What the heck is happening at Apple?

cook“What the heck is happening at Apple?” people ask me. “Has the company lost its mojo? Why no new product categories? Why didn’t Apple, instead of AT&T, buy Time Warner? And why are the new MacBook Pros so darned expensive?

After first getting out of the way the fact that Apple is still the richest public company in the history of public companies, let’s take these questions in reverse order beginning with the MacBook Pros. In addition to their nifty OLED finger bar above the keyboard, these new Macs seem to have gained an average of $200 over the preceding models of the same size. What makes Apple think they can get away with that?

Apple can […]

By |October 31st, 2016|2016, Companies, Computing, entertainment, Industry, Movies, Uncategorized|110 Comments
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Predictions #2 (and 3?): Microsoft and Apple hit walls

2016predictionsIt isn’t easy being huge as both Apple and Microsoft are starting to realize. Both companies are incredibly successful and I’m not here to say either is in real danger, but both are suffering major structural challenges that will hurt them in 2016. What’s key for these predictions is how they respond.

I’ll deal with Microsoft first because there the challenges and solutions are both clearer than they are with Apple. I’ve been very impressed with Microsoft CEO Satya Nadella who I think hasn’t saved the company, because it didn’t need saving, but he’s a real improvement over Steve Ballmer. Nadella has done the best he can to get Microsoft in order and reinvigorated, […]

By |January 6th, 2016|2016, Business, Companies, Predictions|60 Comments
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Final 2014 prediction: the end of the PC as we knew it

cook-jobsWe’re generally a Macintosh shop here in Santa Rosa. I have Windows and Linux PCs, too, but most of the heavy lifting is done on Macs. Next Wednesday I’m expecting a delivery from B&H Photo (no tax and free shipping!) of four new iMacs plus some software totaling $5,407. I fully expect these to be the last personal computers I will ever buy.

How’s that for a 2014 prediction?

Moore’s Law doubles the performance of computers every couple of years and my old rule of thumb was that most people who make their living with computers are unwilling to be more than two generations behind, so that means no more than four years between new PCs. And […]

By |January 10th, 2014|2014, Business, Companies, Computing, Phones, Predictions, Software|122 Comments
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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 […]

By |September 11th, 2013|2013, Business, Companies, Industry, Phones|86 Comments
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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 […]

By |January 17th, 2013|2013, Business, Companies, Computing, Gadgets, Internet, Media, Movies, Music, Phones, Software, Tablets, Technology, Television|71 Comments
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