Forbes Column 2010: Palm’s Missed Opportunity

The company has done a poor job of differentiating its go-to-market strategy. Read more in this week’s Forbes column, Palm’s Missed Opportunity.

Apple’s Competitive Strategy

Two moves by Apple have caught my eye today. As I wrote the Adobe post this morning, I raised my eyebrows when I saw that Apple is not permitting Adobe’s Flash on the iPhone. Later, I raised my eyebrow again as I saw the news that Apple is blocking Palm Pre’s iTunes sync capability.

Deal Radar 2008: Comcast Buys Plaxo

Just as I said Comcast has not been doing anything to beef up its internet portfolio, they announced the acquisition of Plaxo for an estimated $150 Million.

Apple’s Dramatic Risks and Ambitions

News from Apple is often big news. Apple released its second quarter results yesterday. Revenue was $7.51 billion, down 22% q-o-q and up 42% y-o-y driven by strong demand for Macs and the ever-popular iPhone. Net income was $1.05 billion, or $1.16 per diluted share, up 36% y-o-y. International sales, which were 44% of the

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The Convergence Device Movement

Apple will be announcing earnings this week. Nokia announced last week, and their guidance was cautious. Rim already announced an excellent quarter. My sense is that all three companies will continue to do very well given the at large convergence device movement that is sweeping over our electronics-driven lives. Laptops will be abandoned in favor of

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Marvell: “A product cycle company”

By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.

Trend Radar 2008: Turnarounds

2008 seems like a year in which several major companies are positioned for turnarounds. Whether or not they would be successful is another matter, but there is enough discontinuity in each of their markets, that turnarounds could happen. Here are some to watch:

This Week’s Posts

In case you have missed them, I started two series coverages this week which will each continue for several weeks: Trend Radar 2008 and Deal Radar 2008. I also addressed a question that is on a lot of minds right now: Is Google Invincible? And in the Technology Stocks series, we covered Apple, RIM, PALM,

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