The parable of the transistor
This weblog could be read as a diary of the disruption of the mobile industry. There is lots of topical analysis and opinion, but sometimes I’ll post on the “theory” which describes what’s going on in a more abstract,…
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This weblog could be read as a diary of the disruption of the mobile industry. There is lots of topical analysis and opinion, but sometimes I’ll post on the “theory” which describes what’s going on in a more abstract,…
Revenue from digital sales of recorded music grew just 3.7 percent to $169 million. That’s a slower pace than the 4.5 percent growth posted a year ago and 39 percent growth two years earlier. via Warner Music CEO looks…
My recent exposé of Apple’s cash (and cash equivalents and long-term securities and short-term securities) drew quite a bit of attention, which is good. Because it needs to be demystified. However, the story does not end…
T-Mobile loses 93,000 customers but triples smartphone base | Electronista. Thanks to Android, T-Mobile tripled its smartphone user base in one year. Evidence again of a secular shift to smartphones and the value of…
Increasingly, companies are giving their employees a choice to either use Microsoft Windows PCs or Apple Inc.’s Macs, the analyst said. And, increasingly, employees are choosing Mac over Windows. To boot, Chowdhry said…
It’s hard to get excited about the new RIM Blackberry Torch. It’s not exciting in a positive way and not exciting in a negative way. It’s just more of the same and the same is not all that bad. Then again, the same is…
Tear of joy, that is. Georg Friedrich Händel – Oratorio – Messiah, HWV 56 Part 2, No. 44 Chorus Performed by The English Concert & Choir
This site is fairly new. It has been around for only about 6 months. In that time there have been 393 postings and 586 comments. It has been read 100k times and I’ve moved it three times to accommodate this growth.…
After piecing together the global smartphone shares, it’s time to take a look at global mobile phone shares. That’s all phones from all vendors that matter. Unfortunately, just like there are only fragments available…
The saga of Nokia’s challenges has been well documented in this weblog. For this quarter, we take a look at the sequential deterioration in Nokia’s bottom line and draw causal inferences to its lack of competitiveness in…