The Ultimate Killer App – Mobility

Since the web began people have been talking about the next “killer app”. This refers to new / innovative user experiences (usually which didn’t exist in the non-web world). For example, Skype video calling has been referred to as a killer app. A lot of killer apps suffer when the user is stationary or tied […]

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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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The Real Reason Apple Hates Flash (Google)

Adobe’s Flash is a big deal – it powers animated display ads (the Toyota ad with the wheels spinning) and it’s also the technology that enables YouTube and Hulu videos. Despite Flash’s proliferation on the web, Steve Jobs has stopped it from running on the iPhone and iPod Touch (and iPad). Publicly he’s berated it […]

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Mobile Computing and Parallel Processing Convergence

Near the turn of the century, Intel predicted they would be running processors at 15 – 20 GHz by 2010. This prediction never held, and today Intel is selling multi-core processors, with each individual core operating around 1 – 2 GHz. It’s worth noting that these speeds were achieved on single-core processors over 10 years […]

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Apple iPad – a Win or Loss for Consumers?

One thing about Apple’s iPad which caught every single “expert” off guard is its price point. No one expected the base model of the iPad to debut at $499, particularly since Apple has a history of overcharging early adopters. This low price will have an important impact on tablet market evolution. As DigiTimes reports, Asustek, […]

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The Evolution of Education – Kaplan acquires Manhattan GMAT

Several weeks ago,Kaplan- a huge force in online standardized test preparation – acquired a smaller player named Manhattan GMAT, which is 100% focused on GMAT test prep (Graduate Management Admissions Test aka ‘Business School’).  Manhattan GMAT also ran a division called Atlas LSAT, which developed the same level of tailored test prep curriculum for law […]

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When Private Equity Fails – Freescale

It’s no secret that the golden age of private equity is over. 2005-2007 were incredible years, not only for the PE firms, but also for the players who sold out at the peak. Sam Zell became infamous for selling Equity Office Partners to Blackstone for $23B literally as the real estate market crested in early […]

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Intel – What Else Will They be Inside?

A lot was made of Intel’s earnings last week, and for good reason. Anyone that’s followed the company knows that a PC recovery is an extremely accurate signal for renewed consumer spending and for the overall direction of the economy. Needless to say they had the biggest y/o/y revenue increase in the company’s history. Along […]

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