Samsung Pay May Add Opportunity — or Confusion
Someday, sooner rather than later, we’ll be using our phones instead of credit cards for all our purchases. But the big question as the technology spreads today is are we — customers, merchants, finance companies … Continue reading
Flat Slab Finale?
The Mobile World Congress (MWC) show in Barcelona has always been somewhat of a paean to the mobile phone and, for the last several years, to smartphones. This is the trade show where the world … Continue reading
All Opportunities in Mobile are Not Created Equal
I’ve been giving a number of presentations to executive and investors groups lately and one chart I compiled is perhaps one of the most interesting. Since I’m one of few how make an effort to … Continue reading
How the Scenery Changes
I’m preparing for a presentation on Monday and am using this motion graph, which I was able to export as an animated .gif. Sorry the labels are a bit tricky to read. Thought I’d share … Continue reading
The Death of Sapphire and the Birth of “Phire”
Last fall, after Apple introduced the new iPhone 6 and 6 Plus and they did not include the much rumored sapphire screen they had been working on with GT Advanced, I started looking into why … Continue reading
The Real Problem with Lenovo’s Adware
Listeners of the Tech.pinions podcast will have heard me talk about this on last week’s episode, but I wanted to outline some thoughts about what Lenovo’s Superfish problem really says about the company. Tim had … Continue reading
Apple, Microsoft, and the Success of PCs
Maybe the disaster of Lenovo may help save the PC sales business. The world’s leading brand of PCs got into a lot of trouble when customers discovered a program called Superfish, ostensibly designed as a … Continue reading
Paying for Digital Privacy
One of the many unfortunate fallouts from the recent hacking scandals is the harsh realization that privacy in the age of the Internet is now essentially gone. Some may argue it was never there in … Continue reading
Antiquated Thinking About The Tech Industry
A few weeks ago, Ben Thompson hit the nail on the head with this tweet: When we look at commentary by so many in the industry, what Ben’s tweet highlights, and perhaps the best way … Continue reading
Lenovo Adware, Apple Car, Samsung LoopPay
Welcome to the Tech.pinions podcast. This week, Tim Bajarin, Bob O’Donnell and Jan Dawson discuss the Lenovo adware issue, the possibility of an Apple car, and the potential Samsung purchase of electronic payment firm LoopPay. … Continue reading
Entertainment and the Internet
Mark Cuban is one of the inventors of internet-based video, having gotten rich selling Broadcast.com to Yahoo in 1999. He still admits he doesn’t know that it is desirable for all the new means … Continue reading
The Evolution of CarPlay
Given the reports over the past week or so about Apple’s ambitions in the car space, I’ll share some thoughts related to a report on the connected car I’ll be publishing in the next week … Continue reading
Could There Be A Case For Apple Making A Car?
In last week’s Insider column, I wrote a piece where I said I was highly skeptical Apple is creating a car. Even though the the next day the Wall Street Journal wrote Apple had a … Continue reading
Whither Apple?
About a month back, I wrote a column called “Whither Windows 10,” where I pondered where Microsoft was going with their big new product. Little did I think that, less than a month later, I … Continue reading
The Bull Case For the PC
Late last year, I decided to debate myself to come up with an alternate scenario to my bear case for the PC. Consider it a bull case for the PC desktop or notebook form factor. It … Continue reading
The Secret To Apple’s Success Remains A Secret
On January 29, 2015, James B. Stewart of Common Sense wrote: “How, and Why, Apple Overtook Microsoft.” (All quotes are from this article unless otherwise attributed.) When Microsoft stock was at a record high in … Continue reading
Smartwatches, Cyanogen/Android, Carrier Subsidies, IOT
Welcome to the Tech.pinions podcast. This week, Bob O’Donnell, Jan Dawson and special guest Steve Wildstrom discuss the smart watch market, potential Android rifts with Cyanogen, the impact of evolving carrier subsidies for US telcos, … Continue reading
Is Splitting HP In Two A Bad Idea?
Anyone looking into the history of Silicon Valley will quickly find out it all started with Bill Hewlett and David Packard setting up shop in a Palo Alto garage and creating the first real Valley start up. I have been covering HP since … Continue reading
The End of Subsidies in the US Wireless Market
Almost a year ago, I wrote about the then-nascent move by the US wireless carriers away from smartphone subsidies. T-Mobile was the pioneer in ending subsidies and the other carriers took a while to get … Continue reading
Cyanogen, Android, and iPhone: The Future of Phones
Cyanogen Inc. is hardly one of the best known companies in the mobile phone business. It is a recent outgrowth from CyanogenMod, a not much better known developer of Google-free versions of Android for mobile devices. … Continue reading
Apple Is a Software Company
Tim Cook made the following comment yesterday at a Goldman Sachs event: You know, it’s been… we haven’t been a hardware company for… since I’ve been with Apple. And I’m not a historian, so I … Continue reading
Business Models For The Internet of Things (IoT)
In the early days of building and selling tech products, life was relatively simple. You came up with a cool idea for something you believed people or companies wanted to buy, you determined how much … Continue reading
The Android Schism
I find it helpful to view certain tech industry moments as phases. These phases have some foundation in technology and the market’s maturity cycles. The PC industry went through a number of phases leading to … Continue reading
We Shouldn’t Be Dazzled By Apple’s Multiple Disruptions
On Wednesday, February 4, 2015, Juan Pablo Vazquez Sampere, professor of business administration at IE Business School in Madrid, published an article entitled: “We Shouldn’t Be Dazzled by Apple’s Earnings Report.” Thesis Apple’s record Q1 … Continue reading
Smartphone Market Share, Twitter, ARM
Welcome to the Tech.pinions podcast. This week, Bob O’Donnell, Ben Bajarin, Jan Dawson and special guest Carolina Milanesi discuss the latest smartphone market share data from Kantar WorldPanel, Twitter’s earnings and ARM’s announcements regarding future … Continue reading
