Asymco

Asymmetric Competition


Horace Dediu

  • Why HTC?

    In the suit against HTC, Apple’s listed infringing phones include HD2, Touch Pro2, Tilt2, Imagio, Pure and Touch Diamond. These all run Windows Mobile and not Android. HTC shipped 80% of the Windows Mobile units in the field, a far larger volume than Android so it stands to reason that the law suit is as Continue reading

  • L’iPhone, le smartphone préféré des Français (part deux)

    And the most successful market for the iPhone based on the Gartner numbers, is, um, France, where the company has gained over 10% of the market, at the expense of Nokia and Sony. “France is now the most successful market in the world on a relative basis,” says McCourt. link: France Now iPhone’s Most Successful Continue reading

  • Analyst: App Market to Reach $15.xx Billion by 2013

    An upswing in the market share of “smart” devices, along with an increase in application focus from OEMs, OS developers and mobile network operators will drive yearly app revenues from US$1.94 billion (2009) to US$15.65 billion in only four years, according to our most recent research findings. The application market’s growth is driven by the Continue reading

  • Microsoft: Mobile Platforms Don't Matter

    AppleInsider | Microsoft Pink-Zune details emerge alongside Windows Phone 7 Dilger in fine form today ripping Microsoft a new one. The collapse of its Windows Mobile Marketplace has now caused Microsoft to radically reword its mobile app strategy going forward in such a way as to vilify the entire concept of apps. At the launch Continue reading

  • Microsoft Leaks Details of WP7 Platform

    Charlie Kindel on Windows Phone Development : Different Means Better with the new Windows Phone Developer Experience There’s zero backwards compatibility with Windows Phone 6.5 applications. It’s still based on Windows CE underneath (version 6 in this case) Developers are going to need to re-code their apps. So what will they code it in? So Continue reading

  • iPad vs. Kindle: Purchase Intent Survey

    A survey of nearly 3,200 consumers by ChangeWave Research finds that 40% of people planning to buy an e-reader in the next 90 days expect to get Apple’s iPad. The current leader, Amazon.com’s (AMZN) Kindle, came in second at 28%. link: E-Reader Buyers Coveting iPad Over The Kindle – Investors.com This should be put together Continue reading

  • Blackberry Loves U2

    BlackBerry – BlackBerry Loves U2Last year U2 chose Research in Motion as the main sponsor for its tour. Read More: Wired.com Blackberry might love U2 but does Bono still like Palm? You might know Elevation for its most famous partner, U2’s Bono. In the summer of 2007, the firm committed $325 million to Palm in Continue reading

  • Android vs. Google Part II

    AppleInsider | First AT&T phone with Google Android will feature Yahoo search As the Backflip will mark the first time U.S. customers under contract with AT&T will have the option to choose between Android and the iPhone, every Motorola Backflip that AT&T sells might potentially be at the expense of an iPhone. That Backflip sold Continue reading

  • Known by All, Understood by Few

    Erick Maronak, manager of the Victory Large Cap Growth Fund, says Apple is the best-run company in the U.S. I would add it’s also almost the biggest and at the same time least understood. A lack of understanding is reflected in a high risk rating, which is itself shown in the company’s Beta. All told, Continue reading

  • Suiting Up

    Well, I don’t want to talk about any specific company. I’m just making a general statement that we think competition is good. It makes us all better. And we are ready to suit up and go against anyone. However, we will not stand for having our IP ripped off, and we’ll use whatever weapons that Continue reading