Horace Dediu
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The black ships from Cupertino
Softbank stopped accepting reservations for the iPad after only three days. In one Twitter exchange, Mitsuru Yoshii sent a message to Softbank Chief Executive Masayoshi Son saying that the iPad was the “21st century’s black ships.” In response to the historical reference to the U.S. Naval fleet that opened up Japan to the West in Continue reading
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Who benefits from the shift from business to consumer drivers for technology?
Consumer tastes have overtaken the needs of business as the leading force shaping technology. via New King of Technology – Apple Overtakes Microsoft – NYTimes.com. Why is it that other “consumer-oriented” companies like Sony, Nokia and Phillips have not benefitted from this shift? As far as I can tell they are no better off (and Continue reading
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Can Google buy consumer competitiveness? Can Apple be an ad giant?
Daniel Eran Dilger in fine form after Apple became the world’s largest technology company by market capitalization. These days, Apple’s primary competitors have all fallen down on their knees while clutching their gutted bellies… Who is left? Google, the paid search giant that backers hope will beat Apple in hardware and software platforms… despite Google Continue reading
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AAPL > MSFT
It was bound to be again as it was prior to 1990. Apple’s Market Capitalization is once again greater than Microsoft’s. Continue reading
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Ballmer: No plans for WP7 in tablets
We’re focused on putting Windows Phone 7 in phones, no plans for tablets. Ballmer: No plans for WP7 in tablets? | WMExperts. Keep pining for those fjords. Continue reading
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Dell Streak Phone
0,,i=226814&sz=1,00.jpg 643×449 pixels. Would you buy this? Continue reading
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The reason Robbie Bach was fired
Vague justifications about under-performance of Windows Mobile or cancelled Courier miss the whole point. The chronic problems with Microsoft’s consumer businesses cited as causes for dismissal have roots in core processes and priorities which management changes will not address. The failure of Zune was evident long ago. Windows Mobile has not been competitive with RIM Continue reading
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Apple's R&D Efficiency
In fact it’s rumored that Apple brought the iPhone to market for a mere $150 million, doing so organically without acquisition outside of a touch gesture recognition company named FingerWorks. This begs the question: how in the world did Apple grow the iPhone platform organically from zero into the most profitable cell phone business in Continue reading
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Instant messaging: AFK
In 2007, 14% of Britons’ online time was spent on IM, according to the UK Online Measurement company – but that has fallen to just 5%, the firm says, basing its findings on the habits of a panel of 40,000 computer users. The study was released shortly after AOL sold its ICQ instant messaging service Continue reading
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Does iPhone really have 72% of Japanese smartphone market?
MM Research does not count Symbian as a smartphone platform. This makes them inconsistent with any other analyst for counting smartphones. So shouldn’t Symbian be included? In a comment to iPhone has 72% of Japanese smartphone market | Asymco it’s been pointed out that 12 million Symbian sold in the same time frame as Apple sold Continue reading