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iPhone and the Future of Broadcom
In January, EE Times wrote: :: We’re not drinking the Apple Kool-Aid, but Jobs and team do seem to get it: It’s not the technology, stupid; it’s the experience. We love engineers, but you shouldn’t need one to make your digital home work. Whatever the quibbles over iPhone’s price and novel touchscreen interface, Apple seems
iPhone and the Future of Nvidia
I have spent many years in the semiconductor eco-system, and one of the first thoughts I had when the iPod bonanza started, was, “Someone must be making a killing off this on the chip side!” Today, ofcourse, it is a well-known fact that a whole company got built because the iPod took off the way
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
Way to go, SUN!
WSJ reports: :: Sun is announcing plans to offer cable operators and other telecommunications companies new hardware and software for delivering streams of video. Sun co-founder Andy Bechtolsheim designed the system, which is being unveiled at the Tribeca Film Festival today in New York. The Sun Streaming System, as the company calls it, includes 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 Nokia
We are discussing the impact of iPhone on the rest of the cellular handset and laptop ecosystem. Frank Levinson wrote an important piece when the iPhone was first announced, which you need to read for context. On RIM, we have said, that the target market (Prosumer, SmartPhone with Integrated Messaging) is very different from 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