Technology Pundits is the combined web log of well know industry analysts, Rob Enderle, Richard Doherty and Tim Bajarin. http://www.technologypundits.com Wed, 10 Mar 2010 16:29:02 GMT FeedCreator 1.7.2 http://www.technologypundits.com/index.php?article_id=547 I have been working with the Palm Pre now for awhile and have some early observations about the product and its impact on the market. 1-The Palm Pre is a solid smart phone for a market that will only grow. To put its growth potential into perspective consider this-In 2008, we sold approx 1.1 billion cell phones WW. But only about 10% of them were smart phones. We believe that in the US, by 2012, 65% of all cell phones sold will be smart phones and by 2015 at least 60% of all cell phones sold ... contact@creativestrategies.com (Tim Bajarin) Thu, 04 Jun 2009 07:00:00 GMT http://www.technologypundits.com/index.php?article_id=545 Part One Following Apple for some 28 years now, I've seen the Mac maker grow from a very small company (launched with a computer thought of as a hobbyist toy) to one of the most powerful technology companies on the planet. I've seen it go through five CEOs, starting with Steve Jobs and coming full circle when Jobs came back to take that role again in 1997. I've met with each of these CEOs to hear their thoughts, visions, and goals—and in some cases spent time with their teams as they explained how they see the market. contact@creativestrategies.com (Tim Bajarin) Fri, 22 May 2009 07:00:00 GMT http://www.technologypundits.com/index.php?article_id=557 by Richard Doherty and Sabrina Doherty The Society for Cable & Telecommunications Engineers opened their Denver conference with Mark Tubinis, CTO of Cedar Point Communications. Tubinis’ message: cable operators can both create and improve digital lifestyles by deploying what he calls “Fused Services” to subscribers. “The reality is consumers have three screens today,” said Tubinis, “and 57% of internet users enjoy TV and web at the same time.” Tubinis expects social platforms to foc... rdoherty@envisioneering.net (Richard Doherty) Mon, 16 Nov 2009 08:00:00 GMT http://www.technologypundits.com/index.php?article_id=542 Might we see a duo or trio of new game consoles starting as early is 2010? Or might President Obama's broadband initiatives and services like OnLive mark the beginning of twilight for Consoles? A very busy six weeks! GDC, CTIA, The National Cable Show in DC, the NAB Show in Vegas and Digital Hollywood week in Santa Monica. Three weeks until the madness and deafening sound effects of E3 LA. Cablevision Systems is talking about 101 mbps download speeds. Imagine what that can do to transform electronic delivery. rdoherty@envisioneering.net (Richard Doherty) Fri, 08 May 2009 07:00:00 GMT http://www.technologypundits.com/index.php?article_id=563 After my last post http://www.technologypundits.com/index.php?article_id=562 Jay Livens enters http://absolutelywindows.com/blog/2010/2/22/jay-livens-weighs-in-on-the-microsoftxbox-debate.html on the pro side (I missed the memo on double teaming) and argues on 4 points. I’ll quickly summarize all of his points in front of my rebottles but you should first click on the link and read his arguments. Point 1 is a little muddy but says that Microsoft had to do a proprietary hardware product be... renderle@enderlegroup.com (Rob Enderle) Mon, 22 Feb 2010 08:00:00 GMT http://www.technologypundits.com/index.php?article_id=562 A couple of weeks ago Harry McCracken and I were sharing some analysis on Microsoft’s financial performance which showcased http://www.businessinsider.com/chart-of-the-day-microsoft-operating-income-by-division-2010-2?utm_source=Triggermail&utm_medium=email&utm_campaign=SAI_COTD_021010 (you’ll note that out of around $8.5B of operating income Windows accounts for over $5.5B) that the Microsoft was largely living off of Office, Windows, and their enterprise businesses. Their entertainment busi... renderle@enderlegroup.com (Rob Enderle) Fri, 19 Feb 2010 08:00:00 GMT http://www.technologypundits.com/index.php?article_id=561 This week both IBM and Intel rolled out advanced processors for the heaviest server workloads. IBM introduced Power 7, the next revision of its RISC architecture, while Intel brought out the “Tukwila” generation of its Itanium line, now named the Itanium 9300. Gear heads have measured them against each other and found in favor of IBM. Power 7 has a total of 32 threads, derived from eight cores that process four threads each. The 9300 has eight threads made up of four processors at two thre... k@ndpta.com (Roger Kay) Wed, 10 Feb 2010 08:00:00 GMT http://www.technologypundits.com/index.php?article_id=560 If an American chip company were doing with microprocessors what Google is doing with software, it would be hauled in front of the World Trade Organization (WTO) in short order. Why is it okay to give software away for free — intentionally losing money in the process to gain market share — when it's not okay to do so with other, more tangible goods? Answer: people just don't see software as a tangible thing. Last week, a friend drew my attention to this vexing little problem. The WTO concerns itself with, among other things, dumping. k@ndpta.com (Roger Kay) Sun, 31 Jan 2010 08:00:00 GMT