There are narratives circling the technology industry that are wearing out their welcome. The primary one is the narrative that there can only be one winner
The companies I am not worried about — the ones who will be in the PC industry of the future — are the ones that understand mobility and consumer markets. Right now this is a very short list
There’s no question about it: the perils are deep and wide for companies whose primary business is making PCs.
If you are a technology company not named Apple, then the answer to this question is vital to your future.
In August 2011, I outlined why I believed that Chrome was more important to Google than Android. At first blush, this sounds kind of crazy, but when you look at the bigger strategic picture it makes sense.
I’m baffled. As an industry observer and analyst who studies this industry and the companies within it, I am baffled by how Wall Street thinks about Apple.
The market will move from innovation to mass commercialization in three- to four-year cycles rather than 10-year cycles like before, causing chaos for companies who do not understand it and make adjustments.
The PC industry is observing one of the most significant times of change it has ever seen. I do not believe every company will survive this disruption, or at least continue in their current form.
Two things stood out to me as major themes at CES this year.
There’s no question that the PC industry has taken a back seat to the tablet phenomenon.
From new innovations, changes in the PC landscape and mobile technology transforming the way people work, learn, communicate and play, this should be a most interesting year in the world of technology
I’ll be surprised if you can buy a computer five years from now that doesn’t have a touchscreen — Apple products included.