American financial analyst
Rob Enderle (born July 27, 1954) is an American technology analyst who has worked for EMS, ROLM, IBM, Dataquest, GiGa, and Forrester, before founding The Enderle Group.
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Apple is becoming more and more like a typical tech firm — that is, long on technology and short on magic. ... Apple is drifting closer and closer to where it was back in the 1990s. It offers advancements that largely follow those made by others years earlier, product proliferation, a preference for more over simple elegance, and waning excitement.
[W]hen Apple wanted the name "iPhone" and it was owned by Cisco, Steve Jobs just took it, and his legal team executed so he could keep it. It turned out that doing this was surprisingly inexpensive. And, as the Apple Watch showcased, the Apple Phone likely would not have sold anywhere near as well as the iPhone.
Often, those who come into power quickly end up misusing that power ... we should, but we don't put in place strong controls to prevent rather than punish this bad behavior. Even Steve Jobs was almost fired a second time from Apple and might have ended up in jail for abuse of power (in his case backdating his own options without board approval) and, without Jobs, Apple likely not only not been the most valuable company in the world, but it likely would have failed last decade.
I asked the panel to list the companies that would certainly be around in the future — and those that wouldn't be. ... There was some disagreement about Oracle. Microsoft and Oracle said that Oracle would survive; Apache said it wouldn't. I also asked which companies would be dead. The panel agreed that it would be Apple, Sun and Novell.
[W]e're easily distracted with shiny things. Steve Jobs was an expert at showing us shiny things to get excited. ... Buying phones that favor entertainment would likely be career suicide ... Your job might actually depend on this phone, and no cool app, game or movie will mitigate that one Blackberry advantage.
Chen is not only ahead of Steve Jobs in terms of turnaround speed, he has done something that both HP and Sun failed at: turned a hardware company into a software and services company, arguably something Jobs couldn't have done. ... Jobs smartly decided to kill the process at Apple to transition that company to software and services. Jobs didn't understand how to do that and would have likely failed because he was just a hardware guy.
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[T]he litigation between Qualcomm and Apple/Intel ... is weird. What makes it weird is that Intel appears to think that by helping Apple drive down Qualcomm prices, it will gain an advantage, but since its only value is as a lower cost, lower performing, alternative to Qualcomm's modems, the result would be more aggressively priced better alternatives to Intel's offerings from Qualcomm/Broadcom, wiping Intel out of the market. On paper, this is a lose/lose for Intel and even for Apple. The lower prices would flow to Apple competitors as well, lowering the price of competing phones. So, Apple would not get a lasting benefit either.