Next month an IBM computer called Watson will go head-to-head against the top two human Jeopardy champs for a prize worth $1 million. Whether Watson wins or not, what I wonder about this contest that was four years and untold millions of dollars in the making is how it squares with the image I’ve presented here over the last several years of a penny-pinching, greedy, avaricious, and not particularly smart IBM? The answer is simple: IBM has a split personality.
IBM values research and development. The research organizations like the one behind this Jeopardy stunt still share in a specific percentage of IBM’s gross sales. That’s how IBM keeps coming up with […]
Apple has a long history of milking early adopters. Even the crappy products (remember the Newton? the Mac Cube?) would sell a few hundred thousand units to the faithful before those faithful learned the sad truth. But just as they were learning that truth, along would come Steve Jobs (okay, not in the case of the Newton, but generally) gleefully proffering the real fantastic product people had been expecting months before. Then those same early adopters, reenergized, would buy all over again, whether it was an iMac, iPod, MacBook, iPhone, whatever. Why should we think this week’s Verizon iPhone announcement is any different?
Verizon announced its iPhone 4 today, as expected, but it was CDMA, not LTE, and it wasn’t white, which would seem to defy one of my 
All the top movies are appearing in 3D versions and the Consumer Electronics Show last week was full of new 3D TV’s. Why isn’t anybody buying them? We already bought our big-screen TV’s, thanks.
My last prediction laid out a pretty aggressive 2011 computing strategy for Apple. But it is just that — a computing strategy — not a media strategy, and Steve Jobs is clearly the most important media mogul on the planet right now, and maybe the most fragile. This latter point is important, because Steve sees himself as having both a unique mission and a frail constitution. He can’t wait to get things done, which is why the next couple years will be probably the most important in Apple’s history.