Because I worked with great people, one of my favorite jobs was as a competitive analyst at IBM. That was where the lock-in business model that Apple has embraced first became successful in the computer space. Lock-in has several advantages, …
Two weeks ago, Microsoft hosted its big developer conference, Build. This week, Apple held its Worldwide Developers Conference, and the two events couldn’t have been more different. While both events were promoted as being for developers, they contrasted the companies’ …
Apple vs. Microsoft: Who Won the Developer Event War? Read More »
Someone I’ve known for years moved from Dell to Cisco to Apple. Nine months after her move to Apple, she’s jumping ship to HP. She left Dell because of the opportunity at Cisco, which was a step up if you …
Apple vs. Dell: Choosing Which Company to Work For Read More »
I just finished off my first and last airline trip of the year which was to Qualcomm’s annual analyst event which was in Hawaii this year. Lenovo continues to impress me by putting in the effort to be at the …
Lenovo And Qualcomm: The Dream Team to Take on Apple Read More »
One of the most interesting near-term mergers is between NVIDIA and ARM, which has garnered interesting support and some growing resistance. The support primarily is based on the need for ARM to support a parent who wants them and could …
The Positives and Negatives of NVIDIA’s ARM Acquisition Read More »
This last week Qualcomm had an event on the evolution of the digital cockpit where the company has made several interesting advancements. Bosch was the focused speaker, and they spoke about how 120 companies are now collaborating on the automotive …
Qualcomm Automotive: Moving From Caring About Car Engines To Car Brains By 2030 Read More »
The FTC vs. Qualcomm litigation, from the start, looked like it was a combination of false claims and abuse of power by Apple and undue influence over the FTC, all focused on getting Apple a lower cost for Qualcomm licenses. …
FTC vs. Qualcomm: Did Apple Illegally Influence The FTC? Read More »
I just had my deep dive on Huawei, and it is a fascinating company in terms of how it is approaching the market and, I think, partially because of the stress that the US is putting on it. On that …
I’ve covered a lot of trials over the years, and it has been rare that I’ve seen a US regulatory agency misbehave as much as the FTC (Federal Trade Commission) has in this case. It started as a result of …
The Qualcomm FTC Case Goes To Appeal: The Reasons Qualcomm Should Prevail Read More »
Caltech just won a $1B+ judgment from Broadcom and Apple, with Apple having to pay the lion’s share. While the discrepancy in the amounts both firms had to pay is likely because of the uneven benefits both enjoyed (Apple’s margins …
Apple, Broadcom, Caltech Judgment Showcases Ironic Apple Supply Chain Problem Read More »
