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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 Laptops

Posted on Wednesday, Apr 25th

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

Posted on Monday, Apr 23rd

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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Palm Changing Hands

Posted on Tuesday, Mar 20th

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

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Should Dell Acquire Palm?

Posted on Tuesday, Mar 6th

I wrote two pieces recently discussing potential turnaround strategies for both Dell and Palm. :: The world is moving to a place where the laptop needs to become much more than just a laptop. An integrated mobile device is in the cards, that is the combo PC-Phone-Music Box. May be, even Camera. Dell needs to

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Dell’s Turnaround Formula

Posted on Wednesday, Jan 31st

Last night, we were at a HBS event honoring Charles Schwab for the magnificent turnaround that he has instituted since his return as the CEO of the company he had founded thirty years back. Today’s news proclaims the return of Michael Dell to the CEO spot at Dell, replacing Kevin Rollins. Interesting development, although, my

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Palm’s Turnaround Formula

Posted on Friday, Jan 19th

With the iPhone announcement, we enter an era when all the other smartphone providers need to now sit up and define their own clear positioning and path forward. With Steve Jobs working his PR machine, and the media lapping up the show and tell, it is imperative that Palm, for instance, decides where it goes

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P-A-L-M to the boonies?

Posted on Tuesday, May 24th

Wall Street Journal reports that the two Palms are showing signs of wanting to getting back together. “PalmOne Inc. said it is acquiring full rights to the “Palm” brand name and will change its name to Palm Inc. later this year. Milpitas, Calif.-based PalmOne also said Tuesday that it has renewed its license of the

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