No reason to think he is right. However he raises some interesting points borne of a reevaluation of his original position.
I think several of his predictions are wrong but he still does present some good insights into this space.
they are not. Bt until someone is making money off it it's unlikely to be a long term success. Especially in the tech world. Even the poster child of open source success, firefox, really only blew up after they figured they could make money off their little search box.yeah because every working professionals job is to write 20 page reports...how hard is it to understand that just because tablets dontdo everything well doesn't mean that they can't be used for work, or...
The problem with Android is that no one is making money off it.
1) HTC is making money, but they are making about the same money they were when they were the leaders in Windows Mobile. Essentially, Android has replaced Windows Mobile with them (after accounting for the growth in size of the overall smartphone market, which, even if you completely remove Android from the picture, is MUCH larger than then. In fact, for all the marketshare RIM is losing, they are still...
The biggest problem with the TV idea is where Apple is going to sell these. TVs take up a LOT of space. Apple has extremely limited space in their stores. Are they going to devote these to iPads, iPhones, iPods and Macs, which don't take up much space, or TVs, which do and don't have tremendous margins either...
Intel is going about this the wrong way. The reason they were able to win in all the other areas is because people knew how to develop for x86. The legacy applications built on x86 gave Intel a huge edge.
In mobile, its the complete opposite. Legacy code (and more relevantly, instruction sets) are anathema, because battery life, and not processing power, is king in this space.
If Intel really wants to become relevant, they need to invest a ton of money developing...
Best Buy was clearly trying to prop up Apple's competition. This seems more pervasive than just at the managerial level.
This was an extremely short sighted move by them. They can't keep bashing Apple and expect the company to behave nice with them. The individual sales folks have also had a large anti-Apple tilt, which Apple has ignored. Best Buy should have allowed the natural anti-Apple tilt of their employees to tilt the scales in the competitors' favor, instead...
Well, this tells us what we knew. All other things equal, a large majority of people would much rather get an iPhone than anything else.
However, all other things are not equal. Carrier subsidy, and pushing of particular phones gives Android a much bigger leg up than if they had to compete on their own.
I would also venture to say that at this point, this is enough of a factor to continue extending Android's lead in the smartphone market.
Fortunately for Apple,...
Yes, but not exactly. The problem is that when the Kindle entered the market, it was the only ereader (there were a few minor players). Also, there was a HUGE library already available.
The problem with this is:
1) Competition. Ridiculous competition from all sorts of devices, not just tablets.
2) Developers will need to build only for this. Unlikely to happen.
Why in the world does anyone think people will buy a Gamestop tablet for games, when they can get a $499 iPad which does a whole lot more, and has a much larger game library?
If its Android, then why does anyone think game devs will develop for Gamestop's Android tablet as opposed to all the millions of other android tablets on the market?