Archive for the ‘Featured Tech.pinions’ Category

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Mobile Focused Podcast: Less Expensive iPhones, and the Globalization of Tech

I’m happy to announce that I am rolling up my podcast with Andreessen Horowitz partner Benedict Evans into the Tech.pinions podcast as well. We will shoot to release these discussions between us every few weeks, midweek.

Ben Bajarin and Benedict …

by Ben Bajarin   |   August 13th, 2014
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Big Changes at Microsoft: Define “Platform”

Satya Nadella is just the third CEO in Microsoft’s nearly 40 year history. For most of that time, Microsoft followed a fairly simple strategy: license operating system software to OEMs and sell software to consumers, and later, enterprises.

Bill Gates’ Microsoft: …

by Avi Greengart   |   August 13th, 2014
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New Life for PCs

After having been written off as dead more times than I can remember, it seems the PC industry is staging a resurrection of sorts, driven by both businesses and consumers starting to realize that PCs are still useful devices that …

by Bob O'Donnell   |   August 12th, 2014
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Steve Jobs Reveals The Only Way Forward For Windows Phone

The only way forward for Windows Phone — that is not death — is work. Real work. In the 21st century, real work is inherently collaborative.

Collaboration is the Achilles Heel of all things iPhone, iOS, and Apple.

Steve Jobs, for all …

by Brian S Hall   |   August 11th, 2014
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The Biggest Problem the Tech Industry Must Solve

About a week ago, news broke Google had found inappropriate photos of a child in a man’s Gmail account and turned the info over to the police. This week we found out Microsoft had done something similar when they found two images of …

by Tim Bajarin   |   August 8th, 2014
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Margins: Apple, Samsung, and Consumer Electronics

Some recent media has come out stating we need to acknowledge Apple knows what it’s doing as a company and with their strategy. I don’t know any analysts worth their reputation, either on the financial or industry side, who ever …

by Ben Bajarin   |   August 7th, 2014
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What Does Cloud-First, Mobile-First Mean for Microsoft?

I’ve been meaning to write about this for some time now but with all the tech news lately I’ve been focused on other things. In Satya Nadella’s first email to employees on the day he took over as CEO, he …

by Jan Dawson   |   August 7th, 2014
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The Regionalization of the Smartphone Market

One of the more interesting things I have been observing for a few years is how the smartphone market has increasingly become extremely regionalized. It is fascinating to analyze the dynamics that have allowed the smartphone market to go global …

by Ben Bajarin   |   August 6th, 2014
Unfair Sign

Counterpoint: Tablets Were Never Supposed To Be The Next Smartphone

I’m (supposed to be) on vacation this week, but I saw an article by Peter Bright of Ars Tecnica, that got my dander up: “Op-Ed: Tablets really are the new PCs; nobody needs to buy them any more.”

Peter Bright’s …

by John Kirk   |   August 5th, 2014
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Hot Items for the Holidays: Large Phones, Notebooks and Smart TVs

Given that it’s just before back-to-school season, it may seem a bit odd to mention year-end holidays, but throughout the offices, halls and cubicles of all our favorite vendors, the holiday product and marketing plans have been underway for some …

by Bob O'Donnell   |   August 5th, 2014
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iPads At The Border

I believe (nearly) every child that comes to America seeking refuge should be welcome. I fully understand if you disagree. It is a complex issue after all. 

We are told tens of thousands of children are showing up at America’s southern …

by Brian S Hall   |   August 4th, 2014
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Raising Digital Natives

Every generation faces new challenges raising their children as society and culture changes — from the time they are kids to the time they are parents. Looking back, it seems as the past century saw more generational changes than the …

by Ben Bajarin   |   August 1st, 2014
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The cost of international growth

With Amazon in the news this past week, the idea of growth at the expense of margins came to the fore again. Amazon’s financials over the last several years look like this:

Amazon is clearly prioritizing growth at the cost of …

by Jan Dawson   |   July 30th, 2014
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The Quest to keep Tech Customers Loyal

As early as 1999, I started looking closely at the concept of customer loyalty and, more specifically, what would it take to keep me loyal to a particular OS or service.

As a heavy technology user going back to the early 1980’s, …

by Tim Bajarin   |   July 30th, 2014
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Smartphones: Life’s Remote Control

The growing use of smartphones in more and more activities has led me to realize that, in essence, they’ve become the primary tool through which we run our lives: a personal remote control. Like a remote control, they’re (generally) convenient …

by Bob O'Donnell   |   July 29th, 2014
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Thoughts On iPhone Inc

The iPhone is bigger than McDonald’s. That seems a useful demarcation for how we should view the iPhone in particular and Apple in general.

The iPhone is that once-in-a-generation product that alters daily reality for at least a century. The Model …

by Brian S Hall   |   July 28th, 2014
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Microsoft’s Business Model Ménage à Trois

Ben Thompson of Stratechery wrote yet another brilliant article on Microsoft entitled: “It’s Time To Split Up Microsoft“. Highly recommended reading. I agree with Thompson in part, and I disagree with him in part. Let’s start with the parts where …

by John Kirk   |   July 26th, 2014
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The Tech.pinions Podcast: Earnings Season for Apple, Facebook, and Amazon

This week Jan Dawson and Ben Bajarin discuss key observations and takeaways from the earnings results from Apple, Facebook, and Amazon.

Click here to subscribe in iTunes.

If you happen to use a podcast aggregator or want to add it to …

by Ben Bajarin   |   July 25th, 2014
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The Major Industry Battle Brewing Between Samsung vs Google

Over the last five years, Samsung has become a behemoth in the tech marketplace. Their smartphones dominate the tech landscape and their profits have been relatively good until recently, considering the fact they still make most of their money on hardware. …

by Tim Bajarin   |   July 25th, 2014
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Hitting for the cycle: why Apple should move its product launches

Apple’s earnings for their last financial quarter came out on Tuesday. I reviewed them here (and talked about the iPad specifically here) but wanted to address something more long term in my column on Tech.pinions this week. The issue I’d …

by Jan Dawson   |   July 24th, 2014
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The Great Tablet Segmentation

The tablet category is getting quite a bit of press lately. Apple’s iPad is a solid barometer for the category. With Apple’s latest few quarterly results showing the slowing of the growth of the tablet sector, many are left scratching …

by Ben Bajarin   |   July 23rd, 2014
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The Joy of Vintage Tech

Our general obsession with all the latest technology and gadgets is a relatively natural phenomena that reflects our interest in keeping up with what’s new. Unfortunately, it also tends to imply older technology isn’t very good, with value considered to …

by Bob O'Donnell   |   July 22nd, 2014
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Deconstructing Satya. Episode II. The Empire Strikes Back.

Last week before the news broke, I warned Microsoft employees, all of them, to “get to work on your resume.” Change was coming, major change, and that always always always begins with a bloodletting.

Indeed, as others were decrying the word …

by Brian S Hall   |   July 21st, 2014
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The Tech.pinions Podcast: Our Takes on this Week’s Tech News

This week Ben Bajarin, Jan Dawson, and John Kirk discuss the IBM+Apple partnerships, Microsoft’s predicament, Google’s earnings, and Samsung’s challenges.

Click here to subscribe in iTunes.

If you happen to use a podcast aggregator or want to add it to iTunes manually …

by Ben Bajarin   |   July 19th, 2014
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The Smartphone Is Not Merging With the PC

Behold the pot, bathtub and swimming pool. They all contain water. They are the same. ~ Horace Dediu (@asymco)

On July 9, 2014, Walt Mossberg published an article entitled: “How the PC Is Merging With the Smartphone.”

(I)n the past month, it …

by John Kirk   |   July 19th, 2014