An Anonymous Microsoft Employee Posting Reveals the Fate of Windows Mobile
MEOW Blog Jan 25 10Anonymous posting from inside MSFT: “E&D is going through the biggest re-org the division has ever had. ERod has decided to pursue other opportunities effective immediately. TVM is no more. Windows Mobile is heading out of E&D and into Windows because Sinofsky pointed out Robbie’s continued failure in the mobile space during the December strategy review.” This [...] Full story...
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Confirmation of Apple Ad Strategy
MEOW Blog Feb 01 10When asked about the company’s recent acquisitions of Quattro and Lala after the recent earnings report, Apple’s chief financial officer Peter Openheimer answered, “In terms of Quattro and Lala we acquired Quattro because we wanted to offer a seamless way for developers to make more money on their apps, especially free apps.
Nokia vs. Apple, Financial Performance in Devices & Services
MEOW Blog Jan 29 10Nokia regained top spot in operating profit. I’ll leave net profit assumptions aside this time, but Apple is sure to have beat by having far lower R&D as percent of sales.
Some Further iPad Thoughts
MEOW Blog Jan 28 10I think it’s a logical evolution of mobile computing. A hop along the trajectory. When the iPhone first rolled out as an embodiment of the new touch-based UI–a disruptive technology, I said it was far too good as a phone.
An Anonymous Microsoft Employee Posting Reveals the Fate of Windows Mobile
MEOW Blog Jan 25 10Anonymous posting from inside MSFT:
“E&D is going through the biggest re-org the division has ever had.
Apple Will Overtake Sony Ericsson in Phone Market Share in 2011
MEOW Blog Jan 25 10Sony Ericsson shipped 14.6 million phones at an average selling price of EUR120 in the fourth quarter, down from 24.
Apple, Microsoft Discuss Giving Bing Top iPhone Billing – BusinessWeek
MEOW Blog Jan 25 10Noted this in a business week article – not surprising:
Even if it’s consummated, an Apple-Bing deal may prove short-lived.
Incumbent Profit Share Shift Tells How Disruption Works
MEOW Blog Jan 24 10Profit Capture of Incumbents. See the graph under the link provided (source: Morgan Stanley). In 5 years, Incumbent operating profits from the mobile phone industry went from 100% share to 39% share.
Google vs. Apple Market Cap – There Is a Hidden Truth…
MEOW Blog Jan 24 10On account of Apple having cash of nearly $35 billion(*) while Google has about $22b, Google still retains a lead in terms of Enterprise Value ($165b vs.
On the Staggering Apple Ecosystem Growth and Why Rob Glaser Was Wrong
MEOW Blog Jan 23 10Rob Glaser left Real Networks which prompted me to do some thinking. Let’s take a stroll down memory lane of Glaser quotes:
In 2003: “It’s absolutely clear now why five years from now, Apple will have 3 (percent) to 5 percent of the player market.
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