Wednesday, September 23, 2009

Is Microsoft relevant?

Ellison asks if Microsoft matters. Photo: Oracle

Oracle’s Ellison gives the tech world a topic. Discuss among yourselves.

Does Microsoft matter? That’s the question the noted Microsoft (MSFT) hater and Oracle (ORCL) CEO Larry Ellison found himself answering at a Silicon Valley event Monday night. The short answer, as Jon Fortt reported here, was yes.

The longer version of his answer on the one hand shows Ellison as the old zen master that he is, making a backhanded and self-serving swipe sound like an innocuous observation. At the same time Ellison raises a fascinating point that’s worth exploring further.

First consider his comments in their entirety, when asked about the relevance thing by former Sun (JAVA) president and Motorola (MOT) CEO Ed Zander.

They make a lot of money. I think they’re clearly relevant. I divide the computer industry into two groups. And I know for a long time I was constantly picking a fight with Microsoft. Now Oracle’s constantly picking a fight with IBM. (IBM) Because you’ve got to pick your enemies very carefully, because you’re destined to become most like those enemies you select.

Microsoft, culturally now, is a very consumer-centric company. They’ve got the Xbox. They’ve got Zune. … I think they are obsessed with Apple (AAPL). They’re obsessed with Google. (GOOG) … Under the new administration at Microsoft, I see all of their energies going into being successful in the consumer space.

Larry’s rap v. Oracle’s 10-K

The funny thing about Ellison’s clever positioning is that Oracle considers Microsoft a major competitor in nearly every important market in which it competes. A quick look at Oracle’s last 10-K, the regulatory filing where companies are required to list their significant competition (as opposed to musing about who they like to think they go up against), reveals how Oracle lines up against Microsoft.

“In the sale of database software,” Oracle discloses, ” our competitors include IBM, Microsoft, Sybase” (SY) and others. (Presumably these are listed in order of market share because the order changes. Note that Microsoft is the No. 2 foe in Oracle’s most important market.) “Our middleware competitors include IBM, Microsoft, SAP,” (SAP) and so on. “Our applications compete against offerings from . . .  SAP AG, IBM (through Maximo, MRO Software, Ascential Software, Cognos), Microsoft (through Dynamics GP, Dynamics NAV, Dynamics AX, Dynamics CRM, Dynamics Snap, Dynamics SL),” and others.

This shpiel continues as Oracle lists the enemy in content management and collaboration products (where Microsoft is listed first), development tools, operating systems (an understatement regarding Microsoft), and virtualization products. Microsoft appears in each grouping.

Enterprise software still rules

Suffice it to say that Oracle competes against Microsoft and that’s it’s awfully clever of Ellison to highlight Microsoft’s grudges against two consumer-oriented companies with whom Oracle doesn’t currently compete. (In fact, neither Apple nor Google appear anywhere in Oracle’s filing.)

This still leaves the larger questions of Microsoft’s relevance and to what extent it is culturally a consumer company. If you want to pick on Microsoft, Zune (it’s floundering iPod wannabe), its online business, and Xbox are good places to start. Only the latter has had a modicum of success, and even then not a profitable success.

But has Microsoft forsaken the “enterprise” for the home? Microsoft’s two divisions that focus almost entirely on business customers — one called the”Microsoft Business Divison,” also known as the Office franchise, and the other called “server and tools” — accounted for 57% of the company’s revenues last year and 85% of its operating profits. Yes, Microsoft most certainly is a business-focused company.

Still, Ellison has a point. His old (and current) foe spends oodles on its flailing consumer businesses, and CEO Steve Ballmer certainly seems to devote a tremendous amount of energy to them. He’s famous for saying Microsoft never quits and that these newer businesses will crush the ball eventually.

They’d better. In a recent article I referred to Microsoft as a monopolist. I consulted a handful of experts on the term who assured me that hobbled or not a company operating under agreements with antitrust regulators can still be called a monopolist. Those monopolies are in its business segments, though, and they’re under attack. At least today it seems laughable that Microsoft would ever become dominant on products like music devices, cell phones or search engines. Is Microsoft relevant? Absolutely. But for how long?

Tuesday, September 22, 2009

Motorola, Your Best Choice For Mobile Communication Products

Who pays? Well anyone and everyone who needs a mobile …. and perhaps for those who do not think that we need. Those who need a clear, business in the office or outside the store, meeting with clients, suppliers, contractors in the field. Travelers, whether in a trailer, hauling a trailer in a car or a motorcycle need for mobile communication devices, mobile phone. People are "9-99", he says, can use all the different devices are available from the mobile communications company Sony Ericsson How can one benefit from ownership of mobile communication devices, let alone offered by Sony Ericsson?, Communication, Answers to the first part of this question, security, communications, when it is urgent. I use a personal example of how the business. I returned from the sale of meetings in rural mountain road driving in an effort to Southern California later in the afternoon to avoid traffic. Then I turn the car around on the, Communication, road shoulder and some people who stopped to help injured cyclists. I stopped and asked if needed help. One of them asked, "have a mobile phone? And I was able to contact emergency assistance to the cyclist. For travelers, such as car, truck, or running slow, a mobile phone is an expensive asset. I know my front wheel falling-up, Communication, truck (cab -over camper) came from (including fingers), when traveling, Communication, on a lonely stretch of I-5 in California. with a mobile phone, tug was only an hour away by car! So what to do with mobile communication products with Sony Ericsson Sony Ericsson Why ask? Ericsson offers a range of products to, Communication, meet the needs of each customer type. No matter where individuals, families, companies or governmental request, whether for entertainment, security, or just stay in touch, Motorola has secured, Communication, . Sony Ericsson has the technology to transform facility, formerly known as mobile phone, remote control general for life. Sony Ericsson is a leader in multi-mode, multi-band communications products. technology enables network operators and retailers to create and implement, Communication, new business opportunities through new services and products for the home. Sony Ericsson is the leading provider of integrated radio communications and information technology solutions, with more than 65 years of experience in meeting the requirements of public safety, government and commercial customers worldwide. History, Communication, has much to do with, Communication, "why Sony Ericsson, Sony Ericsson and web site says, Communication, it is the best. http://www.motorola.com/content.jsp?globalObjectId=115-110 Check out this page and you will see that since its modest beginning in 1928, Motorola has a long history of innovation. Motorola is known around the world for innovation, Communication, and leadership in wireless and broadband communications. Inspired by the vision of mobility, Motorola is committed to helping people to you and stay connected simply and seamlessly with people,, Communication, information and entertainment that they want and need. Sony is the creation and implementation of the "must have" products, that "it" experiences and powerful networks … with a full compliment of support services, Communication, that you want and need. What will this mean for you? This means that you can trust and make sure that I know that when you choose Motorola mobile communications products, Communication, to select the best! If you ask me where I go to a number of Sony Ericsson with a beautiful view, innovative products for mobile communications? If I could, I would recommend this web s, Communication, ite. http://www.bestmotorolacellphonesinfo.com

Rumors: Ανταγωνιστής του iPhone από τη Microsoft;

Image via CrunchBase

Δεν έχει επιβεβαιωθεί ακόμα τίποτα, αλλά σύμφωνα με 9to5mac η Microsoft θα παρουσιάσει δύο νέα smartphones, πιθανότατα στο CES τον Ιανουάριο του 2010. Σύμφωνα με τις φήμες, τα δύο smartphones αναπτύχθηκαν κάτω από το project “Pink” και είναι αποτέλεσμα συνεργασίας της Sharp με τη Microsoft (και όχι της HTC όπως είχε ακουστεί παλιότερα). Η μία συσκευή έχει squircle σχήμα, ένα slide out πληκτρολόγιο και μικρόφωνο από κάτω, κάτι που κατά τη γνώμη μου είναι μειονέκτημα καθώς όταν κάποιος θα μιλάει θα πρέπει το πληκτρολόγιο να είναι έξω. Η κωδική ονομασία της συσκευής είναι “Turtle” και μοιάζει σε μεγάλο βαθμό με το Motorola QA1[next] away.gr

Saturday, September 19, 2009

Resum�o dos �ltimos dias!

Só porque eu tive que dar um tempinho nas postagens do blog, varias novidades agitaram o mundinho dos celulares. Então vou correr atrás do prejuízo e fazer um compacto de tudo de mais importante que ocorreu nos últimos dias.

Poderíamos resumir tudo em apenas uma palavra: ANDROID. O sistema operacional do Google dominou os principais lançamentos e anúncios.

 

Primeiramente, foi divulgado o Dext (Clip para os americanos), o smartphone com Android da Motorola que todos aguardavam. O aparelho apresenta como principal diferencial uma interface customizada através de widgets e a integração com as redes sociais, área que a Motorola já vinha explorando em outros aparelhos. O Dext deve chegar ao Brasil até o final do ano !

 

       

Especificações técnicas aqui.

A LG não quis ficar fora da brincadeira e também anunciou seu primeiro celular com Android. O LG GW620 ainda não tem data de lançamento e só será lançado inicialmente na Europa. Mesmo com algumas informações incompletas, eu ainda prefiro o Dext. É a tela capacitiva de 3,1” e interface customizada do Motorola contra a tela de 3” resistiva e o Android padrãozinho do LG.

Especificações técnicas aqui.

Agora vou falar das novidades que desembarcam no mercado brasileiro até o final do ano.Além do Motorola Dext, já citado acima, temos também dois importantes lançamentos que chegam em breve: O HTC Magic e o Samsung Galaxy.

O HTC Magic chegará em Outubro, porém seu preço ainda não foi divulgado. O mais interessante é que o aparelho virá com a elogiada interface HTC Sense, diferente da interface padrão do Android que é encontrado no aparelho desde seu lançamento internacional. Se essa medida será só para o Magic brasileiro, eu não sei, mas que é uma ótima notícia para nós, isso é!

Especificações técnicas aqui.

O Samsung Galaxy deve chegar mais cedo, ainda em Setembro. Será exclusivo da TIM por algum tempo e custará R$1799,00 no pré-pago.

 

Especificações técnicas aqui.

 

O Show ME Tech irá fazer um comparativo entre os 3 Androids verde-amarelos para que facilitar a sua escolha!

Prepare-se para a invasão do robozinho!

 

André Abrão – andre.s.abrao@gmail.com

Thursday, September 17, 2009

GPS Cell Phone Basic Tips

We all are dependent on our cellphones but few of us know the basic features of these phones.   Find something very basic here which we all ought to know.  The utility of the `global positioning system` or GPS as it is more commonly known is tremendous and GPS cell phones are the latest innovations using tracking system.  These phones can identify your location as well as the nearby areas and also give step-by-step direction to your destination.  Of course, the right software and service package has to be loaded on to it for the cell phone to become GPS enabled.

If used within the automobile, the GPS cellular phones work with a receiver. By subscribing to a navigation service and inserting the right software which is in conjunction with your phone, the system allows you to receive driving directions.  If you wish to use the tracking system outside the automobile, then an integrated GPS cell phone is required.

People who are constantly on the move will find the GPS cellular phones a handy device as their movements can be tracked.  It will allow you to call for assistance from anywhere and your location will be tracked.  For instance, if your car has an accident in a remote area, emergency help can easily be reached to you with the help of this tracking system.  Even for the average hiker in the mountains or the woods, this device has become indispensable as it means being able to call for help instantly if the person is injured or in any danger.

Cell phones are continuously transmitting and receiving signals to and from the operator tower which is nearest to its location.  Wireless communication has made it possible that the cell phone is active even in the standby mode.  GPS cellular phones work on the same premises as the navigation tool which is generally used for remote trips.  Cell phones are thus equally easy to trace and both GSM as well as CDMA phones which are GPS integrated, can be tracked using the system.

The mechanism of the GPS devices is that the signals received from these cell phones are identified by the service provider by identifying the operator/operators nearest to the location.  These numbers are then compared with the relative strength of the signals received and the strongest signal is then identified.  This procedure enables the cellular phone to be tracked within 100 meters of its exact location.  This is very useful if the person is lost or in danger or unfortunately, as has become more common in today`s times, to trace a potential terrorist or miscreant.

Another add on to this invention is the child GPS locater device which if integrated in your phone is going to give you immense peace of mind as a parent.  You will know exactly where the child is all the time by just looking at your cellular phone and you can check on the child silently without having to call him up 20 times!  Of course, parents, please be aware that, morally, this does not mean a license to snoop but is meant for keeping a genuine look-out for your child when he is away from home.  And even when the child or children are with you, the GPS cellular phones are an amazing comfort in over-crowded places like amusement parks or shopping malls where children are likely to get lost.

Of course, with any advanced technology the issue of privacy always raises its ugly head. But, that is the price one may have to pay for convenience`s sake and regular check-up of the device for malicious softwareFree Articles, updating cell phone features with the service giver and having a pre-determined tacking system with family and friends will help you make the optimum use of this technology.

Author: Roberto Sedycias

www.cellphonebestbuy.com

Motorola MC9500, Ponsel Dual SIM Card Super Tangguh

Motorola telah memperkenalkan sebuah PDA dengan format yang berbeda dari PDA tradisional. Device PDA Motorola MC9500 tersebut memiliki desain unik untuk memasuki adapter WAN (Wide Area Network), plus fitur sensor gerak yang biasa ada di smartphone. Motorola MC9500 ini didesain untuk engineer, otomasi penjualan dan retail. Seperti modelnya yang tampak kokoh, Motorola MC9500 didesain agar mampu bertahan untuk penggunaan luar ruangan, namun device ini menjadi yang pertama dengan kemampuan WAN.

Pengguna smartphone Motorola MC9500 dapat switch kemampuan ponsel ini antara jaringan mobile GSM/HSDPA dan CDMA/EVDO sesuai permintaan pengguna. “Pengguna tidak selalu membutuhkan WAN, sehingga mereka dapat menggunakan hanya Wi-Fi dan menambah subsystem WAN sebagai peripheral terpisah. Pengguna dapat melepas keypad dan memasukkannya sendiri, sehingga tidak perlu dikirim balik ke Motorola.” ungkap Kristy Lupis, manager product Motorola.

Smartphone Motorola MC9500 juga dilengkapi teknologi sensor interaktif untuk support berbagai aplikasi, seperti switch secara dinamis display ponsel ini antara modus portrait dan landscape, membuat sleep mode. Paket baterai Motorola MC9500 ini dilengkapi fitur tombol indicator untuk memberikan informasi level pengisian baterai, juga ‘kesehatan’ baterai sehingga pengguna dapat mempertimbangkan apakah baterai sudah harus diganti atau tetap dipakai. Pengguna juga dapat memilih 4 tipe keypad, dari alphanumeric dan calculator atau layout ponsel numeric.

Motorola MC9500 mampu berjalan di system Windows Mobile 6.1 dengan ukuran display 3.7 inch touchscreen dan berbasis processor Marvell 806MHz XScale PXA320, dengan RAM 128MB, dan memory flash 512MB. Selain itu, juga memiliki microSD card di belakang baterai dengan kapasitas 32GB. Konektivitas yang dimiliki termasuk Wi-Fi 802.11a/b/g, Bluetooth, IrDA wireless, dan bisa dikombinasikan dengan scanner atau camera digital. MC9500 didesain untuk tetap aman ketika jatuh dari ketinggian 1.8 meter, dan anti air. Untuk harga Motorola MC9500 berkisar $2,495 hingga $3,295.

Tuesday, September 15, 2009

10 most potentially hazardous smart phones

One of the scariest unknown technology risks of this decade is the issue of radiation from cell phones. There’s still an open question about whether long term exposure to these mobile devices will cause damage or disease to human beings.

The Environmental Working Group has a comprehensive new study that surveys the scientific research on cell phone heath risks and provides radiation data for most of the current cell phones in use. Here’s how the EWG explained the mission of its study:

We at Environmental Working Group are still using our cell phones, but we also believe that until scientists know much more about cell phone radiation, it’s smart for consumers to buy phones with the lowest emissions. The U.S. government ought to require cell phone companies to label their products’ radiation output so that consumers can do the numbers at the point of sale. It doesn’t, so EWG has created this user-friendly interactive online guide to cell phone emissions, covering over 1,000 phones currently on the market.

The EWG study looks at all mobile phones, but since smart phones are becoming a standard tool for businesses and IT professionals, I’ve drilled down and looked at the list from a smart phone perspective. I’ve broken out the 10 smart phones that produce the most radiation, the 10 that product the least amount of radiation, and a list of the radiation ratings of some of the most popular smart phones that did not make either of those two lists.

When you look at these lists, keep in mind that the EWG has also included some older models that are no longer being sold but are still used by many workers and consumers. Also note that “W/kg” stands for watts per kilogram, a measurement for power density.

The 10 smart phones with the highest radiation
  1. T-Mobile MyTouch 3G (1.55 W/kg)
  2. Blackberry Curve 8330 (1.54 W/kg)
  3. Palm Treo 600 (1.53 W/kg)
  4. T-Mobile Shadow (1.53 W/kg)
  5. Palm Treo 650 (1.51 W/kg)
  6. Blackberry Curve 8300 (1.51 W/kg)
  7. Blackberry Bold 9000 (1.51 W/kg)
  8. Sony Ericsson P910a (1.50 W/kg)
  9. HTC SMT 5800 (1.49 W/kg)
  10. BlackBerry Pearl 8120/8130 (1.48 W/kg)

The T-Mobile MyTouch 3G, an HTC smart phone powered by Google Android that debuted to lots of fanfare this summer, topped the list of the worst radiation offenders. However, other popular smart phones dominated the list as well, especially BlackBerries and Treos. The BlackBerry Curve, the best-selling smart phone on the market in 2009, was a close second on the list, and it was joined in the top 10 by its cousins, the BlackBerry Pearl and the BlackBerry Bold.

The 10 smart phones with lowest radiation
  1. Nokia 9300i (0.21 W/kg)
  2. Nokia 7710 (0.22 W/kg)
  3. T-Mobile MDA Wiza200 (0.28 W/kg)
  4. Samsung Impression SGH-a877 (0.35 W/kg)
  5. Nokia 9300 (0.44 W/kg)
  6. Samsung Propel Pro SGH-i627 (0.47 W/kg)
  7. Samsung Gravity SGH-t459 (0.49 W/kg)
  8. BlackBerry Storm 9530 (0.57 W/kg)
  9. Nokia E90 (0.59 W/kg)
  10. Nokia N96 (0.68 W/kg)

Nokia, with five models in this top 10, and Samsung with three, were clearly the winners in terms of smart phones that emit the least amount of radiation. It’s also interesting to note that although both of these companies produce dozens of different models, neither of them had a single model that made the list of the worst radiation offenders. The surprising member of the low-radiation club was the BlackBerry Storm (RIM’s first touch screen device) since so many of the other popular BlackBerries were on the high-emitters list.

Other notables, from lowest to highest
  • HTC Touch Pro (0.91 W/kg)
  • Palm Pre (0.92 W/kg)
  • iPhone (0.97 W/kg)
  • Samsung JACK i637 (1.04 W/kg)
  • T-Mobile’s Google G1 (1.11 W/kg)
  • Blackberry Pearl Flip 8220 (1.14 W/kg)
  • iPhone 3GS (1.19 W/kg)
  • Samsung BlackJack II SGH-i617 (1.20 W/kg)
  • Motorola MOTO Q 9m (1.30 W/kg)
  • iPhone 3G (1.39 W/kg)
  • BlackBerry Tour 9630 (unknown)

If there’s another phone you’d like to look up, here is the full list. Also, when seriously evaluating any smart phone on any of these lists, make sure you click through and look at the EWG page with the details of the phone’s radiation emissions using different connections and doing different activities. The number listed is the maximum radiation rating, but it can be deceiving in some cases until you look at the whole picture.

For example, the iPhone 3GS has a rating of 1.19 W/kg, which is a middle-of-the-pack rating. However, 1.19 is its maximum radiation level, which only happens when it is connected in UMTS 1900MHz mode. In its other four modes, it averages 0.63 W/kg, which is more consistent with the lower tier of radiation emitters.

Safety tips

As part of the report, the EWG also provided safety tips for cell phone users who are concerned about radiation. Here is a quick list of the tips. You can click through to the original list for more detail on each of the items.

  1. Buy a low-radiation phone
  2. Use a headset or speaker
  3. Listen more, talk less
  4. Hold phone away from your body
  5. Choose texting over talking
  6. Poor signal? Stay off the phone
  7. Limit children’s phone use
  8. Skip the “radiation shield”

IT professionals might consider distributing this PDF to employees who use company cell phones or posting it on the corporate intranet. Of course, you should consult senior management and your legal department before distributing something like this since it involves employee health.

Bottom line

While there isn’t conclusive scientific evidence proving that cell phones cause illnesses or diseases in humans, the EWG report does point to research that has shown links between prolonged cell phone use and  brain cancer, salivary gland tumors, migraines and vertigo, and decreased male sperm count (from carrying a cell phone in the pocket).

A lot more research still needs to be done, but in the meantime it makes sense for mobile manufacturers to limit cell phone radiation whenever possible and for users to be aware of which phones produce the most radiation so that they can take steps to limit radiation exposure as a precautionary step.

Source: Techrepublic

Monday, September 14, 2009

Simulador Flash del skin MOTOBLUR, el androide de Motorola

Si tienes curiosidad por probar el skin Android de Motorola (de nombre MOTOBLUR), no pierdas tiempo y dirígete a la página del fabricante siguiendo este enlace para usar un simulador del software. Aunque la aplicación Flash no permite acceso total a todas las opciones del móvil DEXT, es suficiente para ofrecernos una idea bastante completa del sistema operativo y los cambios que incluyó Moto. Parece que la integración que han hecho con servicios de internet como Facebook y Twitter funciona muy bien con las opciones de Android (incluyendo el acceso fácil a aplicaciones y las notificaciones)

Moto CLIQ is here...

Motorola’s first Android based phone  ”CLIQ” is here…with a chance of great open development.

It has MOTOBLUR,which makes it the first Moto phone with social skills.

It has cool looks and quite stylish slider.

And basically its “Android”,so Android developers will not leave the chance to develop cool apps for this phone…

Lets hope it provides a great user experience.

Check out its specifications here

Sunday, September 13, 2009

Pictures from space for $150

Ever wanted to be able to launch a balloon into space, track its location via GPS, take some photographs of the curvature of the earth, and recover the balloon, all for the low low cost of $150? [Oliver Yeh] sent in his teams project, Icarus, which does just that. The group of MIT students found that they could use a weather balloon filled with helium to reach heights of around 20 miles above the earth;  their particular balloon achieved 93,000 feet (17.5 miles). Then, utilizing only off the shelf components with no soldering, conjured up a GPS tracker using a Motorola i290 Prepaid Cellphone. They then used a Canon A470 loaded with the chdk open source firmware to take pictures. After seeing the results of their launch, the team hopes that this could rejuvenate interests in science and the arts.

Saturday, September 12, 2009

Συγκριτικό Android κινητών

Συγκριτικό Android κινητών-koutsou.gr

Δεν είναι πολλές οι επιλογές για κάποιον που θέλει ένα Android κινητό. Τουλάχιστον μέχρι στιγμής. Όλοι οι κατασκευαστές προσπαθούν να πετύχουν το μεγαλύτερο σκορ όσων αφορά τον δείκτη απόδοση/τιμή. Και όσο για την απόδοση αυτή μεταφράζεται είτε σε hardware είτε σε software. Και μην μου πείτε ότι όλα έχουν Android OS. Η HTC με το Hero πλάσαρε το Sence UI όπως έκανε και η Motorola με το Dext και το MotoBlur, έτσι ώστε να δώσουν το κάτι παραπάνω στο Android OS.[next]

[Via http://xollothnews.wordpress.com]

Friday, September 11, 2009

Blurry Moto

Earlier today, Motorola unveiled MOTOBLUR, a mobile social media OS of sorts that runs on top of Google Android. The company plans to introduce its first MOTOBLUR handset – CLIQ (and an international version called DEXT) – before the holidays

The assumption underlying this product is that “social networking” as it exists today is a job that people are specifically hiring devices to help them do. There are several problems with this assumption:

1.SN is rapidly evolving. As any new medium, it takes several iterations before it’s “good enough” to solve the underlying problems. Whatever emerges (twittering, fb, or as yet unknown) will be a moving target. Users are moving quickly between these services. Assumptions about value of “stickiness” based on the social graph are proving to be flawed.

2.SN is not a “job” per se. SN is a means by which people communicate and try to get something done in their lives (i.e. getting a job, getting laid, suppressing loneliness, etc.) SN will compete with various other emergent technologies that solve these underlying jobs. These disruptors could be gaming metaphors, media-centric packages, virtual spaces, etc.

Therefore building a hardware product that is positioned and intertwined with SN is highly risky.

By the way, about 1.5 years ago Nokia considered doing the same thing. SN was on everyone’s mind as the next big thing, just like email was 2 years before that. These service fads come and go. It’s no surprise that one product development cycle later the devices are emerging even though the value of the service has rapidly evolved in new directions. This points out the fact that you can’t make hardware dev cycles match service/software dev cycles. The only way to play this from a hardware perspective is with a platform approach e.g. iPhone. Let the ecosystem solve the job to be done and collect rents. I’m always surprised that this lesson from the 90s is still being forgotten by the device guys. BTW, I understand the NOK Solutions logic a bit better. It is not a major departure from the track NOK is on now. The power base remains with devices, as it has for 15 years or more.

On another level, MOT is a going concern issue right now. The approach with CLIQ is, by definition, niche. I don’t see the product as broadly attractive solving MOT cash flow issues. If they sell more than 2 million units, I’d be surprised. (note: N97 got to 2 million on the back of massive distribution power but SE Xperia did not cross 1 million and Pre will struggle to get to 2 million.) The “bet” on Android is weak and not a bet really on anything correlated to earnings growth.


[Via http://asymco.wordpress.com]