After switching to ARM, expect Apple to buy TSMC, too

Readers have been asking me to comment on Apple’s decision, announced at last week’s World Wide Developers’ Conference, to start switching to Apple-designed ARM processors for its Macintosh computers. I usually don’t like to do second-day (or, in the case, second-week) stories unless I can add something new to the discussion. Oddly, I usually can and that’s the case here, where Apple’s move to ARM has a big-picture strategy component that is absolutely vital to the company’s continued success. It also doesn’t seem to be covered yet anywhere but here.

Forget all the talk about Apple moving to ARM because the chips are better than Intel’s or consume […]

2019 Prediction #1 — Apple under Tim Cook emulates GE under Jack Welch

People — well, investors and financial analysts — seem to worry a lot about Apple. They tend to see Apple as either wonderful or terrible, bound for further greatness or doomed. What Apple actually is is huge — a super tanker of a company. And, like a super tanker, it’s hard to quickly change Apple’s direction or to make it go appreciably faster or slower. Those who see Apple as doomed, especially, should remember they are worrying about the most profitable enterprise in the modern history of business. Those who see Apple as immortal should remember that’s impossible.

The worry about Apple in 2019 seems to be that the smart phone market […]

Looking back at 2018 predictions, Bob was somehow 70 percent correct

I can’t put this off any longer, so here are the tech predictions I made a year ago for 2018. We have to see how well or poorly I did before we can move on to my predictions for 2019 and beyond. These old predictions have been edited for length, but not to avoid embarrassment.

I try to never avoid embarrassment.

One thing I’ve noticed over the years is that my predictions get longer and longer (this column, alone, is 4329 words — my second longest, ever) as they have drifted from new products to explaining new strategies. This sometimes works against the prediction since it is often easier to […]

Apple knows 5G is about infrastructure, NOT mobile phones

With Apple shares down more than 20 percent from their all-time highs of only a few weeks ago, writers are piling-on about what’s wrong in Cupertino. But sometimes writers looking for a story don’t fully understand what they are talking about. And that seems to me to be the case with complaints that Apple is too far behind in adopting 5G networking technology in future iPhones. For all the legitimate stories about how Apple should have done this or that, 5G doesn’t belong on the list. And that’s because 5G isn’t really about mobile phones at all.

Just to get this out of the way, I see Apple […]

Predictions #8-10: Apple, IBM & Zuckerberg

It’s time to wrap up all these 2018 predictions, so here are my final three in which Apple finds a new groove, IBM prepares for a leadership change, and Facebook’s Mark Zuckerberg gives up a dream.

Apple has long needed a new franchise. It’s been almost eight years since the iPad (Apple’s last new business) was introduced. Thanks to Donald Trump’s tax plan, Cupertino can probably stretch its stock market winning streak for another 2-3 years with cash repatriation, share buy-backs, dividend increases and cost reductions, but the company really needs another new $20+ billion business and it will take every one of those years to get a new one up to […]