My Patrix site
Asia drives Android
Andy Rubin, the executive in charge of Google’s mobile software effort, said that international expansion lay behind the latest advance. Speaking in an interview with the Financial Times, he also predicted that a boom in…
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Analyzing the iPad as a computer: from a whisper to a roar
[Goldman Sachs analyst Bill] Shope also expects both iPad and iPhone sales to exceed expectations in 2011; he sees sales of 37.2 million iPads next year, “which could potentially make Apple one of the largest vendors in…
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Verizon Strikes Out in Smartphones [Updated]
[Updated] [ITG sent an explanation of their methodology and there is no indication that the data represents inside information.] Assuming the data is accurate, we are going to dive into it but I will state up-front that…
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Smartphone parochialism: How operator policies prevent or promote platform adoption
When comparing smartphone platforms it’s tempting to consider the global market as unified and commonly addressable. However, when you look at individual countries some strange patterns of behavior emerge: Although some…
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The asymmetric competition between Google and Apple app stores
In the latest version of Android, Google shifted from bitmaps to vector rendering for maps. The shift is probably more a function of available processing power on the device than a strategic shift to position value on…
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When markets are supply constrained purchase decisions are not based on product performance
The difficulty in analyzing the smartphone market lies in its extremely rapid growth. With the market growing at 90% (and 400% in some areas like China) the forces of demand and supply are disconnected. It’s impossible…
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Half of US population to use smartphones by end of 2011
60.7 million people in the U.S. owned smartphones during the three months ending in October, up 14 percent from the preceding three month period, representing 1 out of every 4 mobile subscribers.[…] Despite losing share…
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I see no major acquisitions in Apple's future
Yesterday I attended the first meeting of the Forum for Growth and Innovation. It’s an initiative where practitioners of Clayton’s Christensen’s theory of innovation can review new academic research before it’s…
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Android is accelerating smartphone adoption
According to Morgan Keegan analyst Tavis McCourt Chinese consumers purchased 8 to 10 million smartphones last quarter–implying 400% growth from the 2 to 3 million last year. How quickly things change. According to…
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The companion screen: will TV learn to be social?
I’ve been traveling the past few days and did not have access to substantial enough bandwidth to make meaningful contributions to the blog. However, I will be online for the next few days and will catch up. One…