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

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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

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,

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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&rsquo

Tablets — the canary in the PC tunnel?

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

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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.

What is a PC?

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

Welcome to App World

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

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

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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

The tablet bubble – a billion dollar lemmings race

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

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

AMD Poised For Growth

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

Tough to beat free

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