At least twice over the past decade Apple has been close to announcing its own television. Not the Apple TV set top box but actual big screen TVs with, well, big screens. But both times I’ve heard about this Apple backed away at the last minute. And the reason why they did was because even an Apple television would be just another television with an Apple logo. Steve Jobs realized that TVs had become a commodity and there didn’t seem to be an obvious way to make Apple’s television special. I’m not here to say Apple has finally found its TV design path as suggested in Walter Isaacson’s book and will be doing […]
Remember the motto of the Clinton Presidential campaign back in 1992: “It’s the economy, stupid!” That election was about the economy and Clinton won as a result. Well Amazon.com this week let slip its plan to open 300-400 bookstores in U.S. cities, sending Wall Street analysts into a tizzy because bookstores look to them like a lousy business even for the world’s biggest bookseller. But this isn’t about selling books. This Amazon plan — if it happens at all — is about creating bases from which to fly delivery drones.
Delivery drones are to me a stupid idea except in certain rare circumstances like flying prescriptions to people living […]
My birthday was this past week. When I came to Silicon Valley in 1977 I was 24 years old. Thirty-nine years later I am 63 and a lot changed around me in those four decades. I went from young to old. The personal computer industry, of which I consider myself to be a part, went from being two years old to 41 — an even greater change than I have experienced. And the point of this column is to write a bit about how personal computers have matured and where they are going, because I am pretty sure the PC is going away. And I have figured […]
A third of the people who read this column don’t live in the USA so maybe this prediction isn’t interesting to them, but I think Apple will buy Dish Network, the American direct satellite TV broadcaster. It’s the only acquisition that will give Apple the kind of entry point they want into the TV business, allowing Cupertino to create overnight an over-the-top (OTT) Internet streaming video service — effectively an Internet cable system.
Buying Dish would be a bold move for Apple because all the benefits Cupertino seeks aren’t obviously available. True, Dish has 14 million U.S. subscribers (I am one of those) who get 100+ channels of TV from the sky. True, Dish […]
I know I promised that my next 2016 prediction would be Apple’s big acquisition, and I will publish that prediction soon as my #10, but right now I just have to say what a perilous position Intel is in. The company truly risks becoming irrelevant, which is an odd thing to say about a huge, rich outfit that would appear from the outside to pretty much dominate its industry — an industry the company created. Intel won’t go away, I just think there is a very good chance they’ll no longer matter.