expanding its lineup of private-label to inc. food & beverage supplies to business. Will this reversal of original brand strategy be Bezos' first big stab in his own foot?

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Rahman hosain jawboneJawbone hits
Fitbit IP theft

Distraction for health
tracker ahead of IPO


As it approaches an initial public offering, fitness-tracker company Fitbit faces a lawsuit from rival Jawbone that is spiced with betrayal and the alleged theft of trade secrets.

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amazon fresh delivery manAmazon deliver

FREE same day

Prime service extends
to 14 city metro areas 


Amazon wants to make impulse buys more impulsive. The dual etail/wholesaler giant is offering free same-day delivery service for Prime members..

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Riley Matt Daisy logoDaisy saves
Phoenix Group 

Leads to job losses &
director departures


Daisy Group has acquired Phoenix IT in a move to become the "first truly converged IT and unified communications provider in the UK mid-market"

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woodman nick gopro codeGoPro drives
drone videos

Making first steps too,
in VR for prosumers

 


With a lion’s share of the video camera market locked up, GoPro is turning to its next chapter: Virtual reality and drones. Re/Code's Kara Swisher interviews Nick Woodman 

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Staples lendioStaples funds
growth firms

Making loans happen


for micro businesses

 


Since launching in February, Staples online financing service with Lendio has processed $1.5m in loans for dozens of small businesses...

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Techdata montage 2013T e c h D a t a
tailing market

Europe recovers to
offset slow Americas


Tech Data
, the global #2 wholesaler of tech products with $26Bn in sales, reported flat Q1'16 results again to 30 Apr'15. Excuses about selecting only profitable business were less than convincing... 

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whitman meg HP heavy cloadsEMC's Cloud

hovers over HP 

Will VM Ware owner add
to Virtustream move? 

 

EMC
80% owner of cloud storage provider VMWare bought VirtuStream for $1.2Bn on Tuesday. Will it make a second move on HP Enterpriseafter the split later this year?

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Screen Shot 2014 12 03 at 11.07.25 AMTechData takes
Signature route

Boosts wholesalers SMB
cloud services capability



Tech Data, the world's #2 tech wholesaler announced the takeover of leading data center services provider in the US

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