From Edglings, Michael Malone’s thoughts on who’s going to do well (and not so well) after the recession. Short version:

Winners Maybes Losers
  • Apple (with a big if)
  • Oracle
  • Android
  • Intel
  • Cisco
  • LinkedIn
  • IBM
  • Some undiscovered
    iPhone app
  • HP
  • Google
  • Facebook
  • Palm / Blackberry
  • Tesla Motors
  • Microsoft
  • eBay
  • Dell
  • Yahoo!

I’m not so sure about this list.  Some of it is obvious — IBM will survive?  Well, sure, when over half of your income comes from consulting, the hardware side (25%) becomes largely irrelevant.  Microsoft is a loser; not really news, but Vista did go a long way towards killing off what little goodwill Uncle Bill had left.

The ones on the list that are intersting are the other players:

  • Android:  I think this is a lot of hope wrapped up in a prayer for some competitor to the iPhone that won’t be as dorky as the BlackBerries are (and I say that as a fervent Crackberry user).
  • Yahoo!: If it wasn’t for an email account I use, I would never go to Yahoo.  I rather suspect that I’m hardly the only one in that camp…
  • HP: One of my clients used HP hardware.  We had a slew of RAIDs, and they all were HP disks.  I don’t know if HP fabbed them internally or rebranded, but the quality was so low, we started putting colored stickers on the outside of the drive cradle so we could identify when that drive started in service (we called them “born on” stickers).  If I am recalling correctly, each drive lasted about 4-6 months before requiring replacement.  Needless to say, I have no intention of ever buying HP again.
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