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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

Ben Bajarin / February 28th, 2015
glass

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

Tim Bajarin / February 27th, 2015
Pop up concept.

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

Jan Dawson / February 26th, 2015
Microsoft Signature

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

Steve Wildstrom / February 25th, 2015
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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

Bob O'Donnell / February 24th, 2015
Vintage telephone

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

Ben Bajarin / February 23rd, 2015
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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

Bob O'Donnell / February 21st, 2015
Mark Cuban

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

Steve Wildstrom / February 20th, 2015
iOS-in-the-Car-1

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

Jan Dawson / February 19th, 2015
robots in a car factory

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

Tim Bajarin / February 17th, 2015
apple-icar-m1

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

Bob O'Donnell / February 17th, 2015
modern laptop

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

Ben Bajarin / February 16th, 2015
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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

John Kirk / February 15th, 2015
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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

Bob O'Donnell / February 14th, 2015
Tearing American Dollar

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

Tim Bajarin / February 13th, 2015
Golden Icon of Money in the Hand on Black Compass.

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

Jan Dawson / February 12th, 2015
Cyanogen logo

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

Steve Wildstrom / February 11th, 2015
os_x_yosemite_roundup

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

Ben Bajarin / February 10th, 2015
IoT

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

Bob O'Donnell / February 10th, 2015
Screen Shot 2015-02-07 at 11.58.55 AM

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

Ben Bajarin / February 9th, 2015
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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

John Kirk / February 8th, 2015
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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

Bob O'Donnell / February 7th, 2015
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Why I am Bullish about Microsoft’s future

The first time I visited Microsoft, they were in their new red brick offices in Bellevue, Washington and they had less than 50 people. You could walk down the halls and see Gates plugging away … Continue reading

Tim Bajarin / February 6th, 2015
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What Microsoft’s Productivity Acquisitions Really Mean

There were reports on Wednesday that Microsoft had acquired the maker of the Sunrise calendar apps for iOS, Android, Mac and the web for over $100 million. This follows Microsoft’s acquisition of email app Accompli … Continue reading

Jan Dawson / February 5th, 2015
Satellite dish

DISH Moves In

DISH Network is a company that has not gotten a lot of attention in the internet business. After all, it mainly exists as a cable TV competitor, suppling service to about 14 million customers through … Continue reading

Steve Wildstrom / February 4th, 2015