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iPhone and the Future of Samsung

Posted on Thursday, May 3rd

Samsung views the iPhone as a mixed blessing. In many ways, they are the company that is best prepared to cope with the challenge of actually coming up with a competing product, and they seem to be working on one: the F700. There is also speculation that they are doing the main processor chip for

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As India Builds (Part 1)

Posted on Monday, Apr 30th

In 1989, I left India with two dream-stuffed suitcases for college in Western Massachusetts. This was long before the wave of Information Technology swept the country, dotting business parks across once ox-plowed fields. My Swiss Air flight roared above Bombay, above the rickshaw traffic and stray cows. Despite the 6000 miles, the 23 hour plane

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iPhone and the Future of Motorola

Posted on Thursday, Apr 26th

We have concluded in previous posts that the iPhone is positioned, long term, against laptops, not phones, and its key strategic advantage is the presence of the full scale Mac OS on it. So what is Motorola’s situation against this backdrop? Like other top handset vendors, Motorola’s cellular handset business is thriving around the world,

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iPhone and the Future of Nokia

Posted on Tuesday, Apr 24th

We are discussing the impact of iPhone on the rest of the cellular handset and laptop ecosystem. Frank Levinson wrote an important piece when the iPhone was first announced, which you need to read for context. On RIM, we have said, that the target market (Prosumer, SmartPhone with Integrated Messaging) is very different from the

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Mobile Revolution in India

Posted on Wednesday, Apr 11th

By Sujai Karampuri, Guest Author We have seen the Mobile Revolution in India. It is still happening. There are enough indicators to suggest that Mobile penetration will exceed 400 million subscribers in India in the next few years. Let’s pause and go back a few years, say 2001. Could any analyst predict that we would

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Leadership Profile: Maggie Wilderotter (Part 5)

Posted on Monday, Mar 26th

Here Maggie discusses her move as the CEO of Wink, which was an ideal fit based on her experience with software and the cable industry. We also catch a glimpse of the early interactive content market, pre-broadband. SM: After McCaw Cellular you said you found a startup called Wink. How did you find it? MW:

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Leadership Profile: Maggie Wilderotter (Part 3)

Posted on Saturday, Mar 24th

Maggie continues to build her broad experience base by moving into cellular communciations. Again, she entered this industry while it was still very new, and was a key factor in developing the industry as well as growing the company. SM: Your next move was to McCaw Cellular. How did you get hooked up with them?

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Nokia in India

Posted on Tuesday, Jan 23rd

Market Share of the handset market: 79% 4 Major Segments: Live – New Users Connect – More evolved users who look for more functionality, features and connectivity. Accordingly, phones in this segment would have GPRS, camera and music capabilities. Achieve – Enterprise users who need to have business functionalities in their phones. Explore – High

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