About Rob Enderle

Rob is President and Principal Analyst of the Enderle Group, a forward looking emerging technology advisory firm. Recognized as one of the best general Inquiry Analysts in the world, Rob specializes in providing rapid perspectives and suggested tactics and strategies to a large number of clients dealing with rapidly changing global events. http://www.enderlegroup.com/archive.html
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The Debt Ceiling: Should The US Go Bankrupt or Sell Washington to China?

by Rob Enderle on July 29, 2011 in Debate

I’m coming around to the idea the debt ceiling shouldn’t be raised, at least not until there is a solid plan in place to reduce the debt rather than constantly increase it until the debt holders (read China) effectively own the county.  I like China; I just don’t want to pay them rent. The debt [...]

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NVIDIA: Poised for a Mobile Future on the Brink of Amazing

by Rob Enderle on March 17, 2011 in Semiconductors

At last week’s analyst event NVIDIA was on message with Tegra 2 success and Tegra 3 promise as they repositioned the company against the Smartphone and Tablet markets that are likely to define the increasingly mobile future.  This future is being called the Post-PC era though I think it should be called the rebirth of [...]

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Is an iPad a PC?

by Rob Enderle on March 4, 2011 in Mobile Technology

Boy this sounds like a simple question doesn’t it because we know an iPad is basically a big iPod Touch and there is no doubt an iPod touch isn’t a PC right?   But now think how it is being used, over the last week two of the analysts sitting with me had left their PCs [...]

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HP’s New Executives Miss Apple but Target Oracle

by Rob Enderle on March 4, 2011 in Industry Drama

From a standpoint of stock price there is no one that could have moved HP’s stock price higher if he took that company over than Tim Cook with the possible exception of Steve Jobs, but both would have been a really bad fit for HP.     This is because HP is an umbrella company more closely [...]

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If Microsoft had Bought Novell in 1992: An Alternative History

by Rob Enderle on March 4, 2011 in Industry Drama, Personal Computing

This week Microsoft effectively purchased the intellectual property behind Novell.  Boy this was a long time in coming and represents kind of a strange page in history.   You see Microsoft initially wanted to buy Novell in the early 90s when Microsoft split with.   Ray Norda, who ran Novell at the time, didn’t believe regulatory approval [...]

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Why Dell will beat HP on Smartphones but Apple will be an Elusive Target

by Rob Enderle on March 4, 2011 in Mobile Technology

In many ways the strategy that Dell is using is similar to the one that HTC uses for Smartphones and HP is emulating Apple’s approach to the market.   Apple is arguably the most profitable vendor in the segment and HTC is the most agile and strongest on the Android and Windows Mobile platforms historically.   Also [...]

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Going Social: What Do You Do When the Lights Go Out?

by Rob Enderle on March 4, 2011 in Personal Computing

There has been a lot of focus put on using social networks for anything from prospecting for deals to identifying and dealing with disgruntled customers.  But after you have connected a business process to a social network, given these networks have a nasty habit of doing bad things, what do you do when your network [...]

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In Search of a Real Vision

by Rob Enderle on March 4, 2011 in Industry Drama

In President Obama’s State of the Union Speech earlier this year he spoke of “our Sputnik moment” referring to President Kennedy’s vision that we would reach the moon by the end of that decade.   It was a wonderful time to dream and his government was referred to as the Camelot of its time.   But even [...]

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Why Windows 8 Can Stop the iPad

by Rob Enderle on March 4, 2011 in Personal Computing

We tend to be a species that likes flashy things and the latest flashy thing is the iPad and heck even I want one. But one thing analysts are supposed to do is look at historic trends and looking back the flashiest thing doesn’t always win out. Recall Client/Server computing and UNIX? It was the [...]

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