I was speaking recently at a software company very interested in mobile apps. One of their concerns had to do with which operating systems to support. Should they do them all? Just a couple? My advice was that three’s a crowd.
Technical markets tend to divide like bettors at the racetrack where five percent win, 10 percent break even while 85 percent lose. Turning these numbers on their head and applying them to mobile OS revenue, IOS (iPhone, iPad, iGizmo to be named later) will generate 85 percent, Android 10 percent (because it is Open Source and free) leaving only five percent max for mobile OS number three, which could be Blackberry or Windows Phone 7 […]
Moving sucks. Our furniture arrived late last week so I’ve been off the clock for awhile and there is a lot of catching-up to do. We’ll start with Microsoft and Windows 8, which I’ll argue are going to be formidable competitors in the tablet space, primarily because it’s that or start spending all that cash on diversified investments to turn Microsoft into a Berkshire Hathaway. This is probably Ballmer’s last stand as a high tech CEO.
Who will buy Hulu, the IPTV streaming service and why should we care? I’m not sure I do care, now that Lie to Me has been canceled, but in case you are an American who feels the future of series television is important, here’s what I think is going on.
Nortel Networks, the bankrupt Canadian telecom company, came that much closer to disappearing completely yesterday with the cash sale of its portfolio of 6000 patents for $4.5 billion to a consortium of companies including Apple, EMC, Ericsson, Microsoft, Research In Motion (RIM), and Sony. The bidding, which began with a $900 million offer from Google, went far higher than most observers expected and only ended, I’m guessing, when Google realized that Apple and its partners had deeper pockets and would have paid anything to win. This transaction is a huge blow to Google’s Android platform, which was precisely the consortium’s goal.