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Theory

  1. Google and Apple as mobile co-belligerents

    · · Research

    The relationship between Google and Apple is an interesting one. It’s enticing to declare them “at war” with one another, but that type of relationship does not account for the collaboration and partnerships they enjoy.…

  2. Nokia's Burning Ships strategy

    · · Research

    In the recent series of exposés on Nokia’s new strategy I sought to paint a background for what caused such a dramatic decision: This gives a backdrop to the decision, but it does not explain the most crucial part of the…

  3. The lives and deaths of mobile platforms

    · · Research

    When Stephen Elop said that Nokia and Microsoft sought to create a “three horse race” he implied that there were only two viable mobile ecosystems today. With that statement he sought to deprecate or declare “end of…

  4. Changing places: Microsoft trades HP for Nokia

    · · Research

    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…

  5. The (iPod)Touch(i)Pad

    · · Research

    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…

  6. Why focusing on a few products is hard

    · · Research

    “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…

  7. The Apple doctrine

    · · Research

    The best way to get to the essence of any company is by evaluating its priorities. These priorities are like an unwritten constitution. The analog in theology is dogma which when codified becomes doctrine. In law it’s…