In one of the worst kept secrets out there over the last few weeks, Dell announced this morning that it will go private in a deal with Silver Lake Partners, Microsoft, Michael Dell’s investment company, and Michael Dell himself. The question is, is this better or worse for Dell? Based on the way Wall Street … Continue reading A Private Dell is a Stronger Dell
When it comes to understanding the stock market, I acknowledge I am no expert. I am not a financial analyst and my research is not directed at those making stock bets. Yet if I was to put myself in the shoes of a financial analyst or someone looking to make long term bets on tech … Continue reading What Tech Company is Healthier Than Apple?
Near the end the dot-com bubble, smart investors finally realized that a major problem with tech stock pricing was that dozens of companies were priced to perfection: Their stock prices were so high relative to the underlying financials that only a perfect performance could justify the share price for any length of time. Very few … Continue reading Apple and Imperfection
I wanted to share some of my thoughts regarding RIM prior to them having their press event next week. I know there are many who have the opinion that RIM has been circling the drain for some time now and have counted out any rebound chances the company has. While I agree that the hills … Continue reading Why RIM Is Not Dead Yet
I didn’t expect much in the way of OS, phone, or tablet announcements at CES this year, if only because all the key platform drivers stayed home. Apple never attends trade shows, preferring to host its own events. Amazon follows Apple’s lead. Google takes over Mobile World Congress each year, but does not attend CES. … Continue reading CES 2013: Plenty of Innovation – You Just Needed to Know Where to Look
Prediction is very difficult, especially about the future. ~ Niels Bohr, Danish physicist (1885 – 1962) Trend #1: Two Seperate And Incompatible Types Of User Interfaces Personal computing will be divided into two types of user interfaces: 1) Touch; and 2) Pixel-specific (surface-required) Touch will require the use of only a finger for user input … Continue reading 4 Technology Trends, 5 Technology Predictions
Last week, I talked about the importance for us industry observers, analysts, media, etc., to have a more informed discussion when it comes to Android. I think it is important when we analyze, from an industry and market viewpoint, that we do so with a holistic viewpoint. My key point in last weeks column was … Continue reading Android, China, and the Wild Wild West
I got into computers because I was fascinated by a friend’s programming manual. It was at the University of Michigan, probably in early 1966, when I had my first look at The MAD Manual, a beguiling guide to the Michigan Algorithm Decoder that borrowed from both Mad magazine and Alice in Wonderland. I was hooked, got a student account, … Continue reading How I Met My Computer: Technologies That Changed My Life
There’s been plenty of debate in these pages and their comments about who is winning and who is losing in the battles between Apple’s iOS and Google’s Android. Asymco’s Harace Dediu takes a close look at Thanksgiving weekend data from the IBM Digital Analytics Benchmark and reaches a surprising conclusion: Despite the sharp growth in Android … Continue reading The Curious Gap Between Android Market Share and Usage
Tightwads, Value Buyers and Spendthrifts Oscar Wilde once said that cynics know the price of everything and the value of nothing. Similarly, tech pundits are often obsessed with price to the detriment of value. Despite all evidence to the contrary, pundits think that price is the number one consideration of consumers. In fact, some pundits … Continue reading It’s Going To Be A Very Apple-y Holiday Quarter
A Pyrrhic victory (/ˈpɪrɪk/) is a victory with such a devastating cost that it carries the implication that another such victory will ultimately lead to defeat. The phrase “Pyrrhic Victory” is named after King Pyrrhus of Epirus, whose army suffered irreplaceable casualties in defeating the Romans at Heraclea in 280 BC and Asculum in 279 … Continue reading Why Android Is Winning The Battles But Google Is Losing The War: Part 5
A Pyrrhic victory (/ˈpɪrɪk/) is a victory with such a devastating cost that it carries the implication that another such victory will ultimately lead to defeat. The phrase “Pyrrhic Victory” is named after King Pyrrhus of Epirus, whose army suffered irreplaceable casualties in defeating the Romans at Heraclea in 280 BC and Asculum in 279 … Continue reading Why Android Is Winning The Battles But Google Is Losing The War: Part 2
I have wanted to write about the growing importance of big data and analytics for a while, but this is a tech site and I did not want to get it embroiled in the political tempests. But now that the votes have been counted, we have a stunning demonstration of the power of data, as … Continue reading Tech Could Learn from the Election: Big Data Rules
Let me start this column out with some context on Windows 8. My mind has changed to a degree about Windows 8 and in particular touch based notebooks and UltraBooks. Several of the Windows 8 PCs I have been using are pure notebook form factors with solid touch-screens. I was never as negative on the … Continue reading When is a Tablet not a Tablet? When It’s a Surface
[dc]I[/dc]n the coming weeks I will do something for experimental purposes that I have not done for over 10 years. I will be immersing myself in the Windows 8 ecosystem entirely. I converted from the Windows ecosystem to the Apple ecosystem in 2002 and I have never been happier. Apple products work the best for … Continue reading The Windows 8 Ecosystem, For Experimental Purposes
Today’s Apple event was perhaps one of the more interesting to me for a variety of reasons. Apple made a number of announcements that in my opinion give them a strong lineup for this holiday season. Apple has made advances in almost every one of their products in just the last few months. But all … Continue reading iPad Mini: The iPad in the Palm of Your Hand
A few days ago, a teacher posted a copyright Pearson Education personality inventory on a blog at Edublogs.org. Pearson served a Digital Millennium Copyright Act notice, which set off a series of events that led to nearly 1.5 million student and teacher blogs going temporarily dark after Edublogs’ hosting service took its servers offline. (You … Continue reading It’s Time To Fix DMCA Takedowns
In my last Apple Maps column I discussed why Apple would have delivered a suboptimal maps experience. This analysis was really a short term view of why they would do this, and the answer was Wall Street. Net-net, Apple would have felt the Wall Street wrath more than they are already feeling post-iPhone 5 launch … Continue reading Why Maps are “Really” Important to Apple
You may have caught my title and asked “aren’t Netbooks dead? Why are you bringing them up?” That is an excellent question and while Netbooks are mostly dead (they are finding a role in emerging markets) they taught us something very interesting that sheds light on the tablet phenomenon. Since our firm tracks the computing … Continue reading Netbooks, Tablets, and Good Enough Computing
Microsoft product manager Petr Bobek has confirmed that (Microsoft) is planning to release native iOS and Android versions of Office 2013 next year. Speaking at a press event in the Czech Republic earlier today, Bobek told Czech site IHNED that native apps will be made available from March 2013. ~ via The Verge — Office … Continue reading Office for iOS and Android Embodies Microsoft’s Strategic Failings [Updated]
RECAP We’re looking at the tablet business models of Apple, Amazon, Google, Samsung and Microsoft. Today we focus on Windows 8 and the Microsoft Surface. 5.0 Windows 8 And The Microsoft Surface 5.1 WHERE DOES WINDOWS 8 AND THE MICROSOFT SURFACE MAKE ITS MONEY? When introducing the new Amazon tablets, Jeff Bezos said: “We want … Continue reading Battle Of The Tablet Business Models: Windows 8 And The Microsoft Surface
On Oct. 3, Hewlett-Packard CEO Meg Whitman will give analysts her strategy for restoring the battered tech giant. A close look at the company’s financials and its business suggests that it has the strengths to stay around for a long time. But years of boardroom drama have taken a heavy toll that make it … Continue reading HP’s Future: Apple, IBM–or Dell?
Two weeks ago, the industry was abuzz with discussion about Meg Whitman’s Fox Business interview on September 13. There, she said HP must ultimately offer a smartphones. This set off a chain of new stories, some aghast that HP would be considering something like this given HP’s last foray in phones. Most of the ire … Continue reading Of Course HP Will Enter the Smartphone Market Again
Since June I have been using the Galaxy Nexus 4.65 inch screen smart phone. Upon switching to that device from the iPhone 4S, I was instantly taken by the screen size. It was clear that gaining just over an inch or so in display size yielded a compelling experience. In fact, the screen size was … Continue reading Apple’s 4-Inch iPhone 5 vs. Android 4-Inch Plus Devices
Having used every version of iOS and Android since inception, I am always very excited to jump on the latest and greatest smartphone operating system. You see, operating systems say as much about a company and about the future as it says about what’s important now. While this isn’t a deep analysis on OS mind … Continue reading My Favorite Things About iOS 6
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