The Background Behind Cisco’s Chest Pounding

Over the past few weeks, the blogosphere hype machine has been in a tizzy, counting down to March 9th when Cisco would “forever change the internet“. Today folks were “disappointed”—turns out Cisco didn’t really change anything (all they did was release a new core router—their bread and butter business). As background, consumers DO NOT CARE […]

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Why Wireless Doesn’t Scale with Moore’s Law

Moore’s Law, which simply states that the capability/cost curve of chips should double every 18 months, hasn’t applied to mobile operators. Below are some reasons why the cost structure and performance/capabilities of wireless proves way more complex than silicon: Scarcity of wireless spectrum: Wireless spectrum allocation costs prescribe to a different cost/capability curve, one based […]

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Creative Customer Acquisition – Forget about Social Media

David Skok of Matrix Partners recently wrote an outstanding post about the importance of metrics in the SaaS world. Two of his biggest points were about customer acquisition costs and churn—and how critical these are to the sustainability of SaaS businesses. David is right. And beyond SaaS, all corporations – from Starbucks to Walmart – […]

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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 technology […]

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The Ultimate Killer App – Mobility

Since the web began people have been talking about the next “killer app”. This refers to new / innovative user experiences (usually which didn’t exist in the non-web world). For example, Skype video calling has been referred to as a killer app. A lot of killer apps suffer when the user is stationary or tied […]

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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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