Headline
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Date
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Description / Comments
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Samsung to Spend $4 Billion to Boost Texas Chip
Output(BusinessWeek)
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08-21-2012
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Samsung Electronics Co. (005930), the world’s
largest maker of memory chips, said it will invest about $4
billion in its Austin Texas factory to boost output of processors
increasingly used in smartphones and tablet computers.
Samsung is shifting away
from chips used to hold memory in personal computers and digital gadgets to
more complicated, yet lucrative processors acting as the brains of devices. Apple
accounts for 8.9 percent (AAPL) of Samsung’s revenue, making it the company’s
largest customer.
It seems so many companies are rushing to Austin. But the trend now
seems to be that foreign manufacturers are investing in high tech chip
manufacturing within the U.S.
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Samsung, Asus Gains Help Keep
Tablet Market Growing(TabletPCReview)
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08/-21-2012
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Tablet sales for Samsung
and Asus are coming on strong with good yearly growth. Samsung
sales rose 117.6% year-over-year to 2.4 million units, while Asus
jumped 115.5% to 855,000. Amazon entered the fray this year with 1.2 million
Kindle Fires sold for 5% market share.
The big losers? Pretty
much everyone else. Acer plunged 38.7% year-over-year, and the Other
category, which is pretty much all of the Android competitors, fell 16.4%.
The overall picture is that Microsoft, Amazon, Apple, and Google will
invest in this industry no matter the profits. They see this as a crucial segment
for their growth.
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Early Success of Windows-Based Tablets has
Everything to do with Price, Finds ABI Research Analysis (heraldonline)
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08-21-2012
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Windows-based tablets will commence shipments at the
end of October and capture an estimated 1.5% of total tablet shipments for 2012. Pricing for
Windows tablets will be a key consideration for end-user adoption. If priced
aggressively towards current Android tablets, Windows tablets could see 2013
shipments increase 10-fold year-over-year
Look to see a GREAT LOW
price for the windows surface tablet. Microsoft has been slow to manufacture
on the latest trends. It’s far behind and it needs to make up for this lost
time. It will most likely offer the surface tablet at a low price in hopes of
taking market share away from its rivals. This will position the company to
offer app developers an incentive to write code for its platform.
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Platform wars(TheEconomist)
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02-22-2012
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The ongoing platform wars
may have the same outcome similar to the one in the PC industry: Only
one thing seems certain: the PC's dominance in the computer industry is
coming to an end.
Or is it?
This could be the beginning of a new era. If Microsoft is able to offer a
modestly comparable tablet, then its software and clients are what will drive
their line. It was once said that PC’s were for business and Mac’s were for
hippies. Who can forget the commercials where the dressed down young
generation X guy would poke fun at the middle aged man dressed in corporate attire?
The PC never went away. It was used for business. Having a cool surface
tablet to use for work and play…hmm. Dangerous!
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Management the Microsoft way(TheEconomist)
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08-21-2012
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At the center of the
cultural problems was a management system called “stack ranking.” Every
current and former Microsoft employee I interviewed—every one—cited stack
ranking as the most destructive process inside of Microsoft, something that
drove out untold numbers of employees.
“If you were on a team of 10
people, you walked in the first day knowing that, no matter how good everyone
was, two people were going to get a great review, seven were going to get
mediocre reviews, and one was going to get a terrible review,” said a former
software developer. “It leads to employees focusing on competing with each
other rather than competing with other companies.”
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Turning the page(TheEconomist)
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05-05-2012
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LAST July Barnes &
Noble gave a presentation to the antitrust division of America's Department
of Justice. In slide after slide, the bookseller laid into Microsoft. The
software giant, it thundered, was guilty of “anti-competitive behavior.
Nine months later, the
bookworms and the geeks are the best of friends. On April 30th Barnes
& Noble said it was creating a subsidiary, called NewCo for now, into
which it would put Nook and its “college” business, which has 641 bookshops
on American campuses. Microsoft is putting up $300m for 17.6% of NewCo.
Microsoft knows that the age of consolidation is here. Everyone needs to pick sides or use counterweights
to stop their rivals.
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Tuesday, August 21, 2012
Samsung, Microsoft, and Future
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