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Google vs. Android Part V
When I began the series of posts on Google vs. Android I put forward some questions about the business logic of Google becoming an operating system supplier, especially as that role can be seen as being…
Author
Farshad
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Disruptive failure: How Acer Took Aim at Dell and HP and missed
Two years ago: With new netbooks, laptops, desktops, and, yes, a smartphone, Acer CEO Gianfranco Lanci explains why he expects to soon overtake No. 2 PC maker Dell via Acer Boss Lanci Takes Aim at Dell and HP –…
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The controversy of playing it safe: What's IDC's Smartphone Market Message?
IDC released a new forecast for the worldwide smartphone market which included a long range forecast–all the way to 2015. Most people fixated on the share data in 2015. Not hard to do since whoever wrote the press…
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The Post PC era as explained by developer events
The World-Wide Developer Conference is an event for developers. It is not a trade show and it is not a consumer show or an enterprise show for salespeople. Except for the keynote, all events are subject to Non-disclosure…
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Predicting iPhone sales for dummies
Apple’s second fiscal quarter has just ended. Time for analysts to put forward their predictions for the quarter’s report (due in about 3 weeks.) If history is a guide, the estimates will range quite widely and accuracy…
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Understanding RIM's tablet platform app strategy
Yesterday RIM reported their quarterly earnings. The results were mixed to slightly negative and the shares were down 10% in after-hours trading. I’ll work through the smartphone market data at a later time but for now…
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Analysts: Apple's growth next year to drop to half of what it could obtain during the recession
Apple is having difficulty meeting demand for the iPhone and the iPad. It is growing both businesses at more than 100% and they make up about 65% of revenues, and 71% of profits. The Mac business is also growing at 2x to…
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The American Wireless Galapagos Syndrome: How the industry set itself up for a rout
AT&T’s intent to acquire T-Mobile USA is subject to regulatory approval. Will regulators look at the deal through the lenses of sustaining the traditional industry’s profit allocation or through the lenses of device-led…
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Saturation of mobile subscriptions and the acceleration of mobile broadband adoption
data source: ITU
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Which mobile users will platforms harvest first?
When tallying up the race to a billion users, I noted that both iOS and Android seem to have the potential to reach that size of user base. However, that raises the question of where those users will come from. We have…