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The Dynabook
Alan Kay, regarding his reaction to the iPhone in January 2007: When the Mac first came out, Newsweek asked me what I [thought] of it. I said: Well, it’s the first personal computer worth criticizing. So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And Continue reading
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Cash is King
40 billion at end of 2009 shows acceleration over 2008. In 2008 Apple added $9.7B in cash while in 2009 it added $11.7B. Apple still has no debt. I consider it safe to assume that at least $10 billion will be added during 2010 for an end of year total of $50 billion. To put Continue reading
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Sony Ericsson ships 14.6 million phones
Sony Ericsson shipped 14.6 million phones at an average selling price of EUR120 in the fourth quarter, down from 24.2 million units at an average selling price of EUR121 a year before. Net sales fell to EUR1.75 billion from EUR2.91 billion, in line with market expectations. We will see next week, but by my reckoning, Continue reading
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Incumbent Profits in Mobile Phones
In 5 years, Incumbent profits from the mobile phone industry went from 100% share to 39% share. If this is not indicative of a successful (i.e. disruptive) entry, I don’t know what is. Continue reading
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Keeping it Real
From the VP of marketing for the Limo Foundation: Growth within the siloed Apple ecosystem will actually stifle the grass-roots innovation It’s interesting that this comment came on the day after Rob Glaser left Real Networks. Let’s take a stroll down memory lane of Glaser quotes: (in 2003) “It’s absolutely clear now why five years Continue reading
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Apps are not Applications
Understanding the new world of apps. Apps are not Applications. That should have been the first sign that the software market was changing. It’s obvious in retrospect; people were buying software that would make them laugh. This runs counter to the common understanding of an Application. An Application represents the developer’s best effort at creating Continue reading
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150k apps by end of Jan
At least 22k apps were added in December. It looks like we’re on track for Jobs to announce 150k apps by the time of the tablet announcement. By one count, 147k apps have already been published to the App store. The last 50k apps will have taken 3 months. Download rate now is about 300 Continue reading
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77 % des téléphones vendus par Orange à Noël ont été des iPhone
http://www.lesechos.fr/info/hightec/020299379592–77-des-telephones-vendus-par-orange-a-noel-ont-ete-des-iphone-.htm A loose translation: France Telecom CEO Didier Lombard: Remember that at Christmas, 77% of telephones with a fixed-rate tariff that Orange sold were iPhones! It’s amazing. I cannot say why so many other mobile telephone manufacturers have fallen so far behind and have been unable to catch-up. I am still trying to get my Continue reading
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Google the Shopkeeper
The Nexus One is an HTC branded and developed phone. The only thing that Google is doing (beside the software) is acting as retailer. Still don’t see what the point is as a Web page does not make a very good retail experience for a phone. It reminds me of when the iPhone was launched, Continue reading
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Apple Quattro
As I said, Apple will launch an ad platform for the iPhone. http://kara.allthingsd.com/20100104/exclusive-apple-to-buy-quattro-wireless-for-275-million/?reflink=ATD_yahoo_ticker Continue reading
