Microsoft is in trouble. Many of you already know that. Steve Ballmer has one last opportunity to set the company on a growth path or they will retreat into IBM legacy mode… ala the post 1990s Lou Gerstner era. And so they introduce a large tablet-convertible in direct competition with their PC partners Dell and HP. The End Game is coming… Read More
News today is that Moody’s has downgraded Nokia to junk status. They also announced that they will lay off 10,000 people (including about 1 in 4 of the people they employ in Finland, where Nokia is headquartered).
For those of you who don’t know all the inside-baseball stuff about Nokia, here is a recent little history.… Read More
The speed with which The Mobile Tsunami engulfs the old PC Market is just incredible. 18 months ago the tablet and smartphone markets were considered a Green Field of Opportunity for PC OEMs and chip suppliers to graze in for the next decade. The fences, however, are closing in fast as Apple continues to drive its iOS empire into new… Read More
As Apple races towards $200B in revenue, sometime in 2013 and perhaps $300B by 2015, Tim Cook knows it is in Apple’s best interests to start building a sizeable percentage of iPhones and iPADs in the US and soon. At the All Things D conference this week, Walt Mossberg asked Cook about Apple’s manufacturing presence in China and “if … Read More
TI has parlayed its heritage in digital signal processing and long-term relationships with mobile device makers into a leadership position in mobile SoCs. They boast a relatively huge portfolio of design wins thanks to being the launch platform for Android 4.0. On the horizon, the next generation OMAP 5 could change the entire… Read More
Listening to the Intel earnings call yesterday and then reviewing the transcript last night, I came away with two thoughts that I think are key to understanding where the PC and mobile industry… 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
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
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
