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.
The data we’re seeing around tablet adoption is incredible. And contrary to the belief of many, the tablet craze is not just happening in the U.S. but also around the world. This reality has many implications
There’s a time and place for tech, but there’s also a time and place to be present in the real world. If we can’t recapture the ability to be present, we may find that digital distractions cause life to pass us by.
Carrier subsidization of tablets may need to play a key role if the tablet market is going to get to the point where 100 million are being shipped per quarter worldwide.
If you’ve read many of my columns here, you know that I am a fan of the tablet form factor. I believe tablets to be some of the more important technology products of our age. Most of this belief is rooted in the concept of touch …
Readers, let’s have a conversation. First, some basics: I am an industry and market analyst who studies personal technology. I am not a journalist. I write an opinion column here for TIME’s Techland section. I am not a paid …