We don't agree that this year's CES attendance was an indicator of an industry decline. The lower numbers were good for a lot of reasons. Unfortunately when the economic tide turns the hordes will probably be back. 3D movies/TV, mininotebooks and the constant din that we need our entertainment everywhere were the major news points for the show. Beyond that there were incremental enhancements/improvements. Paradigm shifts were not to be seen. But as CEA's Shapiro said it may be tough for a few quarters but the industry is going to innovate itself out of the global economic downturn. Flying to the seat of national government for handouts is not in the companies' DNA. Surviving and thriving in the PC/CE/content industry isn't always easy, sometimes not much fun but it is always interesting. This is one of those really, really interesting periods.
Despite what a lot of "financial experts" say (weren't they the ones who got us into this position?) things aren't real bad -- yeah they're not real great either. But people in the business/consumer computer/entertainment/communications industry have never been short on optomism or ideas. Looking up from what is near the bottom of the valley it is fairly obvious that it will be a long, hard trek back up to the top of the hill. Some firms won't survive by this time next year. Those that focus on developing a strong consumer centric strategy and lead/listen to the marketplace will be light years ahead of the competition when we enter 2010. What's it going to take? What will the the leaders do? We've got a pretty good idea...hope you agree. We know most have what it takes to survive and prosper!
Hammer Repair - Netbooks and cloud computing are great for certain times, certain activities and they will be used by lots of people - young and old - who just want to stay in touch. But when it comes to working with important information/material nothing beats a higher performance, higher capacity, heavier notebook.
Our son has it tougher than we did growing up. Oh sure he's got his content wherever, whenever he wants. But we had power. We had juice!
The financial industry got caught with its pants down. The automotive industry got caught with its arrogance up. The PC, CE, communications industry simply got caught between the two. We feel the angst but the business is still fundamentally sound. With the right course adjustments the industry will be in a better position to deliver solutions and satisfaction to global business and local consumers. More importantly, there are tens of thousands of Silicon Valley minds around the globe who know how to turn fantastic ideas into meaningful products/services.
Bright Idea - Just so no one missed the fact that Intel's Craig Barrett was talking about another bright idea that the company's engineering teams had developed the events folks put him in front of a light bulb. It didn't work because we could barely see the itty-bitty device he held in his hand at the opening of IDF this year. Source -- Intel
Work or Play - Everyone expects their monitor to instantly refresh. They demand that the graphics to be lightning fast as well as ultra-realistic. Of course that also needs to be wrapped in a low-cost, environmentally kindly system. When all of this doesn't come together we're a little concerned.
Look At That Stuff - Storage folks made it through last year - just barely - delivering enough capacity that just met everyone's/everything's needs. But man if you look out on the horizon - and beyond - it looks hairy. Even having people working round the clock the content tsunami will just keep boring down on us.
Flood of Content - The 2008 Olympics sent a flood of video content to the US and around the globe threatening to drown everything in its path. But the Internet infrastructure was able to support the huge online viewing audience easily.
We often wonder why Macophiles and Linux people portrayed Bill as the dark force in the universe. Guy was just trying to earn a buck…and put a computer on every desktop.
It's almost impossible to go out and buy a plain old mobile phone anymore. We threw tons of features/capabilities on them. We changed them from utilitarian to dress accessories ... statements of who we are and our importance.
The concept is great ... everything is handled for you in the cloud...you can focus on work and not updating, rebooting your system (yeah like Macs don't have that problem too). You can grab/store anything/everything and never have to worry about buying a new HD or losing your storage. It's all done in the cloud.
According to The Conference Board, 16% of US households watch TV broadcasts online. comScore says these viewers will grow as more and more content is delivered over the iNet.
Sales people love to show consumers how much better their TV shows will be with a big, beautiful, expensive HDTV screen. Turns out though that as many as 50% get SD content on their HD set…but they're happy.
Online games are more popular than watching videos online or cruising social networking sites. As they say, online no one knows if you're a dog (or a boomer+ player).
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