Providing perspective for today’s technology leaders

Rob Enderle

The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care.

Rob’s Articles

  • ARM Vs. Qualcomm: Why Offensive IP Litigation Rarely Plays Out (Outside Of Patent Trolls) TG Daily | Nov 23 I find the ARM vs. Qualcomm litigation particularly troubling because it looks like ARM is attempting to illegally shake down Qualcomm, which is arguably ARM’s most prolific customer, in order to close a massive cash shortfall. The shortfall was supposed to be corrected by selling ARM to NVIDIA, but that deal fell through thanks partially to Qualcomm’s efforts to stop it. The NVIDIA deal was perfect in that it gave Softbank, which owns ARM, a significant amount of cash, and it would have provided ARM with enough additional money to fund operations and R&D.
  • How to Beat Apple (And Why Would You Want To?) techspective | Nov 22 Because I worked with great people, one of my favorite jobs was as a competitive analyst at IBM. That was where the lock-in business model that Apple has embraced first became successful in the computer space. Lock-in has several advantages, but one huge disadvantage is that it focuses management on margins and revenue and away from what customers want. Over time, this effectively defunds innovation efforts focused on customer satisfaction and competition.
  • Anticipating the Evolution of AI-Enhanced Smartphones and Laptops TechNewsWorld | Nov 21 Qualcomm last week announced its Snapdragon 8 Gen 2 processor. The significant improvement is enhanced AI that will operate behind the scenes to improve the user experience significantly on phones due to launch in a few weeks. This AI implementation should significantly improve most functions, from how well the modem works to optimize both voice and data connections to improvements in image capture, viewing, and overall power efficiency.
  • Nvidia nudges Omniverse closer to connected digital twins—and full automation Computerworld | Nov 18 If Nvidia has its way, the Omniverse may one day be robotically repaired using AI.

More articles »

Rob Enderle on…

Amazon predicting a slowdown in sales growth during year-end holiday season

[While it has a lucrative AWS cloud computing unit and its Prime video offering, Amazon is a retailer at heart, noted Enderle.] "When people are having a hard time making ends meet, retail tends to take a hit… Amazon is not a cloud company, it is a retail company, and a cloud computing guy is in charge.”

Amazon warns of meager holiday season sales growth
AFP

Meta’s disappointing financial results

"Facebook shifted to Meta, so they took their eye off the ball. In a way they shot themselves in the foot and allowed TikTok to advance … Meta and Alphabet's focus on the long-term has left openings for hungry competitors. ... If you are not focusing, someone is going to come up and take customers away from you; it is TikTok now but it could easily be someone else."

US Tech Titans Buffeted By Economic Headwinds And TikTok
AFP

Google and its ad revenue

[Worsening the financial situation for Alphabet is the fact that Google tends not to aggressively promote advertising on its platform, said Enderle.] "They don't like the idea of making their money off advertising, so they don't treat the market very well. Now, you are seeing the adverse impact of not taking your revenue source seriously.”

Google's Money Churning Ad Engine Sputters In Rough Economy
AFP

Metaverse traction

[Meta could be contributing to metaverse traction problems, maintained Enderle.] “Facebook’s efforts are so bad they are putting a cloud over the entire segment ... Facebook is effectively putting a big sign over the segment implying it is fake, even though Nvidia’s efforts are working far better and being well implemented by firms like BMW.”

Metaverse Maybe a Moneymaker for Enterprises by 2027
TechNewsWorld

Adobe’s predictions for strong online retail holiday sales

Adobe’s growth predictions may be too rosy, maintained Enderle.] “Predictions, when you have this many moving parts — elections, wars, interest rate increases, inflation, economic reports, stock markets in motion, and disasters — are iffy at best, and this one has a substantial amount of downside risk.”

Adobe Sees 2022 Holiday Season Sales Hitting $209.7B Online in US
E-Commerce Times

Advising Services

The Enderle Group delivers customized advisory services to businesses based on their unique needs. Those services include:

  • Business operations review, assessment and guidance
  • Market and competitive evaluation and recommendations
  • Customer and vendor insight and market strategy
  • Marketing and product introduction counseling
  • New hardware and software testing and review

Profiles

Rob Enderle

An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.

As President and Principal Analyst of the Enderle Group, he provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Mary Enderle

Mary EnderleAs Enderle Group’s Branding and Web Design Consultant, Mary brings a depth of knowledge regarding brand-driven design, creation of brand management tools, creative direction and agency management. Mary was the worldwide corporate brand identity manager at Intel® Corporation, one of the top ten brands in the world. Under Mary’s leadership, her team was responsible for ensuring that all communications were consistent and reflected Intel’s values, to make sure that Intel would continue to rank among the top ten recognized brands worldwide. Mary also spent nine years managing the look and feel for Intel.com, consulting across many divisions on both creative and site usability.

After leaving Intel, Mary consulted with top tier companies on branding and web design including Dolby Laboratories, Gateway Computers, Advanced Micro Devices, Intel and Kodak Gallery.

Mary was the Brand Director and Affiliate Manager for CafeGive® for 1½ years, a startup that is focused on building a thriving community of nonprofit organizations and their advocates consumers and merchants dedicated to grassroots fundraising through ecommerce. CafeGive has evolved their focus to help nonprofits create social media campaigns for their causes. CafeGive Social is the easy to use platform that helps organizations and teams of all sizes create successful cause marketing campaigns.

 

Contact the Enderle Group

Advisory Services

Rob Enderle
Principal Analyst
renderle@enderlegroup.com
63081 Casey Place
Bend, OR 97703-9008
(408) 272 8560 Office
(408) 832 6326 Cell
(541) 382-3973 Hard Line
(408) 904 5274 Fax

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Jessica Mularczyk
Public Relations Manager
mularczykpr@verizon.net
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(508) 498-9300 Office
(508) 230-5565 Fax

Sales

Fred H. Abbott
Business Manager
fhabbott@valleyviewventures.com
97 Mildred Circle
Concord, MA 01742
(978) 254-1639 Office
(888) 835 1861 Fax

Brand & Web Design Consultation

Mary Enderle
Brand Identity/Web Design Consultant
menderle@enderlegroup.com
63081 Casey Place
Bend, OR 97703-9008
(408) 272 8554 Office
(408) 839 6296 Cell

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