Companies

Nokia

  • Shameless Samsung

    Samsung introduced the Galaxy Gear yesterday, and, yeah, it’s not great. Even Samsung fans are mocking the company saying they should have waited for Apple. — Sammy the Walrus IV (@SammyWalrusIV) September 4, 2013 I jumped on the leaked prototype, with the same general sentiment: Samsung’s watch will undoubtedly change drastically whenever Apple’s wearable is […]


  • Another Nokia Explanation; The Same Tragic Conclusion

    While I remain convinced that Microsoft’s Nokia acquisition was largely driven by fear of losing Nokia as an OEM, either to Android or bankruptcy, there is something else curious about the timing. (The following scenario is conjecture, but not the analysis that follows) ValueAct, who is opposed to Microsoft’s push into devices, was dissuaded from […]


  • The Deal That Makes No Sense

    Early this morning Microsoft acquired Nokia for €3.79 billion (plus €1.65 billion for patents). It is a deal that makes no sense. While industry observers love to pontificate about mergers and acquisitions, the reality is that most ideas are value-destroying. It is far better to form an alliance or partnership; most of the benefits, none […]


  • BlackBerry — and Nokia’s — Fundamental Failing

    In December 2009, while a first-year student at Kellogg, I went to a RIM (now BlackBerry1) recruitment presentation. “Our problem,” the relatively senior fellow said, “is that when I get on a plane, everyone uses a BlackBerry until they close the door. Then they pull out their iPods. We need to make BlackBerry’s the only […]