Providing perspective for today’s technology leaders

Rob Enderle

The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care.

Rob’s IT Business Edge Blog

  • Cisco Live Keynote: Employees, Customers and Technology Jun 13 Chuck Robbins is an unusual CEO in that he seems to value the care of his employees extremely highly. Prior to the start of the keynote at Cisco's analyst event at Cisco Live, we had Chief Employee Officer Fran Katsoudas talk about how the company is empowering its employees. To me there is nothing more important for a CEO to do than to focus on employees. So that was my mindset when Chuck got up on stage. He started by looking back at 1989 when Cisco had its first customer/partner event, called something very different. He covered the massive advancement in the space between 1989 and 2019. He played what a modem sounded like and there were an impressive number of people in the audience who had been at that first event or who had never heard the horrid sound of a modem trying to connect. His focus was on how critical the technology has become over the last several decades. He joked that some of the changes, like texting instead of speaking, may have had questionable advantages. Let's get to the meat of his talk.
  • HP Reverb Headset: Making VR Affordable for Business Jun 10 A number of big problems, other than content, for VR are that the good headsets are wicked expensive, the affordable headsets are too low quality to use, and while the opportunity has been commercial most of the focus has been on consumer. HP intends to change this with their Reverb headset, which as both a commercial and a consumer version though I personally think the commercial version would be fine for both markets. (The only difference is that the commercial version costs around $50 more and it has face pads you can wipe off and disinfect, the consumer version is cloth. But given kids pass illnesses I’m all for that disinfect thing at home as well.) This is also early for VR, which means there are a lot of things that will be changing over the next several years and, particularly in commercial environments, these headsets will get a lot of use making keeping the cost down important.
  • AMD CEO Showcases Massive Improvements and Design Wins at Computex May 30 AMD had its first keynote at Computex this week and this is really a coming out party for a new, revitalized, AMD, one that is increasingly out from under Intel’s shadow. This change has as much to do with Intel’s now decade-long execution problems (it starts with the board) and AMD CEO Lisa Su’s near laser-like focus on strengthening AMD. Su and her team have made several critical changes to the firm and now it seems to be able to execute like clockwork. At Computex, Su showcased the progress the firm has made while announcing a number of new products. This couldn’t have been timelier as Intel again had security issues that it again didn’t disclose in a timely manner, again flirting with a potential recall and leaving its OEM partners and end customers exposed.

More IT Business Edge blog posts »

Rob’s Articles

  • Apple, Microsoft and a radical new theory on the evolution of computing Computerworld | June 14 Is Apple’s announcement that iCloud will be available in the Microsoft store a bellwether of a very different theory on computing evolution? Have proprietary and locked-in strategies given way to embracing competition with an emphasis on openness and interoperability? Rather than missing the good old days, perhaps we’re actually living in the better, great new days.
  • The 5 Most Pressing Problems With Drone Delivery TechNewsWorld | June 10 Amazon plans to begin drone deliveries within the next several months. The drones have become far more capable, safer, and less noisy, but there are five other problems that will need to be addressed before this delivery method reaches its full potential.
  • The upside—and potential downside—of Apple's WWDC twin OS PC strategy TG Daily | June 3 One of the more interesting announcements at Apple’s WWDC indicates they finally seem to be making the move from x86 to ARM for their desktop PCs. It appears to be the opposite of what Microsoft did in the 1990s…which didn’t work out too well. But unless Apple shores up their cloud shortfall, the move will likely represent more downside risk than upside benefit for the company.
  • Remembering 3Com: The Dragon Of Silicon Valley TG Daily | June 3 3Com was the hottest Silicon Valley startup of its time, a Dragon (a term that is rarely used referring to a company that not only makes back what a VC invested in it but so over performs it pays off the entire investment fund more than covering all the losses for the firms that failed). The firm was foundational for the future because much of the initial technology that created our ability to wirelessly connect came from this amazing company. It even had a chance to become Apple before Apple did, it had the Palm Pilot and a group inside the firm created a prototype iPhone years before Apple released their device, but executive management didn’t believe there was a market for a consumer-oriented Smartphone.

More articles »

Rob Enderle on…

Uber’s earnings and its path to profitability

"They are basically asking the investors to ride with them and they are going to figure out where the profit is. They should already know where the profit is."

Uber posts $1 bn loss in Q1 on growing revenue Phys.org

Amazon’s plan to buy from larger wholesale suppliers instead of smaller businesses

[Amazon] "will always focus on improving efficiency, and those partners that aren't cost effective, regardless of size, will always be at risk.” [The move probably will increase consumer satisfaction because] "the small suppliers are often problematic."

Amazon to Edge Out Small Wholesalers E-Commerce Times

China reportedly looking to replace Windows OS with its own, internally built OS

“The question isn’t whether they can build a workable OS, it is whether they can make it competitive performance-wise, and secure it. … I’ll bet they’ll find that assuring performance and security will be far harder than they realize over time. If they don’t do this right they’ll just cripple their own military.”

China's military is building its own operating system to replace Windows SiliconAngle

US/China trade war and tech companies

"Apple, as the most visible of the U.S. brands targeted, is likely to be hit the hardest because China has positioned Apple as the smartphone face of the U.S. But other U.S. brands competing with Chinese companies will be hurt badly as well, and this trade war should allow China to significantly close on their goal to pass the U.S. as the world tech capital."

Apple, Tesla among stocks rattled as trade war with China roils Wall Street San Jose Mercury News

Google Pixel 3A and Google Assistant

"Having the ability to have a two-way conversation with Assistant, to know who you are, and to share data across devices is a generation in front of Apple's Siri. … [T]he Pixel phones are priced below Apple's offerings and have capabilities well above Apple's offerings. That's not a great combination for Apple if it wants to capture new customers.”

Google Showcases AI, Preaches Privacy at I/O Keynote TechNewsWorld

Advising Services

The Enderle Group delivers customized advisory services to businesses based on their unique needs. Those services include:

  • Business operations review, assessment and guidance
  • Market and competitive evaluation and recommendations
  • Customer and vendor insight and market strategy
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Profiles

Rob Enderle

An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.

As President and Principal Analyst of the Enderle Group, he provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Mary Enderle

Mary EnderleAs Enderle Group’s Branding and Web Design Consultant, Mary brings a depth of knowledge regarding brand-driven design, creation of brand management tools, creative direction and agency management. Mary was the worldwide corporate brand identity manager at Intel® Corporation, one of the top ten brands in the world. Under Mary’s leadership, her team was responsible for ensuring that all communications were consistent and reflected Intel’s values, to make sure that Intel would continue to rank among the top ten recognized brands worldwide. Mary also spent nine years managing the look and feel for Intel.com, consulting across many divisions on both creative and site usability.

After leaving Intel, Mary consulted with top tier companies on branding and web design including Dolby Laboratories, Gateway Computers, Advanced Micro Devices, Intel and Kodak Gallery.

Mary was the Brand Director and Affiliate Manager for CafeGive® for 1½ years, a startup that is focused on building a thriving community of nonprofit organizations and their advocates consumers and merchants dedicated to grassroots fundraising through ecommerce. CafeGive has evolved their focus to help nonprofits create social media campaigns for their causes. CafeGive Social is the easy to use platform that helps organizations and teams of all sizes create successful cause marketing campaigns.

 

Contact the Enderle Group

Advisory Services

Rob Enderle
Principal Analyst
renderle@enderlegroup.com
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Brand & Web Design Consultation

Mary Enderle
Brand Identity/Web Design Consultant
menderle@enderlegroup.com
63081 Casey Place
Bend, OR 97703-9008
(408) 272 8554 Office
(408) 839 6296 Cell

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