Very Personal Computing

The center of financial gravity in the computing world—the Center of Money—has shifted. No longer directed at the PC, the money pump now gushes full blast at the smartphones market. One of my colleagues, Bob Ackerman, calls smartphones the very personal computers. Measured by size and potential, they’re both smaller and bigger than today’s PCs.

The Math

Consider the numbers: HP, the world’s foremost PC maker, sold $10B of “Personal Systems” in its last reported quarter:

(turn “on” display image in your mail reader
to see the graphics)

Despite their premier position, HP isn’t making much PC money: $500M, 5% Operating Profit. (The full HP Q1 report in PDF can be found here.)

Now let’s turn to Apple’s most recent quarter. Smartphones constituted 40% of the company’s revenue:

When we add up the numbers, we see that the iPhone = Mac + iPods. And this rough calculation “misunderestimates” the weight of the iPhone OS. In the more mature iPod category, the iPod Touch (the iPhone without a phone) grew by 63% year-to-year according to Apple COO Tim Cook in the most recent earnings conference call. (Full Q2 2010 SEC filing available here.)

Subtract an estimated $180 for manufacturing cost and another 12% for Operating Expenses…

..and we get 58% Operating Income for iPhones.

I realize I’m taking a bit of arithmetic license—I’m assuming Operating Expenses are uniform for all product categories, and so on. But the essence remains: Apple makes $3B of profit from its iPhone while HP takes in a mere $500M on its PCs—that’s a 6x difference. The Center of Money has shifted.

(As an aside: If we divide iPhone revenue by the number of units, we arrive at a $622 for each device. Accounting connoisseurs can search for “Retrospective Adoption of New Accounting Principles” in the SEC filing and decide for themselves how much iPhone revenue is accounted for at the time of sale, and how much is kept in reserve and parceled out in 24 monthly installments)

The Curve

HP’s low margins are a symptom of the mature PC sector. The personal computer has reached the S-Curve’s shoulder while very personal computers are still at the S-Curve’s knee, poised for the type of growth the PC has enjoyed over the past 30 years:

When we stare at the curve and consider that steep upward slope, when we consider what it will take to keep the ball rolling uphill, our thoughts turn to software platforms and operating systems. Is it a good idea to use a mature OS in this new genre? Will the layers upon layers of software silt that have accumulated over decades provide the proper environment for the growth of this new species? Until now, OS makers had to struggle to stay compatible with existing applications as they piled on additional modern features. Microsoft and Apple were prisoners of the past. But with the smartphone… Free at last! The smaller size provides an escape from backwards (and that is the right word) compatibility.

The smartphone isn’t just a new genre, it’s nothing less than a reboot of personal computing.

Google agrees. The very successful Android OS has been adopted by a rapidly growing number of handset makers. Recent AdMob statistics place Android ahead of the iPhone in US Web traffic. The cynics may disagree, rebutting with contrary Comscore stats and the supercilious observation that AdMob is being acquired by Google…but it doesn’t really matter. Android is ascending, and will soon show up in tablets (unless its close relative, Chrome OS, ends up as the chosen engine).

Google and Apple have seen—and have comprehended—the same opportunity. They’ve jumped on the next wave of very personal computing, in two form factors…or more…let’s see what happens with TVs.

(I’m not ignoring RIM, the maker of the very good and very successful Blackberry. It’s still the #1 smartphone in the US market, but it’s not apparent that they see what Google and Apple see. RIM seems to want to stay focused on what they do well. I’ll look more closely at RIM in a future note.)

The Objections

Realists will object that the new devices aren’t as capable, as powerful, or as useful as traditional PCs. Yes…for now. We always hear this objection when a new genre emerges. What, minicomputers? They can’t do what our mainframes do. Microcomputers? You must be joking. Look at how puny they are, they don’t even have a real operating system. The interloper does less, but it also costs less—sometimes much less. It’s lighter on the wallet, and it’s also lighter on the mind, easier to live with. The incumbent fights by adding features that reinforce its dominant status, but by moving upwards it makes room for the new device which, over time, gains more power and acceptance, and firmly establishes itself.

The upstart doesn’t signal the end of the previous generation. We still have mainframes, and we’ll have PCs for a long time. But give it time and, as stated at the beginning of this note, the Center of Money will shift as customers become more comfortable with the new, lighter, sexier model, as the nascent devices gain muscle and polish. This is the future Google and Apple have in mind for their Android/Chrome and iPhone platforms.

(If you’re interested in a more in-depth discussion of Google’s Android, take a look at Andreas Constantinou’s blog. Especially “Wintel future for mobile operators” and “Is Android evil?” The comments are worth your while as well. Or see Dr. Constantinou’s meaty 65-slide deck surveying “Mobile Megatrends”. One take-away: Google wants carriers to be mere bit pipes, wireless ISPs and nothing more. They want to drive the price of smartphones to less than $100 in order to take the carrier out of the subsidy business and, as a result, loosen the carrier’s control over handsets. Free, again, at last.)

The Surprise

As I was researching this note, something happened: HP jumped back into the smartphone game. The premier PC company announced that it was buying Palm for $1.2B. Their own smartphone platform, the iPaq line, has been losing ground. (See the recent NY Times article, H.P., Tech Powerhouse, Stumbles in Smartphones which points out iPaq’s “steady slide into irrelevance.”) Despite Palm’s obvious woes, its WebOS isn’t one of them—au contraire, the software platform was universally praised. So, here we go, let’s write a check and get ourselves a good engine for the new race.

In a previous MondayNote, I wrote that no one would buy Palm.

I was wrong. Perhaps I should stick to predicting the past. My mistake stings even more as I wake up and realize I failed to pick up a clue lying in plain sight: Todd Bradley, the senior exec running HP’s PC business, used to be Palm’s CEO. In private conversations, he was too disciplined to be critical of Palm (even after he left) but…from marketing to system software, he exhibited an impressive command of the company’s issues. Ah well…

Acquisitions are difficult affairs that often fail for cultural reasons, and the HP/Palm deal (Palm CEO Jon Rubenstein hails it as a merger) has been questioned here and here. But Todd Bradley’s unique insights, supported by HP’s technical, financial, and market access resources, could combine to prove the skeptics wrong.

And, there’s more…

Right after the HP/Palm announcement, we heard that Microsoft killed its Courier tablet project, quickly followed by news that HP cancelled its own Slate, initially touted, by Microsoft and others, as an “iPad killer”. HP’s Slate was to run a keyboard-less version of Windows 7.

The Center

Apple, Google, and now HP have seen the past and the future: The PC business is mature and graying; the growth is with the new very personal computers. Relying on Microsoft (or even Google, unless you’re Google) for the operating system puts you in a fast race to the bottom, to meager margins, to having key decisions for your business made in Redmond or Mountain View.

The Center of Money has definitely shifted.

JLG@mondaynote.com

Be Sociable, Share!

Related columns:

  1. “Cloud Computing is bad for you”… TweetSo says Richard Stallman the father of the Free Software Foundation. He makes a simple argument: By using Cloud Computing applications you surrender your life (data) to some big company you can’t trust.  You’re no longer in control.  Conversely, if you keep everything on your (Linux) desktop, you’re the master of your own destiny. . [...]...
  2. Beloved DNA — Personal Genomics providers could violate US law. TweetWe mentioned in Monday Note #29 the boom of personal genomics sector. A great business really, at the convergence of intimate fear, aging population, increase in health prevention expense, paranoia, untold eugenic tendencies, growing hypochondria, etc. Just to give an idea on how it smells good, among the top players : Navigenics is funded by [...]...
  3. The (Overly Personal) Litmus Test TweetOver the past three weeks, I’ve been followed. By advertising. Like many, week after week, I land on dozens of sites. Some visits originate from my set of bookmarks, others from the usual click hopping that defines internet serendipity. In numerous instances, I get the same ad in different formats. The advertiser is called Litmus. [...]...
  4. Steve’s Bio: A Personal Perspective TweetLet me jump to the conclusion: This is an extraordinary book on many levels: informative, entertaining often, insightful, sympathetic but not indulgent; it rises to its unusual subject and manages to render its complexity in a straightforward manner that attests to the biographer’s talent. Get thee to a physical bookstore, if you can find one, [...]...

92 Comments

  1. Posted May 2, 2010 at 4:02 pm | Permalink

    Spot on. Here’s another insight I’ve been thinking about. The Enterprise. Windows Mobile 6.x is dying. Microsoft is shifting everything into Windows Phone 7 which is consumer focused. The Enterprise is left unserved. HP, until the other day was totally dependent on Microsoft. Now – not so much. Arguably they now have a better OS than any competitor – they can focus entirely on the Enterprise without fighting it out in the consumer market. They got patents, mature OS, teams of engineers, and carrier relationships. Combine that with their infrastructure and it’s a huge win.

  2. Posted May 2, 2010 at 8:49 pm | Permalink

    I’m bullish on HP too. They make one of the best hardware (along with Sony) and they obviously want a share of the juicy mobile web market. HP hardware + palm software = win.

  3. Walt French
    Posted May 2, 2010 at 10:02 pm | Permalink

    Nice application of concepts that I first encountered in Christensen’s 1997 The Innovator’s Dilemma, and have been discussed widely in other contexts (e.g.,, a paper on Schumpeterian Diseconomies presented at last year’s American Economics Assn meetings).
    .
    Following up on notions in that latter paper (which goes at length into how IBM almost made a successful move to PCs), Apple now has a monstrous challenge in keeping their very successful PC and iPod businesses humming, while facing substantially different challenges of time-to-market, entrance of deep-pocketed competitors such as HP, and adopting a “good enough for phones” mindset that doesn’t work at all on the desktop. (That’s arguably the heart of Adobe’s challenge to get Flash on ANY smartphone, at least until a good set of smartphones have 1GHz processors and 1GB or RAM, likely by the end of next year.)
    .
    Jobs has responded by goosing up technology (PA Semi; Intrinsity; Lala) in a way that seems new; by allowing substantial forks in OSX to move changes quickly for iPad and iPhone; by risking burnt bridges with Adobe, a key supporter of its Mac business.
    .
    Fascinating to watch. Thanks for the ringside perspective.

  4. Posted May 2, 2010 at 10:12 pm | Permalink

    >>>We always hear this objection when a new genre emerges. What, minicomputers? They can’t do what our mainframes do. Microcomputers? You must be joking. Look at how puny they are, they don’t even have a real operating system.

    In general, yes. But smartphones have wee screens. I guess this is overcome by apps being a front-end for data socked away on the Net.

    But then there’s the iPad. And I think that’s why HP wanted webOS. It’s not just smartphones, it’s tablets (OK, HP calls theirs Slate — good for them).

    I’m happy HP bought Palm. I thought Asus should have, but HP is the best.

  5. Posted May 2, 2010 at 11:59 pm | Permalink

    It’s been a long time coming. But good that you see the light too ;-)
    http://communities-dominate.blogs.com/brands/, as one of the best references, has been spot on for many years already.
    Mobile is the 7th mass media, and it is only the beginning :)

  6. Walt French
    Posted May 3, 2010 at 5:00 am | Permalink

    Mike Cane said, “ Look at how puny they are, they don’t even have a real operating system.”

    Indeed. And look at the chart on Wikipedia’s “Disruptive Technology” page, too. Smartphones serve users who don’t get internet service— whether because they were on the go, could not afford/justify the PC/DSL/cable cost, or didn’t see the benefit. These users now have SMS, music, online friends and more.
    .
    Google thinks that by commoditizing the phones, they can drive the carriers into the business of peddling bits across in a pure internet experience; Apple believes that by offering a unique first-class experience, they can drive the phones into the business of peddling bits to iUsers. I believe both firms will have to adopt some of the other’s business strategy.
    .
    I personally see problems with both: if 50 different Android phones ship this year, no carrier has incentive to push any of them, nor promote them. They’ll see it as effective as Palm’s failed effort to differentiate themselves on Sprint and Verizon. And Apple, although saying they’ll cut prices to keep others from undercutting them, is up for a major shift in margins if they do so, and still, they’re only on AT&T.
    .
    Apple may succeed if they go wide with all 4 major US carriers and a host of others; I presume the PA Semi acquisition is to help shave costs and the control of the programming environment could even allow them to make a shift to a non-ARM chip, if the licensing costs there were relevant. (Anybody here know?)

    We are still talking about the mother of all business disruptions for Apple. RIM has the niche Blackberry business marketplace, and much like Apple spent years in the wilderness, losing share and capabilities,until Jobs came back and shook things up, perhaps— just maybe— they can have a second act, too. Microsoft, probably HP/Palm and Moto are already out of the game. Harder for me to read Nokia and Sony/Ericsson; my guess is they’ll duke it out with the rest of the dumbphones.

    This is for the US market; Europe and even more so Asia, present an even greater challenge for Apple to go wide and deep simultaneously. It’ll be interesting to see new partner announcements there.

  7. Posted May 3, 2010 at 3:36 pm | Permalink

    –Mike Cane said, “ Look at how puny they are, they don’t even have a real operating system.”

    No, I didn’t say that, I was quoting, but the damned Comment box edited out the greater-than signs I put in there to indicate that.

  8. Posted May 3, 2010 at 4:01 pm | Permalink

    Great post! I concur with you on the above. It’s certainly the bottom of the first inning in this new shift towards personal personal computing.

    Apple’s numbers today validate the consumer experience and now expectation has been validated. The iPad is a sign that the consumers (users) have voted with their checkbooks.

    http://siliconangle.com/blog/2010/05/03/death-of-the-netbook-apple-sells-1-million-ipads-30-estimated-to-be-3g-new-user-experience-very-compelling/

    That’s my angle and I’m sticking to it :-)

    Cheers

  9. tom b
    Posted May 3, 2010 at 9:23 pm | Permalink

    All I can say is that I am glad, as an Apple investor that they have such a big lead here. It looks to me like the closest rival, Android, is several years behind in polish and usefulness– and not likely to catch up, because the target is moving. When Apple’s exclusivity deal with ATT is gone, Android will be gone, as well.

  10. Jonathan Fischoff
    Posted May 3, 2010 at 11:48 pm | Permalink

    Its only a matter of time before we drop “mobile” and just call it computing.

  11. Walt French
    Posted May 4, 2010 at 1:26 am | Permalink

    @Mike Cane said (I believe!) “ No, I didn’t say that, I was quoting…”

    Not to worry. Everybody here must’ve understood, since the site appears to attract intelligent commenters.

  12. yet another steve
    Posted May 4, 2010 at 4:31 am | Permalink

    What business disruption for Apple? Its iphone margins are high because they are capitalists and do not give money away. They offered a $99 phone and on one cared. Carriers need a high contract price to support network growth. Apple’s margins are almost accidental.

    Meanwhile Apple’s per unit costs on a smartphone will be as low as anyone’s. While they have to keep engineering the OS, per unit cost is zero. No one buys more flash memory. Component wise its largely the same old ipod business.

    And because Apple is pulling those margins down to the bottom line, it is not dependent on them. As much as Apple has dazzled Wall Street, it is not their priority. Apple will always charge a premium, but never so much as to be a big issue for most buyers. The model is the ipod business, not the mac business.

    HP might do quite well going after the Enterprise in this space. But good luck to the handset makers who think they’re going to commoditize and undercut Apple. If it was tough to do with a music player that simply played back industry standard content, it’s going to be tougher with a software platform.

    Apple can lose this race, but the race is definitely theirs to lose. With the successful debut of the iPad it’s almost as if they’ve already lapped Android.

  13. Posted May 4, 2010 at 1:27 pm | Permalink

    Thanks for a fascinating article, an excellent perspective. I remember the Compaq/HP/Ipaq’s back in 2002 they were really cool looking. Before that I was testing a HP Journada for my then boss – running windows CE – using a Nokia 2.0 Data Card, or my 6230i phone’s modem via infrared. The whole experience put me off Internet browsing on my phone – 7 years later – I still have my nokia but when checked out the Internet on the Iphone – I had to have it, its awesome – can’t wait to see how this all pans out in the next couple of months/years.
    I look forward to reading your notes on RIM in the future.

  14. Bjorn Ahlen
    Posted May 4, 2010 at 7:08 pm | Permalink

    @Walt French: “…the site appears to attract intelligent commenters…”

    I don’t mean to confirm that, but what a relief to find this site.

    “Scotty, cancel the beam-up!”

    I was beginning to give up after seeing nothing but inane comments everywhere online, including from educated and elevated people I was foolishly expecting to know better.

  15. darin
    Posted May 4, 2010 at 11:57 pm | Permalink

    i dont understand why so many of you seem to think apple is in cruise control. Android will attract more developers once it gets a bit more distribution (can’t wait to buy one for my provider, Sprint). Look at the nexus one, its ALREADY THERE with the iphone. And they have been developing ChromeOS from the ground up for years. Its silly to say that Android has already lost b/c they entered late…to say that is to spit in the face of the last 10 years of Google domination (were they the first search engine? what about the first email service? they have proved over and over again they can take an existing market and turn it on its head, why can’t they do it again w/Android and/or ChromeOS?). Anyway, great article, very insightful :)

  16. Chandra Coomaraswamy
    Posted May 5, 2010 at 12:09 am | Permalink

    HP buys Palm because it had no other option in phones or tablets. But coming (back) to these markets after duelling Dell to the bottom on price for years is not the desired pedigree back-story for selling future phones or tablets at high margins. If you are a bottom dweller on price or quality, your credibility as a high price vendor is undermined. Palm had a long respected history in PDAs and PDA-phones. It could not compete, even with the rejuvenating new WebOS. Why would HP succeed where Palm failed? HP threw money to get their Slate announced earlier than the iPad. They sold none – choosing to withdraw without a fight. I suspect they will produce a goodish tablet too, Jean-Louis, but so will Google’s licensees including HTC who know how to do ‘Incredible’ things, no? Google will produce a new tablet platform with zero OS cost and it will fragment because all the OS-less manufacturers will flock to it and they will race each other where? Ah yes, to the bottom … again. They have no choice. The same for Dell.
    For HP, there is no easy way to compete with a free OS competitor, or with Apple, while also hoping to amortise the cost of buying Palm + the initial R&D to use WebOS on their own phone + the R&D to get WebOS to run a tablet + the promo costs of helping the world to forget that WebOS was a horse that lost its race under its previous colours etc etc. Can we imagine that either Google licensees, or HP can aspire to pricing levels that actually support a level oxygen that can sustain a worthwhile profit? We will be at iPhone/iPad OS 5 or 6 by the time they are truly ready to match iPhone OS3.
    This is so tragic, it’s not funny; and yet neither Google nor HP can afford not to try to compete for this space. It is the future computing and comms marketplace. By the time they are ready, Apple’s current top smartphone feature standards will be handed down to a second level iPhone that is offered free, just to reduce the oxygen level to 1% or less for competitors. The top end iPhone will continue to serve the 100s of millions of us willing to pay for the best. Apple will continue to be bathed in oxygen.
    In my view, the only thing that sink this vision of the future is the arrival of some new, new thing that disrupts everything all over again. But then Jean-Louis, where is that disruptive influence likely to come from, based on recent history?
    ChandraC
    Thank you for an intelligent and informed article.

  17. Posted May 6, 2010 at 3:43 am | Permalink

    Since you want to measure growth add plz Market size, share, Penetration for feature phones, smartphones and pcs, as well as Replacement Rate.

    Thank you

  18. Posted May 10, 2010 at 6:32 pm | Permalink

    I’m seeing movement to the “VPC” or smartphones on the site that I run. More and more people are accessing Internet forums and news sites using smartphones and that will continue to rise as people ditch their land lines and work more in remote or mobile offices.

  19. Posted June 2, 2010 at 2:39 pm | Permalink

    We are watching the entire personal and home computing market shift from the PC to the phone, the tablet, and the TV. My wife’s computer is getting long in the tooth, and she doesn’t want a new powerbook, she wants an iPad. Most of what we use computers for in the home – web surfing, mail, viewing pictures, social networks, looking up vendors, music, video entertainment – all of these applications are becoming easier and faster to use on a phone, tablet, and more compelling on the largest computer screen in the home – the HD TV. All of these devices are cheap to buy, faster to boot, and easier to use than a computer. So now computers with keyboard are relegated to writing blog entries, typing papers, paying bills – work related functions. The new divide becomes the PC in the office – and other platforms in the home.

    We are working on new music entertainment and social apps for the Google TV. The driver for internet enabled TVs empowered by the tablet and keyboard, will be social interaction around media.

    Compelling apps are what drive the need and desire for these devices, and Apple owns a monopoly at least for a short period in these markets with the iPhone platform.

  20. Posted June 26, 2010 at 6:21 pm | Permalink

    I’m bullish on HP too. They make one of the best hardware (along with Sony) and they obviously want a share of the juicy mobile web market. HP hardware + palm software = win.

  21. Posted June 27, 2010 at 7:01 am | Permalink

    [OOT] kids on the picture so cute,,, :D

  22. Posted June 27, 2010 at 10:00 am | Permalink

    All I can say is that I am glad

  23. Posted June 27, 2010 at 6:02 pm | Permalink

    thanks for the nice information..

  24. Posted July 12, 2010 at 3:52 am | Permalink

    thanks for share

  25. Posted July 13, 2010 at 1:06 pm | Permalink

    it’s a great site…
    thanks for sharing

  26. Posted July 15, 2010 at 12:01 am | Permalink

    so courious bout that..
    I wanna say thanks for share:)

  27. Posted July 17, 2010 at 12:54 pm | Permalink

    it’s nice info..
    thanks for sharing..

  28. Posted July 19, 2010 at 7:59 am | Permalink

    thanks for information… that’s great…

  29. Posted July 19, 2010 at 8:34 am | Permalink

    great article

  30. Posted July 23, 2010 at 3:14 pm | Permalink

    nice post…

  31. Posted August 6, 2010 at 12:29 pm | Permalink

    Your serve is really cool.

  32. Brad Ong
    Posted August 14, 2010 at 8:29 pm | Permalink

    9/11 was CLEARLY AN INSIDE JOB. On an unrelated note, I was wondering earlier how can I cheat on my wife more and not get caught? Does anyone agree that its more wrong if she is pregnant (again)? bradong@mac.com

  33. Posted August 18, 2010 at 6:20 pm | Permalink

    great thanks

  34. Steve
    Posted September 4, 2010 at 2:03 am | Permalink

    Here’s a great resource for seniors: http://www.modernseniortech.com

  35. Posted September 11, 2010 at 2:17 am | Permalink

    It’s a good job

  36. smearia
    Posted September 23, 2010 at 1:57 am | Permalink

    [url=http://moodle.educan.com.au/z/656f-buy-colon-cleanse.php]psyllium fiber[/url] easy dessert recipes = [url=http://elo.dorenweerd.nl/z/5a83f-colon-cleanse-product.php]candida help[/url] systemic candida infection = [url=http://www.nant.kabinburi.ac.th/moodle/z/16e78-colon-cleanse-system.php]detox health[/url] oxygen supplements = [url=http://www.sib-bangkok.org/moodle/z/d2d0-colon-cleanse-program.php]natural cleanser[/url] metamucil fiber = [url=http://www.tulinarslan.com/moodle/z/f553e-cleanse-the-colon.php]candida albacans[/url] intestinal cleanser

  37. Posted October 7, 2010 at 9:01 pm | Permalink

    thanks for share good knowledge.

  38. Posted October 7, 2010 at 9:04 pm | Permalink

    Thank you for your great knowledge.

  39. Posted October 8, 2010 at 3:27 pm | Permalink

    good job

  40. Posted October 12, 2010 at 6:44 pm | Permalink

    It is interesting.

  41. Posted October 17, 2010 at 5:16 am | Permalink

    P90X Extreme Home Fitness Workout Program
    This product is what I expected from the infomercial – the infomercial is a good representation of what you’ll get. The DVDs are good, come in a small case (no excess packaging to exaggerate or compensate for lack of real product). The accompanying written materials are good too.
    However, I found that I wasn’t quite in shape enough when p90x arrived to use it well. I went back and bought Tony Horton’s “Power Half Hour” and used that for a few weeks first – had to wake up some muscles I’ve let go dormant. I’ve been in good shape most of my life, but kind of got lazy lately – I needed to get a basic foundation before I could jump into the incredible workouts he provides.

    http://www.p90xbuyonline.com/13dvd-fitness-guide-nutrition-plan-p-63.html

  42. Posted October 18, 2010 at 2:48 am | Permalink

    hear the colours

  43. Posted October 18, 2010 at 2:49 am | Permalink

    —————————–

  44. Posted October 27, 2010 at 11:08 am | Permalink

    It seems to be the case.

  45. Posted October 28, 2010 at 10:21 am | Permalink

    very good article and Nice support article.
    Thank you for sharing information.

    lcd television

  46. Posted November 2, 2010 at 7:43 am | Permalink

    Indeed a very good read! Very informative post with pretty good insight on all aspects of the topic! Will keep visiting in future too!

  47. Posted November 23, 2010 at 12:37 pm | Permalink

    I would like to appreciate the work of blog author that the person provided us with an extremely excellent information regarding the topic. I really learned something from this blog and started to contribute my ideas via commenting on this blog. Keep it up!

  48. Cilioriaresee
    Posted January 7, 2011 at 11:00 am | Permalink

    Fastened, they predestined to be taught that filing lawsuits is not the arbitration to survive to a a bring piracy. In preference to, it’s to pull down going something mastery than piracy. Like kind-hearted of use. It’s unequivocally a the all in the same remnant gear easier to utter iTunes than to search the Internet with imperil of malware and then crappy je sais quoi, but if people are expected to wreak vengeance on exchange for loads and chum around with annoy elbows with on owing ages, it’s not affluent to work. They but completely a knee-high to a grasshopper every so often old-fashioned forwards people contrive software and Network sites that modulation it ridiculously amenable to infringer, and up the quality. If that happens, then there disposition be no stopping piracy. But they’re too thorough and concerned of losing. Risks net to be contented!

    Money In The Bank

  49. Posted January 10, 2011 at 12:40 pm | Permalink

    Wonderful, post. I loved that you wrote about this. It is very much informative. I am really impress your post.

  50. Posted January 19, 2011 at 8:38 am | Permalink

    I have been really glad after reading this blog as the knowledge which has been given via this blog is simply tremendous. I would congratulate and appreciate the blogger for doing

    this much hard work.

  51. Posted January 27, 2011 at 11:46 pm | Permalink

    thanks !! very useful article!

  52. Posted February 1, 2011 at 11:25 am | Permalink

    i have been pleased after reading this blog the knowledge
    which has been provided via this blog is simply tremendous.
    i really appreciate the blogger for doing this work.

  53. Posted February 6, 2011 at 4:31 am | Permalink

    It is the future computing and comms marketplace. By the time they are ready, Apple’s present high smartphone characteristic standards will probably be handed all the way down to a second degree iPhone that is offered free, just to cut back the oxygen stage to 1% or less for competitors. The top finish iPhone will proceed to serve the 100s of millions of us willing to pay for the best. Apple will proceed to be bathed in oxygen.

  54. Posted March 10, 2011 at 12:25 pm | Permalink

    Its a great pleasure reading your post.
    Its full of information I am looking for
    and I love to post a comment that
    “The content of your post is awesome” Great work
    Orange County PC and Mac REPAIR SERVICES Starting at $69.00. Reliable and honest.Serving IRVINE,
    CA and All Orange County CALL NOW (949) 456-0914Do your research, ask plenty of questions,
    be sure to ask about who’s going to show up to do your repairs.
    Don’t get caught up in these companies that have flat rate prices,
    you’ll pay too much. If you need more memory just let us know, we usually have it
    with us and we’ll put it in for FREE, you just pay the cost of the memory, some companies are charging $99.00
    to do this 3 minute task. We also carry a large selection of parts with us,
    (routers, mice, power supplies, etc..) to sell as a convience for
    you at just 10% over our wholesale cost

  55. Posted April 5, 2011 at 5:21 am | Permalink

    Those stats are mind blowing but my humble deduction is that you are actually comparing apples with pairs (excuse the pun). I really do not think you can take one sector of the market that has a different demand and compare to another sector. There are so many variables like number of competitors and consumer preferences that need to be evaluated before any conclusions can be reached.

  56. Posted April 13, 2011 at 6:41 pm | Permalink

    Nice, free jennifer toastee toof sex tape for you [url=http://www.crunchyroll.com/user/freejennifertoasteeo#1]free jennifer toastee toof sex tape for you[/url], 50558,

  57. Posted April 21, 2011 at 12:43 pm | Permalink

    http://highscalability.com/blog/2010/11/24/great-introductory-video-on-scalability-from-harvard-compute.html?lastPage=true&postSubmitted=true

  58. Posted May 10, 2011 at 11:45 am | Permalink

    Nice post. Thanks for sharing these tips
    .
    Thanks for sharing information.Looking forward to more stuff.

  59. Posted May 20, 2011 at 3:17 am | Permalink

    You’re the best, thank you!

  60. Posted May 20, 2011 at 4:18 am | Permalink

    Hello there! Great post! But the website is always loading pretty slowly.

  61. Posted May 24, 2011 at 3:36 am | Permalink

    hey there, I would like ot thank you for posting such a useful outline

  62. Posted May 26, 2011 at 10:26 am | Permalink

    Whole article is just perfect and I really appreciate the way you written such stuff about PCs. Anyway you really have great skills of presentation. Wish you best of luck in every field.

  63. BobbyBob
    Posted May 27, 2011 at 5:36 pm | Permalink

    Nursing has been one of the most valuable and rewarding careers for decades and data indicates that it will continue to be in high demand for decades to come.

    Registered Nurse

  64. BobbyBob
    Posted May 27, 2011 at 5:37 pm | Permalink

    Nursing has been one of the most valuable and rewarding careers for decades and data indicates that it will continue to be in high demand for decades to come.

    You may want to look at Registered Nurse

  65. laura
    Posted June 16, 2011 at 5:47 am | Permalink

    Great Post! I agree, these days smartphones are just like personal computers.

  66. Posted July 14, 2011 at 8:40 am | Permalink

    thanks for sharing.I enjoy it.

  67. Posted July 23, 2011 at 10:41 pm | Permalink

    The smart phone is not only like personal computers, they have revolutionized the way every day business activities are performed. I wonder if there could be a way to track overall productivity increases in an economy as smartphone adoption rates increase.

  68. Posted August 4, 2011 at 7:08 pm | Permalink

    I can understand this. My phone, the Epic 4G is faster than the first computer I purchased. Smartphones these days are mini-computers.

  69. Posted August 17, 2011 at 7:52 am | Permalink

    It’s so funny, i’m so attached to my smartphone I don’t know how I survived before I started using it. Can you imagine how much more powerful they will be in 5 years, most probably the equivalent to 5 powerful laptop computers now.

  70. Posted September 5, 2011 at 12:12 pm | Permalink

    You have so much knowledge about this issue, and so much passion. You also know how to make people rally behind it, obviously from the responses.

  71. Posted September 6, 2011 at 11:04 pm | Permalink

    a very good blog and useful post indeed

  72. Posted September 22, 2011 at 3:47 pm | Permalink

    thanks !! very useful article!

  73. Posted September 29, 2011 at 12:21 pm | Permalink

    I found this extremely useful. On the other hand, it turned out not easy to locate. I’m sure a little bit of back-linking will help you to get it to the top of the search engines like google.

  74. Posted October 17, 2011 at 8:08 am | Permalink

    the old ones that can’t adapt will wither and die, so it seems

  75. Posted October 20, 2011 at 10:19 am | Permalink

    happen to be accessible today.On the internet

  76. Posted October 24, 2011 at 3:08 am | Permalink

    is smart phones replacing PC’s

  77. Rojer
    Posted October 29, 2011 at 9:28 am | Permalink

    Its only a matter of time before we drop “mobile” and just call it computing.
    Black Friday Digital SLR Camera

  78. Posted November 4, 2011 at 3:13 am | Permalink

    wuwu!I just wanted to comment your blog and say that I really enjoyed reading your blog post here

  79. Posted November 12, 2011 at 5:59 am | Permalink

    Such a good writing, or by I saw for the first time. I’m quite happy, you are a good writer

  80. Posted November 15, 2011 at 3:18 pm | Permalink

    The post is written in very a good manner and it contains much useful information for me. I am very enjoyed for this blog. This article truly impressed me. I think it may be help all of you. Keep the information coming.

  81. Posted November 28, 2011 at 5:38 am | Permalink

    The post is written in very a good manner and it contains much useful information for me.

  82. Posted December 11, 2011 at 9:11 am | Permalink

    You can share some of your article, I’m like you write something, really very good! I will continue to focus on. Never done in the article comments, this is my first network comments, appreciate you sharing.

  83. Posted January 2, 2012 at 4:58 am | Permalink

    where is that disruptive influence likely to come from, based on recent history?

  84. Posted January 3, 2012 at 5:14 am | Permalink

    or me as a reader is a pleasure to give congratulations to the creators of this article is fabulous, I think that long ago I have no chance to see a blog with such interesting topics and so popular, I think it’s great to have had the delicacy to share with readers this information.

  85. Posted January 5, 2012 at 3:45 am | Permalink

    i like your articles,get more helpful things,come on

  86. Posted January 7, 2012 at 4:09 am | Permalink

    Thanks for the write up! This is really some great stuff here! Wishing for a following post for the similar subject.

  87. Posted February 12, 2012 at 5:35 am | Permalink

    I think it’s great to have had the delicacy to share with readers this information.

  88. Posted July 4, 2012 at 10:27 pm | Permalink

    Hello there I am so glad I found your webpage, I really found you by mistake,
    while I was looking on Askjeeve for something else, Anyways I
    am here now and would just like to say thanks for a fantastic post and
    a all round enjoyable blog (I also love the theme/design),
    I don’t have time to read through it all at the minute but I have saved it and also
    added in your RSS feeds, so when I have time I will be back to read a great deal more, Please do keep
    up the awesome work.

  89. Posted January 8, 2013 at 5:23 am | Permalink

    Amazing issues here. I am very happy to look your article.
    Thanks so much and I’m having a look ahead to contact you. Will you please drop me a mail?

  90. Posted April 3, 2013 at 8:17 pm | Permalink

    Heya are using WordPress for your blog platform?
    I’m new to the blog world but I’m trying to get started
    and set up my own. Do you need any html coding expertise to make your own blog?
    Any help would be really appreciated!

  91. Posted April 10, 2013 at 6:09 am | Permalink

    LouisVuittonBagsTheAlmostEndlessAbilityOfCreativeness,[url=http://www.vuittontenpo.com/]http://www.vuittontenpo.com[/url],PertainingToLouisVuittonSacsInstanceBagsAsWellAsAlsoPurses,http://vuittontenpo.com/,LvStoreGeorgia:LvBags

  92. Posted May 11, 2013 at 3:34 pm | Permalink

    I have found this article very exciting. Do you have any others on this topic? I am also sending it to my friend to enjoy your writing style. Thanks for sharing ..

35 Trackbacks

  1. By The Social Strategies. | Socializing Online on May 3, 2010 at 10:38 am

    [...] Very Personal Computing | Monday Note [...]

  2. [...] wise to rather look into the option how to expand on it and make it a profitable business again. Jean-Louis Gassée also followed up on that and shows that by buying Palm HP is trying to achieve exactly that. That’s where Apple is back in [...]

  3. By Very Personal Computing « on May 4, 2010 at 2:06 am

    [...] Original source : http://www.mondaynote.com/2010/05/02/very-personal… [...]

  4. By Very Personal Computing « ANDYWERGEDAL on May 4, 2010 at 7:03 am

    [...] HP’s purchase of Palm shows that they understand this opportunity. via mondaynote.com [...]

  5. By Chi guadagna chi più? on May 4, 2010 at 8:42 am

    [...] Suggerisco di guardare le tabelle e i dati contenuti nell’articolo originale linkato. Very Personal Computing | Monday Note: “The center of financial gravity in the computing world—the Center of Money—has shifted. [...]

  6. By .log : центр тяжести on May 4, 2010 at 12:52 pm

    [...] вот, пожалуйста, раз уж речь зашла, и цифры: Apple makes $3B of profit from its iPhone while HP takes in a mere $500M on its PCs—that’s a [...]

  7. By ZDNet Government mobile edition on May 4, 2010 at 4:30 pm

    [...] just Windows 7. The second article was by the wise and very French Jean-Louis Gassée who wrote Very Personal Computing. In it, Jean-Louis contends that the financial gravity of the computing world has shifted to [...]

  8. [...] Very Personal Computing offers a deep look into the world of smartphone revenues and how they compare to the PC market. HP will soon be able to understand both better than most and it will be an eye opener if the Palm buy takes off. [...]

  9. [...] Gassée on Monday Note points out the shift in profit pools in the personal computing industry from traditional PC form factors [...]

  10. By Gassée: Mobile is the Future | TightWind on May 5, 2010 at 3:36 am

    [...] Jean-Louis Gassée argues that because the personal computer industry has matured, smart phones are the future. [...]

  11. [...] Very Personal Computing | Monday Note [...]

  12. [...] Very Personal Computing http://www.mondaynote.com/2010/05/02/very-personal-computing/ [...]

  13. By Why Intel Will Be a Mobile Loser on May 5, 2010 at 9:46 pm

    [...] Apple executive Jean-Louis Gassee, in a blog post titled, Very Personal Computing wrote: The personal computer has reached the S-Curve’s shoulder while very personal computers are still [...]

  14. [...] Apple executive Jean-Louis Gassee, in a blog post titled, Very Personal Computing wrote: The personal computer has reached the S-Curve’s shoulder while very personal computers are still [...]

  15. By Reading Links for May 4th | Stuart Henshall on May 6, 2010 at 7:02 am

    [...] Very Personal Computing | This is a great overview on why Palm made sense to HP. – Now both Dell and HP have effectively passed on Windows Touch. [...]

  16. By Weekend Reading on May 8, 2010 at 2:00 am

    [...] Very Personal Computing: edited by Jean-Louis Gassée. The center of financial gravity in the computing world—the Center of Money—has shifted. No longer directed at the PC, the money pump now gushes full blast at the smartphones market. [...]

  17. [...] here: Very Personal Computing | Monday Note Share and [...]

  18. By From computers to very personal computers on May 10, 2010 at 6:30 pm

    [...] computers Interesting discussion of the Smartphone market as related to the mature PC market: Monday Note: Very Personal Computing Reply With Quote   + Reply to Thread « Previous Thread | [...]

  19. [...] be able to do even more and this is where the future of the entire computer industry lies. This article gives an indication of where the money will start to flow and goes some way to explaining why HP [...]

  20. [...] Very Personal Computing | Monday Note [...]

  21. [...] are (belatedly?) realizing that a mobile device isn’t a smaller personal computer, but something ‘very personal’. And that very personal is very different from [...]

  22. [...] The Very Personal Computer Era, Beyond PC [...]

  23. [...] With the iPhone and iPad, Jobs has envisioned a new genre of very personal computing (see the March and May 2010 Monday Notes on this [...]

  24. [...] new browser default homepage is the main menu on smartphones.  In this new era of “very personal computing”, users will depend much less on Naver to discover new content on the web.  Users will no longer [...]

  25. [...] York Times, the Wall Street Journal, the Atlantic) until I bookmarked all of them on Opera Mini. Jean-Louis Gassée: The smartphone isn’t just a new genre, it’s nothing less than a reboot of personal [...]

  26. [...] “The smartphone isn’t just a new genre, it’s nothing less than a reboot of personal computing.” – Jean-Louis Gasse, “Very Personal Computing,” May 2, 2010, http://www.mondaynote.com/2010/05/02/very-personal-computing/ [...]

  27. By iPhone = Mac 2.0 | Monday Note on January 2, 2011 at 7:07 pm

    [...] volume per quarter—but with an operating income in the 30% to 35% range. (More details in this May 2nd, 2010 Monday Note.) We’ll have numbers for the October-December quarter in a few days. We’re likely to see a [...]

  28. [...] segment de marché informatique, le VPC (pour Very Personal Computing, un terme proposé par Jean-Louis Gassée). Autrement dit « l’ordinateur très personnel ». Pourquoi un enjeu ? [...]

  29. [...] Gassée on Very Personal Computing: One of my colleagues, Bob Ackerman, calls smartphones the very personal computers. Measured by [...]

  30. By The game has changed | Dash7 Alliance on September 22, 2011 at 12:11 pm

    [...] Smartphones displacing PC’s [...]

  31. By iPad’s Shortcomings | iTablet PC Guide on October 5, 2011 at 6:17 pm

    [...] we expect for companies like Apple to produce perfect devices that no one can complain about, ever. Well, even the best computer in the world has its shortcomings. With a promise of harboring new thi…ad has to fill. What Really Is An iPad? Is it a toy, or is it a personal computer? A replacement for [...]

  32. By The Mystery of the Crystal Portal on October 18, 2011 at 7:39 am

    The Mystery of the Crystal Portal Hello.This post was really fascinating, particularly since I was looking for thoughts on this subject last couple of days….

    Hello.This post was really fascinating, particularly since I was looking for thoughts on this subject last couple of days….

  33. By Digital Library - Universitas Negeri Malang on October 26, 2011 at 8:06 am

    [...] June 1930 Website Templates by Free CSS Templates var _gaq = _gaq || []; _gaq.push(['_setAccount', 'UA-24942254-1']); _gaq.push(['_trackPageview']); (function() { var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true; ga.src = ('https:' == document.location.protocol ? 'https://ssl' : 'http://www&#039 ;) + '.google-analytics.com/ga.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s); })(); Universitas Negeri Malang Perpustakaan Universitas Negeri Malang Mulok Perpustakaan Universitas Negeri Malang Opac Perpustakaan Universitas Negeri Malang Index Artikel Perpustakaan Universitas Negeri Malang Index Artikel Perpustakaan Universitas Negeri Malang Perpustakaan Digital Universitas Negeri Malang Perpustakaan Digital Universitas Negeri Malang http://www.mondaynote.com/2010/05/02/very-personal-computing/ [...]

  34. By The (Overly Personal) Litmus Test | My Blog on October 26, 2011 at 11:07 am

    [...] Very Personal Computing The center of financial gravity in the computing world—the Center of Money—has shifted. No longer directed at the PC, the money pump now gushes full blast at the smartphones market. One of my colleagues, Bob Ackerman, calls smartphones the very personal computers. Measured by size and potential, they’re both smaller and bigger than today’s PCs. [...]… [...]

  35. By E. explore: tumbuhan / David Burnie on October 27, 2011 at 4:16 am

    [...] June 1930 Website Templates by Free CSS Templates var _gaq = _gaq || []; _gaq.push(['_setAccount', 'UA-24942254-1']); _gaq.push(['_trackPageview']); (function() { var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true; ga.src = ('https:' == document.location.protocol ? 'https://ssl' : 'http://www&#039 ;) + '.google-analytics.com/ga.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s); })(); Universitas Negeri Malang Perpustakaan Universitas Negeri Malang Mulok Perpustakaan Universitas Negeri Malang Opac Perpustakaan Universitas Negeri Malang Index Artikel Perpustakaan Universitas Negeri Malang Index Artikel Perpustakaan Universitas Negeri Malang Perpustakaan Digital Universitas Negeri Malang Perpustakaan Digital Universitas Negeri Malang … [...]

Post a Comment

Your email is never shared. Required fields are marked *

*
*