Software as a Service
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Big Blue and Apple’s Soul
I hope you’ll forgive my writing about week-old news,1 but I find it striking to compare the paucity of words written about Apple’s partnership with IBM, at least relative to what was written when Apple acquired Beats. After all, the IBM partnership is a much bigger deal. It certainly seems that Tim Cook feels the […]
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It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]
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Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
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Daily Update: Breaking Down Satya Nadella’s Letter
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Daily Update: Google I/O – Analysis on Every Announcement
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Daily Update: Amazon’s PR Runup, Box Acquires Streem, Priceline Acquires OpenTable
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Growing Apple at WWDC
In the end, as with many of Apple strategies, much of what transpired in Monday’s WWDC keynote was telegraphed many months ago, at least from a strategic perspective. Consider the thinking behind iOS 7. As Jony Ive told USA Today: When we sat down last November (to work on iOS 7), we understood that people […]
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Daily Update: Apple Announces Beats Acquisition, Beats Music to Remain on Android, Square Launches Cash Advance