Coming Back–But Slowly

It’s been March since it took a leave to recover from brain surgery and, for a variety of reasons, my comeback has taken a lot longer than I expected. I had surgery for succesful removal of a brain tumor, a …

by Steve Wildstrom   |   April 24th, 2014
Spool and film

Why Apple Is Not Like A Movie Studio

On April 22, 2014, Walt Mossberg wrote an article entitled: “Why Apple Is Like A Movie Studio.”

Is This The Beginning Of The End?

“Some have argued that Apple’s era of greatness is over, that with CEO Tim Cook sitting in Mr. …

by John Kirk   |   April 24th, 2014
Screen Shot 2014-04-23 at 7.55.07 PM

Analyzing Apple’s Emerging Growth, iTunes, and Explaining iPad Woes

Apple surprised with iPhones and “disappointed” with iPads. While many in the media will overreact and question Apple’s growth prospects, I find myself as optimistic as ever about Apple and its future. The foundations for a long term, healthy ecosystem …...

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by Ben Bajarin   |   April 23rd, 2014
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Apple’s hit factory

I’ve spent time over the last few months poring over technology and content company financials. I’ve been struck by the fact Apple resembles as much as anything a movie studio, with results much lumpier than most tech companies, driven by …

by Jan Dawson   |   April 23rd, 2014
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The Changing Shape of the Smartphone Market and What it Means for Samsung and Apple

When I study data and trends in every major smartphone market in the world several points stand out. The first is the dramatic rise of regional smartphone players. Most of these players are coming from Asian markets due to regional …...

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by Ben Bajarin   |   April 22nd, 2014
byod

BYOD: Still a Work in Progress

The concept of Bring Your Own Device (BYOD), where individuals purchase and bring device(s) of their choosing into the workplace and use them alongside or in place of company purchased assets, has been around long enough it’s easy to think …

by Bob O'Donnell   |   April 22nd, 2014
iphone-steve-jobs

Shazam! Why iPhone Integration With Shazam Really Is A Big Deal.

I believe most analysts, including those that monitor Apple’s every move, are seriously underestimating the ramifications of Apple baking Shazam’s music identification service into iOS 8.  This is not merely about increasing song downloads. Rather, this move marks Apple’s determined …

by Brian S Hall   |   April 21st, 2014
article_img

ARM-ing the Enterprise

The ARM ecosystem is the king of mobility, with the vast majority of smartphones and most tablets being powered by ARM based devices. While enterprises are often adopting ARM powered devices through BYOD, vendors creating solutions to meet enterprise challenges …

by Jack Gold   |   April 18th, 2014
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AMD: Back in the Groove

Looking back 18 months or so, things were not good for chip stalwart AMD. Despite having a solid new leadership team that was just starting to hit its stride, the company was facing some difficult times as the PC market—the …...

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by Bob O'Donnell   |   April 18th, 2014
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ortizobama1

Does Samsung need Adult Supervision in the US?

Not long after Eric Schmidt became CEO of Google, people around Google started saying with Schmidt in charge, Google now had adult supervision. At the time, the two Google founders, Larry Page and Sergey Brin, were barely out of college …...

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by Tim Bajarin   |   April 18th, 2014
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Digital marketing and social network concept.

Tempering expectations for ad-based Chinese tech firms

As major US based tech firms such as Google, Facebook and Twitter have all held IPOs, attention has begun to shift to a cadre of Chinese web properties looking to go public. Yahoo’s earnings, reported this week, were entirely overshadowed …

by Jan Dawson   |   April 18th, 2014
Success way

Say Hello To Microsoft 2.0

Last week I said goodbye to Microsoft. This week I say hello to Microsoft 2.0. But before we look at where I think Microsoft is headed, let’s take a quick look at where they’re coming from.

The further back you look, …

by John Kirk   |   April 17th, 2014
tim-cook-congress.jpg.pagespeed.ce.YK2MLIyME5

Peering Inside The Apple Rumors Prism

Steve Jobs fully understood the value in surprise, the wonder of magic, and the awe a beautiful, functional, highly personal computing device can evoke when unwrapped for the very first time. Rumors, particularly a stream of unceasing rumors of all …...

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by Brian S Hall   |   April 16th, 2014
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Tech History is Being Made Not Repeated

I’m not going to try to convince you that, in the case of the tech industry, history does not repeat itself. In some cases, it does and it will. Rather, I’m going to tell you why any claim, or any …

by Ben Bajarin   |   April 15th, 2014
myths_facts-330x270[1]

The Mobility Myth

The near constant discussion of mobility and various types of mobile computing can easily give people the impression nobody cares about or uses anything but tablets, smartphones and notebooks. In reality however, that viewpoint couldn’t be further from the truth, …

by Bob O'Donnell   |   April 15th, 2014
gotta crack some eggs

VCs On The Wrong Side In The Smartphone Wars

Think of how much better your life is now you have an iPhone or one of its many virtuous progeny…iPad, Android, apps, mobile-optimized games, content and services. Do you want to go back to before smartphones, before tablets? Unlikely. Yet many …

by Brian S Hall   |   April 14th, 2014
TPcharts

Chart: How’s the iPhone Doing in China?

About a month ago, I went into detail on Apple’s presence in China. Since then I have been tracking and plotting the iPhone’s presence on Umeng’s app and device usage analytics network since 2012. If you recall Umeng’s latest report, …...

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by Ben Bajarin   |   April 11th, 2014
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What Mobile Can Learn from the PC Industry

The PC industries doldrums continue yet many seem to be scratching their head as to why. The common answer is to blame tablets. While there is truth to that statement, some important context is still missing from this puzzle. What …

by Ben Bajarin   |   April 11th, 2014
shutterstock_145182790

TV challenges and opportunities

I spent a couple of days this week at the National Association of Broadcasters show in Vegas. I was there to gather material for a report I’m writing on the future of TV and video services and had lots of …

by Jan Dawson   |   April 11th, 2014
Remote home control

Home Automation: At the Intersection of HD DVD and Blu Ray

The title to this piece was paraphrased from a recent episode of the Mac Power Users podcast in which special guest Merlin Mann, as well as hosts David Sparks and Katie Floyd, discussed how they’d incorporated home automation products into …

by Harry C. Marks   |   April 10th, 2014
Bye

Say Goodbye To Microsoft

In the beginning, Microsoft’s business model was simple. They made the Windows operating system and licensed it to manufacturers, who then put it on their various computing machines. In the mid-nineties, Windows gained critical mass with businesses which, in turn, …

by John Kirk   |   April 10th, 2014
Devices with "BYOD"

BYOD Dilemma: Devices vs. Data

Though we’ve started to see a small bit of retrenchment from the most extreme examples, it’s clear the BYOD (Bring Your Own Device) phenomenon in the workplace is here to stay. Younger and older workers alike have become accustomed to …

by Bob O'Donnell   |   April 9th, 2014
Qualcomm-Snapdragon

Qualcomm’s Evolving Story

When most people think of Qualcomm, they tend to think of modems and cellular radio technology. After all, that is how the company began and it still forms a large part of their approximately $25 billion in fiscal 2013 revenues. But …...

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by Bob O'Donnell   |   April 8th, 2014
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24_44

Apple Is The Disney World Of Tech

On Twitter, Ben Bajarin, and others, recently argued that the value in tech tends to inevitably shift from software to hardware and, finally, to services. Hardware to software to services. Apple is in a unique position to capture content. ~ Ben …...

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by John Kirk   |   April 8th, 2014
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A New Way to Think About Apple’s Hardware Business

I have been thinking quite a bit about Apple’s hardware business. As many readers know, I believe Apple is equally a hardware and software company. I also believe they will naturally evolve into a services company wherein they will become …...

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by Ben Bajarin   |   April 8th, 2014