We?re seeing a fundamental shift in consumer buying behavior. We expect this trend to continue as 2006 will give the mass market dual-core processors and 64-bit capabilities.
One thing that is challenging Dell is its strategy towards higher-end products,
Nobody buys traditional handhelds anymore. The entire market underwent a paradigm shift. The mass adoption of cell phones eliminated the need for basic PIM (personal information management) functionality from a Palm Pilot.
Nobody buys traditional handhelds anymore, ... The entire market underwent a paradigm shift. The mass adoption of cell phones eliminated the need for basic PIM (personal information management) functionality from a Palm Pilot.
One of the reasons they wanted to keep the IBM people is that ThinkPad had the best reputation in the industry. They're the Mercedes of PCs.
I could see this being used more by business users than casual users,
Microsoft really dropped the ball on this one. There are significant negative ripples that will be felt throughout the personal computer industry.
Today's news was basically an expansion of Apple's digital home strategy. In the 1980s, Sony had a stronghold in terms of consumer electronics. Now Apple is doing the same thing.
Both these products are a way to get more people slowly hooked into the Apple brand in the living room, sort of like what Sony did in its heyday.
What happened was, from broader perspective, its profit was up something like 12 per cent, but it was a little bit, I think, below expectations. What's happening in terms of the U.S., what everyone needs to remember is the company's going through a transition.
There has always been a trade off between battery life and performance, and while dual core doesn't close the gap, it significantly narrows it.
Dell has not seen the success in China that it's seen in the U.S., and now its top two China guys are gone. It's a crushing blow for Dell in Asia in the same way Johnny Damon signing with the Yankees hurts the Red Sox's chances this year.
Companies don't typically under promise and over deliver, and that's exactly what Apple has done.
Apple stands for something. It's very rare for somebody to be able to sustain that through such a long time. And they went through some very severe down times.
This is not good news at all for the Palm OS, ... adding Windows to the platform is a huge win for Palm. It will vastly increase Palm?s opportunities in the corporate space.
This is something none of the other guys are focusing on.
This is a big downer for retailers and for computer manufacturers because they were all looking forward to having something new to sell this holiday.
AMD has touted that 64-bit systems are future-proof, and it was able to drive that message to the mainstream market.
They're in a time of transition, and what they really need to do this year is sell products to small and medium businesses. Now, they don't really have products out there yet for that target market.
They're not going to get Windows people to switch over until they release something under $1,000.
It's an uphill battle, but they seem poised to be able to do it. And the reason I say that is they have a strong management team in place.
It's kind of like signing a top pitcher from another team. For Dell, it's definitely a loss. It's not just that he retired, he went to the top competitor.
It's going to impact retailers, chip manufacturers, and computer manufacturers. It's really going to hurt consumer-focused PC makers. If you're a PC maker and you have all your eggs in the consumer market, your sales over the holiday season are likely to be less than you expected.
Creative is refocusing their efforts from higher-end computers to the mobile market, which they believe is going to be moving much faster.
Notebooks are reaching the maturity that desktops reached a few years ago.
Gateway is heavily weighted toward placements at Best Buy, and Wayne Inouye was the guy who made that really tick.