The Handset Industry is a Flat Circle
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
Category Archives: Mobile OS
Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
Anarchy in the OS – Revisited
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
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 […]
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 […]
