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Posts by karmadave

As I predicted when iPad was announced Apple is making incremental, but useful updates to the platform. They are the most focused and diciplined company on the planet. Adding 4G is probably most useful to corporations, while Consumers will benefit most from the higher resolution display and graphics. Good job Apple. Your competitors are still trying to catch up with the iPad 2 and you've set the bar even higher. This will be another HUGE seller for Apple!
I personally think Apple would be making a big mistake not offering their Pro customers and upgrade path to Sandy Bridge Xeon. There are a lot of creative professionals in Music, Video, Graphics, etc. that would likely migrate to PC platforms...
I love some of the comments here Intel has a 'level playing field' when it comes to top tier OEM's (Apple, HP, Dell, etc.) getting access to their latest/greatest microprocessors. Only Intel knows the reason for Ivy Bridge delays. Everything I've read says systems, with Ivy Bridge, will be shipping sometime in June...
This is where having an Operations guy, like Tim Cook, at the helm makes a huge difference. Better component features are of little use if you don't have a reliable supply. Intel's CPU manufacturing capabilities are un-matched in the industry. AMD may have some good (and in some cases better) designs, but if they can't reliably produce them, in volume, companies will stick with Intel...
I think the Streak 5 proved that there's really a limited market for a 5" Android phone. I still have mine, but never really took to it. The thing is simply too big to fit in my pocket and too small for use as a tablet. My biggest issue with Samsung, and most of the Android handset manufacturers, is that they really don't add much value to the overall user experience and are more of less integrating technology from others. This doesn't really create a unique user...
Neither of these guys were Boy Scouts. They were shrewd, brilliant businessmen with different (and in most cases complimentary) visions of computing. They are really the yin and the yang. One could not have been sucessful without the other. As much as I've always detested Gates, for his business tactics, I admire his philanthropy. Jobs single-minded focus on perfection rubbed a lot of people the wrong way, but he certainly cared about end users and showed drove Apple to...
It's called 'Globalization' folks. Labor is sent to where it's cheapest and capital where it can get the highest returns. Unfortunately, the semi-skilled or unskilled US worker is going to get the short end of the stick. Even if they could be trained to do these jobs, it's simply cheaper and more efficient to use foreign labor. Some parts of the US will do better than others. Namely, high-tech centers, such as Silicon Valley, and finance-centric centers such as NYC. The...
Jobs wasn't technically fired, but he was effectively fired when the Apple board relived him of any operating responsibility. I worked at Apple, from 1987-1992, and Scully was actually quite popular. In fact, compared to Michael Spindler, Scully was a god
Wow! HP really took it on the chin last quarter. No surprise here. Apple has been doing really well with their lineup and Dell is gaining on HP. Of course Apple is still experiencing growth, but it will be interesting to see what happens when other's flood the market with Ultrabooks...
From what I've see so far, an 'Android' based tablet is a non-starter unless you are talking Amazon's Kindle Fire which is sold at a loss so that Amazon can make $$$ on content. Without end-to-end content distribution a consumer tablet is simply an expensive door stop (ask HP...). Windows 8 is probably where most non-Apple tablet makers will end up. It's Microsoft's first OS that is usable on a tablet and the economics are similar to the current PC market. As the tablet...
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