Opinion A computer company with an insignificant share of the world market today announced it would be holding a press conference on September 9, throwing world stock markets into turmoil and causing journalists to reach for their hyperbole buttons.
Posted by Rob Enderle, Principal Analyst, Enderle Group
Analyst Opinion - I’m traveling this week and noted that the guy
traveling next to me, who owns his own company, is using an Acer
netbook. It is his primary travel computer. He purchased a 12-cell
aftermarket battery for it and gets 10 to 12 hours of battery life and,
according to him, this is all he needs. Most of the analysts I travel
with have noted that the distinction between netbooks and notebooks has
largely vanished.
Opinion – Now that we all had a chance to play with Microsoft’s new
Bing engine, are we ready to ditch Google? Are we binging instead of
googling? I’d like you to chime in and let us know what you think of
the search discover engine, but here is some food for thought and why I
am pretty sure that Bing will be just another name in Microsoft’s
odyssey for a search engine that can conquer the world.
Analyst Opinion - Finally, search is cool again. The search engine
space, long considered the exclusive domain of Google, is suddenly hot
with innovation. Last week’s launch of the Wolfram|Alpha computational
knowledge engine may not have repaved the search landscape, but it
sends a strong message that the way we find stuff online is about to
change. Wolfram|Alpha isn’t alone: Alternative services like Cuil,
Hakia and Kosmix may not be popularly used verbs yet, but they all
point toward an accelerating rate of change in search.
Analyst Opinion - We are on final countdown for the launch of the Palm
Pre which was the device that easily took the entire buzz from CES this
year much as the iPhone initially did a few years ago. In addition,
Microsoft has launched an in-your-face competitive ad using a financial
argument to drive on Apple's inability to do a subscription music
service. This ad would have likely been vastly more powerful before
the Slacker service was available on the iPod Touch and iPhone. This
ad campaign comes in advance of what is expected to be the killer Zune,
a product that bridges the connected Xbox experience with a music
player.
Analyst Opinion - When I wrote last week’s column suggesting Apple
consider a move downmarket to expand its computer/OS market share and
avoid being perpetually marooned in niche territory, I suspected it
might touch off a bit of a kerfuffle. But like any debate involving
Apple, small kerfuffles quickly become big ones. Few companies these
days generate the level of passion that Apple does.
Posted by Rob Enderle, Principal Analyst, Enderle Group
Analyst Opinion - We had a major reorganization at AMD last week that
should not only make them more efficient. It may also make them the
leading change agent in the server space as we move to a more
cloud-based computing model. However, that begs a change on the client
as well and interestingly enough, I was at Intel this week for an
update on their Digital Home initiative and think this is the best
effort I have seen from them in over a decade.
Opinion – Yawn. Apple replied to Microsoft’s Laptop Hunters ads. Apple
replied with Megan to Lauren and a PC Choice Chat to highlight the
weaknesses of a PC. And yes, Apple forgot to mention its own
weaknesses. And we wonder how dumb computer buyers really are why
Apple’s creative team is convinced that these ads are still funny. We
got it, Apple. Time to move on.
Analyst Opinion - Saying Microsoft’s Steve Ballmer is prone to
hyperbole is like saying deep fried bacon strips do little to encourage
a heart-healthy lifestyle. We all know it’s obvious, so we’re hardly
surprised when we read the headlines.
Analyst Opinion - Making games differently – from production, to
financing and distribution: Many have noted that the gaming industry
seems to be recession-proof. Monthly sales figures continue to show
growth in the market. Even though NPD’s figures for March are off 17%
from the same period last year, NPD themselves noted that Easter
generally provides a spike in sales, which fell in April this year and
March last year. If you look at overall Q1 08 figures, there was 0%
change from Q1 09, while software was down just slightly at 2% for the
quarter, hardware and accessories were up 1% and 3% respectively.
Analyst Opinion - If someone tweets it, is it news? Should Twitter be
our first stop when we want to know what’s going on? Do we even have a
choice anymore?
Posted by Jon Peddie, President, Jon Peddie Research
Analyst Opinion - We have all seen the excellent work various web site
and analysts like us have done over the years in comparing the latest
graphics AIBs, and, more recently, the new graphics-enabled
motherboards. Some have been more thorough than others, but all contain
performance measurements from 3Dmark/Vantage and/or FPS in game play.
And for the high-end game enthusiast where performance is everything,
that’s enough. But is it enough for the rest of us?
Posted by Rob Enderle, Pricipal Analyst, Enderle Group
Analyst Opinion - The Acer Revo comes at a time of conflict. It
targets buyers who want low cost products that use little energy, do
not accept any limitations in using their PC and look cool at the same
time. In addition, the best performance parts for a product for this
mixed up market comes from Intel which has the Atom platform, and
Nvidia, which has Ion. The problem is that Intel hates Ion and is at
war with Nvidia.
Posted by Rob Enderle, Pricipal Analyst, Enderle Group
Analyst Opinion - AMD brought out Shanghai, their latest part in
November, substantially ahead of when it was expected and it arrived in
a market hungry for efficient performance but lacking in the cash
needed to buy new systems. This week Nehalem EP was released, which is
arguably the biggest technology step that Intel has made this decade.
Both parts are less about raw performance and are more focused on
performance per watt. Right now, there is no other industry in which we
care so much about what is inside the box. We only care about the
benefits the solution provides. I am certain the computer industry is
getting ready to take us back to that future.
Posted by Rob Enderle, Pricipal Analyst, Enderle Group
Analyst Opinion – Yesterday I was walked through how OpenCL, a relatively new
programming approach that leverages the CPU and GPU, could not have
happened without Apple and it reminded just how many trends the company
sets. Last week I wrote about the Dell Adamo, which has its roots in an
Apple idea. And, of course, it is not hard to see how the iPhone is
clearly the cell phone every other cell phone vendor seems to be
chasing these days. But others are catching up in many ways and I am
wondering whether Apple is losing its edge.
Opinion - Technology is a beautiful thing, and I am one of the biggest advocates of free speech, open forums, blogging, social networking and the ability to utilize the Internet as a medium to deliver your work, your opinions and your views. Internet technology, however, is something that should be used carefully and treated with respect. At its best and worst it can bring individuals wealth, fame and popularity. Unfortunately it can also cause significant harm.
Posted by Rob Enderle, Pricipal Analyst, Enderle Group
Analyst Opinion - When I was at a vendor event recently, the guys there were making a big deal about all of the power saving features their parts had achieved, indicating energy savings at the component level now exceed 70% over previous generations. These were desktop PC parts, and when I asked about the power savings at the wall I got the usual “we have no control over the inefficiencies of power supplies” answer, and then it struck me: With all those wonderful power saving parts at the component level, how many of them were completely eaten up by massively inefficient power supplies? The reality is this: People buying notebook and desktop PCs aren’t given anything but an occasional EnergyStar sticker (which doesn’t appear to mean much) to help them make energy smart choices. I believe it's well past time for something more.
Analyst Opinion - Do you know anyone who owns an Amazon Kindle 2 ebook
reader? Me neither. How’s about the original Kindle? Same thing. As
much as I want to cheer for Amazon to do for ebooks what Apple did for
music, I can’t get excited about the current state of the ebook reader
art. Simply saying they’re too expensive is almost too easy. But the
cheap geek in me can’t ignore the fact that $359 for a device that
doesn’t do a whole lot beyond allow you to read is a pretty steep price
when your average netbook or low-end laptop does infinitely more.