I tend to agree that Android will have less success than the superficial analysis and industry hype suggests. Here’s what my friend wrote to me when I asked for his opinion on how much Android will actually benefit from the iPhone app ecosystem and the fact that a lot of app porting onto Android [...]

continue reading.....

One observer has posted that WMM (Microsoft’s answer to iTunes App Store) has 520 apps in it now. The store launched in Nov 1 with 281 apps. That means there will be about 300 apps added in the first two months. The growth rate is therefore about 150/mo.
This has to be the [...]

continue reading.....

On the RIM concall Balsillie reiterated that 100 percent of the handhelds sold one day will be smartphones.
Question is: When?
See attached graphs for ComScore data.
In 9 months the dumbphone market in the US lost 10 million users, equivalent to about 5%. The total number of users did not increase much (+0.3%). The smartphone [...]

continue reading.....

Domo Arigato.
My bet is we’ll see the same thing in Korea. In both Japan and Korea the incumbents mounted huge smear campaigns against the iPhone and mustered all possible means at their disposal (including major newspapers, TV and government agencies) to hinder Apple’s entry. The reality however is that captive customers in those [...]

continue reading.....

Here’s a blog from RoughlyDrafted Magazine… which gave the title for this post, not me .
Perhaps Strand, like Enderle, finds that maintaining a position asymmetric to reality gets him business from those cast aside by the harsh world out there. After all, if you need to sell to morons, you better be one.

[...]

continue reading.....

The phone was given to Google employees at an all-hands meeting on Friday, December 10th. The story broke when a number of Googlers tweeted about the phone.
Google posted on its blog that it was experimenting with “eating its own dogfood” on the Android front by giving employees “around the globe” a device to test. There [...]

continue reading.....

So far it seems the Google phone announcement is mostly bloggers looking for page views…  Om Malik has been around but come on… this is a bit of a story looking for a story.
What’s in the cards then? The Nexus is a variant of the HTC Bravo set for US release with T-Mobile in [...]

continue reading.....

My take is that what set the two worlds colliding is a cultural misunderstanding.  Nokia has no sensitivity to the history of the desktop and Apple could not care less about how “things are done” in telecom.
Clearly Nokia thought they could leverage GSM patents into the UI because that’s how you trade horses.  But from [...]

continue reading.....

Here are the number of games per device platform.  All approximate estimates. (Source: Macworld)

Nintendo DS  600
Sony PS3 600
Microsoft Xbox 700
Sony PSP 700
Nintendo Wii 1000
Google Android 3,000
iPhone/iPod touch 22,000

If IDC prediction of 300,000 by end of next year holds and if the ratio is preserved at about 20% games, then there could be 60,000 games on the Apple platform by next year. [...]

continue reading.....

Remember when I laid out the timeline for Nokia’s response to the iPhone.  Still checking off the milestones: http://bit.ly/5uoahj
Let’s also do some version arithmetic:
Nokia is already on the 5th version of Maemo, a platform which by any measure is non-functional but already 5 years in the making.  After this investment, only one product is shipping and [...]

continue reading.....