Jon Peddie Blogs

2011. What was that about?

Posted by Kathleen Maher on December 28th 2011 | Permalink
Categories Blogs, The Market
Tags: apple ces amazon 2011 walled garden logitech future trends

Doesn’t it seem like 2011 lasted a lot longer than a mere 365 days? This was a year that was up and down and up and down. In the tech world, the year officially starts in Las Vegas as CES. That’s where we go to see the largest TV ever. I have absolutely no idea why this is important, but I think it’s a guy thing. You can’t buy the TVs they won’t be practical for year but sure as Christmas, big TVs come to CES. As one technology starts reaching a practical limit, then comes the next.  And this year,…

HP — breaking up the place

Posted by Jon Peddie on August 23rd 2011 | Permalink
Categories Blogs, The Market
Tags: hp, apotheker, psg, rick belluzzo, dell, hp, workstation,

HP’s Personal System group, PSG, is a $41 billion dollar company. It is, IMHO, a jewel, but I may be a bit biased because I have a lot of old friends there. And, like any large organization, it’s not just one thing. In macro scale it’s a desktop PC company, a notebook PC company, a workstation company, and maybe a mobile devices company. It also makes and sells monitors. In other words its five companies and anyone of them could be further subdivided.Now if HP really wants to get rid of this prize which still boggles my midget mind, would they…

Tablets — the canary in the PC tunnel?

Posted by Jon Peddie on July 11th 2011 | Permalink
Categories Blogs, The Market
Tags: apple tablets economy

The second quarter by all accounts so far has not been a blockbuster, in fact in some places it’s been a career buster. The DJIA wobbled, not many new jobs were created, and the politics in the US got even more rancorous if such a thing is possible. In the PC industry the major bright spot had been tablets. Called computer tablets, media tablets, tablet PCs, or just tablets; reinvented by Apple and followed by a dozen or more imitators, tablets excited the industry — the latest great thing. No one needs a tablet. It doesn’t do anything that can’t be…

What is a PC?

Posted by Jon Peddie on January 28th 2011 | Permalink
Categories Blogs, The Market
Tags:

The debate continues among suppliers, analysts, pundits, and web forum participants as to whether tablets (specifically the Apple iPad) should be counted as a PC or not. From our perspective the issue is defined (if it can be) by the processor. Fragmentation is finally affecting the PC market. Options such as tablets, E-books, consoles, and even talented phones are doing jobs PCs could do. Also, consoles and Kindles. These other devices are not replacing PCs, but they’re shifting interest and mind share. They’re enabling people to leave devices at home for vacation and short trips. No more lugging a computer to…

Welcome to App World

Posted by Kathleen Maher on January 26th 2011 | Permalink
Categories Blogs, The Market
Tags:

This blog is being written with the full assumption that it’s going to have to be rewritten in the next day or so, but sitting right here, right now, it sure does look like MacWorld has become iPad world … not that there’s anything wrong with that. The good news is that after pre-registering for the conference, I’m getting plenty of email from exhibitors pleading for my august presence. It looks like there’s plenty of exhibitors. The bad news is that we don’t really cover apps that manage social networks, or games that go boop. So lets go back to thinking…

Nvidia looks good

Posted by Jon Peddie on January 11th 2011 | Permalink
Categories Blogs, The Market
Tags: nvidia tegra tesla nvidia optimus nvidia tegra nvidia settlement nvidia vs. intel

Nvidia like many companies in the past two years has gone through some dramatic and bruising changes. How a company comes out of those events is the key to predicting their future.I’m not going to review the past, if you don’t know it, you probably aren’t reading this.Here’s what I see on the horizon for Nvidia.Tegra, the company’s smallest product, smallest ASP, smallest results to date is probably going to show some life in 2011. The company is shipping Tegra 2 and will soon introduce Tegra 3 to OEMs – the rest of the world will not get much information on…

The tablet bubble – a billion dollar lemmings race

Posted by Jon Peddie on January 7th 2011 | Permalink
Categories Blogs, The Market
Tags:

Or ... a bunch of teenagers drinking and driving The impact and influence of Apple on the rest of the PC and mobile phone industry is astonishing. Many of the CES tablets this year represent the herd-like knee-jerk reactions to Apple’s product introductions by industry veterans. As a result of all the jerking knees, about 100 new tablets have been introduced. It started at CES last year, it accelerated at Computex in Taiwan last June and continues at CES this year. I estimate it costs about $1,000,000 to develop a tablet, and that’s probably conservative. That 1,000,000 figure assumes certain infrastructure,…

Intel, tick tocking away

Posted by Jon Peddie on January 1st 2011 | Permalink
Categories Blogs, The Market
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Intel had a solid year of shipping 32nm processors from their Westmere family and followed the company’s “tick-tock” strategy to spread the engineering risk out among generations. Intel has new competition on the low-end from ARM and ARM’s new best friend Microsoft and on the top from GPUs in supercomputers and server clusters. To offset some of that impact the company has moved into the low end low power SoC market and invested in software by buying Wind River and Mcafee. Here’s what I see for Intel in the near future.Processors and process. No company ships more processors than Intel –…

AMD Poised For Growth

Posted by Jon Peddie on January 1st 2011 | Permalink
Categories Blogs, The Market
Tags:

It’s been just over a year since Intel and AMD reached their landmark settlement, and two years since the company entered into a joint agreement with ATIC on the fab. Those were huge movements involving huge sums of money and they take a long time to be digested. AMD never stopped doing what it does, and neither has its graphics group, the former ATI, but with these two monumental changes, the management of AMD has been able to focus better, and get their house in order. You can see the results of that new focus and vitality in some of the…

Tough to beat free

Posted by Jon Peddie on December 24th 2010 | Permalink
Categories Blogs, The Market
Tags:

Microsoft started it a long long time ago, and now Microsoft may now be the biggest victim of it – giving stuff away. When Microsoft was striving for market share with its operating system, and later with its applications like Office, it established the policy of adding programs that were developed by third parties to augment either the OS or apps. Spell check is a good example. Small companies made accessory programs for Word that would do spell and grammar checking, and then Microsoft added it and made it free, built into the cost of Office. That was great for the…