February 12, 2012 – 8:31 pm
TweetLet’s go back to Spring 2010. Nokia friends invite me to their US headquarters in White Plains, NY, where we’ll discuss Apple with an audience of local management and remote viewers in Europe. As the conversation proceeds, I’m struck not by what I hear but by what I don’t. They’re right to wonder about Apple, [...]
January 15, 2012 – 8:15 pm
TweetWe continue along the lines of last week’s Monday Note kriegsspiel with the latest speculation Will Microsoft, at long last, buy RIM? The idea has been kicked around for at least five years: Days after the iPhone’s introduction in January 2007, Seeking Alpha suggested that the Xbox maker ought to buy RIM in order to [...]
January 8, 2012 – 11:04 pm
TweetAndroid is a huge success. Google bought Andy Rubin’s company in 2005 and turned it into a smartphone operating system giant, with more than 50% of the global market and 700,000 activations a day this past December. Perhaps, as Steve Jobs seemed to think, it was Eric Schmidt’s position on Apple’s Board of Directors that [...]
November 20, 2011 – 8:40 pm
TweetSpurred by years of frustration with AT&T, Verizon, Orange and the like, I wrote a half-serious Monday Note a few months ago (Steve, Please Buy Us A Carrier!) that imagined an Apple wireless universe. Simple pricing, no-surprise phone bills, no-tricks agreements. There would be dancing in the streets… Unfortunately (I concluded), if Apple were to [...]
October 24, 2011 – 3:28 am
TweetThese are the three interdependent forces that power the biggest wave of growth, change, and destruction I’ve seen since I have been allowed to take part in the high-tech industry. In the beginning (or mine, anyway), back in 1968 when I was, miraculously, offered a salary to be part of HP France there was the [...]
August 14, 2011 – 8:32 pm
TweetWe’re at the end of the 2011 iPhone 5 launch. The demos went well; Steve Jobs has come back on stage to thank everyone and conclude the proceedings, “…but before you go, just One More Thing. I’d like you to meet someone.” And the CEO of Deutsche Telekom walks onstage. “Deutsche Telekom owns a company [...]
TweetFirst of all, note the evolving language: the term Online Readers is now passé as it morphed into Digital Readers. The shift reflects two trends: a broader range of device types and, in news consumption, the spectacular rise of mobility. Today, we’ll focus on a recent set of surveys that quantify these trends. And we’ll [...]
TweetOnce a year in San Francisco, Apple summons its third-party application engineers to the World Wide Developers Conference. Since Steve Jobs’ return to the company the event has grown in attendance and importance. One turning point was the 2002 introduction of OS X, a genuinely modern Mac OS, built on a Unix foundation. Then there [...]
TweetFour weeks ago, we got the bad news: AT&T will acquire T-Mobile USA for $39B. An already bad carrier will get worse by gobbling a competitor, thus gaining more pricing power and reducing competitive pressure. Higher prices, lower service levels. The transaction leads us into a de facto oligopoly: AT&T and Verizon. (From the Wikipedia [...]
February 27, 2011 – 6:39 pm
Tweetby Jean-Louis Gassée I was a happy man. After twelve years of Windows use at work — the usual Outlook excuse — I was about to be saved by Vista. On January 30th 2007, 8:00 am, the doors opened at Fry’s in Palo Alto. I showed up early to claim my prize, a 17” HP [...]
