Comparing The Market Share of Android Phones To The iPhone Is A D@mned Lie

Disraeli is reputed to have said that there were three kinds of lies: Lies, damned lies, and statistics. “Lies, damned lies, and statistics” is a phrase describing the persuasive power of numbers, particularly the use of statistics to bolster weak arguments. ~ Wikipedia Comparing the market share of Android phones to the market share of … Continue reading Comparing The Market Share of Android Phones To The iPhone Is A D@mned Lie

New Microsoft and Best Buy “Store Within a Store” a Big Step Forward

Last week, Microsoft and Best Buy announced that they will be doing a Microsoft “store-within-a-store”. Essentially, Microsoft will pay Best Buy a large sum of money to “own” part of the store, in a way similar to Samsung and Apple.  Best Buy will still own the inventory, but Microsoft will own the merchandising, staffing-levels and … Continue reading New Microsoft and Best Buy “Store Within a Store” a Big Step Forward

Google, Motorola, and the Future of Android

To hear both Sundar Pinchai, head of Android and Chrome at Google, and Dennis Woodside, CEO of Motorola Mobility, tell it, Motorola is just another Android OEM despite being a wholly owned Google subsidiary. This may be technically true at the moment, but it cannot be true for the long run. And just what Google … Continue reading Google, Motorola, and the Future of Android

How the Tablet is Killing the PC

IDC recently released its forecast of PC sales for the last quarter and said PC shipments were down 13.9%. It laid much of the blame on Windows 8, but I am not sure this analysis is completely correct. While others have also mentioned Windows 8 as a key factor in PCs’ steep decline, there are … Continue reading How the Tablet is Killing the PC

Should Apple Make a Larger Screen iPhone?

One of the things that has become very clear about the smartphone wars is that one size does not fit all. People want choices whether it be a particular smartphone OS, the size, or specific features they want or need on the specific phone they buy. For many, a choice of devices at different price … Continue reading Should Apple Make a Larger Screen iPhone?

Google’s Android Activations Are A Lot Less Cash Cow And A Lot More Bull. And That’s OK.

Author’s note: Many of the commentators aren’t even reading the article but, instead, are basing their comments on the article’s title alone. Let me throw one final analogy into the mix in the hopes of clarifying my position: Apple is in the dairy business and Android is selling meat. Apple has the cream (pun intended) … Continue reading Google’s Android Activations Are A Lot Less Cash Cow And A Lot More Bull. And That’s OK.

Are the Latest 10”+ Android Devices DOA?

I’ll admit it, I have a love-hate relationship with Android. I love it as a phone choice, love it on 7” tablets, but think it provides a lousy experience on anything 10” display and above. I’m not alone as Android has captured 75% of the smartphone market but hasn’t had big success in the 10” … Continue reading Are the Latest 10”+ Android Devices DOA?

Platforms, Market Share, Profits, and the Future

If anything, John’s column on Android’s market share has stirred a good discussion around the market share vs. profit share debate. Some may argue that this discussion isn’t relevant to end consumers who really don’t care. To that I agree. As an industry analyst these things are of interest to how I study the industry. … Continue reading Platforms, Market Share, Profits, and the Future

4 Mobile Business Models, 4 Ways To Keep Score

The hundred meter dash, archery, weightlifting and the long jump are four very different Olympic sports with four very different methods of keeping score. The hundred meter dash is scored on speed. Archery is scored on accuracy. Weightlifting is scored on strength. The long jump is scored on distance. You don’t judge the participants in … Continue reading 4 Mobile Business Models, 4 Ways To Keep Score

Apple vs. Android: The Open Factor

Judging by the comments on John Kirk’s post “Android’s Market Share Is Literally a Joke,” we are well into another operating system religious war. As is always the case in religious wars, it’s tough to make sense of the the arguments. As Harry McCracken notes at Time Techland, we can’t agree who is winning because … Continue reading Apple vs. Android: The Open Factor

Why Google is Not the New Microsoft

My history with the PC industry is very long. I got to work on the original IBM PC with Don Estridge’s team in Boca Raton and saw up close and personal how the PC industry developed and how the value creation for the industry came about. I also got to work on early marketing programs … Continue reading Why Google is Not the New Microsoft

Android’s Market Share Is Literally A Joke

This is the first of three articles looking at how we measure – and mis-measure – who is “winning” in the mobile sector. Article one focuses on market share and was inspired by an article written by Bill Shamblin, entitled: “Chasing Smartphone Market Share Is A Chump’s Game.” Article two will focus on the proper … Continue reading Android’s Market Share Is Literally A Joke

The iPhone and the Death of the Mid-Tier Smartphone

I’ve been a consumer device analyst for long enough that I’m usually pretty comfortable calling things as I see them, but sometimes there is simply no substitute for hard data. Current Analysis tracks U.S. device pricing for phones and tablets, and if you slice and trend the data, you see some really interesting patterns. It … Continue reading The iPhone and the Death of the Mid-Tier Smartphone

When Reporting Sales Numbers, Honesty is the Best Policy

Google has activations, Amazon doesn’t release any numbers, Microsoft touts licensees sold. Truly knowing the success of a device or platform is hard when companies selling the devices or supporting the platforms don’t share with us actual sell through numbers. I am rarely interested in how many devices or software licensees are sold into the … Continue reading When Reporting Sales Numbers, Honesty is the Best Policy

The Definitive Answer Guide to Which Smartphone You Should Buy

Forget all the rumors of an Apple iWatch. Ignore the surprisingly good reviews of Google Glass. Neither of these will come close to replacing your smartphone. Not for many, many years; probably never. The question is not whether  you will buy a smartphone – you will. The question is: which smartphone should you buy? I … Continue reading The Definitive Answer Guide to Which Smartphone You Should Buy

Apple Is Playing Chicken With The Mobile Carriers

“The game of chicken, also known as the hawk-dove game or snow-drift game, is an influential model of conflict for two players in game theory. The principle of the game is that while each player prefers not to yield to the other, the worst possible outcome occurs when both players do not yield.” ~ Wikipedia … Continue reading Apple Is Playing Chicken With The Mobile Carriers

On the Impact of Paul Otellini’s CEO Years at Intel

Intel’s CEO Paul Otellini is retiring in May 2013. His 40-year career at Intel now ending, it’s a timely opportunity to look at his impact on Intel. Intel As Otellini Took Over In September 2004 when it was announced that Paul Otellini would take over as CEO, Intel was #46 on the Fortune 100 list, and … Continue reading On the Impact of Paul Otellini’s CEO Years at Intel

iPhone 5 Versus Galaxy S4 A War Of Less Versus More

Last week, within the span of 24 hours, the two dominant players in the global smartphone wars released…not new smartphones, but new commercials. Both were very well done. They are also very different. Both ads reveal the core differences between Samsung and Apple, and possibly between Android and iPhone users. First up, Samsung. Now, the … Continue reading iPhone 5 Versus Galaxy S4 A War Of Less Versus More

Apple In Perspective

Apple has been taking a real beating on Wall Street and in the press lately. But are we losing our long-term perspective by focusing so intently on quarterly results? Stock Market The Stock Market is a predictor of future growth, but it is hardly infallible. Seven months ago the market was predicting spectacular growth for … Continue reading Apple In Perspective

The Next Evolution In User Interfaces

With the introduction of the iPhone, Apple introduced the touch UI and literally changed the way people interact with their smartphones. When they extended the touch UI to the iPad, it set in motion an industry stampede to create PCs, laptops, tablets, and smartphones with touch based interfaces. In the world of technology, this was … Continue reading The Next Evolution In User Interfaces

Facebook Home’s Uniquely Flawed Experience Examined

Facebook announced last week their new experience for Android smartphones, called Facebook Home. This is Facebook’s first major attempt to control more of the phone’s experience without actually selling a phone.   Facebook Home is pre-installed on the HTC First and also users of select HTC and Samsung phones can install it from Google Play.  I … Continue reading Facebook Home’s Uniquely Flawed Experience Examined

The Revenge of Steve Jobs

Steve Jobs’ original vision for Apple was to own the PC market. When he and Steve Wozniak created the original Apple PC, they fully expected to be the company that brought the PC to the masses. However, once IBM came into the PC market the game changed. By 1983 the IBM PC was the defacto … Continue reading The Revenge of Steve Jobs

Google’s New Android Math Doesn’t Add Up

According to Gartner, Android sold 144,720,300 units in the fourth quarter of 2012. But let me ask you this: Who cares? Does Samsung care how many “Android” units were sold? No, they do not. They only care about how many of their devices they sold. Do the various Android manufacturers in China care how many … Continue reading Google’s New Android Math Doesn’t Add Up

HP’s New Servers Take a Page from the Smartphone Playbook

Yesterday, HP launched the Moonshot 1500 server, targeted at scale-out datacenters that drive today’s and tomorrow’s mobile applications, internet, big data and IoT. In its its first instantiation, Moonshot increases density, or the numbers of servers in a given space, by up to 8X. So for every rack of HP Proliant servers today, you could … Continue reading HP’s New Servers Take a Page from the Smartphone Playbook

Facebook Home: The Death of Android

As a core operating system, Android is thriving. As a brand–and a user experience–it is dead. Facebook just killed it. Android’s brand demise has been coming for a long time. Phone makers have been taking advantage of Android’s open architecture to install their own modified versions, such as Samsung’s TouchWiz. The most recent Android launches, … Continue reading Facebook Home: The Death of Android