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Author Archives: D/D Advisors

A very micro economic view of China

December 27, 2013by D/D Advisors Leave a comment

In past notes, I have mentioned that almost every conversation I have in China eventually turns to the subject of real estate. In my last visit, I compared it to […]

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China

Amusing China Incident #34789

December 18, 2013by D/D Advisors 1 Comment

I have been traveling to China for years. And for the past decade every trip included a stop in Shenzhen, and every trip to Shenzhen has involved a visit to […]

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China, Maps

How profitable is AWS?

December 1, 2013by D/D Advisors 7 Comments

I have been travelling a lot over the past two weeks visiting investors for my day job. In one of my last meetings, about  five minutes into the conversation I […]

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Networking, Stocks

Tonight We’re Gonna Party Like it’s 1999

November 8, 2013by D/D Advisors 8 Comments

This post has been burning inside us for a long time. We should have written it a year ago, but other things intervened. In a previous post, we touched on […]

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Appconomy, Marketing, Mobile Ads, Mobile OS, Mobile Web

Mobile Advertising: Myth or Miracle

November 8, 2013by D/D Advisors 2 Comments

These are dark days for mobile advertising. Two years ago, the investor world could not get enough of mobile advertising. Millennial Media’s stock price almost doubled on its IPO. The […]

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Appconomy, Marketing, Mobile Ads, Mobile OS

Android ART – obscure, important and not really about modern art

November 7, 2013by D/D Advisors 1 Comment

There must be a metric that defines the ratio of how important something is compared to how obscure it is. If this ratio is not named yet, I am claiming […]

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Android, Appconomy, Google, Mobile OS

Nokia Networks: The Other Sister

September 3, 2013by D/D Advisors 1 Comment

So the big news tonight was Microsoft acquiring Nokia’s device business. There is plenty written on this already. So far the focus has been on Microsoft, but what about Nokia […]

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Networking

In for a penny, in for the cow

September 3, 2013by D/D Advisors 1 Comment

So Microsoft finally pulled the trigger and is buying Nokia.  Big. Risky. Bet. The blogosphere is crowded tonight, but I have been watching these two flirt for so long that […]

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Appconomy, Google, iOS, Mobile OS

Beware of carriers bearing gifts

August 30, 2013by D/D Advisors 1 Comment

Last month we saw the major US carriers introduce a range of new device plans. The plans seemed to offer consumers the ability to upgrade to newer phones much more […]

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Uncategorized

Operating Systems with Chinese characteristics – revisited

August 30, 2013by D/D Advisors 4 Comments

HTC is reportedly working on a new operating system (OS), one that is specifically tailored to a Chinese audience. This is a smart strategic move for them, software is they […]

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Android, China, Google, Mobile OS

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