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Patent Verdict Analysis: Apple Wins, Samsung/Google Loses, Microsoft/RIM Opening

August 27, 2012 – | Comments Off281 views

It is impossible to underestimate the impact of the nine jurors in the Apple-Samsung patent lawsuit. These individuals have provided government/legal approval for what will possibly be an Apple-dominated smartphone ecosystem (at least in the US) for years to come. With the pending release of the iPhone5, possible reluctance by mobile carriers to promote/sell Android devices (do they want to …

Microsoft Nokia (not RIM) Partnership – Why It Might Work – Demise of the $100 Laptop

June 5, 2011 – | Comments Off1 views

So I was right about Microsoft making a big deal to expand its mobile footprint but wrong about the partner (Nokia, not RIM). At first glance this partnership seems good on paper but would have too many executional problems to work: 1) Nokia-Microsoft cultural battles (entrenched Scandinavian workforce animosity towards Microsoft only grew with the hiring of the ex-Microsoft executive …

2011 IT Mergers & Acqusitions: Top Two Predictions

December 11, 2010 – | One Comment | 1 views

While generally hesitant to predict this rapidly changing IT world, I have been asked and now offer my two top acquisition predictions for 2011:

1. Cisco Buys a VAR/Systems Integrator: Cisco’s main competitors in servers/data center offerings – IBM, HP/EDS, Dell/Perot – all offer professional services to complement hardware. With these global giants now ex-Cisco customers and pushing their in-house brands, Cisco buys its …