What yesterday’s Apple satellite announcement really means

I took the summer off to move with my family from California to Virginia, thus escaping the inevitable fires of doom. I deliberately left my Apple/Globalstar column up so it would be still staring at readers when Apple made its eventual announcement, which was yesterday. That was a gutsy move on my part, but clearly I was correct. Today’s column — my first from our new home in Virginia — looks at specifics of the Apple satellite announcement, placing it in a more informed context.

Apple spent only five out of 65 minutes in yesterday’s product announcements talking about satellites, yet the title of the event — Far […]

By |September 8th, 2022|2022, Companies, competition, Internet, mobile technology, Phones, space, strategy|152 Comments
Read More

What’s happening at IBM (it’s dying)

Corporate-Life-CycleThis is a column I didn’t want to write. Like many of you I am tired of IBM stories and the company that was once an industry leader has become, at best, a poster child for how not to manage the later stages of a corporate life cycle. But because what’s happening at IBM is also happening right now at hundreds of other big technology companies makes it worth covering. So let me be clear: IBM is dying.

Last week a huge round of layoffs hit IBM just as I predicted back in January. The company is releasing as few details as possible. Nobody, for example, knows exactly how big […]

By |March 8th, 2016|2016, Business, Companies, Industry, Predictions|149 Comments
Read More

Final Prediction #10: Apple will buy Dish Network

2016predictionsA third of the people who read this column don’t live in the USA so maybe this prediction isn’t interesting to them, but I think Apple will buy Dish Network, the American direct satellite TV broadcaster. It’s the only acquisition that will give Apple the kind of entry point they want into the TV business, allowing Cupertino to create overnight an over-the-top (OTT) Internet streaming video service — effectively an Internet cable system.

Buying Dish would be a bold move for Apple because all the benefits Cupertino seeks aren’t obviously available. True, Dish has 14 million U.S. subscribers (I am one of those) who get 100+ channels of TV from the sky. True, Dish […]

By |January 22nd, 2016|2016, Business, entertainment, Internet, Media, Predictions, strategy|59 Comments
Read More

It’s Michael Dell versus the world and Dell will win

In my last column I wrote that Dell buying EMC is a great idea (for Dell) and left it to this column to more fully explain why that is so. It takes two columns because there is so much going on here in terms of both business models and technologies. As the title suggests it comes down to Michael Dell against the world and in this case I predict Dell will win, Cisco, HP and IBM will lose, Apple will be relatively unaffected and I don’t really know what it will mean for Microsoft but I think the advantage still lies with Dell.

One thing that is key is every one of these companies except Dell is publicly traded […]

By |October 14th, 2015|2015, Business, cloud computing, Companies, competition, mobile technology, Software, strategy|68 Comments
Read More

Executive ego and the Sony Pictures network hack

sonyhackReaders have been asking me to write about the recent network hack at Sony Pictures Entertainment. If you run a company like Sony Pictures it has to be tough to see your company secrets stolen all at once — salaries, scripts, and Social Security numbers all revealed along with a pre-release HD copy of Annie, not to mention an entire database of unhappy Sony employees who want to work anywhere Adam Sandler doesn’t. But frankly my dear I don’t give a damn about any of that so let’s cut to the heart of this problem which really comes down to executive privilege. Sony was hacked because some president or vice-president or division head […]

By |December 10th, 2014|2014, Business, Privacy and Security|63 Comments
Read More