Tim Bajarin
Tim Bajarin
Tim Bajarin is an American technology columnist and a technology consultant. His writing and analysis has been on the forefront of the digital revolution. He was one of the first analysts to cover the PC Industry and is considered one of the leading experts in the field of technology adoption cycles. He is president of a technology company called Creative Strategies, located in Campbell, California...
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The simplest way to deal with this is to get the distribution deal done like he has done in the past.
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The Shuffle has been a pretty big hit. There's a perception that a 1-gigabyte player is a bit small, and so Apple has to be looking at a higher-density flash-based player. But it's really hard to anticipate Apple's actions. They may be using all this flash memory for something else.
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Schwartz is a no-nonsense type of manager and is really high on results. There's no question that he would cut jobs, but it would probably be wrong to characterize him as a wholesale hatchet man. I think his main priority is to right the ship.
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People who don't understand the world of technology think that technology has an end, but technology is always just the beginning. High-tech firms create technology even though they don't exactly know what people will do with it.
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Bottom line, this is very good news for BlackBerry users. It means their service will continue, and it allows RIM to continue going after corporate business.
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We think the biggest boost will come with the release of Whistler in the third quarter, which potentially could drive significant sales if Microsoft is effective in pushing the streaming media component of that,
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We think that there could be a spike, but the problem is that the movement toward using Windows XP as a catalyst for consumers, and more importantly, businesses, doesn't happen overnight.
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There's no question this is going directly after the BlackBerry user.
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I would not be surprised if that is part of the real goal.
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Microsoft's business model is not to create branded hardware. They're a software company. Normally, when they put these kinds of devices together, they're reference designs.
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I think peer-to-peer technologies are starting to become more accepted. Video is a very important part of the Internet and with Internet distribution, they're definitely on the right path. The important factor is to get the content out there, which helps to curb piracy.
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While Apple has done the best job to date, not everybody is ready to just throw in with Apple. Nor are they willing to do so with Microsoft and their store or Real and their store. In some cases, they'd like to do without the middleman and sell direct to customers.
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It has potential. If you can tie a quick payment concept to the cell phone and know it's secure and protected, it absolutely becomes a viable platform for digital payments. But the most important thing is to build a secure system that is impenetrable.
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From the video, it looks like it's more of a mainstream Windows hand-held system as opposed to one dedicated to games or any specific application.