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motorola
2 Billion Convergence Devices by 2015
A recent Forrester report puts a number on the projections for the laptop replacement convergence device trend we have been discussing in our iPhone and the Future series. 2 Billion. While it took 27 years to reach one billion PCs, Forrester says it will take only five years to reach the next billion, due to
iPhone and the Future of Qualcomm: Addendum
I wrote iPhone and the Future of Qualcomm last week, and it generated a huge amount of controversy. My main point in the iPhone series is that if iPhone succeeds in becoming the industry galvanizing event that I think it will be (even if the product itself is a limited success for Apple), it will
iPhone and What’s Coming: Synthesis
Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets: (1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors
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
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,
Palm Changing Hands
Looks like Palm will change hands this week. The bidders are the usual suspects: Nokia and Motorola on the vendor side, and TPG and Silverlake on the Private Equity side. I was suprised that Dell isn’t bidding, and did some digging to see what’s going on, and found this: :: Here’s why, according to one
