My Patrix site
Coincidental Launchpad
The Post PC era just turned more so. Coincidence? You can still get the t-shirt.
Author
Farshad
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Peak RIM
In their monthly survey update on US phone usage, comScore reported that by the end of April 74.6 million people in the U.S. owned smartphones. In the same period a year ago only 48.1 million did. The percent of…
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Does the phone market forgive failure?
One of the details of Nokia’s warning which did not get a lot of attention was the mention that profitability for the current quarter could not be guaranteed. That is to say that Nokia may make a loss, perhaps for the…
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Is Nokia worth less than Skype?
Yesterday Nokia warned that its guidance for the quarter and the year were “no longer valid.” The surprise to me is that management was surprised. In February I warned that even if Nokia could fool consumers into buying…
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Announcing the Asymco Store and the first Asymco T-shirt
In celebration of one year of Asymco.com, the Asymco store is now open. Home – Asymco Store I am extremely grateful to Michael Burgstahler of Two Tribes design for leadership in creating the first t-shirt design: Based…
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Is RIM's management the cause of its failure?
“Jim and Mike brought the company to where it is … which is part of the biggest problem they’re facing,” said Charter Equity analyst Ed Snyder, who has covered RIM since its public listing in 1997, two years before the…
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Microsoft has received five times more income from Android than from Windows Phone
Microsoft gets $5 for every HTC phone running Android, according to Citi analyst Walter Pritchard, who released a big report on Microsoft this morning. Microsoft is getting that money thanks to a patent settlement with…
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A new mobile phone market index
Measurements of “share” are abundant. There is journalistic value in summarizing performance in a single figure of “share” but it usually is a very limiting view. For example in the global mobile phone market there are…
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A disruption is not sufficiently described by the success of some. Others must fail.
Last fall I introduced the “vector space” model of visualizing vendor performance. It shows performance along two dimensions: market share growth vs. profit share growth for a set of competitors. When introduced, I chose…
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Why the phone market is resilient to low-end disruption
The phone market excluding smartphones is not growing. Over a three year period it grew at 2% compounded. The following chart show the make-up of the market by vendor. Since it is not expanding rapidly, share over time…