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What is remarkable about this is that the market share of these vendors was zero in the previous year. It’s hard to get comfortable with this market entry. The challenge for forecasters and analysts is that there is…
Stephen Elop stated that Nokia expects to sell approximately 150 million more Symbian devices before the transition to Windows Phone is complete. Assuming that figure is achievable (which is far from certain) I tried to…
Microsoft’s new “strategic partnership” with Nokia is not its first. For a decade the software company has courted and consummated relationships with a variety of companies in mobile and telecom. Here are the ones I can…
Vic Gundotra of Google tipped off the world two days in advance that on Feb 11 Android would play no part in Nokia’s strategy. To be sure, Elop said that Nokia didn’t choose Android because of “differentiation challenges…
The juxtaposition of HP’s strategy of increased independence and Nokia’s new strategy of increased dependence can’t be more striking. HP is probably Microsoft’s biggest customer. As the largest licensee of Windows it…
Here’s what a platform jump looks like: The devil is in the details. Although there was great excitement among investors at the prospect of platform agnosticism, the reality of the press releases shows that Nokia may…
Predictions on Nokia’s new platform strategy: new OS for the US | asymco. Here are my predictions from January 27 for the February 11 Nokia strategy announcement followed by the actual quotes from Nokia’s press release:…
The world’s largest PC company just launched a “media tablet[1]”. Conflating the iPod Touch and iPad brands into “TouchPad” HP joins RIM in announcing an integrated OS/device product to compete as a platform vs. iOS and…
“Focus is about saying no.” This quote is perhaps apocryphal but it’s credited to Steve Jobs. It’s not a novel idea. Many companies chant this mantra but do they really understand what focus implies? Focus is the…
Picking up the discussion of vendor share, I used Canalys estimates of platform shares to visualize the effect of Android on the smartphone market: Not wishing to belabor the point, but Android and iOS are less than 2…