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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Consumers buy on cost, and while you can potentially upgrade them to a bigger hard drive or perhaps one with a bigger screen, you're going into new territory with pink or yellow or blue.
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There's a lot of potential for it in the upper end of the consumer segment and even the broader consumer market. For this to get the most attention, they've got to get it to a price point of under $500.
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Every TV set, set-top box, cell phone will have an Internet connection. If every device is connected to the Internet, it requires a different way of thinking about how to create products and how consumers use products.
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If you're a consumer and you decided to wait out the Christmas season, you're going to get some great buys from a price standpoint very shortly.
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I don't think Apple wants to emulate Sony. I don't think they want to do video cameras. I don't think they want to do TVs. They are rounding out the Mac consumer ecosystem. I think they will be extremely cautious about what they brand as an Apple product.
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The first 25 years of the tech era was to bring digital technologies to businesses and millions of personal computers. The next 25 years will be focused on bringing digital technologies to billions of consumer devices.
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This hits retailers, and it hits PC makers that were looking toward Vista for a surge in consumer PC sales at the end of the year.
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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.