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April 29, 2021 / Ben Bajarin

Surprised by Apple

The only thing that keeps surprising me about Apple is that people keep being surprised by their ability to keep delivering great quarterly revenues. But, of course, I know the point I’m making is more of an industry and investor one since most of Apple’s customers pay no attention to their earnings. I have participated…

April 25, 2021 / Ben Bajarin

Intel’s Unleashes a Turnaround

Yesterday, Intel announced a series of efforts that may one day be looked back at as foundational for their turnaround. Despite Intel being in a strong market position in many of the areas they compete in, the leadership zeal Intel once brought to the technology industry had been waning, and when it came to looking…

April 4, 2021 / Ben Bajarin

Enterprise Workplace Epiphanies

The last year has led to a number of what I call “COVID Epiphanies” by employees and employers. One of the main concerns I’ve heard was what the impact COVID would have to corporate culture going forward and how much more in control of their destiny employees will become. We have never seen such a…

March 10, 2021 / Ben Bajarin

Augmented Computing (In Concept)

I want to add a perspective to the idea of augmented reality (AR) that I don’t hear discussed much. When most people, who are familiar with augmented reality, talk about AR, the concept is rooted in overlaying the digital world with the physical. Common use cases surrounding the AR vision include things like getting directions…

February 26, 2021 / Ben Bajarin

Chip Shortages and Foundry Monopolies

One of the biggest issues facing the tech industry right now is significant delays and a backlog of semiconductor foundries. Almost every tech category has seen a boost to demand, and that led to a dynamic of significant demand and not enough supply of semiconductors. While an unanticipated surge of demand is a chief cause…

February 10, 2021 / Ben Bajarin

Why Apple Should Extend an Arm to Intel

Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company,…

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