iPhone’s Competitors: Synthesis

Last week, we reviewed iPhone’s competitors. I would bet on the convergence device movement as a whole, and it would be safe to assume that the overall market growth will offer growth opportunity to all the players. I would bet on RIM for the short term, and Samsung for the long term. Palm and Motorola

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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

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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

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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 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 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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