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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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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The only thing we can expect is that Apple will continue to innovate and surprise.
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The fact that they have a loss is not good. It's not as bad as in the past, but it continues to be a concern.
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As long as Jobs is at the helm, I think they will continue pushing the innovation envelope. He actually believes technology can change the world. I don't see him changing that.
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Apple will continue to be a force in portable music and video, and desktop innovation.
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If you had really good content that was done well and could be seen well on a small screen, you could find a legitimate audience. The issue continues to be more of one that is struggling to figure out exactly what people will want, and what they will pay for it.
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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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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.