Windows Phone – No hero in zero
A Windows Phone $0 license fee does not fix the bigger problem. It looks very much like Microsoft has done...
Apple vs. Samsung – The weakness of essential (Part VII)
Apple’s outrageous demand is damaging to its case. Apple’s latest demands for remedy against Samsung are outrageous but it is...
China Internet – Pie in the sky
M&A in Chinese Internet is being defined by the Digital Life pie. The Chinese market for fixed and mobile internet...
Microsoft vs. Sony – More than consoles
The console war goes much further than the living room. The initial momentum has gone to Sony but Microsoft is...
Android – The biggest issue
Fragmentation remains the single biggest issue facing Android. Google looks set to release support for Android on another subset of...
Sina Weibo – Fair deal
Sina Weibo is heading for an IPO at a fair price. Sina Weibo, the Chinese Twitter look alike, has broken...
Yahoo! – Essential move
Eliminating other sign ons is essential for recovery. Yahoo! has moved to remove booth Google and Facebook from its properties...
Microsoft / Sony – Going Live
Microsoft and Sony have a huge opportunity in mobile gaming. It looks as if Microsoft is intending to make...
Apple – Apps and autos
Services are the only way for Apple to hold its edge. The limitations of a unified ecosystem is staring to...
Amazon – Ecosystem priced out.