While we are not in a global epidemic panic yet, and hopefully not ever, the reality is the situation in China is volatile. This blurb from a private report, the latest from top global economists: Negative impact on Q1 growth could be >2ppts Quantifying the economic impact of the outbreak is extremely challenging at this … Continue reading Coronavirus Economic Impact, China, and the Tech Supply Chain
It’s not often you find something that people do just for fun to be tremendously impactful from both a revenue and technology perspective, but that’s exactly the case for the many options that people are going to have for playing games over the internet. In fact, cloud-based gaming is expected to be one of the … Continue reading Nvidia Opens Next Chapter of Cloud Gaming
The ‘Wireless Decade’, one of the major stories in tech during the 2010s, was primarily a consumer-driven phenomenon. Yes, smartphones and mobile apps helped change the way companies do business, but there weren’t substantial changes to enterprise infrastructure to support mobile (other than Wi-Fi). For enterprises, the world post-Blackberry revolved around developing the policy and … Continue reading New Opportunities for Enterprise Mobility Require a Different Mindset
I have been doing a series for Forbes entitled “Looking Back and Looking Forward.” It is a series that takes a look at some companies I cover and, I review their accomplishments and failures over the last decade. I also speak to their CEO’s and ask them to share their vision and objectives for their … Continue reading What are the Tech Booms of this new decade?
The secondary market for devices (used and refurbished products) continues to grow, driven by a wide range of factors including increasing high-priced flagship products, changes in financing models, and hardware vendor’s increasing focus on adjacencies such as services and accessories. Another factor that will push growth of used markets outside of smartphones is the rise … Continue reading The Market for Used Phones, Tablets, and PCs Continues to Expand
One of the big themes at CES the past few years has been the explosion of IoT and smaller connected devices that permeated hundreds of booths at the show. In fact, at the Sands Convention Center, there were areas for things like the connected home, connected health and wellness, and connected appliances. Charmin even had … Continue reading IoT OS Wars. No Clear Winner Yet
It’s getting to be a familiar theme. As with last year’s event, some of the most interesting announcements from this year’s CES in Las Vegas are focused around PCs. In fact, this year, there are probably more PC developments from a wider variety of vendors than we’ve seen in quite some time. From foldable displays, … Continue reading It’s 2020 and PCs are Alive and Kicking
I have been doing a series for Forbes called Looking Back and Looking Forward, where I look at a few companies I follow and share thoughts about their failures and success in the last decade. I also speak to their CEOs or a top exec from each company to hear their thoughts about their vision … Continue reading The Last Decade Was All About the Smartphone Economy
We are almost at the end of 2019, and as I prepare for CES, I look back to this year to see what characterized tech over the past twelve months. A lot happened this year so much so that remembering every product and every piece of news is almost impossible. When I look back at … Continue reading Five Words That Defined Tech in 2019
Few companies thrived as much during the wireless and mobile communications era than Qualcomm. As cell phones were going from clunky briefcase-sized devices to sleek-pocketable devices everyone owned, Qualcomm was at the center of it all. Their S-curve growth during the mobile communications era was much like Google’s during the Internet growth era. However, two … Continue reading Qualcomm 2.0
The PCs Death I enjoyed this article from Ed Bott looking at the predictions of the death of the PC that did not happen. Admittedly, I was in the group who soured on the PC when the tablet launched and questioned the relevance of the PC form factor in light of the easier to use … Continue reading The Death of the PC, Intel’s Roadmap Leak, North Focals 2.0
This week I have been in Maui at what for the past three years has been the curtain-raiser for the next generation of Qualcomm’s chipsets: the Snapdragon Summit. This year, aside from Qualcomm’s technology innovation, especially around 5G, we also saw a clear ecosystem buildup of players from carriers to phone manufacturers, developers, and content … Continue reading Qualcomm and the 5G Ecosystem
Qualcomm surprised many when they introduced their newest flagship processor without 5G integrated onto the chip. Instead, Qualcomm is continuing to develop its discreet/thin modem roadmap with the X55 5G modem. This approach has led Qualcomm to now offer customers three models that together complete the solution. The Snapdragon 865 processor, the X55 5G modem, … Continue reading The Market Upside to Qualcomm’s New Modular System Strategy
I have been covering the PC industry since 1981, which means I have watched the tech world develop over a four-decade period. The advances in tech come fast and furiously, but each decade has its own focus. For example, the decade from 1980 to 1989 saw the birth and growth of the personal computer industry, … Continue reading Can we Predict The Next Decade in tech today?
Some industries gestate for a while and then take off, almost overnight. Podcasts are one of the most recent examples of this. How and why this happened provides some interesting lessons for the broader tech and business communities. Before diving into the podcast business case, there are some other examples in the history of tech … Continue reading Why Did Podcasts Suddenly Take Off?
In my last two columns, I wrote about the future of mobile computing and stated that I believe that by the end of the next decade, the computer of today morphs into mixed reality glasses, and they become the computer of choice for the masses. These products could cause the mobile computer we use today … Continue reading Thoughts on the Next Ten Years of Mobile Computing
Ever since the debut of multiple voice-based digital assistants—including Apple’s Siri, Amazon’s Alexa, Google’s Assistant, and Microsoft’s Cortana among others—there have been questions about how many the market could realistically support and what specific role these AI-powered tools could play. As time has passed, it’s become clear that Alexa and Google Assistant have become the … Continue reading Microsoft Cortana Pivot Highlights Evolving Role of Voice-Based Computing
Last week, I attended and spoke at Mobile World Congress Americas in Los Angeles – the wireless industry’s major annual convention in North America. Staged in partnership with CTIA, this event is the Americas version of the more significant Mobile World Congress held each February in Barcelona. The GSMA also runs MWC Shanghai each June. … Continue reading Key Takeaways from Mobile World Congress Americas
In last week’s column, I wrote about the potential of Apple introducing a set of AR glasses in 2020. I pointed out that financial analyst Ming-Chi Ko has repeatedly written to his clients stating that Apple will bring their first-generation AR glasses to market in the new year. I wrote that while I am still … Continue reading A New Understanding of Computing
This week at the San Jose McEnery Convention Center, Samsung brought together its developer community for an event that has evolved quite a bit from its microscopic origins in a hotel meeting room around the corner from Union Square in San Francisco. In its new home in San Jose, SDC felt more focused than ever … Continue reading Samsung Developer Conference: A More Deliberate Partner for Developers
In an era of smartphones with larger screens and more and more capabilities, some people have started to question the continued usefulness and viability of PCs. After all, the thinking goes, if I can do more on my smartphone, why do I need to carry a notebook around as well? Theoretically, no company should know … Continue reading Samsung Embraces Intel Project Athena Vision
The business lessons being learned around Facebook on a regular basis are fascinating. The company has achieved once in a generation, or longer, user scale. We have never seen a company with the reach Facebook has, and we may never see it again. I know never say never, but the possibility we never see this … Continue reading Facebook and Well Intentioned Failures
Each year around late September, 5G America’s, the Association that serves the telecom industry, holds its annual analyst event in Dallas. For analysts that follow telecom, as well as the overall market for communications and smartphones, it is an important forum to hear from telecom execs about what they are doing to further the telecom … Continue reading Notes from the 5G America’s Summit
As simple as it may sound, one of the hottest topics in the modern workplace is figuring out how to best collaborate with your co-workers. Given the preponderance of highly capable smartphones, the ubiquity of available webcams and other video cameras, and a host of software applications specifically designed to enhance our co-working efforts, you … Continue reading Poly Extends Collaboration Options
When I first started college, my major was Pre-Med with an emphasis on geriatrics. I already had my pharmacy tech credentials, and the place I worked at had multiple contracts to be the pharmacy of choice for nursing homes and some private clinics that were focused on people over 70. For two years, I was … Continue reading America’s Senior Citizens and Screen Time
