March 2010
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Month March 2010

Google’s Advertising Rev-Share Deals With Carriers

Well, at least part of the answer appears to be that Google is sharing advertising revenues with carriers that use Android, according to multiple sources who are familiar with the deals.

via Android’s Secret Sauce? Google’s Advertising Rev-Share Deals With Carriers | mocoNews.

This must be why AT&T replaced Google search with Bing on its Android phone and gutted all Google services as well.

Best comment on iPad

Apple is alone hanging ten on the biggest wave to hit tech since ever. It’ll be a sight to behold, folks.

link: BMO ups its iPad sales estimate 30% – Apple 2.0 – Fortune Brainstorm Tech


iPad screen order book at 13 million units

3:1 split between LG and Samsung. No word on timing for this production, but I doubt it’s longer than one year.

My estimate is 6 million 2010 and about 15 million for calendar 2011.

Samsung Gets Big Order for iPad Displays


Who will be the iPad's Orson Welles?

Time’s Managing Editor: iPad Content Awaits ‘Its Orson Welles’ – Digits – WSJ

He compared it to the era after sound first came into motion pictures. For a while many movies were more like filmed plays, until directors really learned to take advantage of the opportunities of the medium. For the iPad, too, “the medium is waiting for its Orson Welles,” Stengel said.


Why Google is headed for trouble

Never mind the gossip and tales of intrigue. Ignore the stories of betrayal and affairs. Forget the animosity and ego tripping.

No, the real reason you should be nervous if you are betting on Google long term is that Schmidt gave his first iPhone away.

By August of 2007 it’s reported that “Schmidt had long ago given up on the Apple handset because he couldn’t stand the on-screen keyboard. His wife had tested a prototype, but didn’t care to keep it. Schmidt, we’re told, ended up giving his iPhone to [his mistress] as a gift”

Here is a guy who has in his hands one of the first iPhones and he treats it with contempt.

He did not get it.

Nor, it seems, does he get the iPad.

Google does not understand where computing is going.

I don’t mean this in a small way. I mean this in a big way.