Futures – Page 2 – Adamalthus

Apple/ARM/China/Competition/Futures/Intel/Microsoft/Platforms/Policy/Strategy

Microsoft’s Pivot – A Plan to Dominate “Devices and Services”

Posted on October 25, 2012 by Jonathan

We are currently witnessing a major pivot in Microsoft’s core business model. It is starting to become clear that – as Steve Ballmer recently announ...

Apple/ARM/Competition/Futures/Microsoft/Strategy

Why Microsoft Shareholders Should be Very Concerned

Posted on July 11, 2012 by Jonathan

This weeks Partner’s conference has once again exposed Microsoft’s complete lack of any credible consumer strategy. On the one hand Ballmer claims h...

Economics/Futures/Policy/Political Economy/Population

The Jobs Are Not Coming Back

Posted on April 4, 2012 by Jonathan

The NY Times published an interesting article today the impact of robotics on manufacturing jobs using Amazon’s purchase of robot maker Kiva Systems as an...

Apple/ARM/Cloud/Competition/Futures/Gadgets/Intel/Microsoft/Oracle/Platforms/SAP/Strategy

2012 Predictions

Posted on January 2, 2012 by Jonathan

Just for fun – and in no particular order – here are some technology industry predictions for 2012.

Competition/Economics/Futures/Gadgets/Microsoft/Platforms

Chemical Reaction Dynamics as a Model for Technology Platform Competition

Posted on June 7, 2011 by JM

In various corporate meeting rooms at Samsung, Microsoft, HP, RIM and Google eager teams of engineers, marketing folks and freshly minted MBAs are trying to fig...

Cloud/Futures/Gadgets/Microsoft/Platforms/Strategy

Intel’s ARMageddon

Posted on January 7, 2011 by Jonathan

In ten years we’re going to recognize this week as the moment Intel ceded its leadership position in the global chip business. Microsoft’s decision ...

Futures/Microsoft/Platforms/Strategy

Sinofsky’s Power Play

Posted on January 6, 2011 by Jonathan

At CES yesterday we may just have witnessed the first public exposure of an internal power play for the future leadership of Microsoft.

Cloud/Futures/Microsoft/Platforms/Strategy

Why Sarah Friar is Wrong About Microsoft’s 2011 Growth Prospects

Posted on December 14, 2010 by Jonathan

Goldman Sachs’ analyst Sara Friar is at it again.

Cloud/Futures/Microsoft/Platforms/Strategy

Why Its Time to Break Up Microsoft

Posted on July 23, 2010 by JM

Microsoft posted a record quarterly profit of $4.5B on record revenue of $16.04B after the markets closed yesterday. The EPS of 51 cents blew away analysts cons...

Cloud/Futures/Policy/Political Economy

Why Regulators Need to Mandate Open Data Protocols in the Cloud

Posted on July 19, 2010 by JM

TechCrunch’s article about Intuit’s decision to shut down Quicken OnLine and not let users migrate their data to the new service Mint.com is an outs...