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: Samsung Profits Falling, Panasonic Toughbooks, Standards and the Internet of Things
Good morning, Just how useful is theory in understanding, and more importantly, predicting markets? Well, in the case of Samsung, pretty darn useful I’d say. On to the updates. Samsung Profits Falling From The Guardian: Samsung Electronics says that its second-quarter operating profits will fall to a two-year low, blaming growing competition in China, reluctantSubscribe […]
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: Google I/O – Analysis on Every Announcement
Good morning, It’s the day after the Google I/O keynote, and I believe the actual presentation has concluded but I really should check to make sure… In all seriousness, this year’s presentation was actually shorter than last year’s, but no less ambitious. Like I did after WWDC, I’m going to spend this update running throughSubscribe […]
Amazon’s Whale Strategy
A week before yesterday’s launch of the Fire Phone, Amazon sent all of the attendees a copy of the children’s book “Mr. Pines Purple House” with a note from Jeff Bezos stating: I think you’ll agree that the world is a better place when things are a little bit different. Beyond the book, the first […]
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 […]
Daily Update: Twitter’s World Cup Starter Kits, Amazon’s Dangerous Tactics, LINE Partners with Salesforce
Good morning, It’s World Cup day! I couldn’t be more excited (even if I shouldn’t be) – I even have a World Cup related update. On to the update: Twitter’s World Cup Starter Kits Twitter is trying out some interesting new features designed to drive engagement during the World Cup. From Alexis Madrigal at theSubscribe […]
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 […]
Daily Update: WWDC Overview
Good morning, I apologize that today’s update is so late; I have been on a fruitless search for Wifi most of the morning after realizing T-Mobile unilaterally disabled my phone’s ability to tether. Fun! But enough about me – on to the update: WWDC As expected there were no hardware announcements, which actually made theSubscribe […]