Nokia
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German Automaker Consortium Buys Here Maps, Don’t Dismiss Apple MVNO Rumors
As expected a consortium of German automakers has acquired Here Maps. It’s hard to see this as anything other than defense of the status quo, particularly against Uber. What, though, will the latter do now? Then, the usual skepticism surround rumors that Apple will launch an MVNO. However, I think that Apple has more leverage than…
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The Remarkable iPhone 6, The Apple Watch, Microsoft Earnings
Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.
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Daily Update: Nokia’s Next Move, Strategy and Mapping, Who Might Acquire HERE?
Today’s Daily Update analyzes Nokia’s rumored acquisition of Alcatel-Lucent: it’s a deal that makes a lot of sense. More interesting, at least for the tech world, is the potential sale of HERE Maps. This Update examines why mapping is so important strategically, why Apple is almost certainly not interested (and more broadly, how the company chooses…
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Daily Update: The Uber Problem, Samsung’s Next Act, Nokia is Back!
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It’s Time to Split Up Microsoft
To understand why so many serious Microsoft observers were encouraged by Satya Nadella’s week-ago memo Bold Ambition and Our Core,1 it’s useful to go back 10 years and read Steve Ballmer’s 2004 memo Our Path Forward. It was around this time that cracks were first starting to appear in the Microsoft machine: the stock had […]
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Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon
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The Nokia X
It’s real, and the Verge had a hands on: As expected, [the Nokia X, X+ and XL] combine Lumia-style design with low-cost hardware aimed at the masses, from a large 5-inch screen on the 109-Euro XL to the 4-inch display on the 99-Euro X+. The X will be released for just €89 in Eastern Europe, […]
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Obsoletive
Not all products are disruptive: some are obsoletive. They are more expensive but remove the need for entire categories of products.
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Shameless Samsung
Samsung introduced the Galaxy Gear yesterday, and, yeah, it’s not great. Even Samsung fans are mocking the company saying they should have waited for Apple. — Sammy the Walrus IV (@SammyWalrusIV) September 4, 2013 I jumped on the leaked prototype, with the same general sentiment: Samsung’s watch will undoubtedly change drastically whenever Apple’s wearable is […]
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Another Nokia Explanation; The Same Tragic Conclusion
While I remain convinced that Microsoft’s Nokia acquisition was largely driven by fear of losing Nokia as an OEM, either to Android or bankruptcy, there is something else curious about the timing. (The following scenario is conjecture, but not the analysis that follows) ValueAct, who is opposed to Microsoft’s push into devices, was dissuaded from […]