iPhone, the behemoth

Whatever, the reasons, my mind keeps going back to the number — approximately $20 billion dollars of iPhones — roughly 34 percent of Apple’s total sales for the three months ending December 31, 2014. It explains everything about the company, its priorities and why it is starting to show signs of wear and tear across its other product lines.

This number when compared to Xiaomi, Intel, Cisco and other organizations is STAGGERING. I mean $20 billion from just iPhone's.

For me, it is time to head down to the gym, and force myself to walk for about an hour to ensure, a normal day at work. I just finished writing on a Mac. I am going to listed music using my Beats Audio headphones (an Apple company) on my Apple iPhone 6+. For now Apple has most of my gadget budget and attention. I hope they don’t lose it.

This says it all to me.

The Intel Enigma

Jean-Louis Gassée takes on Intel, pointing out a missed opportunity

Steve Jobs offered Intel a chance to get into the mobile game: He asked the company to bid on an ARM-derivative for the iPhone. As Paul Otellini, Intel’s CEO at the time, wistfully and gallantly recounted, he gave the opportunity a pass, thinking the numbers (price and quantity) were too low. (An ex-Intel acquaintance told me that the business people felt they should go after Nokia, instead, because of its huge volume at the time.)

It takes someone an ‘out of the box thinking’ to visualize a product of the future. 

When iPhones and Android-based smartphones took off, Intel insisted they weren’t concerned, that they would triumph in the end: We will win because our unapproachable manufacturing technology will produce x-86 processors that are superior in every way to ARM-based competitors.

And now they have a 66-slide presentation on IoT, a “fashionable” wearable bracelet, the delay of their flagship next generation Broadwell chips,  and the Google Glass partnership - talk about a missed opportunity.

Certainly, the more “initiatives” Intel throws at the wall the higher the chances that one of them will stick. But from the outside, it feels like Intel is being driven by courtiers and PowerPoint makers, that senior management really doesn’t know what to do – and what not to do. (Krzanich says he green-lighted the MICA project because his wife approved of it “after using it for several days”.)

Hah!