The early indications suggest that RIM’s vision for its new OS and device line may fall short of revolution, and if that’s the case the company’s chances of recovery are slim. The demonstrations of Blackberry 10 suggest that while they’ve changed the GUI and keyboard, there’s little or nothing new in the cloud-to-device relationship. I’m…
Today, I want to offer three examples of stuff that could be revolutionary but on the other hand could become a yawn. They illustrate how complex this market has become, and how delicate the balance is between a romping success and an embarrassing failure. The order here isn’t significant! Broadcom launched a 200G switching chip…
Top news today is the announcement that Microsoft will invest in a new Barnes & Noble subsidiary for the Nook and ebooks. This is a strange one, I think, for the obvious reason that the Nook is an Android device, and the only concession that’s obvious for Microsoft is one for a reader for Windows…
Amazon reported its quarter and gave the Street a big upside surprise (refreshing in the tech space this quarter). Since the company doesn’t break its numbers down as completely as I’d like I can’t dig too much into their details, but there are some things worth looking at. Number one is Kindle Fire and ebooks. …
Alcatel-Lucent reported their first quarter yesterday, and there was a lot of red ink in play. The company’s equipment revenues fell below a critical threshold for the first time in years. Particularly troubling was the fact that wireless lost almost 30% y/y and almost 12% q/q. The only semi-bright spot was IP routing, that lost…
We had a couple of interesting earnings reports yesterday, both of which offer perhaps some color into an element of tech. Obviously Apple was the big one, but Juniper also reported. The first gives us our consumer-appliance view, and the latter two some color on the network equipment space. Both, I think, offer some specific…
The latest casualty of the earnings season is Netflix, whose numbers actually beat the Street’s estimates but who offered subscriber data and guidance that scared the stream-touched among the investment community. There should have been no surprise here and the fact that the stock got punished for the expected means that people still refuse to…
The latest casualty of the earnings season is Netflix, whose numbers actually beat the Street’s estimates but who offered subscriber data and guidance that scared the stream-touched among the investment community. There should have been no surprise here and the fact that the stock got punished for the expected means that people still refuse to…
We’re in earnings season now and so we’ll likely have company results to comment on for a couple more weeks. Monday is a good day to consider the broader trends that were crowded out last week by news, particularly news of a financial nature, so that’s what I’ll do today. One thing that’s developing at…
Microsoft reported its earnings, and other than some weakness in entertainment, the numbers beat the estimates. The PC-software giant showed strength in business sales overall (where market growth was more than double the consumer space) and of course its Windows franchise still works (though not as well as before) even in the consumer laptop space. …