Can the Kindle Fire disrupt the tablet market? Not so fast
The arrival of Amazon’s Kindle Fire, a $199 tablet, in a market dominated by $500 models looks like an obvious case of price disruption.
Not so fast, says Horace Dediu, an analyst at Asymco: Amazon’s margins are too thin to allow it to compete on the tablet’s core technology. It’s an interesting counterpoint to the arguments that most observers have made in the wake of the Kindle Fire’s launch.
The Kindle Fire, announced earlier this … Continue Reading
Why HP needs to merge with SAP
HP has had to face tough realities this week. Fortunately, there is a way for it to survive: Embrace the inevitable trend favoring “vertical” companies.
In the first part of the 2000s, IBM and HP went in two vastly different directions: HP acquired Compaq to bolster a horizontally-integrated PC business, while IBM sold its PC division to Lenovo and focused on creating a vertical stack of enterprise products.
In the early 2010s, HP’s decision to … Continue Reading
Health and science roundup: Amgen, generic biologics, the origins of white people and more
HP has had to face tough realities this week. Fortunately, there is a way for it to survive: Embrace the inevitable trend favoring “vertical” companies.
In the first part of the 2000s, IBM and HP went in two vastly different directions: HP acquired Compaq to bolster a horizontally-integrated PC business, while IBM sold its PC division to Lenovo and focused on creating a vertical stack of enterprise products.
In the early 2010s, HP’s decision to … Continue Reading
Health and science roundup: Amgen, generic biologics, the origins of white people and more
HP has had to face tough realities this week. Fortunately, there is a way for it to survive: Embrace the inevitable trend favoring “vertical” companies.
In the first part of the 2000s, IBM and HP went in two vastly different directions: HP acquired Compaq to bolster a horizontally-integrated PC business, while IBM sold its PC division to Lenovo and focused on creating a vertical stack of enterprise products.
In the early 2010s, HP’s decision to … Continue Reading
