Are Apple’s Strong iPad Numbers Just a Supply-Chain Story….

Last week Apple blew away (nearly) all expectations for fiscal Q3 iPad sales.  I hate saying, “Apple always exceeds expectations” because that just suggests estimates are consistently and systemically biased downward but they did far exceed fiscal Q3 iPad estimates after not accomplishing that feat in fiscal Q2. Analysts estimates for fiscal Q3 iPad sales ranged from 6 million to 9.5 million with […]

Eureka!

Coverage in Fast Company about an exciting new section at the 2012 CES. See you in January.

The Intelligence of Things

At its root, the Internet of Things is about being about to uniquely identify devices.  Over the last year I’ve been talking more about the Intelligence of Things.  The Intelligence of Things is spawned by devices and objects being uniquely identifiable and addressable, but more it is able machine-to-machine communication performing tasks on my behalf based upon pre-established […]

When eReaders grow-up to be Tablets

What happens when eReaders grow up to be tablets? This morphing is already well underway. Barnes & Noble has always referred to the Color Nook as a tablet eReader – with tablet being the operative word. At their event this week. B&N claimed the Color Nook is the top selling android tablet in the market. […]

Conduits of Content

In a few weeks I’m speaking briefly on a call with executives at Korn/Ferry – the world’s largest executive recruiting firm. My remarks will cover major trends in the consumer tech space and how the global search for talent will be impacted.  For several years now, I’ve talked about companies reaching to create a 360 […]

Evolutionary Currents: Adding Context to the Nook Color Upgrade

This week Barnes & Noble upgraded the software running on their Nook Color e-reader tablets. Users can now access apps, have email pushed to the device and watch flash videos. There are a variety of reviews on the web (see: here, here, and here) discussing the anticipated update so here I’ll take a differ tack […]

Retail Trends to Watch

The following was published in Dealerscope Magazine in December 2010: The last three years have been a volatile period in the history of consumer electronics. While a recovery is slowly taking shape, I believe the next few years will offer as much change as the in the last year or so. Here are a few […]

Estimating iPad Second Quarter Unit Sales

Through the first three quarters of iPad availability, Apple sold 3.4 million, 4.3 million, and 7.33 million iPads respectively for a total of 15.03 million units through the first nine months.   The estimates for Apple’s second quarter iPad sales are all over the board.  For example, JP Morgan is expecting 5.3 million, RBC Capital is expecting […]

Apple’s AirPlay Remains the Sleeper Hit for 2011

Back in January I wrote that Apple’s AirPlay would drive a renaissance for audio.  Networked audio solutions have been building slowly to a crescendo I believe plays out over the next 24 months.  Of course companies like Sonos and Logitech with their Squeezebox suite of devices left important early footprints while defining the market for networked audio solutions.  Several years ago I spoke with […]