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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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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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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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 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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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 only thing we can expect is that Apple will continue to innovate and surprise.
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While he was their leader, he had an incredible team around him and has seemed to be grooming them for the time when he would step down. Although it is a loss, I think he has left Apple very capable of carrying their software vision forward and they should not really miss a beat.
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We're moving toward an Internet economy. Whether people understand it or not, we're moving to a place where as much as 50 percent of all our purchases will be done over the Internet in the next five years.
interface
This time, they really made the interface simpler.
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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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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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I don't believe for a second that Jobs wants to be a media mogul as much as he is a technology visionary. I find that idea out in left field.