Tag Archives: Sony

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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The Enemy of My Enemy is My Friend: Should Microsoft buy Blackberry?


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.

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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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Gaming Market Case Study: NVIDIA To Go Vertical


This is getting messy..  NVIDIA announced yesterday at CES in Las Vegas, that it will market its own game console, which will compete directly with Sony, Microsoft, Nintendo, and for all intents and purposes, Google and Apple TV.  Does this sound to you, as it does to me, like a disaster in the making. Analysts […]

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