POSTS IN Strategy

Offline/Online Convergence, Mobile Commerce, and Life After Check-ins

TechCrunch link For years, offline merchants have been acquiring data about you in attempts to personalize your experience through loyalty and rewards cards, credit card data, and surveys. But the problem is these interactions occur after it’s too late: at the point of sale. You’ve already checked out and are leaving the store, or have […]

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Why Intel’s M&A Binge Will Fail – Buying Growth is Not a Strategy

TechCrunch Link Intel’s recent acquisition binge has been enormous—they’ve spent almost $10 billion in the past month on TI’s cable modem division, security software maker McAfee, and Infineon’s Wireless Solutions (WLS) business. At last week’s Intel Developer Forum, CEO Paul Otellini talked about this massive acquisition spree like it’s predestined to succeed. But if we […]

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Behind The Bidding War: The Real Reasons Why HP And Dell are So Desperate For 3Par

TechCrunch Link As I was writing this, news of the HP / Dell bidding war for 3PAR broke on the front page of Yahoo. This made me laugh, as it typified just how crazy this story has become—few things outside of a bidding war will make a storage acquisition sexy enough to make mainstream news. […]

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Apple Should Buy Infineon to Own Mobile And Screw Intel

Apple’s earnings and revenue growth in mobile have been awe-inspiring to witness. From zero presence three years ago, Apple is now the most profitable cell phone maker in the world. Apple’s success in this compressed period has helped it become an enormous buyer of components. In fact iSuppli projects that next year Apple will become […]

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The Only Real Solution to Apple’s Antenna Problem

TechCrunch Link Leading up to Apple’s press conference tomorrow, there’s been endless speculation about the iPhone 4 antenna issue. Amidst all the wrangling, both sides have been pretty bipolar about the solution’suggesting either a complete recall, or a hand-waiving session, free bumpers, and a general denial of the hardware issue. The best solution lies in […]

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FaceTime and Why Apple’s Massive Integration Advantage is Just Beginning

This post originally appeared on TechCrunch. The success of iPhone 4 has been astonishing to witness, despite the antenna issues, proving once again that Apple has an unparalleled ability to differentiate around design and integration, not simply “features”. Perhaps the best example of this ever is FaceTime, Apple’s take on video-calling. FaceTime makes video-calling on […]

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Why the Cloud is Critical to Apple’s TV Strategy

It’s rumored once again Apple’s next bold move is in the living room. We’ve heard this for years, but now the scoop is Apple will redesign Apple TV around iOS (think iPhone without a screen). This makes sense, since iOS and the A4 have all the processing and HD graphics power needed for HDTV. But […]

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Why Mobile Innovation is Blowing Away PCs

This post originally appeared on TechCrunch. On the heels of the latest Android phone, the Sprint HTC EVO, and as we approach iPhone 4, it seems like mobile devices and platforms are innovating at about five times the pace of personal computers. Rapid advancement in mobile is often attributed to the natural disruption by which […]

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Apple and Efficiently Growing its Future

Organic growth is the term coined for growing internally, not via merger or acquisition. Apple has embraced this strategy over its existence, averaging only about 1 acquisition per year during the past 25 years. In contrast – during the past four years alone – Microsoft bought 45 companies, Google 40, and Cisco 30. At first […]

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Apple and Controlling the Platform

It’s almost scary how much power Apple seems to have these days. Heck, during the Gizmodo iPhone 4G saga, they apparently even had control over the police! One thing is sure – Steve Jobs has been pretty serious about keeping power ever since Apple lost the PC vs Mac war. So how is Apple trying […]

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