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Category Archives: Mobile OS

The Global Handset Industry is set for Self-Destruct

March 9, 2015by D/D Advisors 3 Comments

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 […]

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Appconomy, Apple, Business Model, China, iOS, Mobile OS, Strategy

BABA: Portfolio Manager Summary

November 4, 2014by D/D Advisors Leave a comment

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. […]

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Appconomy, Business Model, China, Marketing, Mobile OS, Mobile Web

Launching “Coverage” of Alibaba

October 31, 2014by D/D Advisors 2 Comments

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 […]

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Appconomy, Business Model, China, Mobile OS, Mobile Payments, Mobile Web, Stocks

Mobile Gaming’s Giant Treadmill

August 18, 2014by D/D Advisors Leave a comment

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 […]

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Appconomy, Mobile Ads, Mobile OS, The Valley

The App Store needs a Refresh

July 29, 2014by D/D Advisors 1 Comment

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 […]

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Appconomy, iOS, Mobile OS

Coming of age in mobile. Yahoo buys Flurry

July 24, 2014by D/D Advisors 2 Comments

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 […]

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Android, Appconomy, iOS, Mobile Ads, Mobile OS

The End of Nokia Series 40? I hope not

July 21, 2014by D/D Advisors Leave a comment

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 […]

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Appconomy, Mobile OS

MWC 2014: The Times they are Changing – Recap

March 10, 2014by D/D Advisors Leave a comment

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 […]

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Appconomy, Components, Marketing, Mobile Ads, Mobile OS, Mobile Web, MWC, Networking, Silicon

MWC 2014: Mobile OS Entering the Stasis Field

March 7, 2014by D/D Advisors Leave a comment

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 […]

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Android, Appconomy, China, Google, iOS, Mobile OS, MWC

Mobile Back-End comes to an End

February 14, 2014by D/D Advisors 2 Comments

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 […]

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Appconomy, Mobile Ads, Mobile OS, Mobile Payments

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