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Is Google the Problem With Android?

My argument this year has been that the only way for the “anti-iPads” to beat Apple’s iOS devices, iPhone and iPad, is with a complete hardware, software, app store, and developer ecosystem. To date, Google’s Android is the best-suited challenger, but it’s faltering. The good news for Android is growing smartphone market share, as illustrated [...]

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HP’s New Executives Miss Apple but Target Oracle

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

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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In Search of a Real Vision

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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