Microsoft: Point and Counter-Point

On April 10, I wrote: Say Goodbye To Microsoft. On April 17, I wrote Say Hello To Microsoft 2.0. The two articles, when taken as a whole, argued that: 1. In the beginning, Microsoft’s business … Continue reading

John Kirk / May 1st, 2014
american flag on the iPhone

Nokia Has Fallen. America Wins The Smartphone Wars.

Nokia has fallen. Not even the name will remain. America’s victory in the smartphone wars is complete — for now. Last week’s news from the front lines of the smartphone wars illuminates the scope of America’s … Continue reading

Brian S Hall / April 30th, 2014
What happened hand writing on white marker

The iPad’s Curse

There have been many good articles on the iPad lately. iPads and Tablet Growth – Benedict Evans Don’t Give up on the iPad – Ben Thompson The Astonishing, Disappointing iPad – MG Siegler However, I … Continue reading

Ben Bajarin / April 28th, 2014

The Tech.pinions Podcast: Post Apple Earnings Observations

We are getting the Tech.pinions Podcast going again. Look for the Tech.pinions podcast on Saturdays. Ben Bajarin, Bob O’Donnell, and Tim Bajarin get together to share thoughts on Apple’s earnings, what it means in the … Continue reading

Ben Bajarin / April 25th, 2014
Business associates shaking hands in office

How Apple Could Continue to Own the Enterprise Tablet Market

When Steve Jobs announced the original iPad, he emphasized its role as a consumption device. In fact, he purposely stayed away from even suggesting it could be used for productivity. However, he hedged his bet … Continue reading

Tim Bajarin / April 25th, 2014
back soon (1)

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 … Continue reading

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 … Continue reading

John Kirk / April 24th, 2014

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 … Continue reading

Jan Dawson / April 23rd, 2014

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 … Continue reading

Bob O'Donnell / April 22nd, 2014

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, … Continue reading

Brian S Hall / April 21st, 2014

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 … Continue reading

Jack Gold / April 18th, 2014
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 … Continue reading

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 … Continue reading

John Kirk / April 17th, 2014
Watercolor vintage books  illustration

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 … Continue reading

Ben Bajarin / April 15th, 2014

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 … Continue reading

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, … Continue reading

Brian S Hall / April 14th, 2014

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 … Continue reading

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 … Continue reading

Harry C. Marks / April 10th, 2014

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 … Continue reading

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 … Continue reading

Bob O'Donnell / April 9th, 2014

Samsung Galaxy S5 and Gear Fit: Better Together

For the past week I have been using the Samsung’s Galaxy S5 and the Gear Fit health and fitness wearable. Both the Samsung GS5 and the Gear Fit highlight some of the ways Samsung is … Continue reading

Ben Bajarin / April 7th, 2014

Panic Inside Apple and Cheers for Satya

The blogosphere has suddenly discovered the incredible array of products, tools and services Microsoft has long possessed. Better late than never, I suppose. Fact is, their realization of the obvious is in large part due … Continue reading

Brian S Hall / April 7th, 2014
tell your story

The Danger of Narratives in Tech

Gerald Ford was clumsy, Jimmy Carter was out of touch, Mitt Romney was a flip-flopper. All these characterizations (and many more) were the result of what have been called political “narratives” – stories the media … Continue reading

Jan Dawson / April 4th, 2014
The Only Constant in Life is Change

Mobile Changed Everything

When I first started doing industry analysis in 2000, my focus was heavily on mobile computing. Our firm has a legacy of PC industry analysis and, at the time I joined, we were embarking on … Continue reading

Ben Bajarin / April 2nd, 2014

A Wearables Forecast

Analyzing and discussing a product category from afar is always a fun exercise, but for me, the pedal doesn’t really hit the metal until I put together a market forecast. As an industry analyst, building … Continue reading

Bob O'Donnell / April 1st, 2014