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Apple and Google are currently at the top of the mobile device heap, but both companies are vulnerable at the moment. Apple has lost its iconic CEO and appears to be chasing Samsung, and you can't lead by following. Samsung is the dominant player on Android, but Google and Samsung are having relationship problems at the moment. Both have been quietly expressing dissatisfaction with the other...
I've been focused on and off on turnarounds since I covered IBM's from the inside out in the 1990s, so I don't know how I missed this, but EMC2's turnaround was clearly a success, and its unique resulting organizational structure is incredibly subtle. The company is actually far more similar in breadth to HP than most folks realize, largely becaus...
I was given a task the other day, and this happens every once in a while, to imagine a sequence of events that would turn HP from an industry problem to an industry leader in Apple's class. Apple went from being in far worse shape than HP's in now to become more valuable at its peak than even oil companies, so this isn't an impossible goal. I figu...
I've just finished doing yet another news program on the increasing risks of using an Android phone, and the discussions have started to drift to the potential for class-action lawsuits, commercial plane crashes, and cyberdisasters that would make 9/11 seem trivial -- all connected to this platform. McAfee -- clearly no fan of Android -- has dem...
With smartphones and an increasing number of tablets becoming GPS-capable, it is easy to write off dedicated GPS players. So many seem stuck in the past -- days when devices needed a wired connection for updates and didn't seem to be aware of Web services they might be ideal for, like Yelp. With a recent California ruling making it illegal to us...
I've been watching the horrid numbers surrounding the PC market with double digit declines and folks increasingly talking about the "death of the PC," but I don't think the PC is dying any more than computing was dying when the PC was created. What we are seeing is a rapid evolution of the platform -- a shift to where the calculations are made ba...
I've been meeting with a number of companies that build video-editing software, and I've been becoming increasingly concerned that we aren't at all ready for a world in which nearly every car and every head has a streaming camera attached to it. Regardless of whether we are prepared or not, I think it likely that the next big smartphone feature will be the ability to stream multiple cameras at once, and edit the result on the camera. ...
Steve Jobs was a guy who took big risks. The iPod was a big risk. The iPhone was even bigger, given that the market was dominated by companies like Nokia and BlackBerry, which had locked up the carriers in many regions. The iPad was riskier still, given what a failure the Windows tablet had been. Now that Steve isn't at Apple anymore, the compa...
We tend to be slow to see change. If a company is on top, like Apple was, it takes a lot for us to see itsfortunes have changed, as they clearly have post-Jobs. If a company is on the bottom, like BlackBerrywas, it may be even tougher to see it on the rebound. We simply don't like the change in our worldview, and this isn't just with regard to com...
Andy Rubin was Google's Steve Jobs, and with him now booted off the Android product, that platform in its current form will pass. It is kind of funny to see the spin on this, which suggests this was Andy's decision. Yeah right, and I'll be buying that bridge in Brooklyn shortly. While there likely were a number of reasons for this decision -- from...
It is very difficult to pull off a turnaround. This is because you typically start with a company that isunprofitable and lacking the resources to compete. You have employees who are still on the job only because they haven't been able to find another one, and you're selling products that few want to buy. To successfully execute a turnaround, you ...
IBM just announced SmartCloud Orchestrator -- a massive open source initiative designed to help companies better balance public and private cloud resources and even switch vendors. This is in sharpcontrast to the lock-in strategy that IBM used to found the technology segment -- largely because IBM learned the hard way that lock-in, while tactically sound, is strategically stupid.
This really has been an entire month of the strange. We had Boeing's Dreamliner sidelined for a problem that used to give laptop makers heartburn -- batteries that catch fire. We had Tesla proposing a test to The New York Times that would make its new Tesla S look bad -- and when it did, we had Tesla's CEO screaming foul on Twitter. We had Sony a...
I watched in horror last week as Tesla's CEO Elon Musk attempted to turn a New York Times reporter into the next Ralph Nader and kill his company. It brought back memories of the ChevroletCorvair that died as a result of GM's decision to fight what turned out to be false allegations instead ofjust making the car better. Sadly, even though they mad...
I'm not asking the question, "Could Apple follow?" because the amount of cash that would need to be raised would be mind-boggling. Most thought that taking Dell private was impossible, and once you get past "impossible," degree doesn't make that much difference. With Apple stock down sharplyand at least a 20 percent potential level of headroom, wh...
What folks who haven't read any of the early Steve Jobs biographies don't know is that Steve Jobs -- atleast, the way he was seen in public -- wasn't any more real than Ronald McDonald. He was a creationof Apple's advertising agency that successfully reformed Steve, a slovenly guy who didn't like toshower, flush the toilet, or wear shoes -- and ha...
Apple is still doing relatively well, but its valuation is falling like a rock, while Nokia and RIM areascending from catastrophically low levels. Yet judging from Twitter feeds and relevant articles, it appears the people who disbelieve that Apple can fall are matched by those who can't believe RIM and Nokia will recover From my perspective, it wo...
Part of the fun after CES is to weave the various announcements and showcases together to get a view of a future that might result from a blend of them. The goal, if you can call it that, is like imagining the cars of the 1950s and '60s, but from a 1920s perspective with then-recent developments such as compact hydraulic pumps and air conditioners in the forefront.
While the announcements at CES tend to eclipse everything else at the show, including the prior announcements, often the bigger events are going on behind the scenes. This year, Nvidia, Microsoft, Qualcomm, and a bunch of Chinese companies you've never heard about -- and one you have -- were far more interesting than the headliners. I'm going to...
I think CES is the worst show in the technology market. That's not because it is badly run -- on thecontrary, it is one of the better-run shows. Nor is it because there aren't any interesting and compellingproducts there. No, it is because we all just blew out our budgets buying crap, and CES is a showcase of why we should have waited for the improved crap that will be in the market shortly...
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