Rob Enderle

Last week I was at Dell with a truckload of financial analysts and a busload of industry analysts. We saw the normal corporate talks and were reminded that Michael Dell is still one of the few founders still running their companies in the technology segment. Dell was clearly feeling their oats as their financials were […]

At TechEd last week it was clear that Microsoft has changed dramatically since the EU Commission got involved. The changes appear to have created a competitive advantage for the company — something the EU didn’t anticipate.This is because many of the changes forced Microsoft to create practices that every software company, and IT organization for […]

At the All Things Digital (D8) conference this week, Steve Jobs eluded to a touch screen monitor/PC he was bringing to market and also made reference to blending the iPad and iPhone into a single line.Of the two statements, the first is more telling because it goes to the core of one of the reasons […]

Earlier this week I got word that Oracle was ceasing the Sun Solaris licensing deals with other hardware vendors. This reminded me a great deal of what Steve Jobs did when he returned to Apple and killed the Apple clone business. In both cases it reflects a realization that a company cannot effectively create competition […]

There are two models that continue to fight it out in the technology space. The original model had each vendor heavily vertically integrated; this model was initially championed by IBM (initially the most powerful vendor in the segment) and is currently championed by Apple, the most profitable hardware vendor. The other model is specialization, and […]

I get to sit in on a lot of analyst meetings and the increasing theme of many of them is that the market is moving back towards vertical integration for PCs and smartphones where the entire solution is controlled by one vendor. In fact, today we were just talking about the fact that the cell […]

John Gordon, who goes by @bluedonkey on Twitter (I have no idea why), asked an interesting and recurring question:“Why do people feel the need to leave semi-abusive comments on a blog”? I make my living as an inquiry analyst, which means most of what I do is answer questions — and this one hit a […]

This morning I had a Holy Crap moment when I read that David Roman had left HP and joined Lenovo. Of all the folks in the PC space that do marketing, David Roman stands alone as the only executive that has executed a program that matched if not exceeded Apple’s best. Even more amazing is […]

I think if you were to poll people on whether the HP Tablet or Apple iPad will be most successful, the majority would likely guess Apple, and the odds would favor this result. However, a few might remember that it was only HP that scared Apple over the iPod and forced Steve Jobs to trick […]

Palm dramatically lowered guidance this week amid speculation about the company’s future.A little over a year ago at CES they launched the Palm Pre, which like the iPhone stole CES and had the promise to save the company.Palm is largely run by ex-Apple employees and, before he left Apple, Palm’s CEO was thought to be […]