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 Marvell

“Apple plans to sell its iPhone through an exclusive marketing agreement with AT&T’s Cingular Wireless unit. While Cingular’s data network is woefully slow, the Wi-Fi feature will give the mobile phone high speed data capability when users can find Wi-Fi hotspots. To date, cell phone service providers have been reluctant to introduce mobile phones with

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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 Nvidia

I have spent many years in the semiconductor eco-system, and one of the first thoughts I had when the iPod bonanza started, was, “Someone must be making a killing off this on the chip side!” Today, ofcourse, it is a well-known fact that a whole company got built because the iPod took off the way

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iPhone and the Future of Palm

I have already written a few pieces on Palm over the last 2 years: Before the iPhone was announced: * PALM to the boonies * PalmPod After the iPhone was announced: * Palm’s Turnaround Formula * Should Dell Acquire Palm? * Palm Changing Hands? In the context of our more recent discussion about how the

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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 Nokia

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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