You should know by now that I normally do not get into much “news” around here. Especially when it’s not specifically Mac news. There are a ton of great Mac news sites out there and I leave that job up to them. That said, Chairman Gruber linked to a highly fascinating Wall Street Journal…
After Marc Andreesen’s Why Software Is Eating The World, another insightful view by an equity analist (Bronte Capital).
Which neatly describes the problem for Cisco. Cisco you see makes complicated integrated hardware-software devices - and their product set - like most hardware-software devices - is being appified.
What is happened to guitar tuners is happening to Cisco which is the real problem with the stock - the reason it trades at such low multiples.And you can see this in their results: we are in the middle of one of the biggest routing booms you could imagine - as we go from a world where a few devices are connected to one where every device, every tablet is connected to the web. Cisco talk about 50 billion devices but you can’t see it in their revenue line.
Interesting perspective.
For example this is an old HP Compaq tablet.
This guy just achieved:
One of the coolest place to checkout hardware hacks and it’s open source too.
Good article from Mashable
Although this is not really about programming or development, this is indeed a big news. VGA has been around for some time and I think we should be prepared. In 5 years it’ll be gone, thanks VGA for all the great years.
:)
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