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Category Archives: Mobile Web

The 3 Roles of Alibaba

November 4, 2014by D/D Advisors 2 Comments

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 […]

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Appconomy, Business Model, Maps, Marketing, Mobile Web, Stocks, Uncategorized

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

Talking my book on Amazon

July 27, 2014by D/D Advisors Leave a comment

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 […]

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Mobile Web, Stocks, The Cloud, The Street, The Valley

A quick look at King Digital’s Disappointing IPO

March 27, 2014by D/D Advisors 1 Comment

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 […]

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Appconomy, IPO, Mobile Web

What is a ‘device’? – A response to Stratechery

March 14, 2014by D/D Advisors Leave a comment

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 […]

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App Economy, Appconomy, Components, Home Networking, M2M, Mobile Web, Wireless

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: Enterprise Mobility & The Fragmentosphere

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

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 […]

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Android, App Economy, Appconomy, iOS, Mobile Web, MWC

Will software eat MWC?

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

It became a running joke, a partially-funny metric. How long could you have a conversation at MWC without mentioning the $19 Billion Facebook acquisition of WhatsApp? If you made it […]

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Appconomy, Mobile Web, MWC, Networking

Turning to China – The Conglomeratization of US Internet Companies

February 25, 2014by D/D Advisors 3 Comments

There has been a ton of coverage on the Facebook/WhatsApp deal. I have read only a small portion of it, but I would classify much of the reaction as stunned silence. […]

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Appconomy, China, Google, Mobile Ads, Mobile Payments, Mobile Web

The times, they are a changing: MWC Edition

February 25, 2014by D/D Advisors 1 Comment

As I type this, I am on a plane to Barcelona for Mobile World Congress (MWC). This is my eighth or ninth year of attendance. Not as long a history […]

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App Economy, Appconomy, Mobile Web, The Valley

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