Big Tablets and The Shift in Mobile Computing

I believe 2014 could be a big year for bigger tablets. The bulk of the tablets sold over the past few years have been tablets in the 7-8″ range. By our estimates the install base of tablets 9″ or larger is only 33%. Which highlights the point that most tablet sales over the past few … Continue reading Big Tablets and The Shift in Mobile Computing

My Blueprint for the Future of Microsoft

As an analyst I have covered Microsoft close up and personal since 1981. When I first went to visit Microsoft in 1982 they were in their red brick buildings in Bellevue, WA and had less than 100 employees if my memory serves me right. I remember being able to walk down the halls and see … Continue reading My Blueprint for the Future of Microsoft

The Future of Microsoft, Apple, and Google

It seems today like the dominant players in computing, social media, infrastructure, services, and many other big industry segments is settled. It is easy to look at the current environment and say Google and Apple have both won. Both have large thriving ecosystems in the hottest segments of technology. Yet as Benedict Evans and I … Continue reading The Future of Microsoft, Apple, and Google

The Death Of iPhone. The Death Of Android. The Rebirth Of Facebook.

Well, that was a heckuva week. Google sells Motorola for billions less than they paid for it. Apple sells millions fewer iPhones than nearly everyone expected, then directs guidance lower. Facebook becomes a mobile first company, for real this time. Amazon investors prove they don’t quite have unlimited patience. Yahoo remains last decade’s news. Microsoft … Continue reading The Death Of iPhone. The Death Of Android. The Rebirth Of Facebook.

Lenovo’s Goal of Tech World Domination

You may not know it yet but Lenovo has grand ambitions to become one of the most powerful tech companies on the planet. Their original move to buy IBM’s PC business set this goal in motion and has become the cornerstone of their tech reach into enterprise and consumer computing markets world wide. With that … Continue reading Lenovo’s Goal of Tech World Domination

Google Sells Moto to Lenovo for a Song, Exits Phone Hardware

In the end, Larry Page tacitly admitted that the critics were right all along: In buying Motorola Mobility, Google created an irresolvable conflict with its Android partners. Today, it ended that conflict by selling Moto to Lenovo for a paltry $2.9 billion, which becomes a lot more paltry when you realize that only $660 million … Continue reading Google Sells Moto to Lenovo for a Song, Exits Phone Hardware

Apple First Quarter of 2014: All Eyes on the iPhone

Apple had the kind of quarter companies long for. The established new record number of sales in iPhones and iPads and had the best of any technology company. Yet the iPhone sales will remain a focal point for most. While Apple sold 51 million iPhones, more than any other previous quarter, that number was a … Continue reading Apple First Quarter of 2014: All Eyes on the iPhone

Inverse Innovation Inanity

At Forbes, Chunka Mui ((Coauthor of “The New Killer Apps: How Large Companies Can Out-Innovate Start-Ups”, “Unleashing the Killer App: Digital Strategies for Market Dominance”; and “Billion-Dollar Lessons: What You Can Learn from the Most Inexcusable Business Failures of the Last 25 Years”)) writes: [pullquote]If you desire a wise answer, you must ask a reasonable … Continue reading Inverse Innovation Inanity

CES: The Company That Wasn’t There

  For many years, Microsoft set the tone for CES with a keynote the evening before the annual consumer electronics extravaganza opened. It was always heavily attended and heavily covered, and there was usually at least one piece of significant news. On the show floor, Microsoft  had a huge, prominent booth, conveniently located at the … Continue reading CES: The Company That Wasn’t There

The Smartphone Wars Pivot And I Jump To Windows Phone

The smartphone wars are over. Apple won. They are not the only winner, of course, just the biggest. I confess I do not fully appreciate the many moving parts of a Korean chaebol, nor understand Korean accounting practices. Such caveats notwithstanding, Samsung also emerged victorious. Given that there now exists about a billion persons who … Continue reading The Smartphone Wars Pivot And I Jump To Windows Phone

Apple’s Most Over-Looked Innovation

Do you own a computer, cell phone, or tablet? Has that device ever stopped working for no reason (or have you ever dropped it in the toilet and not told anyone)? Do you experience feelings of dread in your basement or attic? If the answer is “yes,” then you’ve probably tried to have that product … Continue reading Apple’s Most Over-Looked Innovation

Top 5 2014 Predictions

The next year promises to bring some critical new changes to the world of devices, the software and services that run on those devices, and the usage of those devices in both commercial and consumer environments. In this year-end column, I predict what I believe will be the top 5 changes impacting the tech market … Continue reading Top 5 2014 Predictions

Apple To Dominate The Wearable Devices Market

I have written much about “wearables” — wearable computing devices such as the Nike FuelBand, Fitbit Force and Google Glass. Wearables are set to invade consumer markets, healthcare, logistics and other industries, delivering a combination of personalized data, real-time notifications, and analysis of various human outputs, all stylishly wrapped inside the explicit promise of empowerment, … Continue reading Apple To Dominate The Wearable Devices Market

Grading My Predictions For 2013

Sigh. Time to fess up and see how badly I did in last year’s predictions. You can find them all here. Criticism may not be agreeable, but it is necessary. 
It fulfills the same function as pain in the human body. 
It calls attention to an unhealthy state of things. ~ Winston Churchill Prediction #1: … Continue reading Grading My Predictions For 2013

Most Read Columns of 2013: Android’s Market Share is Literally a Joke

During this holiday week, we wanted to re-showcase some of the most read columns of 2013. Whether you read them before or are seeing them for the first time, enjoy some of the most read columns of our site from the past year. This is the first of three articles looking at how we measure … Continue reading Most Read Columns of 2013: Android’s Market Share is Literally a Joke

Avi Greengart’s Last Minute Holiday Gift Guide 2013

Every year I try to write my holiday gift guide before the holidays. This year I completely missed Hannukah, but there are still a few days left before Christmas and New Years, so if you’re still looking for a gift or two – or are trying to figure out what to do with cash or … Continue reading Avi Greengart’s Last Minute Holiday Gift Guide 2013

Big Tablets Could be a Big Trend

There continues to be a lot of talk around tablets which are larger than the traditional 10″ screen sizes. Rumors have it that Apple is working on a larger iPad and that Samsung is as well. While I don’t think it makes sense for Apple to make a larger tablets, and Samsung will experiment with … Continue reading Big Tablets Could be a Big Trend

2013 Winners And Losers In Tech

We track, analyze and oftentimes promote technology because of its overarching, mostly positive impact on our own lives and throughout the world. It’s many disparate parts, incorporating intellectual property and global manufacturing, hardware and software, content and creativity, when brought together at exactly the right time, in exactly the right way can be both uplifting … Continue reading 2013 Winners And Losers In Tech

Low-Cost Tablets are the Netbooks of the Tablet Category

The tablet category is quickly becoming a tricky one to analyze. As in the early stages of any technology category we are seeing the tablet market segment or splinter into separate markets. While I like to point out how large the tablet category is, one can’t accurately analyze the tablet category without peeling back the … Continue reading Low-Cost Tablets are the Netbooks of the Tablet Category

The State of Tablets in 2013

Tablets represent one of the greatest opportunities to expand and enhance computing. However, it is a very mis-understood product. I want to share some statistics about tablets and then add some key points on the market as it stands today as well as a projected outlook for Q4 and beyond. 85% of tablets sales have … Continue reading The State of Tablets in 2013

Android is Eating the World

Benedict Evans has a must read slide deck from his mobile is eating the world presentation. I’m going to piggyback on his title a little and tackle the narrative that Android is eating the world. It is the narrative that is hard to escape and it would be a significant point if it was a … Continue reading Android is Eating the World

Truth And Lies Of Silicon Valley

It’s a privilege to write here, and a joy to focus on the long-term trends in technology, the rise and fall of companies and leaders, and the impact this region has upon not only America, but the entire world. I suspect Silicon Valley’s output will come to equal the impact of Detroit, my hometown, which … Continue reading Truth And Lies Of Silicon Valley

Google’s Strategy with the Moto G and KitKat

I’m observing several interesting things from Google’s moves as of late. The first has to do with the recently launched Motorola G, premium spec smartphone at low-end prices. The Moto G has a $179 price point. This price range is a significant part of global smartphone sales in developing markets. See the slide below which … Continue reading Google’s Strategy with the Moto G and KitKat

Tablets, Desktops, Laptops: How the Tools Fit My Life

With the endless arguments about tablets’ productivity or lack thereof, I decided to take a close look at the computing tools in my life. The result is a seemingly contradictory conclusion: We truly live in a post-PC era in which the traditional PC remains a vital player. I think my habits are fairly typical of … Continue reading Tablets, Desktops, Laptops: How the Tools Fit My Life