Aug 20, 2011

There is this huge thing going on in the industry. Change.

IBM had quit the PC business 5-7 years back and shifted to enterprise focus. PC business went to Lenovo. Lenovo’s biggest market is China. Apple’s revenue passed Lenovo’s revenue in China.

HP had bought Palm. Now HP is going to discontinue WebOS, Palm’s OS. They will discontinue their phones and tablets. HP is also considering spinning off their PC division. HP is the largest PC maker in the world by volume!

Nokia and RIM consistently missing revenue and profit estimates. They are not the leaders anymore. They were the industry leaders just 5 years back. (Hint: before the iPhone)

Microsoft buys Skype. Why? No one knows.

Google buys Motorola. A software company buys a hardware company. A software company that gives everything for FREE!

Gosh.

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