Tag Archives: apple
Google’s Android Comes to a Fork in the Road

Google’s Android Comes to a Fork in the Road

Earlier this week, I wrote that Google was not treating its smartphone and tablet operating system, Android, with the software product support to ODM’s and customers needed to make Android a strong ecosystem-competitor to Apple’s iOS, iPhone and iPad. That puts the companies that rely on Android in their products between a rock and a [...]

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How Apple Outsmarts their Competitors

When the iPhone was launched in 2007, I met with Phil Schiller, SVP of World Wide marketing for Apple, and Greg Joswiak, the Apple VP in charge of marketing the iPods and iPhones. During the meeting they showed me the iPhone’s many features and shared their goals for the device, which has now become a [...]

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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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AMD Could Add ARM Faster Than Intel

This post initially appeared on Forbes.com April 4, 2011. This morning, AMD gave a press conference to discuss a renegotiated wafer supply agreement with Globalfoundries, which spun off from AMD into a separate entity in March 2009 and acquired Charter Semiconductor to broaden its supply capabilities in September 2009.  Wafers are the silicon disks on [...]

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Union Shop Or Open Shop?

This post initially appeared on Forbes.com April 1, 2011. Not long ago, I was riding the United Airlines “bus” from Boston to San Francisco, one of the few remaining non-stop cross-country flights, when I chanced to have an interchange with a stewardess while in the back waiting for the bathroom to free up. I was [...]

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Dystopia In The Lovely Walled Gardens

This post initially appeared on Forbes.com March 31, 2011. With each passing day, our experience of computing and communicating gets more restricted.  We hardly notice as the walls go up around what we can do on the Internet.  Some people never knew we had any freedoms in this domain to begin with.  Others shrug and [...]

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Shadow Market Keeps Computer Components Flowing

This post initially appeared on Forbes.com March 28, 2011. Minutes after the earthquake and tsunami hit the coast of Japan March 11, Tony Prophet, chief of supply chain operations at Hewlett-Packard (HP), was up and out of bed to see what could be done.  It was 3:30 a.m. California time and Prophet hopped on the [...]

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WebOS: Will It Make Hewlett-Packard A Winner In High Mobility?

This post initially appeared on Forbes.com March 21, 2011. Before the coming out party for Hewlett-Packard’s (HP’s) new CEO, Léo Apotheker, last week in San Francisco, I would have put my money on Microsoft to make number-three vendor in the high mobility space.  Now, it seems clear that HP — with its webOS — is [...]

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Apple Follows Sun Tzu, Knocks Off Competing Generals

Sun Tzu, the maybe historical Chinese general, is a favorite for tech motivational speakers, with a war-making philosophy that can be summarized as “avoid direct military conflict when other means suffice”. Real or imaginary, Sun Tzu would be proud of what Apple has done to its competitors. I’ve had to copy my envelope-back to a [...]

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Gaming the Q1-2011 PC Numbers

With the end of the first quarter of 2011 at hand, this analyst sits with a cup of coffee and some thoughts on how the PC industry did in Q1. The short answer is: mediocre. The reasons are atypical and not apt to be repeated. As a caveat, let me deny any knowledge of anybody’s [...]

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