Rob Enderle
Rob Enderle
Rob Enderleis an American technology analyst...
biggest company
It is the biggest cloak-and-dagger company we've ever seen,
difficulty dominant high ibm looks similar stand switch tendency waiting
This looks a lot like 15 years ago, when IBM was dominant and similar surveys showed a high tendency to switch from IBM to another vendor. The difficulty is that we're still waiting for the right kind of vendor to stand up and come forward.
bad good hype lower released
That may lower the attractiveness of the offering. Right now, we're getting all of the good news. When it's released is when we'll get the bad news. It's in the hype stage.
bring consumer entire job regard strengths strong
They bring different strengths to the table. Compaq has done a better job in regard to engineering an entire line. On the other hand, HP has been strong in consumer products.
bring consumer entire job regard strengths strong
They bring different strengths to the table, ... Compaq has done a better job in regard to engineering an entire line. On the other hand, HP has been strong in consumer products.
company gave near needs nowhere property strategy waiting work
They were a company waiting to die, ... They've done some work to make the property more attractive. The portal strategy is what gave them a future. It's nowhere near where it needs to be, but at least they've got one.
kept promises strategy
They kept making promises they couldn't keep, and their strategy was all over the map.
deals huge kids largely market quickly spread wireless
It's a huge market and largely untapped right now. Kids want phones, but nothing really deals with their parents' concerns. This will quickly spread to all of the wireless services.
apple corporate critical forced otherwise
It's very critical to Apple that they get this .NET blessing, otherwise they're going to get forced out of the corporate network.
aggressive
For it to be amazing, it would have to come in at an aggressive price.
call changes early guarantee industry seeing software time
It's too early to call it, ... The software industry is going to be seeing a lot of changes for some time -- that's the only guarantee at this point.
consumer fourth impact major material missing quarter slip
This is a major slip with material consequences. Missing the fourth quarter will have a significant impact on consumer sales.
assets execute group meet number team top turn
They put in a number of their top assets to really turn the group around. Going forward, they have a team that can execute and meet their dates.
anyone brand digital easily entering likely major music people pulled shopping space
A major brand entering the space is always going to be problematic for anyone who is already there. People are likely to be there shopping and they could easily be pulled into a digital music experience.