POSTS IN Strategy

The Real Reason Apple Hates Flash (Part II)

In part I of this post I discussed reasons why Apple is hell-bent on skirting Flash on its line of iPhone OS products. It had to do with Apple’s dominant micropayment / transactions franchise, and the potential to steer ad dollars away from Google… Here are some additional reasons why I predict Apple will not […]

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Why Your Cell Service REALLY Sucks

The above chart is a great depiction of why your wireless experience really sucks. Here are some stats: Mobile traffic is currently doubling every 9 months New capacity growth is only about 20% per year 3% of users represent about 40% of data usage The operators (AT&T, Verizon, Sprint…) entered a completely new usage paradigm […]

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Microsoft Windows Mobile – Open Source or Bust!

Microsoft’s announcement yesterday that they will charge for Windows Mobile 7 licenses was jaw-dropping bizarre given how bad the company has flailed in the mobile space. Silicon alley insider did a nice piece today showing that mobile OS revenue contribution will likely be about 0.5% of revenues in 2011. If Microsoft looks around they will […]

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Twenty Seven Companies Unite to Kill Apple (Huh?)

Today there was relatively huge news out of Mobile World Congress in Barcelona that 27 companies are uniting to offer an online app store experience to rival Apple’s. Yes 27. Among the global alliance, 24 of 27 are wireless operators (Orange, Vodafone, AT&T, Verizon, Sprint, etc) with access to 3B customers worldwide. Samsung, Sony Ericsson, […]

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Why Google Broadband Finally Makes Sense

  Yesterday Google declared it was getting in to the broadband market. As Chris Dixon pointed out, this was about the fourth time. What’s different this time and are they really going to do it? I don’t think the timing of their announcement is coincidental. Recently there have been significant developments with respect to the […]

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Apple the Platform Company

Over the past 10 years, systems companies have trended away from chip development for two simple reasons: 1) design and fabrication costs – too expensive unless amortized across huge volumes 2) semiconductors are a saturated market (lots of “merchant” chip players fighting for business). In 2007 we saw an example of this play out in […]

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The Fat Dumb Pipe – Why Comcast Needs NBC

To understand Comcast’s motivations for acquiring NBC, we need to understand the economics of the traditional TV model, along with how internet-delivered video is disrupting the cable companies’ incumbency advantage. The term “pipe” refers to the cable running into your house – think of it as a water pipe, only carrying television and broadband internet. […]

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Why Intel is Sinking in Mobile (w/ Microsoft)

A lot is made of Microsoft’s failures in the mobile market (and for good reason). Equally interesting – but discussed much less – is how the mobile computing revolution is disrupting Intel. I previously discussed how processing chips designed for mobile and PCs are converging. This can be proven simply by looking at Apple’s new […]

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The Real Reason Apple Hates Flash (Google)

Adobe’s Flash is a big deal – it powers animated display ads (the Toyota ad with the wheels spinning) and it’s also the technology that enables YouTube and Hulu videos. Despite Flash’s proliferation on the web, Steve Jobs has stopped it from running on the iPhone and iPod Touch (and iPad). Publicly he’s berated it […]

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Mobile Computing and Parallel Processing Convergence

Near the turn of the century, Intel predicted they would be running processors at 15 – 20 GHz by 2010. This prediction never held, and today Intel is selling multi-core processors, with each individual core operating around 1 – 2 GHz. It’s worth noting that these speeds were achieved on single-core processors over 10 years […]

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