07 Feb2012 What Intel Must Demonstrate in Smartphones (and soon)

Intel made a big splash at CES 2012 with the announcement that Motorola and Lenovo committed to Intel’s Medfield smartphone solution. This came on the heels of a disappointing break-up between Intel and Nokia as well as a lack of previous traction with LG. While Intel has come farther than they have ever come before with […]

05 Feb2012 AMD’s Risky and Disruptive Ultrathin Notebook Strategy

Last week, I attended AMD’s annual Financial Analyst Day at their Corporate Headquarters in Sunnyvale.  They outlined their future corporate and product strategies as well as rolling out their new senior management team.One thing they discussed in more detail than others was “Trinity”, which they have positioned as their solution for ultrathin notebooks.  AMD is […]

31 Jan2012 Why the PC Industry Cannot Ignore Smartphones

When HP abandoned their smartphone and tablet business and webOS last August, many in the industry were disappointed in the speed of the Palm acquisition and the quick dismantling of it. Some who consider themselves “business-savvy” said it was the wise approach as it wasn’t core to HP’s corporate mission. They said that smartphones were a […]

26 Jan2012 Challenges Ahead for Windows 8 on ARM

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One of the most anticipated technology events in 2012 will be the commercial release of Microsoft‘s Windows 8. Microsoft not only wants to demonstrate their commitment to the Windows PC platform but also show that they can provide deep levels of innovation in new platforms like tablets and convertibles. Microsoft must also demonstrate to many […]

24 Jan2012 The Dell XPS 13: An Ultrabook that Could Steal Customers from Apple

If you are in the high-tech industry and haven’t heard of the term “Ultrabook”, you’ve probably been on sabattical or have been living under a rock. Intel introduced an industry-wide initiative to re-think the Windows notebook PC, which they have dubbed and trademarked the “Ultrabook”. Launched at Computex 2011, Ultrabooks are designed to be very thin […]

22 Jan2012 The Potential Losers if Ultrabooks Win

(Originally published on Forbes) Ultrabooks were one of the most discussed form factors at this year’s CES 2012.  This was due not only to Intel’s CES marketing push, but by all of Intel’s ecosystem demonstrating their prowess by showing their latest and greatest designs.  OEMs like Dell, HP, Acer, Asus, Toshiba and Lenovo showed their new designs with different industrial design, color, […]

19 Jan2012 How the Apple iTV is Accelerated by Samsung

Back in September, I wrote an analysis on why Apple should build an HDTV.   The premise was that there are huge experiential issuesApple could solve and they could strike a deal with the MSO’s and satellite companies.   That was a big premise, but ironically with what Samsung showed at CES, it’s apparent Samsung will accelerate the likelihood […]

17 Jan2012 How Sony can beat Samsung and LG on Smart TV Interfaces

As I wrote last week, Samsung and LG are following Microsoft’s lead in future interfaces for the living room. Both Samsung and LG showed off future voice control and in Samsung’s case, far-field air gestures. Given what Samsung and LG showed at CES, I believe that Sony could actually beat both of them for ease of interaction […]

10 Jan2012 Samsung & LG Validate Microsoft’s Living Room Interaction Model

Microsoft launched Kinect back in November 2010 in a  move to change the man-to-machine interface between the consumer to their living room content.  While incredibly risky, the gamble paid off in the fastest selling consumer device, ever.  I saw the potential after analyzing the usage models and technology for a few months after Kinect launch and […]

04 Jan2012 How Intel Could Conceivably Achieve the 40% Consumer Ultrabook Target in 2012

There has been a lot of industry skepticism since Intel predicted at Computex Taipei 2011 that Ultrabooks would account for 40% of consumer portable sales by the end of 2012. That included skepticism from me as well, and I continue to have that skepticism. Rather than dive into that discussion though, I think it’s more important […]

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20 Dec2011 Voice Control Will Disrupt the Living Room

In what seems to be a routine in high-tech journalism and social media now is to speculate on what Apple will do next. The latest and greatest rumor is that Apple will develop an HDTV set. I wrote back in September that Apple should build a TV given the lousy experience and Apple’s ability to fix big user challenges. […]

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13 Dec2011 Apple iCloud Shortcomings Provide a Competitive Opportunity

Apple iCloud launched two months ago to huge fanfare and punditry. It’s no surprise given the huge future opportunity with the cloud. Also, it was a big deal for Apple given their past online endeavors had been so unsuccessful that even Steve Jobs issued out one of the few apologies Apple had ever made. In that case, it […]

06 Dec2011 Windows 8 on ARM Decision Driven by Phones and Consoles

There has been a lot written about the possibility of Microsoft not supporting the Windows 8 Desktop environment on the ARM architecture. If true, this could impact Microsoft, ARM and ARM’s licensees and Texas Instruments, NVIDIA, and Qualcomm are in the best position to challenge the high end of the ARM stack and are publicly supported by […]

06 Dec2011 Let’s Stop Classifying the iPad as a PC

Last month, Canalys reported that “Apple is on track to become leading global PC vendor”. That would be a tremendous accomplishment, given that no reports had Apple in the top 5 at the end of 2010. How will Apple accomplish this? Well, according to Canalys, they will do it with iPads. You know, a “PC” without physical […]

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28 Nov2011 The Scenario Where Smartphones Take Down the PC

If you’ve done any long term strategic planning you know there are few absolutes but, very many scenarios. Tech history shows that even disruptive innovations take time to rollout and many scenarios existed that could have gone both ways. BlockBuster saw digital media coming and I will bet they had scenarios that showed varying levels […]

23 Nov2011 The Real Reason Google Released an iOS Gmail App

Last week, Google re-released their much maligned iOS Gmail application. It includes a few features over and above the standard iOS email app, but nothing that is really exciting the wide swath of users if “number of stars” is any indicator. To boot, many have argued that the Gmail app actually removes features from standard iOS email platform. […]

15 Nov2011 Of Course Amazon Fire Cannibalizes the Apple iPad

One way I test and gauge insights is to engage in and monitor social media.  It’s certainly not the only way, but it is one of many ways.  One very interesting discussion I am monitoring is the Amazon Kindle Fire versus Apple iPad.  There are definitely two camps that exist and not a lot in-between.  […]

11 Nov2011 Quad Core Smartphones: What it Will Take to Become Relevant

There has been a lot of industry discussion on multi-core smartphones in the past year, and the dialog has increased with NVIDIA’s launch of Tegra 3, a quad core SOC targeted to phones and tablets. The big question lingering with all of these implementations particularly with phones is, what will end users do with all […]

17 Oct2011 iOS Morphing Into a Desktop OS?

During the Apple WWDC, I was really struck at just how many features were added into iOS 5 and just how few new features had been added to Lion. Don’t get me wrong here, I like Lion a lot but after using many of the 250 new features, few altered how or what someone can do […]

11 Oct2011 iCloud is Promising Yet Incomplete

After release to developers at Apple’s WWDC, the Apple iCloud is available to all consumers today with access to iOS 5 and updated iTunes.  In many ways, it is incredible that millions will have access to the consumer power of the cloud.  It’s very integrated into the experience, but then again, it’s not as complete […]