July 2011


The Giant Pendulum

In today’s technology industry, having a better product is not enough to win. Ten years ago, you could produce a component that was better, faster or cheaper than the competition and you could be reasonably certain that, as long as you executed properly, sales would go up and profits would increase. Things are not so simple any more.

One of the reasons is that, as the industry moves beyond the PC, it is quickly moving from a horizontal, modular structure to a more integrated vertical structure with competing ecosystems – something we had not had for quite some time.