Perezonomics
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iPad Pro - The Two Tablet Paradigm is Coming

11/25/2015

 
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There seems to be some genuine consternation going on in the tech world over just when does the iPad Pro makes sense. Let me make this easy for everyone, it makes perfect sense as an enterprise laptop replacement for most office workers.  

The kernel of all the uneasiness with the iPad Pro seems to stem from two facts:

  1. It can be as heavy as a laptop when you pair it with a nice keyboard and yet it doesn't multi-task as well as a laptop. 
  2. Although nice for spreadsheets or drawing, the smaller iPads are more convenient for leisure use.

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Why Tesla Motors is Doomed

11/15/2015

 
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I'm not exactly sure why a company like Tesla Motors seems to garner perpetually glowing praise from the press. They are like a football team that finishes every year with an 0-16 record. They produce mediocre products and sell them at a loss. Anybody could be the CEO of Tesla if results like that get you adoring news coverage. If the media crucified Carly Fiorina for "running HP into the ground"  when HP increased profits every year then they should absolutely tar and feather Elon Musk for leading Tesla into the wilderness on a suicide mission. But instead the press seems to bend over backwards to find any positive angle to the never ending bad news story that is Tesla. Instead of doing the investor community a service and reporting the facts as they truly are, it is almost as if reporters are accomplices to an elaborate masquerade. There must be a lot more to this story behind the scenes than what we know. 

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 Could the iPad Pro Get Trackpad Functionality?

11/12/2015

 
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When the iPad Air 2 was released everyone had the strange sense that it was somehow "over-powered" or meant for something greater. The A8X chip was the first time that Apple had ventured beyond a dual-core SOC and even a year later it is still one of the most powerful chips on the market. Coupled with a doubling of the RAM to 2GB it seemed like something else was on the way.

And sure enough, when all the new multi-tasking features of iOS 9 were unveiled, it all made sense. The greater processing power and memory made split screen multi-tasking and picture-in-picture possible.


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Thoughts on the New Apple TV and It's Coverage by the Tech Press

11/9/2015

 
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I once heard something from Martha Stewart that I never forgot. She never spends more time in the actual making of the food then what she is going to spend eating it.  The basic idea was that if you have some friends coming over on Friday night, it's ok to spend an hour or so preparing the meal since you are going to spend an hour or so having a social dinner. Whereas if you are going to wolf something down over the sink, just grab a loaf of bread and some cold cuts.

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Samsung Out of the Smartphone Business Within Five Years?

11/2/2015

 
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Ben Bajarin writing for Techpinions.com is predicting that Samsung will be out of the mobile phone business in five years. 

Samsung will be out of the smartphone business in five years.

It's hard to argue with his reasoning since Samsung has shown absolutely no ability to reverse their sales decline. However, I don't think it's so cut-and-dry that they either prosper or exit completely.

If I was advising Samsung I'd counsel them to adapt to market conditions. That would entail working backwards from their expected average selling price and desired profit margins to see what they can afford to produce. You'd think they would have done this by now but they have stubbornly refused to do so. Their current strategic plan of putting in high-cost features to attract new buyers and grow market share isn't working. If it was, they wouldn't need to spend so much in advertising in conjunction with cutting prices to unload their inventory. 

    Robert Perez

    Manufacturing and distribution analysis since 1993.

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