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A quick update on the analysis of mobile phone profits. If the available profit[1] (i.e. excluding losses) were summed and each vendor’s profit were measured as a percent of this total, this chart would tell the story of…
What do Palm, Kin, Nexus One, and the Simon have in common? Beside being market failures, it’s the fact that they were efforts by large companies that had no business in smartphones. What’s more important is that the…
Since wireless subscriptions in the US are running at about 100% penetration, it’s possible to classify the wireless subscribers as representative of the entire population. So it’s safe to categorize the population of…
Noteworthy data (with my notes in parentheses.) Research In Motion CEO Discusses F2Q2011 Results – Earnings Call Transcript — Seeking Alpha
Management changes are usually made at the end of the year but the change, which takes effect from October 1, reflected an urgency to overhaul the struggling mobile unit. “We made the decision to give an incoming chief…
France Telecom-Orange CEO Stephane Richard has invited the heads of Vodafone, Telefonica and Deutsche Telekom (T-Mobile) to Paris on 8 October to discuss the development of a common operating system for mobile devices.…
That makes a total of six devices for [AT&T] who is looking more and more like the premier Windows Phone 7 partner. via Windows Phone Thoughts: AT&T Set to Release Multiple WP7 Devices. With Verizon shaping Android into…
But one area where IBM won’t compete with HP is personal computers. In 2005, IBM sold its PC business to China’s Lenovo Group for $1.75 billion. The PC era, Mr. Palmisano said Tuesday, ended three or four years ago. “We…
Following up on survey data showing that up to 25 percent of Americans have moved to smartphones, here is another survey (Comscore) which shows that US smartphone users are at about 23 percent. Comscore also surveyed…
“The N8 is certainly a step in the right direction, it’s much more multimedia,” Per Lindberg, an independent technology analyst at MF Global in London, told Marayam Nemazee on Bloomberg Television’s “Countdown.” “But…