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Industry

  1. On Units and Platforms

    · · Research

    When thinking about the number of devices shipping out of Apple, and the relative value of those units compared to the competition you have to always think of the platform. The market leader Nokia claimed to have sold…

  2. Comes With Trouble

    · · Research

    I can’t believe this. http://musically.com/blog/2009/10/15/comes-with-music-107k-users-worldwide/ For kicks, I looked up what I wrote about Comes With Music (CWM) a year ago: Trouble Comes With Music By Horace Dediu on…

  3. Pink Cheeks

    · · Research

    The decision process regarding mobility at Microsoft from 2005 has been a classic example of paralysis by analysis. Trapped by their processes and resources into doing horizontal solutions for a world that buys vertical…

  4. Windows Immobile

    · · Research

    John Herrman reviews the new Windows Mobile 6.5 for Gizmodo: To put it another way, handset manufacturers have done more in the last two years to improve Windows Mobile than Microsoft has, which borders on pathetic. In…

  5. Android Fantasies

    · · Research

    http://adage.com/digitalnext/article?article_id=139414 “Three Reasons Android Could Terminate Apple Despite the Hype, iPhone Isn’t the Only Mobile Platform in Town” All three reasons he cites apply to the incumbents…

  6. Blurry Moto

    · · Research

    Earlier today, Motorola unveiled MOTOBLUR, a mobile social media OS of sorts that runs on top of Google Android. The company plans to introduce its first MOTOBLUR handset – CLIQ (and an international version called DEXT)…

  7. Putting Nokia Back Together

    · · Research

    So Dell is making Android mobile phones while Nokia is making Windows PCs. A curious confluence of poor management decisions. Why is all this dilution of core competence happening? Average punditry would suggest it’s all…

  8. Nokia Quarterly Results

    · · Research

    Nokia’s latest quarterly results and forecast caused a 15% drop in the share price on a day when the S&P rose by about 1%. The drop was the largest single day change in the company’s valuation since 2004. The cause for…

  9. Assessing Nokia’s Competitive Response

    · · Research

    When the iPhone was announced in January 2007 I tried to envision the competitive response from Nokia. The method involved some knowledge of the product development cycle that I was faintly aware of. Here is what I…