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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It's the only company that can provide a PC platform that can run Windows and the Mac. It plays well into their switch campaign. They are trying to more aggressively go after those who have been on the fence.
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The bargain prices you get in the sub-$1,000 PC category are exceptional. A new user is going to be much more easily swayed to the IBM world than they are to the Mac world.
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The move to Intel is critical to Apple's future because it allows (the company) to attract the hard-core PC crowd. If they show they can run applications two or three or four times faster, they will get a lot of attention.
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PC companies do not want to have more than six weeks of inventory, and most of them try to live within three- and four-week turns, ... We're hearing about inventory build-ups in some companies that are as much as 13 weeks.
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It has turned them into worthy competitors of major PC vendors.
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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.
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There's no question this is going directly after the BlackBerry user.