Comments for MEOW! Blog

Comment on What will Apple Eventually Do with All the Cash? by juhani

juhani — Thu, 04 Feb 2010 12:45:22 +0000

Well, obviously its shareholders’ money, so they will decide how to use it – not Apple!

Comment on Motorola’s Droid Sales ‘Troubling,’ Analyst Says by jesse

jesse — Fri, 11 Dec 2009 00:51:47 +0000

Are you, by chance, an analyst on att or apples payroll?

Comment on Nokia Outlook: Another Year in Limbo by pfhagermark

pfhagermark — Thu, 03 Dec 2009 10:46:57 +0000

Yes, these facts you point out combined with what we have seen in public from various shows and meetups (SIME 09 for example) in the world point to a Nokia without a clear future. Seems like they build the future on the past glory. Classic dinosaur method to me. I wish they can turn the ship before it’s too late. Or is it already?

Comment on About by Shanfan Design » A Mind Exercise: Design Is A Dialogue

Shanfan Design » A Mind Exercise: Design Is A Dialogue — Wed, 11 Nov 2009 21:33:57 +0000

[...] Chairman Meow is a believer in Apple way of doing business: Many have been commenting that Google’s (or Nokia’s or Microsoft’s) ecosystems are more “open” or “flexible” with respect to Apple’s. And that in the long run that is the right architecture. That may be, however implementing loose ecosystems coupled loosely to modular devices and operating systems and services as a whole will not be competitive. They will be too late, too slow and too hard to use. They will be awkward to position and the benefits will be impossible to explain to end users. They will be sold through a distribution channel that is too long and with poor information feedback. Too many “vested” interests will dilute the product’s reason for being. The pricing of the integrated player will cause poor economies for the modular cohort. I could go on but it suffices to say that the modular approach will fail to be competitive. [...]

Comment on Expanding on the Importance of Apple’s Integrated Approach by Matt CM

Matt CM — Wed, 11 Nov 2009 11:07:03 +0000

Good post Tapio. This classic Five Forces thinking is flawed (even academics agree – see http://sps.org.uk/library_show.php?id=366&type=9). Only truly independent thinking combined with flexibility to change will give advantage, rather than trying to predict the unpredictable to match your original strategy.

Comment on Expanding on the Importance of Apple’s Integrated Approach by john gauntt

john gauntt — Wed, 04 Nov 2009 15:19:24 +0000

Excellent post Tapio.

Now you know why I quit being an industry analyst. If you don’t know you’re being paid to validate someone’s version of truth, you’re naive. If you know and drink the kool aid, you’re intellectually dishonest. If you know and don’t care, you’re ethically dishonest.

three strikes……

for whats its worth, 99% of the open/closed debate is inside baseball in the tech industry. All my middle school daughter and primary school son know is that Apple is genius level cool.

Comment on Apple vs. Nokia 3Q in Numbers… by jamescjoyce

jamescjoyce — Tue, 03 Nov 2009 13:46:46 +0000

$612 vs $90 ASP makes all the difference. Nokia needs to stop making low-end devices their core focus and take back market share in major world markets, especially the US. Their arrogance in the late 90s and early 00s starting with their refusal to manufacture flip phones for the US market effectively destroyed their market share in developed countries. The iPhone is such a big success because of 1) street hype – Nokia, you could learn something here from Apple!, 2) aspirational marketing, singular focus on making the best product, not many mediocre products, 3) combination with iPod and 3) effective next generation UI. Nokia used to be the king of mobile UI in a keypad-driven world. But the world has changed, technology has evolved an once again, Nokia has missed the boat and dug in to proven platforms rather than taking a leap of faith into the future – or god forbid, just following its competitors!

Comment on Apple Analysis Continued: On Units by juhani

juhani — Tue, 20 Oct 2009 16:09:49 +0000

Probably not too far-fetchet to expect AAPL > MSFT in market cap next year.

Comment on Nokia: Trouble Comes with Music by mrD

mrD — Tue, 20 Oct 2009 04:04:59 +0000

Nota Bene, Spotify’s 6M users are probably mostly freebies as Spotify’s annual reports cited revenue lesser than a small pizzeria in Sweden. And their model is also subscription based, if not tied to a specific hardware, still a monthly fee.

In the case of Nokia, you get the subscription for ‘free’ if you buy a phone and after a year you can renew it. The €0.80 per track model is flawed as well. It has worked well with iTunes, but does it work anywhere else? and from a phone discover and pay €0.80, hmmm.. tough.

There is certainly trouble with music. however, streaming music to a device vs storing in the device, the latter has to be the option unless you wanna drain the battery and/or inflict unnecessary bandwidth usage (which can be costly for the carrier given unlimited dataplans). Alternatively, the quality of the music has to be compromised (64k transfer vs 512k-1M).

Comment on Nokia: Trouble Comes with Music by Nokia: Trouble Comes with Music | MEOW! Blog « gadgetzen

Nokia: Trouble Comes with Music | MEOW! Blog « gadgetzen — Mon, 19 Oct 2009 04:57:48 +0000

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