Why Intel wants to be everyone’s chip maker

intelbrainThis is the first in a series of columns on the strategic direction of several major technology companies that have faltered of late. We’ll start here with Intel, follow in a couple days with Cisco followed by Microsoft, then see where it goes from there.

At Intel’s annual shareholders’ meeting last week the company talked about moving strongly into mobile chips and selling its stillborn OnCue over-the-top video streaming service, but the most important story had to do with expanding Intel’s manufacturing capacity. This latter news is especially important because if you look at the square footage of 14 nanometer fab facilities Intel says it will be bringing online in the next two to […]

The Secret of iOS 7

airplay1The Innovator’s Dilemma, a 1997 book by Harvard professor Clayton Christensen, made the point that successful companies can lose their way when they pay too much attention to legacy products and not enough attention to new stuff. They are making so much money they either don’t see a competitor rising up or are too complacent to feel threatened. In either case the incumbent generally loses and the upstart (usually one of many) generally wins. The best way for successful companies to avoid this problem is by inventing the future before their competitors do.

We see this pattern over and over in high tech. Remember Lotus? Remember Word Perfect? Remember Borland? And it’s not just in software. […]

Apple burnishes while we wait for another breakthrough

SteveJobs3Some readers have asked me for a post on the new Apple iPhones announced yesterday. I’ll get to that in time but prefer to do so when I actually have an iPhone 5S in my hands because I have a very specific column in mind. And no, it’s not the column you think it is. But this is still a good time to write something about Apple in general, which is how Cupertino appears to now stand at a crossroads.

There is a world of difference between Microsoft and Apple but one way they are similar is in facing a generational change. Another way they are similar is in having robust legacy businesses that both put […]

Why elite marathoners don’t (yet) wear wristwatch mobile phones

GPSwatchesThirty years and 50 pounds of blubber ago, between various teaching jobs and being fired from computer companies, I wrote for a New York-based magazine called The Runner, which was long ago absorbed by Runners World. I took the gig to force myself to get in shape and it worked, which is why one year I ran the Boston Marathon. Understand that my editor at the time, a guy named Amby Burfoot, had won the Boston Marathon, so my finish well back in the pack was professionally meaningless, but that memory gives me some sense of the scene yesterday in Boston when those bombs went off. I know what the air was like, what the […]

Accidental Empires, Chapter 16 — But Wait, There’s More!

MoreFive years after Accidental Empires was published in hardcover and four years after the paperback, we got a chance to do a somewhat revised paperback edition to go with Triumph of the Nerds, my Channel 4/PBS miniseries based on the book. Revision may be too strong a word, because all I was allowed to do was add two extra chapters at the end. This gave me a chance to catch up with some of the major characters, correct a few mistakes, explain what had happened in the intervening half-decade and — oh by the way — finally say something about the Internet.

CHAPTER SIXTEEN

BUT WAIT, THERE’S MORE!

January […]