Archive For

March 2014

Amazon – Ecosystem priced out.

          While its sights remain firmly fixed on Netflix, the bigger opportunity will continue to slip through its fingers. Amazon’s decision...

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...