Tag Archives: RIM

Updating My Smartphone Market Analysis: The Market Is At A Strategic Inflection Point


NOTE: My original post, originally published in January 2013, continues to be one of the most viewed on the site.  Android and Apple have enjoyed an estimated 98% market share between the two, and many of my earlier projections regarding this market appear to have been borne out. However, the smartphone market has now matured to the point that it is at a strategic inflection point which has major implications for the future of this market and the major competitors. The rapid maturation of the smartphone market should have been foreseen: the rise of domestic Chinese competition combined with the predictable end of the Western consumer fascination with “the next smartphone”

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Why The Biggest Tech Companies Are Not In Canada


It dawned on me that my blog post from July 2013, still has particular relevance to the current situation in Canada. I discuss the longer term structural issues confronting Canadian entrepreneurs and Canadian venture capital. When I first arrived in Canada in 1989, I learned quickly that the Vancouver startup ecosystem was nothing like what I knew from Silicon Valley.

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“Culture of arrogance” felled Nortel, anti-climactic Ottawa U study concludes. Was RIM any different?


This is another on my series on industry analysis. The recent University of Ottawa study on the demise of Nortel Networks, tells us what many of us already knew. The most important constructive criticism of this study is that it should have been done years ago. The Nortel collapse was followed by a surprisingly similar scenario at RIM, now Blackberry. Mike Lazaridis, who served as RIM’s co-CEO along with Jim Balsillie until January, 2012, are generally considered to have failed to respond adequately to the market encroachments of Apple’s iPhone and Google’s Android phones, as Blackberry’s market share plummeted. I recently showed my undergrad and graduate strategy students a video of a Charlie Rose interview with John Chambers, CEO of Cisco Systems. Chambers emphasized the acceleration of the Adizes corporate life cycle, in many cases to less than ten years, and the need for constant reinvention to survive in this challenging and rapidly changingnew world.

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Mobile Market Share: A Multidimensional War of Titans Worth Following


NOTE: This post, originally published in January 2013, continues to be one of the most viewed on the site.  As Google and Apple now are estimated to enjoy 98% market share between the two, many of my projections regarding this market appear to have been borne out. In one of the most interesting high tech […]

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“Parking” : The Crucial Venture Capital Skill No One Wants to Talk About


John Doerr, Parking Attendant, Senior Partner at Kleiner Perkins Caufield Byers, and former Intel executive What is parking?  It’s finding a good acquisition for a startup that didn’t do as well as you expected. A local Okanagan company has recently been “parked,” with great fanfare as if it were a major success, but also to […]

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