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Microsoft

How Apple Can Slow Samsung Down

December 18, 2012


Tom Keating at TMC reported today that Samsung is beating virtually everyone at virtually everything. He discusses how they have become the dominant TV maker but this isn’t such big news at this point. What is interesting is the company replaced Nokia as the number one producer of cellphones – not a huge surprise at this point but a huge milestone as Nokia held the coveted top spot for 13 years.

Why is Apple, a company with more consumer loyalty than just about any other company being threatened by Samsung?

Who Should Buy Linksys and how does the Cloud fit in?

December 17, 2012

Cisco recently appointed Barclays to help it auction off Linksys – a move consistent with the company’s desire to exit low-margin consumer businesses as it looks to invest in high-margin areas like software and services. But as the saying goes, one man’s garbage is another man’s gold. Linksys is indeed a treasure to the right partner like Google or even Samsung.

The reason is simple – both companies need to blunt the move by Apple into the home and entertainment is the future of technology as consumer technology trends coupled with BYOD turn into corporate success.

In Windows 8, Microsoft Has a Winner

December 5, 2012


Samsung has a winner with its Microsoft Windows 8 powered ATIV Smart PC Pro 700t (XE700T1C, a device which is part Ultrabook and part tablet in one. I consider it to be the perfect combination of both worlds, allowing users to do everything they need with a single device. There is no longer a need to wait till you get to a secondary computer to do “real work” as this one does all the things you might need. It has a full array of ports allowing you to plug in a memory stick or hard drive.

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.

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.

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.

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