Good morning, I am back from vacation, although I can’t say I picked the ideal week for it, particularly given the dual Microsoft memos as well as the Apple-IBM deal. I plan to write about both on the main site this week. In the meantime, there are lots of earnings results this week; I’m hopingSubscribe […]
Daily Update: Apple’s Strengths, Weaknesses, Opportunities and Threats
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 […]
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: 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 […]
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 (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings
Good morning, In case you missed it yesterday, you can now access the Daily Email on the web and through your private RSS feed. Let me know if you have any trouble getting this set up. I also sent a separate email to Access members and Annual Daily Update members asking you to resubmit yourSubscribe […]
Two Bears, Revisited
One of the more annoying aspects of the late great PC area was how review sites treated Macs: for all intents and purposes, they were just another PC. Consider this CNET review of the 2007 MacBook Pro:1 The good: Updated CPUs and graphics without an updated price; LED-backlit display for better battery life; 802.11n support. […]
Apple reportedly building two big screen iPhones
From the WSJ: Facing competition from rivals offering smartphones with bigger screens, Apple Inc. is planning larger displays on a pair of iPhones due for release this year, people familiar with the situation said. The people said Apple plans an iPhone model with a screen larger than 4½ inches measured diagonally, and a second version […]
The China Mobile iPhone is specific to China Mobile
The China Mobile iPhone deal is official. From Apple’s press release： Apple® and China Mobile today announced they have entered into a multi-year agreement to bring iPhone® to the world’s largest mobile network. As part of the agreement, iPhone 5s and iPhone 5c will be available from China Mobile’s expansive network of retail stores as […]