Holman Jenkins, the distinguished writer of business trends for the Wall St. Journal, recently penned an article entitled “The End of Apple’s Roach Motel?” (Personally, I think that since Apple is in California, he should have used Hotel California in his title), questioning the iPhone and iPAD maker of its ability to continue… Read More
After the introduction of the NEWiPAD, Apple has placed itself just two short steps away from dominating the computer market – including PCs. One step, which is widely reported, is a smaller iPAD with an 8” screen that aims for a $299 price point. Amazon will take the rest of the market under $299. The second step is purely speculation… Read More
With the introduction of the “New iPAD”, we now have the 2012 benchmark for the tablet market, including the offerings that will come from Amazon later in the year. As has been noted earlier, with each new mobile product iteration Apple unmoors itself from the PC foundations of Microsoft, Intel and even nVidia and AMD. At the unveiling… Read More
This time is differentis a book that was released just months before the financial crises in 2008 describing hundreds of historical cases where smart people ended up making disastrous decisions over the span of 800 years that led to government defaults, banking panics etc… In the semiconductor industry, we also tend to think this… Read More
Will they or won’t they convert the MAC Air to the A6 processor this year? That is the question that intrigues many analysts and prognosticators who want to see if a competitive ARM ecosystem… Read More
The Corporate PC may finally be on life supports and with it the purveyors of the hardware and software solutions as consumer adoption of new technology outpaces the carefully planned IT budgets that guarantee positive 3 year Returns on Investments (ROI). The Apple of the consumer’s eye will soon feast on the iPAD 3 with its retina… Read More
In a previous blog, I was forecasting smartphone shipment to reach 430 million units in 2011. I was wrong! Apparently, I am not better than other analysts, as the actual figures for the smartphone shipment in 2011 are more than slightly different, as these have topped 491.4 million units! After 304 million in 2010, that’s a 61.3 percent… Read More
A client turned me on to a great new book, “The Age of the Platform” by Phil Simon. It’s about how Amazon, Apple, Facebook, and Google have radically transformed the landscape. For me, it’s not just social networking – it’s social computing, changing how things are designed.
I’m borrowing this right from Phil’s… Read More
It is interesting watching as changes in technology bring giants to their knees. Far and away the best book on the subject is Clayton Christensen’s The Innovator’s Dilemma. If you haven’t read it then rush out and buy it immediately. In tech, you are not educated if you haven’t.
Two things made me think … Read More
It has been a great conundrum to many of the 20[SUP]th[/SUP] century trained economists and Harvard’s Kennedy School of Government folks as to why a government led massive spending spree and Ben Bernanke’s non-stop printing presses can’t at least engender a mediocre economic recovery.
I blame 21st century Moore’s Law!
Today’s… Read More
