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      • A Big Market – China’s Smartphone OEMs

The New Front in the OS Wars: Browser Rendering Engines

April 5, 2013by D/D Advisors 1 Comment

Yesterday and today, all the attention seems to be on Facebook’s new “Home on Android”. The stock is up, and the new product is being covered all over the blogosphere. […]

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Android, Google, Mobile OS

Apple’s Apology in China, and why it matters to Android

April 4, 2013by D/D Advisors 4 Comments

Apple’s presence in China has been in the news a lot recently. After a week of seemingly orchestrated public criticism, their CEO Tim Cook took the ‘unprecedented’ step of publicly […]

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Android, Apple, China, Mobile OS

D/D #2: Dr. Google and Mr. Android

March 19, 2013by D/D Advisors 5 Comments

Last week important news came out of Android. Andy Rubin who had founded the company and later ran it after the acquisition by Google announced that he was moving on […]

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Android, App Economy, Google, Mobile OS, Mobile Web

Small Cells: 3 Questions

March 4, 2013by D/D Advisors 2 Comments

Most people now agree that the next wave of performance gains for mobile networks will have to come from ‘small cells’. That is, instead of using the large ‘macro’ base […]

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Networking, Wireless

Basebands: A New Year, in some ways more than others

March 4, 2013by D/D Advisors Leave a comment

The focus in the baseband market is now very much on LTE. With major carriers rolling out LTE networks in the US, Northern Europe, Japan, Korea and a few other […]

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Components, Silicon

OS Wars: New Entrants

March 4, 2013by D/D Advisors 3 Comments

Probably one of the most talked about events at Mobile World Congress this year were the new entrants in the Operating System (OS) landscape. In particular, Mozilla made a big […]

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Android, App Economy, Apple, Google, Mobile OS, Mobile Web

Mobile World Congress 2013

March 4, 2013by D/D Advisors Leave a comment

D/D #1: Mobile World Congress 2013 New Venues, New Operating Systems, Small Cells and the Old Guard I attended Mobile World Congress last week and met with a whole cross-section […]

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Android, Apple, Mobile OS, Mobile Web, Networking, Wireless

Two Horse Race? A Mobile OS Executive Summary

December 21, 2012by D/D Advisors Leave a comment

Over the next few days I am publishing a long overview of the mobile operating system (OS) landscape. Put simply, the smartphone business is starting to look a lot like […]

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Android, Apple, Google, Mobile OS, Mobile Web, Wireless

Re-introductions

December 19, 2012by D/D Advisors 2 Comments

Welcome to my new newsletter. I wanted to let everyone know that I have left Deutsche Bank, after almost ten years there. I have started working on something new. Part […]

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Stocks, Wireless

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