Techmeme

Results 31 - 40 of 48:

Ben Thompson / stratechery:
To focus on services, Microsoft should split in two and make the Windows business a separate company   —  It's Time to Split Up Microsoft  —  To understand why so many serious Microsoft observers were encouraged by Satya Nadella's week-ago memo Bold Ambition and Our Core,1 it's useful …
Jul 22, 2014, 2:25 PMIn context
Ben Thompson / stratechery:
Samsung's basic problem: no software-based differentiation, competing on price is not enough   —  Smartphone Truths and Samsung's Inevitable Decline  —  For me, anyway, the most surprising thing about Samsung's disappointing earnings was just how surprised many folks seemed to be.
Jul 8, 2014, 8:00 PMIn context
Ben Thompson / stratechery:
How Apple TV with two models, $99 basic and $179 with gaming, could disrupt the console market   —  How Apple TV Might Disrupt Microsoft and Sony  —  Beyond the fact most of us had nothing better to do in the 1980s, a big reason to own a gaming console was that they were a phenomenally good deal.
Jun 14, 2014, 9:45 PMIn context
Ben Thompson / stratechery:
Twitter's problem: the initial idea was so great that they never needed to learn their market   —  Twitter's Marketing Problem  —  Twitter's unconventional path is well-documented at this point.  From failed podcasting company to playground sketch (actually, probably not) …
May 4, 2014, 1:55 AMIn context
Ben Thompson / stratechery:
Comcast deal is beneficial for Netflix but not for true net neutrality   —  Netflix and Net Neutrality  —  This article is by definition very US-centric, but the general principles apply broadly  —  For anyone remotely connected to technology, the idea that net neutrality is an unabashed …
Feb 28, 2014, 1:55 AMIn context
Ben Thompson / stratechery:
Microsoft's Mobile Muddle   —  Saying “Microsoft missed mobile” is a bit unfair; Windows Mobile came out way back in 2000, and the whole reason Google bought Android was fear that Microsoft would dominate mobile the way they dominated the PC era.  It turned out, though, that mobile devices …
Feb 12, 2014, 1:55 AMIn context
Ben Thompson / stratechery:
While Dropbox leads in consumer adoption, Box's early focus on enterprise sales a key strength   —  Battle of the Box  —  The problem with the old thin client model was the assumption that processing power was scarce.  In fact, Moore's Law and the rise of ARM has made the exact opposite the case - processing is abundant.
Jan 21, 2014, 9:40 AMIn context
Ben Thompson / stratechery:
Tablets initiated the PC decline; the complexity of Windows 8 accelerated it   —  Windows 8 and the Cost of Complexity  —  PCs just suffered their worse quarter ever.  From the WSJ: … Here are the last 10 years of PC Sales from IDC (thanks to Charles Arthur, who wrote a great column today …
Jan 12, 2014, 6:10 PMIn context
Ben Thompson / stratechery:
Promotion in the App Store   —  Two interesting articles last week, better together.  —  First came TheInformation's1 maiden piece about How Apple Gives Some Apps an Edge (subscription required): … The next day came news that Cut the Rope 2 was launching in two weeks, and that it would be exclusive to iOS.
Dec 10, 2013, 8:15 AMIn context
Ben Thompson / stratechery:
In Oct event, Apple unable to focus on iPad's strength: productivity not limited to PC uses   —  The Magical iPad  —  In The Missing “Why” of the iPad I wrote: Yesterday's presentation covered the “What” and “How” of the iPad, but it had nothing about “Why.”  Why does the iPad exist?
Oct 28, 2013, 7:15 PMIn context

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