Attention Tech.pinions Insiders: We Have Some New Features

As we continue to evolve our Industry Insider analysis service, we continue to get good ideas. Insiders has grown already much faster and much larger than I could have expected from when we launched the service. Thanks to everyone who has signed up and given us great feedback. Given the rather diverse audience of our … Continue reading Attention Tech.pinions Insiders: We Have Some New Features

Introducing Tech.pinions Insiders

A few weeks ago we invited readers to give Tech.pinions Insiders a preview. We got great feedback and we were excited by the level of interest in this service. We are now officially launching our Insider subscription service to the public. Our goal is to have our readers be our customers and provide them with … Continue reading Introducing Tech.pinions Insiders

Welcome to insiders

Welcome to Tech.pinions Insiders and thank you very much for signing up. We, the Tech.pinions team, believe that Tech.pinions insiders can break new ground as a real-time magazine for those passionate about the technology industry. We are planning quite a lot of exclusive columns, analysis, features, reports, and audio / video features for our members. … Continue reading Welcome to insiders

Why Apple Should Extend an Arm to Intel

Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company, … Continue reading Why Apple Should Extend an Arm to Intel

Covid-19’s Impact on Tech Will Last Well Into 2021

This week, Google announced formal plans to keep employees working remotely through to Summer 2021 in the coronavirus’s persistent presence globally. The decision will impact more than 200,000 full time and contract workers and has made Google one of the first technology firms to extend remote work privileges through much of next year. While Twitter … Continue reading Covid-19’s Impact on Tech Will Last Well Into 2021

Roku’s Challenge, Streaming TV Platform Wars

Embedded toward the end of this article on TCL, is an interesting nugget about Roku. The whole article is about TCL, which remains one of the fastest-growing TV brands and is truly operating on a low-end disruption strategy in a way Vizio could not execute on. Part of this reason is TCL is a much … Continue reading Roku’s Challenge, Streaming TV Platform Wars

The Mini-Short Video Revolution-Fad or Growth Opportunity?

About 18 months ago, I was told by Hollywood insiders I know that Jeffrey Katzenberg was working on a concept where he would develop high-quality stories in short bites. What was described to me was short novella’s that focused on delivering them on smartphones. AT CES this year, Katzenberg and his partner in this venture, … Continue reading The Mini-Short Video Revolution-Fad or Growth Opportunity?

AirPod’s Pro Impressions, Apple’s Advantage, Apple Earnings Key Points

AirPod’s Pro Impressions Apple has another hit on its hands with AirPods. Reviews are coming out overwhelmingly positive, and I wanted to share a few first impressions having used them for a day now, but also dive into a few technical details I learned that I think are worth highlighting. Impressions. AirPod’s Pro two newest … Continue reading AirPod’s Pro Impressions, Apple’s Advantage, Apple Earnings Key Points

How the Microchips Act Could Impact Tech Companies and the Supply Chain

Last October, after a long investigation by various government agencies, it was reported that a “rogue chip” was found on SuperMicro motherboards, used by hundreds of vendors, whose main goal was to intercept information at the processor level. It would allow an outsider to gain access to communications and data that would pass through these … Continue reading How the Microchips Act Could Impact Tech Companies and the Supply Chain

China’s 100 Year Economic Plan and Goal for AI Dominance

Some years ago, when I was overseeing a major customer conference for a client, I had the chance to do a fireside chat with Masayoshi Son, Founder, and CEO of Softbank. He had just purchased Comdex and was beginning to look closer at US companies to expand his business reach. One of the things he … Continue reading China’s 100 Year Economic Plan and Goal for AI Dominance

NVIDIA Deepens Lead in AI and Autonomy

There are some semiconductor companies that I feel are more susceptible to disruption. NVIDIA isn’t one of them. There are numerous reasons why I say this, but the main one is focus and R&D. NVIDIA has been the use case I use when talking with the industry when I give a counterexample to first party … Continue reading NVIDIA Deepens Lead in AI and Autonomy

Industry Shaping Trends That Emerged from CES

CES generally takes a beating from the pundits as they see it as a place where lots of technology is exhibited that often never sees the light of day. CES is, undoubtedly, an exhibition of engineering and there is a reason companies display feats of engineering that may never see the light of day. Sometimes … Continue reading Industry Shaping Trends That Emerged from CES

Verizon Campaigns Confusion with 5G Internet Service

This week Verizon became the first company to deploy a 5G service for consumers. Rolling out in Houston, Indianapolis, Los Angeles, and Sacramento, it is called Verizon 5G Home and promised to bring speeds “up to 1 Gbps” for internet access over cellular wireless technology. Service should “run reliably” at around 300 Mbps, peaking at … Continue reading Verizon Campaigns Confusion with 5G Internet Service

5G Complexity to Test Standards

As exciting as the forthcoming world of 5G connectivity will be, it’s fraught with incredible complexity as well. Many technology pieces must come together in a seamless manner for us to enjoy the kind of speed, reliability, and responsiveness that the telecom industry has promised. The required pieces include everything from beam-forming antennas for efficiently … Continue reading 5G Complexity to Test Standards

Intel’s Moment of Truth

News broke this morning that Intel’s CEO Brian Krzanich was forced out after the board discovered that he violated the company’s non-fraternization policy with another employee. While this seems like an odd way for him to go, it is a welcomed move by many employees, investors, and Intel watchers. Over the past year, I’ve turned … Continue reading Intel’s Moment of Truth

My Researched Predictions for 2018

I’ve been writing a tech predictions column for over 30 years now. I study our research and look for trends and information that give me hints of what I believe might be the hot topics, trends or issues that will impact the tech industry in the coming year. Here are what I believe will be … Continue reading My Researched Predictions for 2018

News You might have missed: Friday, October 20th, 2017

Windows Fall Creator Update Windows 10 Fall Creators Update includes a number of new features, including a replacement for OneDrive Placeholders, support for Windows Mixed Reality, the ability to have a better workflow between Windows 10 PCs and iPhones and Android phones and an improved Photos app experience. For enterprise users, the added security features … Continue reading News You might have missed: Friday, October 20th, 2017

News You might have missed: Week of September 29th, 2017

Samsung Mixed Reality Headset Samsung is said to be the latest vendor to release a Mixed Reality headset supporting Windows 10. Earlier in the year, at Microsoft Build, we had seen units from Acer, Asus, HP, Dell and Lenovo all bringing to market headsets between $299 and $450 depending on whether the Windows Controllers are … Continue reading News You might have missed: Week of September 29th, 2017

What New Features would Most benefit iPhone Users

With the huge amount of interest in the new iPhones, rumors are rampant about their features. We’ve heard from industry and stock analysts, tech bloggers and other followers of Apple, reporting on rumors from insiders at the manufacturing plants, accessory companies, and component suppliers. The interest is well-founded. It’s been three years with no significant … Continue reading What New Features would Most benefit iPhone Users

Unpacking This Week’s News – Friday March 31st, 2017

Microsoft Announces Windows 10 Creators Update Release Date – by Bob O’Donnell The latest version of Windows 10—the Creators Update—will be officially released on April 11, according to a Microsoft announcement this week. Apparently, Windows Insiders can start to get early builds now and you’ll be able to manually download the update as of April … Continue reading Unpacking This Week’s News – Friday March 31st, 2017

What Samsung Needs to Show Us with the Galaxy S8

On Wednesday of this week, Samsung will unveil the Galaxy S8, its latest flagship smartphone, at an event in New York. Along with a couple of other members of the Tech.pinions team, I’ll be at the event and I’ve been asked quite often by reporters over the last few days what Samsung needs to do … Continue reading What Samsung Needs to Show Us with the Galaxy S8

The Big Six in Q4 2016

Every quarter, I do a comparison of the financial and operating results of the “big six” consumer technology companies – Alphabet, Amazon, Apple, Facebook, Microsoft, and Samsung – for my clients as part of the Jackdaw Research Quarterly Decks Service. And every quarter, I break down some of the highlights for Insiders too – here’s … Continue reading The Big Six in Q4 2016

Privacy and Security Deeper Dive: Apple, Facebook, Google

Yesterday, Ben shared some findings from the recent Tech.pinions/Creative Strategies survey on privacy and security. Today, I’m going to share with Insiders more details from that survey based on three questions we asked about specific companies — Apple, Facebook, and Google. Those companies were in the rankings Ben shared yesterday, with Apple on top for … Continue reading Privacy and Security Deeper Dive: Apple, Facebook, Google

Where Alphabet’s Growth came from in Q4 2016

Alphabet reported its financial results for Q4 2016 last week and posted very healthy year on year growth of 22%, its strongest growth since 2013, and far higher than its average growth from 2014-2015 of 12%. For Insiders today, I thought I’d dive a little into where that growth actually came from, with a view … Continue reading Where Alphabet’s Growth came from in Q4 2016

Touchscreen or No Touchscreen, That is the Question!

A lot has already been written about Apple’s Touch Bar for the MacBook Pro and how Apple should have just gone all in and actually added a touchscreen. I hinted on the day of the event that the Touch Bar could actually end up being more impactful than a touch screen and I would like … Continue reading Touchscreen or No Touchscreen, That is the Question!