In the sense that open always wins, that may be. But by then Apple will have moved on to the next thing. Open only wins when the underlying service is a commodity for which improvements (other than price) will not be valued. In my way of speaking, openness is semantically equivalent to “modular” and that [...]

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An interesting note in the latest Canalys Smartphone quarterly summary: “…in our October study of 600 European decision makers in medium and large enterprises, more than 20% said they expect the iPhone to be the dominant smart phone platform for running business applications in their organisation within the next 3 to 5 years. In France, the iPhone [...]

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Let’s talk about RIM for a second.  RIM is actually quite symmetric to Apple’s approach.  They have a very well integrated product and solution and this is why they have excelled in growing well above market rates for a few years.  Their growth is on a par with or even higher than the iPhone. However [...]

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The competition situation looks reasonable on a logarithmic scale…App Catalogs.key addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F11%2F09%2Fapp-store-statistics%2F’; addthis_title = ‘App+Store+Statistics’; addthis_pub = ”;

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Any judgement on comparing Apple’s app store strategic positioning versus its competition requires a broader view of the product and market. The new “mobile computing” use case that smartphones try to serve is not going to be satisfied with solutions that are built from modular components.  The reason is simple: as the solutions are not [...]

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I came across this job posting on the Internet – it clearly shows that Nokia is trying to get scale for its Microsoft solutions integration, using offshore partnerships in its already strong Indian market.  Nothing wrong with that as long as you guys don’t forget that it will not solve the core problem: lack of [...]

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Comparing US sales of iPhones vs. Nokia’s NA device business. AT&T iPhones activated in Q3: 3.2 million Nokia phones sold in North America Q3: 3.1 million (obviously, Nokia’s figures include Canada and Apple might have sold a few more phones in the US than AT&T activated so Apple outsold Nokia by a significant margin in [...]

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A quick analysis on the AAPL financial performance relative to the stock market data. http://bit.ly/30suDK addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F11%2F02%2Fmore-apple-stock-analysis%2F’; addthis_title = ‘More+Apple+Stock+Analysis’; addthis_pub = ”;

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Q3 touch from Nokia included three devices: N97, 5800 and 5530. In total they shipped 5.7 million touch units. The N97 flagship sold 1.8 million units (sell-in). E series added another 4.4 million units. addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F11%2F02%2Ftouch-screen-numbers-for-nokia%2F’; addthis_title = ‘Touch+screen+numbers+for+Nokia’; addthis_pub = ”;

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Apple wiped the floor with Nokia.  Twice the net profit and almost on par with gross profit.  A whole fricking billion dollars a quarter in R&D. The R&D Mafia take is 10.2% of sales. You heard of corporate welfare.  Well in Finland they believe in welfare payments for engineers. addthis_url = ‘http%3A%2F%2Fmeownewsletter.com%2F2009%2F11%2F02%2Fapple-vs-nokia-3q-in-numbers%2F’; addthis_title = ‘Apple+vs.+Nokia+3Q+in+Numbers%26%238230%3B’; [...]

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