Archive for February, 2012


Why Smart Phones Won’t Take Down The PS Vita

The question that was raised at the initial announcement of the PS Vita was whether or not a dedicated mobile gaming unit could survive in a world where casual mobile games on smart phones exist. The answer is of …

by Ben Bajarin   |   February 29th, 2012
iPad event invitation

The iPad 3′s Impact on the Industry

Apple finally made it official yesterday: The third-generation iPad will be unveiled at an event in San Francisco on  March 7. (Score one for The Loop’s Jim Dalrymple, who departed from the conventional wisdom and predicted an announcement on Wednesday, …

by Steve Wildstrom   |   February 29th, 2012

OS Licensing and Firewalls: That’s Not the Point

Michael Mace, who knows whereof he speaks from the days when Palm was licensing its OS, describes the challenges facing Google/Motorola in this Mobile Opportunity post.

by Steve Wildstrom   |   February 28th, 2012

MWC 2012: Clear Android Differentiation and Other Trends

I suspect that each MWC will be better than the last. This show, I believe, is quickly becoming the leading industry conference for mobile smart device technologies. Therefore, Mobile World Congress will be one of the …

by Ben Bajarin   |   February 27th, 2012

Why Google Must Commit To Hardware

With the Nexus One and their recent purchase of Motorola, Google has more then signaled that they will soon be in the hardware business in a big way. And the recent rumors that they are building a 120,000 square foot …

by Tim Bajarin   |   February 27th, 2012

NVIDIA’S Tegra 3 Leading the Way for Smartphone Modularity

I have been an advocate of modularity before it became popular to do so. The theory seems straight-forward to me, in that if the capabilities of a smartphone were outpacing the usage model drivers of a rich client PC, then …

by Patrick Moorhead   |   February 27th, 2012
logistic curve graph

The Logistic Principle, Not the Law of Large Numbers, Will Slow Apple’s Growth

I cringe whenever I see a reference to the “law of large numbers,” knowing that it is almost certain to be incorrect. Blogger Dr. Drang has already done an  excellent takedown of the New York Times‘ James B. Stewart for a silly …

by Steve Wildstrom   |   February 25th, 2012

PlayBook 2.0: Is This the Best RIM Can Do?

UPDATE: On about the 10th try, I finally got both the personal hosted and corporate Exchange accounts working. I have no idea why the setup failed repeatedly and an identically setup eventually worked. I’m hoping for some explanation from RIM.

by Steve Wildstrom   |   February 24th, 2012

You Can Never Have Enough Tablets

One of the things my firm focuses on is spotting trends within the technology industry. As a part of our constant search for trends we employ a concept we call “live the future now.” What this means, is that we …

by Ben Bajarin   |   February 23rd, 2012
Hulu screenshot

OnLive Desktop Launches Super-fast Browsing for the iPad

One of the most interesting announcements at CES in January, OnLive Desktop, largely got lost in the noise of the annual gadget-fest in the desert. But this brainchild of online games wizard Steve Perlman is moving forward with an enhancement …

by Steve Wildstrom   |   February 22nd, 2012
Office logo

Microsoft Office: Way Too Early for Obituaries


In recent days, it has become popular to herald the impending death of Microsoft Office and the doom of Microsoft itself as its cash cow heads for the slaughterhouse.

In a series of tweets, Duke business professor Vivek Wadhwa argued that …

by Steve Wildstrom   |   February 22nd, 2012
Intel reference design

The Case for Intel’s Future Smartphone Success

In my many weekly conversations with industry insiders we discuss Intel’s chances in mobility markets, specifically smartphones. Few people are betting against Qualcomm and for very good reason in that they are entrenched at handset vendors …

by Patrick Moorhead   |   February 21st, 2012

The New Microsoft and Apple OS Wars–Game On

After years of lagging behind Apple in terms of innovating around their user interfaces on both their smartphones and Windows, Microsoft finally took a big step towards competing with Apple head on last year with the introduction of their new …

by Tim Bajarin   |   February 20th, 2012
Screen Shot 2012-02-17 at 7.14.17 AM

Mountain Lion’s Gatekeeper Is Not a Slippery Slope

Apple’s announcement of Gatekeeper, an anti-malware component of the new version of OS X, has set off the predictable horrified reactions among tech bloggers. Many are warning that this is a step in Apple’s plot to turn the Mac into …

by Steve Wildstrom   |   February 17th, 2012

Don’t Miss OS X Mountain Lion’s Potential in China

Many in the media who got an early preview of Apple’s new Mac OS Mountain Lion are notably excited about a range of features. I point out a few of them in my article sharing my experience with …

by Ben Bajarin   |   February 16th, 2012
Mountain Lion

Mountain Lion Gets Serious About OS X App Security

Apple’s attitude towards OS X security has always been a bit equivocal. On a technical level, it has done a good job. OS X out of the box is reasonably secure and Apple keeps it that way with regular, usually …

by Steve Wildstrom   |   February 16th, 2012
Mountain Lion

My Experience With The OS X Mountain Lion Developer Preview

Apple is on pace to bring a new OS X release on an annual cadence. They released today the first bit of information as a developer preview for their latest OS X release called Mountain Lion.

The big story around Mountain …

by Ben Bajarin   |   February 16th, 2012
Lightsquared logo

LightSquared, Spectrum, and the Dilemma of Competition

LightSquared, the company that wanted to turn satellite communications spectrum into a wholesale land-based wireless broadband network has hit the end of the regulatory road. The National Telecommunications & Information Agency is convinced that Lightsquared’s technology cannot avoid interfering with …

by Steve Wildstrom   |   February 15th, 2012
Screen Shot 2012-02-15 at 8.23.32 AM

Motorola Droid Razr Maxx Commercial–Best Droid Marketing Yet

When I met with Motorola at CES and they showed me the Droid Maxx I suspected they were on to something. What is interesting to me as an analyst about this device is that it is not just …

by Ben Bajarin   |   February 15th, 2012

Apple Rumors: Separating the Probable from the Impossible

Drawing from Apple fuel cell patent application.

It’s silly season again in Apple-land. As usual the company is holding off on an announcement of its next announcement until the last-minute, but there’s a general consensus in the tech world that …

by Steve Wildstrom   |   February 15th, 2012

Google Officially Owns Motorola–Now What?

US Regulatory agencies along with the European Union approved Google’s acquisition of Motorola today. This acquisition, although initially positioned for Motorola’s patents, could very well cause quite a bit of change in the mobile landscape.

I …

by Ben Bajarin   |   February 14th, 2012
ipad apple shot

Future iPads Will Cannibalize TVs

As ZDNet’s Adrian Kingsley-Hughes points out, we know absolutely “nothing” about the iPad 3 right now.  While pontificating about future Apple products is a lot of fun, drives many page views and makes web site editors very happy, it’s  just a …

by Patrick Moorhead   |   February 14th, 2012
BlackBerry 850 photo (Research In Motion)

Did Engineering Blind RIM to iPhone’s Assault?

BlackBerry 850

Research In Motion board member Roger Martin offered the Globe and Mail a passionate, though rather odd, defense of of RIM’s actions in the long decline that led up to the departure of co-CEOs Mike Lazaridis and Jim …

by Steve Wildstrom   |   February 13th, 2012
Photo of Best Buy sotre

Best Buy: With Lots of Unbiased Advice

Best Buy has been running a commercial for the past few weeks where they are positioning themselves as THE place to buy a mobile phone. The commercial was very well done.

The commercial included many who invented …

by Ben Bajarin   |   February 13th, 2012

Why Amazon Will Create Brick and Mortar Retail Stores

Over the years, in my various discussions with Steve Jobs about Apple and their products, there was one theme that always came out when we discussed any of his product designs; they had to be easy to use. In …

by Tim Bajarin   |   February 13th, 2012