Author: Rob Enderle

As President and Principal Analyst of the Enderle Group, Rob provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Last week was HP Discover and the VCE Analyst conference and given both were going on at the same time it was pretty hard to avoid the stark differences. Since Meg Whitman took over HP has fragmented badly and while they can still talk about converged solutions it’s pretty clear they are no longer structured to deliver them. Whitman has kind of become the Sarah Palin of CEOs, without the personality, in that she seems to increasingly have a habit of <href=”#slide3″>saying things that have folks scratching their heads wondering if the elevator goes to the top floor. VCE on…

Read More

Most turnaround efforts fail. The current stellar example of a success is Apple where the founder came back, cut the firm back to the basics, and then rebuilt a very different company that spectacularly survived his death. The elements of success are to build a loyal team that can execute (assuring core skills), cut once-cut deeply, and then rebuild the firm much like you would a startup into a successful company. Failure in this area tends to follow a very different path. Here the example is HP, a firm located close to Apple and who’s old property Apple is building…

Read More

The Tomorrowland movie releases this week and at the heart of it is a concept where brilliant people work and live in an amazing city where they can enjoy some of their creations first hand long before the rest of us see them. For some time this concept, called an Arcology, has been under consideration. This idea of combining where you work and where you live into a single secure structure has merit particularly if you value security. The Syfy channel had a show that was popular for a number of years called Eureka which seemed to explore his concept…

Read More

Qualcomm had a big IoE (Internet of Everything) event this week and they walked us through a variety of their initiatives from AllSeen and AllPlay, to Smarter Cities and Automotive, to smart appliances and smartwatches. All of these have a smartphone in the mix and the promise is that in the future—and I’m talking next 6 to 24 months future—your smartphone is about to get one hell of a lot more useful. Let’s talk about what is coming. Smartphone Driven Cars I’ll start with this because it will take the longest and because I think it will be the coolest…

Read More
AMD

AMD’s story is an interesting one particularly as their new CEO Lisa Su did her first financial analyst briefing this week. You could call AMD’s basic goal over the last several decades to simply get out from under Intel’s shadow so they could truly showcase what they can do. You can also use AMD as an example of why companies need to be led by subject matter experts—something we are seeing in Microsoft in spades this year and are beginning to see in AMD which is becoming a very different company that finally appears to be achieving that elusive goal…

Read More

I’m at Microsoft Build this week and it is amazing. I’ve been one of the launch analysts for Windows since Windows 95 and I largely owe my career as an analyst to that product. As we approach the launch I’m reminded of the Microsoft of 1995 but this is not only clearly a different Microsoft than it was in 1995, it is a different Microsoft from the one we saw last year. I think the big takeaways from Build are that Microsoft is no longer even attempting to chase Apple or Google, they may have Amazon chasing them, and its…

Read More

Next week is Microsoft Build and the beginning of the big push to launch Windows 10. Over the last several years Lenovo has become one of the greatest powers in the PC space. They acquired the IBM PC company some time ago which originally founded Windows PCs (a class that was once called IBM PCs) and they are the only PC vendor other than Apple with a significant Smartphone market share albeit in Asia not the US. In fact as powerful as they are here, they are vastly more powerful in China which is a market so huge it makes…

Read More

I was at a dinner earlier this week talking about a joint study much more aggressively Chinese companies were positioning for the future and that the Chinese Government, in sharp contrast to the US Government (and most others) was aggressively working to increase this competitive advantage not cripple the companies in their country. Something to ponder as we drop into an election cycle. But one of the core comments that was made at the table bears repeating and fleshing out. It was that we constantly overestimate the near term impact of technology and under estimate the long term impact of…

Read More

It is pretty sad when even the WSJ calls a new Apple product unusable. But that is effectively what happened this week with the new Apple MacBook. But as I read the review and similar reviews out on this new Apple Halo product I realized that the problem wasn’t the product, the problem was how it was positioned. For its likely target audience there really is no product I know of better than this new MacBook. However, it isn’t for everyone and it is being killed in reviews because without direction reviewers are more likely to compare it to an…

Read More

Hillary Clinton, who is the non-declared front runner to be the next US President, used a personal email server during her time as Secretary of State. Supposedly the Administration wasn’t aware of this and she says she did it because it was easier. She has also said she has deleted the personal email from the server but refuses to turn it over to investigators. She likely should have simply said it is her server, it wasn’t against the rules to use it while in office, and she doesn’t have to give anyone anything unless they have a warrant and then…

Read More