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iPhone and the Future of Samsung

Posted on Thursday, May 3rd

Samsung views the iPhone as a mixed blessing. In many ways, they are the company that is best prepared to cope with the challenge of actually coming up with a competing product, and they seem to be working on one: the F700. There is also speculation that they are doing the main processor chip for

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iPhone and the Future of Intel

Posted on Wednesday, May 2nd

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

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iPhone and the Future of Broadcom

Posted on Tuesday, May 1st

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

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iPhone and the Future of Nvidia

Posted on Monday, Apr 30th

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

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iPhone and the Future of Palm

Posted on Friday, Apr 27th

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

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Way to go, SUN!

Posted on Thursday, Apr 26th

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

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iPhone and the Future of Motorola

Posted on Thursday, Apr 26th

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,

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iPhone and the Future of Laptops

Posted on Wednesday, Apr 25th

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

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