Few things could have done more damage to the 2006 PC market then the slip of Windows Vista. This will have an adverse impact on a broad cross section of components and platform PC suppliers who depend on the 4th quarter to make their numbers. The big issue is consumers typically do not wait to buy, and will chose to buy something else and now wait until later in 2007 to purchase their computers.
More Quotes from Rob Enderle:
The business market wants low-maintenance devices. Appliances can get close to this profile,Rob Enderle
Audrey was one of the best implementations of what turned out to be a really bad idea, ... It could be the poster child for this.
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The company had become almost unmanageable, ... In the past two and a half years, it felt like you just couldn't get anything done. The turf wars became more pronounced.
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Blended wireless phones will continue to proliferate and do represent a bridging technology. Eventually we will be making our calls consistently over the Internet, and the phone will simply become another wireless Internet appliance.
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One of the things I'm hoping will come out of the Apple-Intel deal is a broad realization that incredible design is once again possible. Over the years the hardware OEMs have consistently used Intel and Microsoft as reasons they can't build really cool products. Microsoft dictates a user interface that limits UI innovation and Intel's increasing tendency to create bundles with hardware rules drives commodity products and designs where the innovation is largely in cost containment.
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Microsoft grew to a point where they thought they were big enough they could weather any storm, ... I think they've been reminded recently that nobody's really big enough.
Rob Enderle
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