Hardware
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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 […]
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The iPad is like the iPod, not the iPhone
Most folks seem to instinctively compare the iPad and the tablet market to the iPhone and smartphone market, and it’s easy to see why. They share the same OS, the same competitor, many of the same apps, and, of course, the same time period – the present. But in reality – and this touches on […]
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Services, not Devices
Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
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Why Doesn’t Apple Enable Sustainable Businesses on the App Store?
This series of posts is about enabling sustainable businesses on the App Store. In Part 1, I discuss why Paper and other productivity apps may not be doing as well as you might think. Part 2 explores why casual games, in contrast, are a sustainable business, but not a differentiator for platforms (I added a […]
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Two Bears
There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
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Why Do Carriers Subsidize the iPhone?
Horace Dediu at Asymco used the data I compiled1 in “The Case for the Low-Cost iPhone” to further elucidate why carriers tolerate the iPhone’s industry-leading subsidies. The presumption behind smartphone usage is that it leads to more browsing which leads to more network usage which in turn, leads to more network revenues and, finally, more […]