This is the second of two columns about the future of Apple. My last column looked at Apple’s immediate challenges in the iPhone business, while this one looks at the company’s mid-to-long term prospects and how best to face them. The underlying question is whether Apple has peaked as a company, but I think the more proper way to put it is how must Apple change in order to continue to grow?
Even as some analysts are downgrading Apple based on reported cancellation of component orders, saner heads have been crunching the numbers and realized that Apple still has a heck of an iPhone business. So if you are a trader I […]
Just days after I wrote a column saying 
Napier & Son was the most successful British manufacturer of aircraft engines in the 1920s and 30s with their 12-cylinder Napier Lion powering 163 different types of aircraft between 1918 and 1935. Over that 17 year period the Lion grew from 450 to 1350 horsepower and was, for awhile, the most powerful aircraft, boat, and car engine in the world, holding world speed records in all three venues at the same time. And then the Napier Lion was suddenly gone — a lesson from which Microsoft’s Steve Ballmer could benefit if he and his company don’t repeat it.
As anyone with a heartbeat knows, Apple has a product event coming on Tuesday the 23rd in San Jose at which we’ll certainly see the iPad Mini, perhaps a new MacBook Pro, and maybe some new iMacs. But whatever is being introduced I think it’s fair to say that the event is still in flux, because Apple late Wednesday canceled another corporate event in Arizona scheduled for the same time, this one at The Phoenician resort.
After yesterday’s Kindle Fire HD announcements from Amazon, a reader reminded me of a 
I was supposed to be on CNN last night to comment on the Apple v. Samsung patent infringement trial that just started in San Jose, but then Mitt Romney insulted the Palestinians and I was bumped. The way these things work is CNN calls the day before so I have time to think up something pithy to say. The question now is what to do with all that pith? So I’m dumping it on you. Consider this the long distance view of this legal battle in the context of what it really is — brands at war.
A reader pointed out to me this week that the personal computer is well over 30 years old — a number that has real consequence if you are familiar with my work. He remembered I predicted in 1992 that PCs as we knew them would be dead by now. I was obviously a little off in my timing. But only a little off. PCs are still doomed and their end will come quicker than you think.
Last week Microsoft kinda-sorta announced its new Microsoft Surface tablet computer. This week will come a Google-branded tablet. Both are pitted against the mighty iPad. Both companies see opportunity because of what they perceive as a Steve Jobs blind spot. And both companies are introducing tablets under their own brands because they can’t their get OEM’s to do tablets correctly.
