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Pink Cheeks
The decision process regarding mobility at Microsoft from 2005 has been a classic example of paralysis by analysis. Trapped by their processes and resources into doing horizontal solutions for a world that buys vertical integration, Microsoft was bound to fall into a trap. Like a wounded beast, it is not dying predictably but with spasms. Continue reading
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Windows Immobile
John Herrman reviews the new Windows Mobile 6.5 for Gizmodo: To put it another way, handset manufacturers have done more in the last two years to improve Windows Mobile than Microsoft has, which borders on pathetic. In the time since Windows Mobile 6.0 came out in February of 2007, Apple has released the iPhone — Continue reading
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Android Fantasies
http://adage.com/digitalnext/article?article_id=139414 “Three Reasons Android Could Terminate Apple Despite the Hype, iPhone Isn’t the Only Mobile Platform in Town” All three reasons he cites apply to the incumbents Windows Mobile, Symbian and Palm OS of old PalmSource. Android therefore is a symmetric response to the incumbents whereas iPhone is an asymmetric response. To suggest that Android Continue reading
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Blurry Moto
Earlier today, Motorola unveiled MOTOBLUR, a mobile social media OS of sorts that runs on top of Google Android. The company plans to introduce its first MOTOBLUR handset – CLIQ (and an international version called DEXT) – before the holidays The assumption underlying this product is that “social networking” as it exists today is a Continue reading
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Putting Nokia Back Together
So Dell is making Android mobile phones while Nokia is making Windows PCs. A curious confluence of poor management decisions. Why is all this dilution of core competence happening? Average punditry would suggest it’s all about “convergence” and the overlapping of mobile and until-recently-fixed computing. Er, not quite. The economics of plastic bits shipped in Continue reading
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Nokia Quarterly Results
Nokia’s latest quarterly results and forecast caused a 15% drop in the share price on a day when the S&P rose by about 1%. The drop was the largest single day change in the company’s valuation since 2004. The cause for the drop was not macroeconomics or performance in the previous quarter, but the guidance Continue reading
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Assessing Nokia’s Competitive Response
When the iPhone was announced in January 2007 I tried to envision the competitive response from Nokia. The method involved some knowledge of the product development cycle that I was faintly aware of. Here is what I predicted: 2007.There would be no response within the first year, meaning there would be no perceived threat of Continue reading
