Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Smartphone Truths and Samsung’s Inevitable Decline
For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]
Daily Update: More iWatch Hires; Khosla, Page and Brin; danah boyd on Facebook
Good morning, I hope you all had a good weekend/holiday. On to today’s updates: More iWatch Hires From CNBC: Apple has hired the sales director of luxury Swiss watch maker TAG Heuer to help with the launch of its new iWatch, as the technology group intend on using the prestigious “Swiss made” label to marketSubscribe […]
Additional Thoughts on iWatch and Android Wear
A few points of follow-up on last week’s piece Android Where?: So What About iWatch? I only mentioned the iWatch tangentially in last week’s piece, which is just as well, for it gives me an opportunity to link favorably to this piece on Techpinions by industry veteran Tim Bajarin about the (alleged) iWatch: I actually […]
Daily Update: Facebook’s Research; The Revenue and Profit Link; Apple, Korea and Taiwan
Good morning, This update is arriving early because I am headed for the airport with my family for several weeks with my parents in Wisconsin. The fact I can do this is because of all your support, so thank you. Second, I feel pretty optimistic about keeping these updates on their early-morning schedule, but thereSubscribe […]
Daily Update: Google and Nest Information, AppleTV and HomeKit, Surface Pro 3 and Nokia X2
Good morning, The ramp up to Google I/O is beginning in earnest; the keynote will be tomorrow, June 25, at 9am. I’m looking into the feasibility of doing another live chat for access members; check out Glassboard for details (or upgrade here). On to the update: Google and Nest Interaction Even as late as lastSubscribe […]
Daily Update: Fire Phone Follow-up, T-Mobile Test Drive, Adobe’s New Business Model Part 2
Good morning, I originally planned on avoiding yesterday’s Reuters piece about Apple’s smartwatch mainly because the idea of a 2.5” screen seems absurd (it is noteworthy that the piece included specifics about the manufacturer – Quanta Computer in Taiwan – and timing – production starting in July). Just before sending this update, though, the WallSubscribe […]
Daily Update: Apple TV Follow-up, Twitter COO Resigns
Good morning, Just two items today, but two biggies: a massive follow-up to my most recent article on Stratechery, as well as an overview of the Twitter mess. On to the updates: More on Apple TV and Consoles I wrote last week that it seemed few people knew that Computex is going on, which isSubscribe […]
How Apple TV Might Disrupt Microsoft and Sony
Beyond the fact most of us had nothing better to do in the 1980s, a big reason to own a gaming console was that they were a phenomenally good deal. In 1985 Nintendo introduced the Famicom to North America as the Nintendo Entertainment System for a mere $199, a remarkably low price considering the average […]
Daily Update: The Computex Contrast, Big Screens Dominate, Xiaomi’s Worldwide Ambitions
Good morning, I had a great trip to San Francisco, but it’s very nice to be back on my normal time schedule. Thanks for your patience last week. On to the update: The Computex Contrast As I noted last week, Computex was the same week as WWDC. Paul Thurrott had a brief piece on someSubscribe […]