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 not an accident. This is something Apple works at. Apple has the longest history of doing this.
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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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That is the biggest theme and shift, where every device is connected and always on. If devices are connected all the time, it changes the way you design a product.
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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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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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This gives Apple a brighter future. I think the Intel chip is going to get consumers' attention.
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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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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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Dell is notorious for taking a wait-and-see approach, and then, if something catches on, coming in and dominating it.
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Anybody that's coming into the market at this point really has a tough road ahead of them.
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Apple will continue to be a force in portable music and video, and desktop innovation.