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Research

  1. The imminent demise of killers

    · · Research

    Before proclaiming the death of a company or product it’s important to understand what makes it live. I’ll illustrate with a personal experience. I was once asked to comment on a product designed to be a “Blackberry…

  2. Adobe and Microsoft sitting in a tree

    · · Research

    Adobe is one of the last surviving desktop software companies. So is Microsoft. Consolidation happens when an industry matures and excess capacity and excess overhead can be squeezed out of the value chain, giving a…

  3. The cognitive illusion that is iPhone n-1

    · · Research

    How do you think about the iPhone 3GS after the iPhone 4 is out? I have a hypothesis that it’s not what it seems. The standard logic is that the 3GS (which I will call the n-1 where n is the current phone version) is a…

  7. The symmetry of share shifts in mobile phones

    · · Research

    Thanks to a reader’s suggestion, I took another look at the profit and market share data from the mobile phone market overview posted last quarter. This time to compare the vendors on two dimensions at the same time. I…

  8. New Comment system in use

    · · Research

    I activated IntenseDebate comments. This allows many features (see below) including the editing of comments. There might be some issues or bugs that will be discovered only once the system is in use so let me know what…