February 21, 2010 – 10:49 pm
Among Australian media executives, like everywhere else, the talk of the town is the iPad. I was in Sydney this week, giving a talk at the Media 2010 conference. This gave rise to vibrant discussions of the ways in which the Apple device could transform our industry.
Among the group of speakers, the most enthusiastic one [...]
February 21, 2010 – 10:48 pm
It happens all the time: when CEOs don’t know what to do, they create a strategic alliance. Alone, they’re exposed. As a group, they must be doing something right because everyone else in the herd does it too. In the early nineties, my friend Denise Caruso, a NYT columnist and editor of the Digital Media [...]
February 7, 2010 – 6:07 pm
I’m not through with the iPad. Actually, I’m just warming up. For today’s column, let’s focus on the perils of a closed system.
I live in a country (France) where censorship is a big deal. It comes mostly from greedy celebrities (sorry for the truism); they use a legal system that largely favors them. Often, [...]
January 31, 2010 – 5:19 pm
Let me start with an important caveat. For this I’ll refer you to a post from my favorite high-tech blogger, David Pogue. “Don’t pass judgment until you’ve tried it!” Wise counsel: three years ago, industry sages “knew” Apple had no business making a phone. Normal humans voted with their wallet.
Customers come in two categories: [...]
January 24, 2010 – 6:21 pm
Last week’s note on Apple licensing generated a good flow of comments, all appreciated. I’ll respond, but not before we get Apple earnings and the putative Jesus Tablet out of the way.
I’ll approach today’s topic, mobile payments, using an Apple Store moment.
Some cables keep disappearing. In particular, the ones that connect MacBooks of various [...]
January 10, 2010 – 5:49 pm
Let me state it at the outset: I understand the buzz generated by the Google Phone a.k.a Nexus One. But, the more I look into details and their ramifications, the more I’m puzzled. What exactly is Google trying to do? Make Android, their smartphone OS platform the “Windows” of the new era of really personal [...]
January 3, 2010 – 6:22 pm
No predictions, just a few of many hot topics for the newborn year.
Paywalls. 2010 could see a significant number of newspapers jumping into the paid-for option. Among the conditions to be met:
- Grouping around a toll collector. It could be Journalism Online in the US, a big media group in Europe, or even Google [...]
January 3, 2010 – 5:52 pm
Looking back at last year’s “Things to watch in 2009”, I’ll narrow the field a little bit: no more discussion of the auto industry, electric car markitecture notwithstanding, nor disquisitions of congress shenanigans, too much raw sewage material. Let’s stay with safer and generally cleaner/happier computer industry topics.
Microsoft 2.0 a.k.a. Google.
What is known: In its [...]
November 15, 2009 – 6:48 pm
Last Friday November 6th, the much-awaited Motorola Droid came out. Powered by the latest version of Google’s smartphone OS, Android 2.0, the new handset is exclusively distributed by Verizon. The carrier backs Motorola’s handset with an aggressive marketing campaign on its website and on TV ads.
For such a “gifted” (Motorola + Verizon + Google) product, [...]
October 25, 2009 – 7:44 pm
Lots of earnings reports this week, mostly good ones. Apple did better than expected, even by the most enthusiastic earnings seers, so did Amazon whose shares went up 26.8% today, adding more than $10B to its market cap in one day. I’m happy to see a quality company, one that treats its customer better than [...]
October 12, 2009 – 5:01 pm
At the end of my August 9th Monday Note, “War in the Valley, Apple vs. Google”, I committed to get into Google’s potential weaknesses in this conflict. Since then, things have gotten a tad more complicated.
The enemy of my enemy is my friend.
As discussed last August, Eric Schmidt, Google’s CEO, had to leave Apple’s Board [...]
October 5, 2009 – 3:46 am
In the US, if Apple gave up on the AT&T exclusivity, the iPhone’s market share would double. So says Morgan Stanley’s anal-yst Kathryn Huberty. See this PC World piece here. And a CNN/Fortune Magazine piece here.
Let’s not throw stones at Ms. Huberty but, instead, question her bosses’ wisdom, work ethics or wakefulness. Is anyone editing [...]
August 9, 2009 – 11:54 am
It was long overdue: Eric Schmidt (Google’s CEO) finally resigned from Apple’s Board of Directors. Usually, these resignations are handled in the smoothest of ways: Thanks for the distinguished service and the like. This time, Steve Jobs issued a pointed statement: “Unfortunately, as Google enters more of Apple’s core businesses, with Android and now Chrome [...]
If you went on vacation and renounced Internet access for the duration, you might not have heard the latest rumors concerning the iTablet a.k.a. the Jesus Tablet, Apple’s eagerly awaited entry into the putative bigger than an iPhone but smaller than a MacBook segment. I’m avoiding the n-word: for Apple, this is the no-book category…
As [...]
Saint Peter offers a choice of hells to a recently dematerialized high-tech tycoon (pick your favorite sinner) with a long list of transgressions. The basic one, fire, floggings, and the premium one, plenty of music, drink, food and other pleasures of the flesh. Said tycoon picks the fun venue, Saint Peter pulls a lever, the [...]
by Jean-Louis Gassée
AT&T can’t seem to catch a break. A couple of weeks ago, at All Things Digital, an industry conference, Randall Stephenson, AT&T’s Chairman, got the audience to snicker and roll eyes. The conference is held by the Wall Street Journal, led by its digital guru, Walt Mossberg and, “by invitation only”, $5K a [...]