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Theory

  1. The Asymco way

    · · Research

    When I started Asymco.com I did not have a plan. I did not have a policy or vision statement. I wrote what I found interesting. I knew nothing of blogging or of web publishing as a business. Over the following nine…

  2. Google as Android "Vendor"

    · · Research

    In a recent tally of mobile OS market share estimates from Canalys, the market was organized by OS vendors. The number of devices sold by operating system vendor includes as many OS’s as each vendor may supply. For…

  3. Of Platforms, Operating Systems and Ecosystems

    · · Research

    In the earnings Q&A Stephen Elop used the word ‘Platform’ once, ‘Operating System’ three times and ‘Ecosystem’ 15 times. Though they seem interchangeable, the three phrases have significant differences in meaning.…

  4. A new era in financial analysis is dawning

    · · Research

    The story of amateur out-performance has been getting more attention lately and that’s a good thing. Success emboldens more amateurs to try their hand at financial analysis. Transparency of methods and data demystifies a…

  5. Who killed the Intel microprocessor?

    · · Research

    The recently announced move by Microsoft to support the ARM architecture with their Windows product, indicates something profound is happening in the market for microprocessors. Dr. Hermann Hauser puts in bluntly: “The…

  6. Resetting Motorola

    · · Research

    Motorola—like HTC—is thus a bellwether for makers of Android phones, whose sales have now caught up with those of the iPhone—about 300,000 a day worldwide. Some industry analysts doubt that it will be able to create a…

  7. How sticky is Android?

    · · Research

    There is an assumption floating around the debates in this and other forums that the “battle” between mobile platforms is a land grab. The unspoken implication of this assumption is that once a user is captured she is…

  8. The PC clones of the post-PC era

    · · Research

    Since I spend most of my time thinking about what will happen, at the end of each year, rather than looking forward I like to look back to see how wrong I’ve been. The great thing about being wrong is that you learn…