Posted on 8th Jun 2010 at 12:41 by Alex Watson with 17 comments
According to the flight map, as I finish this blog post, I’m somewhere west of Ulan Bator, on my home from Computex 2010 in Taipei. It started with me lying awake with jetlag late one night and early one morning, passing the time making a list of the companies I thought had a good show, and who didn’t.
While some people – inevitably – complained that the show wasn’t as busy as in previous years, I think that’s probably because there weren’t many (if any) amazing, ready-to-ship products to catch people’s attention on the show floor. However, thinking about the companies that came out well (and those that faired poorly) from Computex, what struck me this year was that how the list illustrates how rapidly the traditional power structures in the tech industry are changing.
Before I run down the winners and losers, I ought to say I was looking for companies that had either an unexpectedly good or bad show. I’m not going to list those that performed pretty much as expected. I should also say this is very much my personal list; I’ve batted a few emails back and forth with Rich and Harry, and their views are quite different – when they get a free moment, they’ll also post their thoughts.
Posted on 12th Feb 2010 at 09:50 by Alex Watson with 44 comments
Whereas most people were only too keen to talk and talk about the pros and cons of the iPad, I think there’s probably one set of people who, more than any other, wish the iPad would just go away: Intel’s senior executives.
The iPad is close to Intel’s worst nightmare because it’s a ‘proper’ computer - it’s certainly not a smartphone - that doesn’t use an Intel x86 CPU. It’s also a machine that doesn’t face any of the demand-killing limitations non Intel laptops have done before. It’s not from a no-name company that people won’t trust, or whose products you can’t actually find in the shops. It’s not running Linux or an OS that’s difficult to understand. It’s not unfamiliar – millions of people know how to use the iPhone – and once the Apple marketing juggernaut gets up and running, you’re not going to be unaware it exists.