Sympathy for the Desktop – Playing PC Advocate
I think it is easy to forget how deeply embedded PCs are in the world. I was in a crowded San Francisco cafe last week in the middle of the […]
Category Archives: Mobile Web
Qualcomm in China – Some Signs of Progress
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.
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. […]
The 3 Roles of Alibaba
Alibaba has a lot going on. Parsing through its S-1 is not an easy task. But I have begun to view the company playing three different roles: Alibaba as a […]
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 […]
Talking my book on Amazon
Amazon reported disappointing results on Thursday, knocking almost 10% off the stock on Friday. I think the company still has a lot going for it, and that this reaction is […]
A quick look at King Digital’s Disappointing IPO
I am back in the swing of writing 500 words a day, and since I am a bit behind on that, I wanted to do some extra posts today as […]
What is a ‘device’? – A response to Stratechery
A few days ago I read a post on Stratechery. Since half the traffic to this site comes from its author Ben Thompson’s Tweets, you are probably familiar with the […]
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: Enterprise Mobility & The Fragmentosphere
The world of enterprise mobility continues to evolve quickly. Prior to the sow, the big news was VMWare’s acquisition of AirWatch. Fitting news, since the big news last year was […]
