categories

HOT TOPICS

iPhone and the Future of Palm

Posted on Friday, Apr 27th

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

Read Full Article »

Way to go, SUN!

Posted on Thursday, Apr 26th

WSJ reports: :: Sun is announcing plans to offer cable operators and other telecommunications companies new hardware and software for delivering streams of video. Sun co-founder Andy Bechtolsheim designed the system, which is being unveiled at the Tribeca Film Festival today in New York. The Sun Streaming System, as the company calls it, includes the

Read Full Article »

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,

Read Full Article »

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

Read Full Article »

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

Read Full Article »

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

Read Full Article »

Google Enters Enterprise 3.0 Collaboration

Posted on Friday, Apr 20th

Google has just acquired a small Swedish Webex competitor, Marratech, entering the Enterprise 3.0 collaboration game. Earlier, Cisco acquired Webex for $3.1 Billion, and postured to take on Microsoft, a leader in the enterprise collaboration space. I used to wonder for the longest time why Google wasn’t buying Webex. Well, now all the pieces of

Read Full Article »

Will Sun Shine Again?

Posted on Friday, Apr 20th

Struggling under the pressure of a vertically integrated business that had become obsolete over the last 7 years since the dotcom bust, Sun Microsystems changed CEO in April 2006. Scott McNealy stepped down after 22 years at the helm. Jonathan Schwartz assumed the chief executive’s responsibilities. In the last 12 months, however, dotcoms have come

Read Full Article »