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Life's (Not So) Good
Follow-up to LG dreams of smartphones. LG Doesn’t See Return To Operating Profit Until Early Next Year By Roger Cheng and Jung-Ah Lee Of DOW JONES NEWSWIRES SEOUL (Dow Jones)–LG Electronics (066570.SE), which readily…
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Industry
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Android and the philosopher's pencil
Does it not strike everyone as odd that a company whose business is in the cloud also needs to peddle systems software…even devices? It’s like a philosopher at a conference trying to convince the audience of his idea…
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HTC: How They Compare
In the last mobile market update series I wrote of the evolution of market share, the shift in where dollars are spent, the tale of ASP erosion, profitability ratios over time and EBIT share over time. I did not include…
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Android's Pursuit of the Biggest Losers
The mobile phone market is intertwined with the telecommunications industry which is vast and there are numerous competitors which are much more dynamic and better capitalized than the moribund PC or music player…
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The Stupid Manager Theory applied to Nokia
“I would say that the highest abstraction level of the problem is that there are incompetent people managing, ordering or directing things.” via Rescuing Nokia? A former exec has a radical plan [printer-friendly] • The…
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LG dreams of smartphones [Updated]
LG has decided to reduce its bloated mobile phone lineup by half to around 70 from last year’s 145. It plans to release 20 sets of smartphones this year with 15 models being Android phones. He said that 4.2 million…
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The opening salvo in an open war
The shit finally hits the fan…. : On a New Road. So Oracle, who now owns Sun, who open-sourced Java(1), is suing Google over the way open Android is mis-using open Java. Sounds like an open and shut case. I, for one, am…
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HP's PC group spends 0.7% of sales on R&D
The research and development budget used to be 9 percent of revenue, Mr. House told me; now it was closer to 2 percent. “In the personal computer group, it is seven-tenths of 1 percent,” he added. “That’s why H.P. had no…
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The iPhone growth rate
John Gruber puts things in perspective: The key bit: “At the critical juncture […], when they should have gone for market share, they went for profits.” I think this encapsulates Jobs’s philosophy since taking over Apple…
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The near-death experience prerequisite
All phone vendors saw smartphones coming. They hired all the right market research companies and spent lavishly on analysts to confirm that phones with operating systems were imminent. Nokia was one of the early movers,…