We're seeing a partnership feeding frenzy.
"Rob Enderle" is an American technology analyst.
Enderle has worked at several technology companies, including EMS Development Company, ROLM Systems and IBM, before becoming a technology analyst. He began his analyst career at Dataquest, before helping to launch GiGa Information Group. After GiGa was acquired by Forrester Research, he worked at Forrester until leaving to found his own firm, the Enderle Group
Enderle writes a number of columns for technological publications and regularly appears on radio and television. He sits on several advisory councils, including those for Lenovo, AMD and Hewlett-Packard/HP. He shares a technology blog at Technology Pundits. He has worked as an advisor for Microsoft, Dell, IBM, Siemens, and Intel, among other companies.More Rob Enderle on Wikipedia.
This is going to be a tough second half of the year for Apple. No matter where you look, it's stormy clouds.
When a market is this tightly fought, any price drop in a component results in an immediate drop in hardware price.
Considering how a phone gets treated, having a hard drive in them doesn't make much sense to me.
These devices are quite costly, and they are complex, so they tend to be prone to failure. So far, nobody has figured how to make them at a low enough cost so that the average person can afford one. They are showing up in mil-spec implementations and particularly in larger types of uses. It's in the small-system area that they seem to be having the most problems.
This is Microsoft moving toward offering [all of its] software as a service, ... Microsoft will ease into it because they don't want to give up the product revenue before the services revenue can ramp up.
That's a significant amount of money. I honestly believe that's going to change a lot of minds in terms of providing programming for this medium.
With these devices content is king, ... The more content you can get on them, the more valuable they are.
Online TV is going to make inroads into traditional forms. That can be a threat to the traditional providers of content or it can be an opportunity as well.