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- The Accelerator Conundrum
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dell
iPhone and the Future of Intel
Intel did not win the processor design contract from Apple’s much hyped iPhone. Naturally, this is not news that makes the titan happy. Consequently, they have decided to compete against Apple. “Virtually every computer and handset manufacturer is struggling to figure out how they’re going to compete with Apple’s iPhone,” Otellini said. “If we get
iPhone and the Future of Palm
I have already written a few pieces on Palm over the last 2 years: Before the iPhone was announced: * PALM to the boonies * PalmPod After the iPhone was announced: * Palm’s Turnaround Formula * Should Dell Acquire Palm? * Palm Changing Hands? In the context of our more recent discussion about how the
iPhone and the Future of Motorola
We have concluded in previous posts that the iPhone is positioned, long term, against laptops, not phones, and its key strategic advantage is the presence of the full scale Mac OS on it. So what is Motorola’s situation against this backdrop? Like other top handset vendors, Motorola’s cellular handset business is thriving around the world,
iPhone and the Future of Laptops
I wrote in an earlier piece, that the iPhone is most likely to be positioned against laptops, as a convergence device that eliminates the need to have to carry around multiple devices. Frank Levinson had talked about the iPhone as a convergence device as well, a few months back. Let’s take a look at the
iPhone and the Future of RIM
Frank Levinson wrote an important piece when the iPhone was first announced. As we approach the launch of the iPhone, I would like to review what is going on in the rest of the ecosystem, and how the players are preparing. Let’s start with RIM. The company has recently announced results, and after a strong
Palm Changing Hands
Looks like Palm will change hands this week. The bidders are the usual suspects: Nokia and Motorola on the vendor side, and TPG and Silverlake on the Private Equity side. I was suprised that Dell isn’t bidding, and did some digging to see what’s going on, and found this: :: Here’s why, according to one
Should Dell Acquire Palm?
I wrote two pieces recently discussing potential turnaround strategies for both Dell and Palm. :: The world is moving to a place where the laptop needs to become much more than just a laptop. An integrated mobile device is in the cards, that is the combo PC-Phone-Music Box. May be, even Camera. Dell needs to
Dell’s Turnaround Formula
Last night, we were at a HBS event honoring Charles Schwab for the magnificent turnaround that he has instituted since his return as the CEO of the company he had founded thirty years back. Today’s news proclaims the return of Michael Dell to the CEO spot at Dell, replacing Kevin Rollins. Interesting development, although, my
