Rob Enderle
Rob Enderle
Rob Enderleis an American technology analyst...
apple buy consumers created fourth market opportunity
We already know when consumers don't buy in the fourth quarter, they don't come back in the first quarter. This has created a market opportunity that is unprecedented for Apple if they can execute.
adverse broad buy chose components consumers cross damage depend few impact issue later market pc platform purchase quarter section slip until wait windows
Few things could have done more damage to the 2006 PC market then the slip of Windows Vista. This will have an adverse impact on a broad cross section of components and platform PC suppliers who depend on the 4th quarter to make their numbers. The big issue is consumers typically do not wait to buy, and will chose to buy something else and now wait until later in 2007 to purchase their computers.
buy company might protect
If your company has a lot of desktops, you might buy AMD to protect your infrastructure,
against bar buy companies competing high increasing last litigation property pushes setting several side stands steadily strongly technology toward
Intellectual property litigation has been increasing steadily for the last several years. As a result, indemnification against this litigation not only has become a requirement for any technology purchase, it strongly pushes companies toward the buy side of the build-versus-buy decision. Microsoft's indemnification stands as one of the most comprehensive in the market, setting a high bar for competing platforms.
box buy five machine viable
If you wanted to buy a machine that would still be a viable box in five years, this has that argument.
afford area average cost devices failure figured larger low nobody prone quite seem showing tend types
These devices are quite costly, and they are complex, so they tend to be prone to failure. So far, nobody has figured how to make them at a low enough cost so that the average person can afford one. They are showing up in mil-spec implementations and particularly in larger types of uses. It's in the small-system area that they seem to be having the most problems.
dent eager industry leading microsoft software stepped
The software industry as a whole is eager to put a dent in piracy, so Microsoft as a leading vendor can say it has stepped up to do its part in the fight.
across against board business competing fix focusing instead microsoft people result saying start
Pretty much across the board people are saying that Microsoft is dysfunctional. They are not cooperating across business groups, ... The end result of this reorganization is to fix that ? to get it so people who should be cooperating are cooperating, so they can start focusing on competitors instead of competing against themselves.
blended calls continue eventually internet phones represent simply wireless
Blended wireless phones will continue to proliferate and do represent a bridging technology. Eventually we will be making our calls consistently over the Internet, and the phone will simply become another wireless Internet appliance.
both hurt likely suit
The suit is likely to hurt both firms' opportunities.
arms coming hardware market nervous wrap
The thing that makes me so nervous is that there are no hardware (manufacturers) here. I don't have anything to wrap my arms around and say, Ah, yes, this is something that's coming to market soon.
company concern level speak talking
Every company I speak with is talking about it. The concern level is very high.
budgets cutting managers seen soft tempting tough
Cutting R&D budgets can be tempting for managers during tough times. It's seen as a soft cost, like marketing.
compared conceived malicious microsoft protection regards toughest
Vista, because it was pretty much conceived during the toughest times for Microsoft with regards to malicious software, has the most protection in it compared to any of their platforms.