Microsoft TechEd vs. Apple’s WWDC: Why Apple Won

By Rob Enderle, Enderle Group If you match Apple’s resources against Microsoft’s you see a huge imbalance.  Microsoft earns more revenues, generates more cash, and its power is heavily leveraged through massive partnerships with PC and Server OEMs and service providers.  Apple is a product company whose power is offset by its partnership with AT&T. Continue reading “Microsoft TechEd vs. Apple’s WWDC: Why Apple Won”

Just a Glimpse of Windows Phone 7

Roger Kay examines Microsoft’s much-needed new smartphone OS play. I’m delighted to welcome Roger to the blog. Next Iteration of Microsoft’s Mobile Platform Connects Well with Backend Services The much-missing Microsoft mobile effort was on display for a brief flash — which you could easily have missed if you sneezed at the wrong moment —Continue reading “Just a Glimpse of Windows Phone 7”

IBM Software Results Continue To Validate Strategy

Another strong year from IBM demonstrates that its relentless software portfolio build-out has succeeded in its goal of grabbing ever more customer logos, share of wallet, and partners. Growth is a complex challenge at this scale – every acquisition brings revenue, but also staff and technology integration challenges, more complexity for Marketing and Sales to dealContinue reading “IBM Software Results Continue To Validate Strategy”

Discussion of Steve Jobs’ Health Info is Becoming Excessive

Apple’s Steve Jobs has had health problems. And in our celebrity-obsessed society, that’s big news. Yes, I know that stockholders have a right to know about material matters that could affect the performance of a firm. And certainly Steve’s contribution to Apple is immeasurably important. But at some point we have to stand up toContinue reading “Discussion of Steve Jobs’ Health Info is Becoming Excessive”