Today's tech companies aren't built to last, as Apple's recent earnings report shows all too well. - Rob Enderle

FRAND licensing ... in theory, would prevent someone with competitive problems from raising prices on competitors to cripple them if they were successful. Interestingly, the only firm in recent memory that ever did this was Apple ...

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.

[Tablets] have not risen to expectations. Apple, the lead market maker in the category, has recently flipped from an emerging market strategy to a cash cow strategy with its latest reduced-price iPad offering, suggesting it now believes that tablets are on life support.