Say what you will about Cringely, he's had pretty stunning accuracy at predicting Apple's biggest moves for several years now...even the stuff that seems unlikely except in hindsight.
And, I don't know if you've heard Joe Kraus speak, but he almost always tells the story of the serendipity that led to his success with Excite...and the first step in that series of unlikely events, the kind fellow who spoke to him was Cringely. He lined up their first customer and first investor and offered them lots of (bad) advice. But Joe obviously still feels very positive about it, because he's brought it up three times out of four that I've seen him speak.