Palm Gets Rubinstein

Elevation Partners is buying 25% of Palm for $325 Million, and John Rubinstein, the now famous Apple executive who brought the iPod to life, and ran Apple’s iPod division until recently, will join as Executive Chairman. The deal also brings Elevation founders Roger McNamee and Fred Anderson (former CFO of Apple) onto the Board of

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Palm’s Fate

With the mobile world awaiting the arrival of the iPhone, which I believe is positioned as a laptop replacement convergence device, Palm has just released its own laptop replacement product. Key points of the Foleo: [With my comments] * Positioning : ProSumer Mobile Companion, that works with a smartphone and keeps it synched. [Not a

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iPhone and the Future of Microsoft

This is a very strange perspective, but I think in the mobile world, the iPhone is actually driving the market towards Microsoft’s Windows Mobile OS, and away from the current OS leader Symbian. Let’s go through the logic step by step.

iPhone and the Future of Intel

Intel did not win the processor design contract from Apple’s much hyped iPhone. Naturally, this is not news that makes the titan happy. Consequently, they have decided to compete against Apple. “Virtually every computer and handset manufacturer is struggling to figure out how they’re going to compete with Apple’s iPhone,” Otellini said. “If we get

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iPhone and the Future of Motorola

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 Laptops

I wrote in an earlier piece, that the iPhone is most likely to be positioned against laptops, as a convergence device that eliminates the need to have to carry around multiple devices. Frank Levinson had talked about the iPhone as a convergence device as well, a few months back. Let’s take a look at the

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iPhone and the Future of RIM

Frank Levinson wrote an important piece when the iPhone was first announced. As we approach the launch of the iPhone, I would like to review what is going on in the rest of the ecosystem, and how the players are preparing. Let’s start with RIM. The company has recently announced results, and after a strong

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Comcast: Growth Through Convergence

Comcast Corporation is the largest cable operator in the United States and one of the leading communications and entertainment companies in the world focusing on broadband communications and content. In this segment, we will evaluate how Comcast is leveraging the evolving convergence phenomenon in its growth strategy.