Apple needs Time-Warner Cable more than does Comcast

TWCappleTVTech news changed this week faster than the weather. At the beginning of the week Charter Communications was trying to buy Time-Warner Cable, then on Tuesday Apple was rumored to be close to a deal for Apple TV to replace or augment Time-Warner’s cable boxes, then on Thursday both stories crashed and burned when Comcast bought TWC out from under Charter, killing the Apple deal in the process. But does it really have to end that way? Not if Apple is smart.

I don’t care about cable consolidation, frankly, though a lot of other people do, seeing too much power being concentrated in Comcast. I would just like to see things shaken up in the TV […]

By |February 13th, 2014|2014, Breaking News, Business, Companies, Media, Television|52 Comments
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Final 2014 prediction: the end of the PC as we knew it

cook-jobsWe’re generally a Macintosh shop here in Santa Rosa. I have Windows and Linux PCs, too, but most of the heavy lifting is done on Macs. Next Wednesday I’m expecting a delivery from B&H Photo (no tax and free shipping!) of four new iMacs plus some software totaling $5,407. I fully expect these to be the last personal computers I will ever buy.

How’s that for a 2014 prediction?

Moore’s Law doubles the performance of computers every couple of years and my old rule of thumb was that most people who make their living with computers are unwilling to be more than two generations behind, so that means no more than four years between new PCs. And […]

By |January 10th, 2014|2014, Business, Companies, Computing, Phones, Predictions, Software|122 Comments
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Why Intel wants to be everyone’s chip maker

intelbrainThis is the first in a series of columns on the strategic direction of several major technology companies that have faltered of late. We’ll start here with Intel, follow in a couple days with Cisco followed by Microsoft, then see where it goes from there.

At Intel’s annual shareholders’ meeting last week the company talked about moving strongly into mobile chips and selling its stillborn OnCue over-the-top video streaming service, but the most important story had to do with expanding Intel’s manufacturing capacity. This latter news is especially important because if you look at the square footage of 14 nanometer fab facilities Intel says it will be bringing online in the next two to […]

By |November 25th, 2013|2013, Companies, Technology|46 Comments
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The Secret of iOS 7

airplay1The Innovator’s Dilemma, a 1997 book by Harvard professor Clayton Christensen, made the point that successful companies can lose their way when they pay too much attention to legacy products and not enough attention to new stuff. They are making so much money they either don’t see a competitor rising up or are too complacent to feel threatened. In either case the incumbent generally loses and the upstart (usually one of many) generally wins. The best way for successful companies to avoid this problem is by inventing the future before their competitors do.

We see this pattern over and over in high tech. Remember Lotus? Remember Word Perfect? Remember Borland? And it’s not just in software. […]

By |September 19th, 2013|2013, Breaking News, Companies, Computing, Gadgets, Industry, Phones, Product Development, Technology, Uncategorized|173 Comments
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Apple burnishes while we wait for another breakthrough

SteveJobs3Some readers have asked me for a post on the new Apple iPhones announced yesterday. I’ll get to that in time but prefer to do so when I actually have an iPhone 5S in my hands because I have a very specific column in mind. And no, it’s not the column you think it is. But this is still a good time to write something about Apple in general, which is how Cupertino appears to now stand at a crossroads.

There is a world of difference between Microsoft and Apple but one way they are similar is in facing a generational change. Another way they are similar is in having robust legacy businesses that both put […]

By |September 11th, 2013|2013, Business, Companies, Industry, Phones|86 Comments
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