Robert Dow

Defying gravity—it’s simply against the law

Good to go, netbooks are a portable alternative to full-sized notebooks. They don’t replace, they accompany. (Source: Techlivez) There’s a simple rule in the computer, and other, industries—sell-through trumps sell-in. Companies that brag about having shipped levendy-leven million gizmos are not nearly as interesting or important as the ones who report they sold through (i.e., a consumer bought it and … Read more

GPU-Krise steht bevor

Die Analysten von Jon Peddie Research (JPR) sagen GPU-Herstellern eine düstere Zukunft voraus: Die ersten beiden Quartale von 2009 könnten die schlechtesten Anfangsmonate des Jahres für die Hersteller seit dem Dot-Com-Crash von 2000 werden.

The death of social networking

Social networking has been climbing its elbow curve of popularity as Facebook reaches a much broader constituency, Twitter coalesces the attention-span challenged, and LinkedIn and Plaxo connect job hunters. There’s a world party going on for the initiated. Old friends are finding each other, new friends are strengthening their links, loves lost are found again, and all that wonderful stuff, … Read more

CES and my 2H prediction

Figure 1: CES attendance and DJIA correlation.(Source: Jon Peddie Research) The correlation I identified between CES attendance and the Dow-Jones Industrial Average (DJIA) in 1999 continues to hold true and CES continues to be a leading indicator, as shown in Figure 1. Furthermore, since I am predicting an upturn in Q3 of this year, I also expect to see CES … Read more

Carol Bartz rides in to save a bunch of Yahoos.

Wow, well this is news (or at least it was yesterday). I didn’t know what I thought about it all until I talked to a reporter this morning who forced me to take a walk down memory lane before I even had my coffee. God knows what I said to the guy that was useful. It felt like he was … Read more

What have we learned from 2008?

We make such a big deal about the changing of the year that you can’t help but reflect on the past year. Even if you had a crappy year you would like to forget, you’ll think about it. And if you had a great one, like we did, you’ll want to savor it and try and make it last but, … Read more

Workstations and professional graphics markets post gains

TIBURON, Calif—December 5, 2008 The markets for workstations and professional graphics hardware performed admirably in the third quarter, but both show the expected signs of a cooling global economy. Jon Peddie Research (JPR) has complete its analysis of the third quarter and reports the two tightly-coupled industries saw unit growth, but at a much reduced rate from quarters’ past. According … Read more

The case for Apple buying Nvidia

The world is changing around us and anyone trying to live in the past with the rules of the past is doomed. The old sage about evolve or die is with us more these days than ever before, and it’s not going to get any easier. Notebooks are rapidly replacing desktops, moving the venerable desktops into the specialty category of … Read more