Rob Enderle
Rob Enderle
Rob Enderleis an American technology analyst...
consumer fourth impact major material missing quarter slip
This is a major slip with material consequences. Missing the fourth quarter will have a significant impact on consumer sales.
assets execute group meet number team top turn
They put in a number of their top assets to really turn the group around. Going forward, they have a team that can execute and meet their dates.
anyone brand digital easily entering likely major music people pulled shopping space
A major brand entering the space is always going to be problematic for anyone who is already there. People are likely to be there shopping and they could easily be pulled into a digital music experience.
boxes build cable company inside technology top
They are the only company that can come in on top of technology like cable boxes and routers that is already inside homes. Everyone else has to build from scratch.
far improved reliable secure unlike user vastly windows
There will be a vastly improved user experience, particularly for the 9x users. It is far more stable, reliable and secure than the 9x base. Unlike Windows 95, this actually delivers on the promises.
far improved reliable secure unlike user vastly windows
There will be a vastly improved user experience, particularly for the 9x users, ... It is far more stable, reliable and secure than the 9x base. Unlike Windows 95, this actually delivers on the promises.
depth
There really isn't much depth to this partnership.
desktop greater ibm losing player risk share
There isn't a player on the desktop that's at greater risk of losing share to IBM here than Microsoft,
difficulty dominant high ibm looks similar stand switch tendency waiting
This looks a lot like 15 years ago, when IBM was dominant and similar surveys showed a high tendency to switch from IBM to another vendor. The difficulty is that we're still waiting for the right kind of vendor to stand up and come forward.
half matter second stormy tough year
This is going to be a tough second half of the year for Apple. No matter where you look, it's stormy clouds.
almost complete create gotten high initiative level microsoft seen
This is an initiative to create a high level of integration and is almost a complete reorganization of the Microsoft architecture, ... But I haven't seen anything new they've done that has gotten me excited.
increase market share
This is a potentially market-changing event. My sense is that this is going to increase Apple's market share dramatically.
beginning company critical emergence followed market opposed perception vibrant
This is the emergence of the new Gateway. It's critical for them that the market see them as a new and vibrant company, as opposed to the perception that followed them at the beginning of the year, that this is a company that's going out of business.
company
After one year, the company doesn't look the way it did under Carly.