When you think about Apple’s strategic advantage over competitors, the fact that they have the brains of Steve Jobs, Jonathan Ives and other top visionaries at the company comes to mind. It is true that having this type of brainpower at the top gives them quite an advantage over their competition. But it would be [...]
Is an iPad a PC?
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 [...]
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 [...]
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 [...]
Why Dell will beat HP on Smartphones but Apple will be an Elusive Target
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 [...]
Going Social: What Do You Do When the Lights Go Out?
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 [...]
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 [...]
Why Windows 8 Can Stop the iPad
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 [...]
It was hard to read the Wall Street Journal this morning and not realize that Cisco’s status as data center fabric-infrastructure Lion King is being challenged. And with the company’s stock at about a quarter of its zenith a decade ago, you have to wonder if the smart money is long gone. Now, the customers are [...]
How Intel is Scaling to Meet the Decade’s Opportunities
Eighteen months ago, Intel announced it would address the world’s rapidly growing computing continuum by investing in variations on the Intel Architecture (IA). It was met with a ho-hum. Now, many product families are beginning to emerge from the development labs and head towards production. All with IA DNA, these chip families are designed to [...]
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Is an iPad a PC?
- Why Windows 8 Can Stop the iPad
- Why Dell will beat HP on Smartphones but Apple will be an Elusive Target
- In Search of a Real Vision
- If Microsoft had Bought Novell in 1992: An Alternative History
- The Debt Ceiling: Should The US Go Bankrupt or Sell Washington to China?
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Intel Pushes the Computing Continuum Down the 22nm Voltage Scale
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Thoughts on Intel’s New 22nm 3D Transistors
- Is Amazon Stealing Android from Google?
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Google’s Android Comes to a Fork in the Road
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