Readers of this blog will recall last week’s post on the International Data Corporation’s (IDC) report on the mobile phone market. The problems for both Microsoft and Blackberry were exposed again for all to see. Microsoft’s Windows Phone market share at 3.7%, would have been even smaller without Nokia. Blackberry’s situation was even more dire. A few months back Microsoft and Blackberry opened another new patent war on each other, as if this would somehow help their situations.
This week Blackberry has announced the inevitable search for a potential buyer to take the company private, as has also happened recently with Dell Computer. The suggestion that Ballmer and Microsoft should consider purchasing Blackberry is actually a potentially very interesting idea. A broader market consolidation, with much larger implications, may be on the horizon.
This is not the Letterman Show. But it is very funny.. Scott McNealy, former CEO of Sun Microsystem’s keynote address at an enterprise computing conference held in Pacific Grove a month or so ago. Scott is not particularly well known for his humor and perhaps better known informally for his appreciation of ice hockey. Someone must have helped him with this Top Ten list list of “reasons you ( or your Chief Information Officer) is not ready for today’s new online world.”
Students of Industry Analysis will note the importance of high technology industry analysis firms, like International Data Corporation (IDC), which this week issued its quarterly reports on the state of key technology markets. The report has been seized upon, sliced and diced by the Wall Street Journal, and a host of other media sources. The technology blogosphere is alive with comment, PandoDaily, Gigaom, TechCrunch, Gizmodo have all been furiously offering their own spins on the IDC Report. It is amazing to see so much of the industry talking about nothing else but IDC today. Similar firms like Forrester, Gartner and others offer similar industry analysis reports, but IDC is the big dog, and the mobile market is their dog food.
This article from Gigaom serves to further underscore The Tower of Babbling Things….Competitors battling each other over control of The Internet of Things over the means, methods and, most importantly, the dozens of competing data communication protocols. Honeywell has now entered the battle, realizing the a number of small, entrepreneurial startups are eroding their market for traditional thermostats. Previous to this development, Intel and others had promoted the concept of home tabletop display consoles for energy efficiency management. The display console concept is now officially dead, as reported in the Gigaom post. Recently, Gigaom also showcased three competing home automation systems, all of which were “closed” proprietary systems.
Tonight I was channel surfing and stumbled on the Task One iPhone Case in a TV News feature story from an outfit called Task Labs.. Their website is up but not complete. It still has the Latin text of an incomplete webpage template, but you can buy it online if you wish. I want to emphasize that I wish to be completely fair here. I am a dedicated Swiss Army Knife aficionado and a dedicated smart mobile user. I have a simple version of a Swiss Army Knife with a corkscrew in my pocket as I write this. A corkscrew is one of my mandatory survival tools (smile). I have followed the Wall Street Journal coverage of the merger of the two Swiss companies that produce the knives. It is a great story and a great product. I have the full Boy Scout version in my tool drawer. The Task Labs people should also remember the tried and true publicity adage, “Any PR is good PR.”
In a further episode of my earlier posts on the Mega Mobile Market Share War, it would seem that International Data Corporation (IDC) and Gartner, the two leading high tech industry analysis firms, are haggling over whether the precipitous drop in quarterly PC sales is 11. 2% or 14%. It also adds evidence to the accelerating rate of change in the corporate life cycle. Corporate life cycle events that took a decade are now occurring in a few short years.
I came across this book during my most recent visit to the UBC Vancouver campus. As good as I think this book is at focusing attention, in workbook style, on the importance of market and industry analysis, there is an issue that I think is not adequately addressed by any model or theory: not Porter, not STEEP or SWAT. Convergence is the issue.
New developments in the global smart mobile and tablet war at this week’s Mobile World Congress in Barcelona Spain, continue to add to the intrigue, infighting and mega dollars being bet on this market…with little impact so far on the probable outcome. I have spoken with two colleagues who are in Barcelona this week watching it all unfold. Blackberry (the former Research in Motion), Hewlett-Packard, Nokia, and Microsoft, are all struggling and at risk, and making bold survival moves, with mega dollars. Meanwhile, Google and Android continue to consolidate their market dominance globally, but not without major worries about Samsung “wearing the pants” in the Android market.
Geoffrey Moore is the author of the classic book on Silicon Valley entrepreneurship, Crossing the Chasm, and now […]
NOTE: This post, originally published in January 2013, continues to be one of the most viewed on the […]