Apple’s challenges require leaving Steve Jobs behind

new_apple_campusThis 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 […]

Yes, Phil, there is an iPhone Mini

iphoneminiHas Apple peaked? Yes and no. I think the company is still struggling somewhat to find its path following the death of Steve Jobs. But there’s still plenty happening and room for growth in Cupertino. So let’s start a discussion about what’s really going on there. I thought this might be possible in a single column, but looking down I see that’s impossible, so expect a second forward-looking Apple column tomorrow.

The catalyst for this particular column is word coming over the weekend from the Wall $treet Journal that Apple is cutting back component orders for the iPhone 5 signaling lower sales than expected. I’m not saying this story is wrong but I don’t […]

Advance to the rear: Is military Win8 computing the future of computing?

armydriveThe U.S. government, which is usually very slow to adopt new technologies, signed an agreement recently to move much of the Department of Defense to Windows 8. The three-year, $617 million deal for up to two million seats is a good proxy for where American business users are headed. Or is it? Microsoft of course hopes it is, but I think that’s far from a sure thing.

This isn’t just trading Windows XP for Windows 8. The U.S. Navy, which isn’t (yet) included in this deal, only recently signed their own agreement with Microsoft to take the fleet to Windows 7. But Windows 8, being touch enabled and running all the way from smart phones to […]

Who’s your daddy? Intel swoons for Apple

Just days after I wrote a column saying Apple will dump Intel and make Macintosh computers with its own ARM-based processors, along comes a Wall Street analyst saying no, Intel will be taking over from Samsung making the Apple-designed iPhone and iPod chips and Apple will even switch to x86 silicon for future iPads. Well, who is correct?

Maybe both, maybe neither, but here’s what I think is happening.

Apple is dependent on Samsung for making most of its Cupertino-designed chips, yet Apple has grown to hate Samsung over time, seeing the Korean company as an intellectual property thief. So Apple wants out of the relationship, this much is clear to everyone.

By |December 7th, 2012|2012, Business, Companies, Computing, Phones, Product Development, Tablets, Technology, Uncategorized|Comments Off on Who’s your daddy? Intel swoons for Apple

While the Intel board was firing Paul Otellini they should have fired themselves, too

Paul Otellini this week resigned his position as CEO of Intel as I’m sure you’ve already heard or read. Analysts and pundits are weighing-in on the matter, generally attributing Otellini’s failure to Intel’s late and flawed effort to gain traction in the mobile processor space. While I tend to agree with this assessment, it doesn’t go far enough to explain Otellini’s fall, which is not only his fault but also the fault of Intel’s board of directors. Yes, Otellini was forced out by the board, but the better action would have been for the board to have fired itself, too.

If there was a single event that triggered this end to Otellini’s tenure at Intel I’m […]