On Apple’s Insurmountable Platform Advantage

Since the iPhone 6s was released last month anyone who has used the device says it feels like magic. Apple – as a platform company – is so far above the competition it’s hard to fully grasp. There are reasons why pushing down on 3D Touch feels better than any device people have ever touched, […]

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On The Future of iOS and Android

We’ve entered the age of iOS and Android penetrating beyond mobile, and there’s a lot happening with respect to how the entire ecosystem is developing. Mobile advancements / investments are now driving the progression of all converged hardware / software. Hardware innovation is also accelerating because of this tailwind. Here are some thoughts on what’s […]

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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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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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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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What is ‘ARM Holdings’ Anyway?

There is so much confusion around the small Cambridge UK company named ARM Holdings – which had close to zero mainstream press prior to Apple building it’s A4 processor. ARM has always been known in tech circles, but now that it’s associated with consumer technology (because of Apple), I must say that almost every article […]

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How Intel Screwed Itself Out Of The iPad Revolution

Intel made a couple of strategic gaffes along the way to being left out of the Apple iPad: (1) exiting the ARM-based mobile CPU business entirely in 2006 (pre-iPhone) (2) assuming that PC technology would continue to extend lower & lower into mobile devices Here is a brief history: 2005: Mini coup for Intel – […]

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Backward Compatibility vs Innovation – Why Apple Leads

In the tech world, there is a reoccurring question that gets debated in marketing, design, and engineering departments—backwards compatibility. It goes like this: a company has existing customers / users of its products, and wants / needs to factor these in when making a new revision of an existing platform or product. Take the example […]

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Apple the Platform Company

Over the past 10 years, systems companies have trended away from chip development for two simple reasons: 1) design and fabrication costs – too expensive unless amortized across huge volumes 2) semiconductors are a saturated market (lots of “merchant” chip players fighting for business). In 2007 we saw an example of this play out in […]

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Why Intel is Sinking in Mobile (w/ Microsoft)

A lot is made of Microsoft’s failures in the mobile market (and for good reason). Equally interesting – but discussed much less – is how the mobile computing revolution is disrupting Intel. I previously discussed how processing chips designed for mobile and PCs are converging. This can be proven simply by looking at Apple’s new […]

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