To the surprise of nearly all observers and due to no extraordinary technological advancement, there is one true mobile winner of the past year and that is Micron, whose stock has soared in 2013 from $5 to $21. I know, you’re probably saying, “Micron, you can’t be serious.” Let’s run through the … Read More
Author: Ed McKernan
And the 2013 Mobile Winner is … Micron?
Intel’s Tale of Two Cities
It was a year ago that Paul Otellini made his surprise announcement that he was stepping down as CEO of Intel. Soon after, I wrote an article asserting that the only correct choice for his replacement was Nvidia’s CEO Jen Hsun Huang. I went beck to reread what I wroteand I can scarcely say I would change anything I put in the article assuming… Read More
Revisiting Andy Grove’s "Only the Paranoid Survive"
Over the course of the last fifty years there have been two significant books that have delivered emotional and operational clarity on the rise and fall of high tech companies and industries: The Innovator’s Dilemma and Only the Paranoid Survive. Amazingly, these two books were released within a year of each other (1996, 1997) … Read More
Apple: "It’s The Sales Channel, Stupid!"
Apple’s decision to launch the iphone 5C as a “high priced” device as opposed to a $300 entry level mass market consumer play appears to be intertwined in a much more overriding strategic plan that is beginning to play out in the market. Many analysts who pushed for the low cost device saw the need as necessary to save the ecosystem but… Read More
Apple’s 64 Bit Plan to Finish Off Android
Many people are underestimating the speed and the magnitude of the transition that is about to take place with the tandem rollout of iOS 7 and the 64 bit A7 processor. While the former provides a nice visual upgrade to the entire ecosystem the latter will be used to collect accolades and drive application development that will result… Read More
The Significance of Apple’s 64 Bit A7
The disappointment amongst analysts is palpable. Dreams of low cost iphones for the masses were kicked away when Apple introduced their two new iphones at the same price points as the old ones. Clearly Apple is playing a different game than what most others are anticipating as the market runs to 5BU. The market has split into the land… Read More
Wall St. Takes the Wheel at Wintel
It now appears that Steve Ballmer was suddenly given his walking papers at the urging of an activist investor (ValueAct) and with the concurrence of Bill Gates. Wall Street’s growing impatience tends to coincide when the Innovators Dilemma scenario has taken hold of a company that has been unable to overcome its challengers. Why… Read More
Microsoft Signals the Return of "Expensive Hardware, Cheap Software"
The announcement that Steve Ballmer will step down from Microsoft within the next 12 months and just weeks after kicking off a vast re-org focused on mobile devices can only mean that the future is coming much faster than Bill Gates or Steve Ballmer had ever expected and that without a radical adoption of hardware everywhere, it will… Read More
Apple Goes All Amazonian
In the world of Tech Goliaths, the seemingly low tech, not for profit Amazon continues to amaze investors with a high and rising stock price. More so than Google, Amazon is considered to have retail all wrapped up with the end game being sky-high warehouses and continuous truck rolls up and down our scenic neighborhoods. Walmart … Read More
Apple iOS7 Will Drive The Next Semiconductor Cycle
We have entered the Summer lull, the quiet period before what is likely to be Apple’s largest volume launch of smartphones ever. While the launches are coming in like clockwork, it is the magnitude of the ramp that is likely to surprise many and it will be due not just to the features of iOS7, but also to the adoption of a well-worn Microsoft… Read More
Real men have fabs!