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Rich Tehrani
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Apple

Google and Dish Were in Talks to Launch Wireless Biz

November 15, 2012

Some time back I commented on rumors of a Sprint takeover by Google and at the time many thought the idea was crazy. Fast forward a few years, tens of thousands of Android devices and a Motorola Mobility acquisition later and now Google is reportedly in talks to launch a wireless service with a number of companies including Dish Networks. As you may recall, Steve Jobs too wanted to launch a wireless network and if Google is seriously exploring this option this means Apple has to be doing the same.

The next frontier of advertising revenue for Google is mobile and if carriers and Apple decide to lock the company out of this lucrative market (even partially), then they have no choice but to own the wireless pipes.

Mobile Profits are Skyrocketing as 67,000 Are Laid Off

November 15, 2012

Mobile is not your father’s tech space.

 

Over the past two years, profits from the top eight mobile vendors has risen from $5.3 billion to $14.4 billion for a whopping increase of $9.1 billion and all this while over 67,000 people have been laid off in the technology. How is this possible you ask? I posited a similar query two months ago regarding Corning’s shares losing value – even while they supply Gorilla Glass to much of the booming mobile market.

Looking Under the Surface and Filing Suit Against Microsoft

November 15, 2012


You may recall in my piece about Microsoft Surface being mission impossible, I said the following:

As many predicted, it will be $499 for a 32 GB version which is the same price as the 16 GB iPad. Before you get very excited about all the spare memory you will have, it is worth considering the Microsoft Windows RT could require a great deal more space than Apple’s iOS.

Microsoft has been famous since its early days for writing what some call “bloated code.” Many (including me) credit the rapid pace of upgrades in hardware as a direct result of the non-optimized code Redmond continues to pump out. Case in point, many old desktop PCs which were obsolete as Windows machines many years back are chugging along just fine as Linux servers in TMC’s labs and production environment!

Microsoft Surface Needs a Patch Already. Is it Doomed?

November 9, 2012


Microsoft, are you serious? You want to take on Apple with a tablet that needs a patch already? Microsoft Surface RT has only been available for a few weeks. I asked if this tablet endeavor was Mission Impossible on October 16th:

Why Apple Needs an iLane Bryant Phone

November 7, 2012

It may seem obvious that Apple needed to offer a smaller iPad now but when I suggested the idea in November of 2011 I received criticism from many who thought Apple didn’t need to “dilute” its product assortment of iPods and large iPads. Steve Jobs also disagreed with me but as Henry Blodget points out, Steve was wrong.

And this was a rare misstep for Jobs who showed a God-given ability to know what consumers want across various industries -before even they did.

The challenge however for Apple remains the same as the one I pointed out when I first tested the Motorola Droid X.

The reason Apple lost the PC war had to do with the open nature of the PC market – where competition led to a huge price/performance advantage for computers based on the Microsoft operating system.

Verizon Wireless Back to 97.2% after Sandy

November 2, 2012



Living through hurricane Sandy in Connecticut maybe eight miles from the shore shielded me from believing the damage would be as bad as it was. Much of the state – by the Long Island Sound especially, got slammed. By now you have likely seen the photos and videos of the damage. Especially lower Manhattan, Staten Island and New Jersey.

Back to Connecticut, I may never have seen so many trees down in my life and many cities near where I live had over 70% of their residents without power immediately following the storm.



A Little Heavy Chrome

November 1, 2012

Google has a new heavy metal-based TV commercial which has a Halloween undercurrent. The ad touts the $249 Samsung-made Chromebook as being smaller, better on batteries and good for “scaring off viruses.” It goes on to discuss its lack of phantom files and crashes. Although the video has had under 100,000 views I can see it going viral and perhaps adding a zero to that number.

What is unclear is how much demand there will be for a cloud-based laptop which seems to ape the look of an Apple computer at a fraction of the price.

Best Buy Tablet Doomed?

October 17, 2012


The common sense analysis of Best Buy’s new Android-based tablet is it is doomed because if only Amazon is able to pull a tablet off by breaking even or even potentially losing money and even Samsung isn’t making a dent in the market, how can Best Buy do any better? The reality is the success of this strategy is a long shot but by the same token you can think of this tablet as a generic product or store brand.

In other words when you go to Costco and buy a Kirkland product you are essentially buying a “store brand” not necessarily manufactured by the retailer, just resold. So Best Buy’s Insignia Flex tablet expected to sell between $239 and $259 can simply be considered a new product in the house-brand category.

For Microsoft Surface, Is it Mission Impossible?

October 16, 2012


Microsoft, here is your mission. Take a device which has become synonymous with the term “post-PC era” and topple it. Go up against a company which is considered cool and somehow transform your image to be as cool. If you decide to accept this mission you must take your reputation for developing bloated operating systems and software and scale it all down to run in a tablet form factor where a person can use the device for an entire day without recharging.

Simultaneous Voice & Data: AT&T's Big iPhone Advantage

October 16, 2012

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