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iPhone’s Competitors: Synthesis

Posted on Friday, Aug 17th

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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iPhone Competitors: Nokia’s Convergence Device Strategy

Posted on Monday, Jun 11th

WSJ has a good roundup on the various iPhone competitors. One of the top iPhone competitors is expected to be Nokia’s N95, a high-end smart phone that, like the iPhone, has a relatively large color screen (2.6 in), can surf the Web and can play music and DVD-quality video. Unlike the iPhone, the N95, however,

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iPhone and the Future of Microsoft

Posted on Tuesday, May 8th

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 Nokia

Posted on Tuesday, Apr 24th

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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