Showing posts with label Steve Jobs. Show all posts
Showing posts with label Steve Jobs. Show all posts

Thursday, December 06, 2012

Has Apple Peaked?

Image representing Tim Cook as depicted in Cru...
Image via CrunchBase
I think so.

The iPhone was a paradigm shift. The iPad was also a paradigm shift. But by now the Android platform is as good if not better in both those spheres, and there is no doubt as to who is the market leader. Android leads. The pace is to quicken.

And I don't see Apple coming up with the next big thing. Is it TV? I don't think so. TV is like cancer, it is not any one thing.

Tim Cook is average. The superb performance of the Apple stock for about a year after Steve Jobs' death can still be attributed to Steve Jobs. This guy was like the Kennedy of technology. The immense global media coverage of Steve Jobs and Apple after Jobs' death really helped Apple. Apple went to the masses. And the new versions of old products were already in the pipeline.

Tim Cook's real test would be if he could come up with another paradigm shifting product. I just don't see that happening. And that's okay. Not everyone can be Steve Jobs. People like him show up one or two in a generation.

The map fiasco that Apple had would never have happened under Steve Jobs. That was another tell tell sign.

I never believed Apple was on its way to becoming a trillion dollar company. On the other hand Google could end up there. But if it gets there it will have to have done so by 2020. And the clearest route to getting there is in the ISP space. Global gigabit wireless broadband supported by ads is Google's path to becoming a trillion dollar company.

Apple Drops 6.4% Due To Volatility And Uncertainty: The iPad Mini Is Out, Now What?
During the past 12 months, Apple shares have been up 42.7 percent, mostly due to two new products, the iPhone 5 and the iPad mini. With a new CEO and no new product in sight, volatility kicks in...... So the iPad mini is out. Now what? It’s hard to say what Apple’s next product will be, and especially Apple’s next breakthrough product. Steve Jobs passed away a little more than a year ago, and he still oversaw most of the products coming out today. ...... P/E ratio ... Microsoft’s is comparable to Apple’s.
Apple loses $34.9 billion in market cap in its worst trading day in 4 years, but why?
the company shed 6.43% of its value, to settle at a valuation of a mere $508 billion. ..... there could be a worst case additional 10% move to the downside. .... Digitimes. a well-respected industry publication, was reporting slower demand in the first part of next year. ..... Digitimes is suggesting a 20% q/q decline in Apple’s demand for parts and components in March. ..... something in motion tends to stay in motion unless acted upon. Heading up, Apple was a rocket, and now in the other direction it has been carrying weight
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Monday, November 19, 2012

Off Season April Fool Joke On Yahoo Facebook Search Deal


This is not the first time respectable media got it wrong. Actually the media routinely gets it wrong. But flat out wrong is a little rare.

Yahoo Facebook Search Alliance Would Be Interesting
Yahoo and Facebook Not in Search Alliance Discussions
(Speaking of movies, I am sorry it took me so long to get to this, but I was seeing the final “Twilight” movie with some All Things Digital staffers. I can report that the sparkly vampires of the film are also not in search alliance talks with Facebook.)
I guess the implausible part is that it perhaps is truly hard for Yahoo to walk away from Microsoft on search, and if the idea is to compete with Google, Bing is not a bad ally, it is number two. Heck, Facebook teamed up with that very Bing.

Yahoo wanting to go back to fight the search wars would be like Steve Jobs wanting to go back and fight the PC wars.

"The PC wars are over. Microsoft won!" is what Steve Jobs wisely said when he took over Apple. Marissa Mayer is better off looking in the mobile direction. That is raw territory.
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Friday, November 16, 2012

Zynga's Mobile Woes

It is like you spent your prime learning Newton's theory of gravity, then someone, or something, comes along and says you need to be learning the Theory Of Relativity. That is how mobile is. I guess "getting" mobile is not easy.

Has Zynga Faced A Paradigm Shift?
Zynga: Could It Reinvent Itself?
Zynga Recipe
Zynga Morale
Zynga And Mobile
Zynga Fixes
Zynga Getting Hammered


Behind Mark Pincus's Bid to Save Zynga
Mr. Campbell, a technology veteran who has coached Silicon Valley CEOs such as Steve Jobs and Eric Schmidt, had been called in by Zynga investor and venture-capital firm Kleiner Perkins Caufield & Byers to advise Mr. Pincus as the social games company's stock plunged and some of its online games lost traction. Some Kleiner Perkins partners warned Mr. Campbell that he might not make much progress. .......... Pincus was open to advice. Mr. Pincus "was discouraged" ...... He "felt terrible about what was happening; he felt the turmoil." ...... The 46-year-old CEO has remained outwardly positive while Zynga's troubles have played out publicly over the past few months. ..... He was grappling with internal strife, including executive defections and confrontations with employees. ....... the CEO, who owns 50.2% of Zynga's voting control and has previously worked with outside consultants to improve his management skills, is trying to remake himself as its leader by ceding more control to deputies and improving communications. ...... "rapid change in player habits and social technologies have dictated fundamental changes at Zynga. And when businesses change, it's inevitable that some people will choose to leave." ...... Mr. Gordon said Zynga had failed to prioritize mobile development and found that its online games didn't easily translate to smartphones' smaller screens. "Mobile turned out to be more different than anyone expected, in terms of monetization and also user experience" ........ In May, at an off-site meeting in Monterey, Calif., with 100 senior employees, one group led by product director Jonathan Liu confronted Mr. Pincus over morale. Mr. Liu said he told Mr. Pincus that Zynga needed a clear strategic vision. ...... Mr. Liu, who added that he was "almost yelling" at Mr. Pincus at the meeting. .... and reorganized the mobile division so that it was integrated into every gaming studio and not a stand-alone unit. He also pushed harder into new businesses, like real-money gambling. ..... also filled his calendar with product meetings ..... switched his main phone from a BlackBerry to iPhone ..... Employee departures became rote ...... When Zynga notified employees of their extra equity, many received just several hundred options spread across a multiyear vesting schedule, while others got a larger amount. Some employees asked if they could refuse the grant, which they viewed as an insult and a pittance ...... Pincus has focused on improving his communication skills ........ "Project Whistle," a program to connect top executives with Zynga employees. The group has run more than 30 meetings over the last two months where executives discuss Zynga's strategy and answer questions from the crowd. ..... delegation skills. Mr. Pincus has been known for dominating discussions and focusing on details such as the font choice or color scheme of games
Zynga's CEO Almost Broke Down In Tears Over Company's Downfall
employees berating him about the company's lack of a strategic vision and poorly thought-out schemes to boost morale
Now David Ko Is Essentially Running Zynga
David Ko, an executive who has championed Zynga's push into mobile and transformation of its Facebook-oriented franchises like FarmVille and Mafia Wars into multiplatform gaming experiences that cross both Web and mobile, has gotten another promotion in the process...... the troubled maker of social games shuffles management every few months, as it tries to adapt the company to a rapidly changing world where mobile rules..... Ko's been a key part of that transformation, pushing Zynga to buy Newtoy, the maker of Words With Friends, and OMGPOP, the maker of Draw Something...... Ko now oversees Zynga's strategic planning, international expansion, and infrastructure........ Ko also has oversight for all of Zynga's game development, with Zynga's top game-development executive, Steve Chiang, reporting to him. Chiang and Ko had previously shared oversight for Zynga's studios, with both reporting to Pincus. ..... Steve Chiang is now Zynga's president of games, overseeing all studios and reporting to Ko
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Saturday, October 27, 2012

GUI To Touch To Gesture

Steve Jobs took the lead on touch and Microsoft is playing catch up. Steve Jobs stole the Graphical User Interface - a big jump from what existed before - from Xerox, and Bill Gates stole it from Jobs. But it was Gates that won the PC wars.

But there is something beyond touch. That is gesture. And there Microsoft seems to be ahead. Gesture promises to be even more intuitive than touch. It is exciting what they might do.

Point and click feels one dimensional. Touch feels two dimensional. Gesture feels three dimensional. It is a paradigm shift.

Microsoft's Plan to Bring About the Era of Gesture Control
The company wants to make it as common to wave your arms at or speak to a computer as it is to reach for a mouse or touch screen today. ..... "We're trying to encourage [software] developers to create a whole new class of app controlled by gesture and voice," says Peter Zatloukal, head of engineering for the Kinect for Windows program. ...... "We initially used keyboards, then the mouse and GUIs were a big innovation, now touch is a big part of people's lives," he says. "The progression will now be to voice and gesture." ... A conventional keyboard, mouse, or touch screen can be difficult to use in classrooms and hospital wards, or on factory floors. ..... Microsoft needs software developers to create killer applications. Along with the hardware, the company provides a software developer's kit, or SDK, that offers a range of ready-made tools, including voice recognition and body-part tracking .... by using infrared, your apps can see in the dark now ..... Nissan has introduced a gesture-controlled system for dealerships that lets prospective buyers look inside a virtual version of a new car. ...... It even trumps voice recognition, he says. "Voice recognition is 95 to 98 percent accurate, so one time in 50 it won't work," he says. "This works like a tool—it will work for you every time." ...... "When using a computer today, we think of our bodies as a fingertip or at most two fingertips," he says. But humans evolved to communicate with their whole bodies. .... detecting fidgeting or defensive body language such as folded arms. The hope is to address the social cues that are lost when video calls replace face-to-face communication
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Friday, October 12, 2012

Larry Ellison's Remarkable Hardware Journey



Hardware software integration was Steve Jobs' unique mantra. Larry Ellison seems to have successfully emulated that. Remarkable.

Larry Ellison Says Oracle's Hardware Business Will Grow This Year
This Will Be Larry Ellison's Proving Year
Billionaire Ellison Increases Credit Line to $4.5 Billion
At 68, Oracle's flamboyant, multibillionaire CEO Larry Ellison still going strong
Apple vs. Google is the Most Important Battle in Tech
A Few Interesting Details About What Marissa Mayer And Yahoo Are Up To
Why smartphones point to smarter cameras
Chocolate: Sweet Path to Nobel Prize?
With Turkey-Syria escalation, worries grow about a tip into war
Marissa Mayer's New Yahoo.com Homepage
Chip Design Luminary Leaves Samsung for Apple
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