Digital Changes Everything about Everything
Digital changes everything about everything. That might sound like a grandeous statement that is both obvious and lacks specifics. But as the doors close on CES for the 49th consecutive year I was reminded this week that many (read: most) of us still drastically underestimate the impact digitization is having and will have in the […]
The Cost of Connectivity and ‘Sensor’ization is Approaching Zero
When Apple launched the original iPhone in 2007 one of the innovative features was to embed an accelerometer in it – becoming one of the first to build the technology into a mobile phone. We had been using accelerators before this, in defense and industrial applications or to do things like deploy airbags in vehicles. […]
A Dozen Elements of Mind-blowing Wearables
This morning I moderated a panel on Mind-blowing Wearables at CES. I was joined by an esteemed group of panelists including Ariel Garten, Founder and CEO of IteraXon the producer of Muse: The Brain Sensing Headband, Carmichael Roberts, Co-Founder and Chairman of MC10, and Jeanette Duffy, Deputy Director, Cause Platforms, UNICEF Ventures. I’ve actually known […]
Starting Again
It has been over a year since I last posted anything to this blog. I imagine it isn’t uncommon for many uncommitted bloggers like myself to begin anew shortly after the start of a new year (and new resolutions). Only the coming months (and years) will tell if my determination to blog more frequently will […]
T’was The Night Before Christmas 2014
Art Cashin, UBS Financial Services’ director of floor operations at the NYSE, is a legend on the floor of the Big Board. He’s been on The Street for some 50 years and is well known for his daily newsletter: Cashin’s Comments. Each year he sends out an Annual Christmas Poem in the spirit of T’was the […]
Black Friday at My House
Several years ago my oldest son bought himself an iPad mini. Recently he received his first iPhone and as a result has been using his iPad infrequently. At the same time, my seven-year-old wants to buy an iPad and so his brother offered to sell him his iPad for $250. Over the last two or […]
Is Square Entering the Taxi Market?
This week Square introduced preorder and pick-up services. On the surface this service should help expand the business opportunities for small businesses. It might also help level the playing field for small businesses that compete against multi-channel retailers who currently offer similar services. The offering is borne out of the increasingly blurring lines between digital and […]
Unbundling the Mobile Experience
There is a confluence of conflicting forces underpinning mobile today and the outcome will define the mobile experience of tomorrow. Here are two of this morning’s announcements: Snapchat announced they were adding video chat and instant messaging Foursquare’s move to split their app services into two separate apps On the surface, these may seem like […]
A Review of Apple’s Q2 Results
Yesterday I posted a few thoughts and my predictions for Apple’s fiscal Q2 results. Here’s my follow-up with some additional thoughts on the market implications and where we go from here. iPhone I had predicted Apple would sell around 37M iPhones in the quarter. Consensus was calling for 38.2M. Apple blew away not only the […]
What I Expect from Apple’s Fiscal 2Q Earnings
Apple reports Fiscal second-quarter financial results after the close of the markets today and so brings the week-long exercise where pundits spend the first half of the week talking about what Apple will say followed by the second half of the week where the selfsame pundits talk about what Apple said. Here’s some food for […]