Posts Tagged ‘industry analysis’
There Are No Muggles. We Are All Wizards Now.
I read the first three Harry Potter novels to my son. It’s a fond memory strengthened by the fact the books were quite good. In each, the young Harry Potter straddles two very distinct worlds, … Continue reading
Apple and mobile payments
In last week’s column, I talked about the current state of smartwatches. I described weak demand met by weak supply, and the resulting poor sales of the offerings in the market today. I also talked … Continue reading
Margins: Apple, Samsung, and Consumer Electronics
Some recent media has come out stating we need to acknowledge Apple knows what it’s doing as a company and with their strategy. I don’t know any analysts worth their reputation, either on the financial … Continue reading
Deconstructing Satya
Last week, Microsoft CEO Satya Nadella laid bare his vision for the tech giant. It is borderline revolutionary. From its early days, Microsoft has focused on using software and computing to empower people and businesses … Continue reading
Decoding Page And Brin
I have noticed successful CEOs share an uncanny ability to lay bare a company’s strategy while simultaneously leading you down a false path. Steve Jobs was a master at this. I learned from watching Jobs...
VCs On The Wrong Side In The Smartphone Wars
Think of how much better your life is now you have an iPhone or one of its many virtuous progeny…iPad, Android, apps, mobile-optimized games, content and services. Do you want to go back to before smartphones, … Continue reading
Multi-Device, Multi-Platform, Companion Apps
The heart and soul of any good piece of application software—regardless of the device on which it runs—is its ability to allow you to achieve a task, find a piece of information or essentially get … Continue reading
Tablets and the Decline of TVs
Not long after the iPad came out I began to wonder just how much of an impact the iPad would have on the PC market. For 15 years, much of our research at Creative Strategies … Continue reading
Smartphones Are Transforming Retail Not With Technology But With Messy Humanity
I believe a profound transformation in retail is now underway, one set to equal the changes in buying and selling formed during the modern industrial age. Only, it’s not what you think. It started with … Continue reading
The State of Tablets
On the eve of Apple’s event–where we expect new iPad’s to be unveiled–I thought I would provide a high level view of the current state of the tablet market. While it may not be terribly … Continue reading
Bringing Technology to the Masses
Whenever I speak or give a presentation for the first time to a new audience, I start off with a slide where I explain where we are in the transition from the analog world to … Continue reading
How the Paradox of Choice Will Impact Holiday Tech Sales
The concept of buyer’s remorse in the world of technology is not new. For decades companies have rolled out new TVs, stereos, PCs, laptops and more recently tablets and smartphones and as soon as a person bought … Continue reading
Leadership Matters More Than Market Share
A leader is one who sees more than others see, who sees farther than others see, and who sees before others see. – Leroy Eimes In studying the technology industry, the markets that encapsulate it,...
Tablets, Seasonality, and Adoption Cycles
There is an interesting shift happening in the hardware release cycle of the computing industry. When the PC was the only game in town bi-annual release schedules were the norm. Now with the increased growth … Continue reading
Why Apple Should Not Create a Low-End iPhone
For a while now Wall Street backers of Apple have wanted them to create a low priced iPhone and use it to gain more marketshare. They seem to think that market share will drive up...
Why Softbank buying Sprint is a big deal
Last week, the FCC gave their blessing on the Softbank purchase of Sprint. I consider this a very big deal and one that could have dramatic ramifications for the Wireless industry in the future. The...
Why ICAHN is a Bad Fit for Dell
I have had the privilege of following Dell from its inception. I became a PC industry analyst in 1981 and have tracked the PC industry from its beginning. In the process I have had the … Continue reading
Apple, Diversity, and Why It Succeeds
Quite possibly, the single most important action undertaken by Tim Cook as CEO of Apple was when he fired Scott Forstall – so often referred to as “the next Steve Jobs.” There were likely many reasons for … Continue reading
Re-thinking Winners and Losers In Tech
There are narratives that circle the technology industry that are wearing out their welcome. The primary one, and the one where I wish more intelligent heads would prevail, is the narrative that there can only … Continue reading
The PC Industry of the Past Is Not the PC Industry of the Future
We are, without question, an industry in transition. The 500 lb. gorillas who once dominated the technology industry are experiencing and undergoing major transitions and a new type of growing pain. And for many, this … Continue reading
The New Era of “Good Enough” Computing
A few weeks back I was one of the first to write about Windows Blue and in this column I discussed how Windows Blue could be used on tablets in the 7” to 10” range … Continue reading
The Best Innovations are Still Ahead
I enjoy technology industry history. After the dot come bubble burst, I had a conversation with the then-CEO of National Semiconductor, Brian Halla. He’s also a tech history connoisseur and he explained to me what … Continue reading
The Challenge for Smartphone Makers in 2013
I believe we are in new territory for smartphone manufacturers. Although its true that there are still many people on the planet who do not yet have a smartphone, the reality is that the most … Continue reading
Will Android Tablets Pass iPad in 2013?
The technical answer is yes. Android AOSP (Android open source project) meaning Android code that can be freely taken and used will be installed on more tablets than iPads in 2013. But the story isn’t … Continue reading
The History and Role of Analysts
Analysts often take a beating by the new media generation. Many simply look at the term analyst and wonder what in the world this community does. More importantly, many in the media use the term … Continue reading
