The Global Handset Industry is set for Self-Destruct
If a person does the same thing over and over again, each time expecting a different outcome, we call that insanity. If dozens of companies in a multi-billion dollar market […]
Category Archives: Mobile OS
BABA: Portfolio Manager Summary
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]
Launching “Coverage” of Alibaba
Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few […]
Mobile Gaming’s Giant Treadmill
I find that I have been having the same conversation about mobile gaming repeatedly, with a number of different people. Usually, that’s a signal that I should publish something. Ben […]
The App Store needs a Refresh
There is an interesting post from Marco Arment today on “App Rot”. In it he takes a look at App Store economics. Like many people before, he points out that […]
Coming of age in mobile. Yahoo buys Flurry
I wanted to comment briefly on the news that Yahoo! has acquired Flurry. This a turning point, or a milestone. A marker of some sort. The End of the Beginning […]
The End of Nokia Series 40? I hope not
Among the big tech news items last week was Microsoft’s announcement that they were going to cut 18,000 employees and restructure the company. The big cuts seem to be coming […]
MWC 2014: The Times they are Changing – Recap
Before the show, I posted that the nature of MWC has changed a lot over the years. This used to be a show solely focused on selling heavy iron networking […]
MWC 2014: Mobile OS Entering the Stasis Field
I have will be e-mailing out my full note from Mobile World Congress over the weekend, below is one piece from that longer note. I will post the rest of […]
Mobile Back-End comes to an End
A few months back I wrote about Facebook’s acquisition of Parse. Parse provided a “Mobile Back-End as a Service” (MBaS), which is an ungainly acronym for what is essentially a cloud-based […]
