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Google has created a partial list of phones that run Google services.
I notice with interest that it’s called a Google Phone Gallery not an Android Phone Gallery.
What’s more, there is a distinction of All Phones and Phones “with Google”. Of course that implies that we can get a list of Google Phones “without Google” (or maybe more accurately, “with partial Google”).
To clarify, according to Google there are three categories of Android Phones:
This mindset is compelling because it is simple and familiar, but it also leads to blind obsequiousness.
Historical edifices are held as indelible fact. “It’s Microsoft v. Apple all over again.” “There has to be one absolute, dominant leader.” “Open will always prevail — and should prevail — over proprietary systems.” “Market share matters above all else. Even profits.”
…it helps to see the continuum of connected devices from the perspective of their means of mobility; namely, whether they are wear-able, pocket-able, bag-able or portable.
[Apple] target specific user experiences, and build the product around that accordingly.
via Apple’s segmentation strategy, and the folly of conventional wisdom – O’Reilly Radar.
Lots of concepts that readers of this blog should find familiar ground.
With QNX now firmly roadmapped at RIM and Android spreading among vendors like a virus, I wanted to point out that these operating systems share one ancestor: Unix.
Technically Linux, which underlies Android, among others, is walled off from Unix from an IP point of view, but the philosophical and architectural lineage goes back to 1969′s Unix. It was an amazingly well thought-out operating system which has stood the test of time mostly due to its modular architecture. It was not always clear that Unix would make it this far, and in many ways it was written off.
In the last article on the P/E ratio vs. Growth for some of the largest companies, the question of PEG came up. PEG is the P/E over Growth and it’s a good way to index valuation relative to growth. Usually Growth is measured as the forward twelve months consensus and a PEG of 1 is, as a rule of thumb, considered “fair value”. However, forward growth is based on possibly inaccurate analyst consensus. If we instead look at historic growth, we have some actual performance to evaluate. Let’s call this PEhG for P/E over historic Growth.
The following chart shows 30 large cap technology companies[1] and their five-year compound EPS growth vs. their current P/E multiples. If we draw a line at the PEhG of 1, i.e. when the P/E ratio is equal to the historic growth rate and split the pack into PEhG > 1 (overvalued)[2] and PehG < 1 (undervalued), we have the following split:
The chart makes for an interesting
Yep, Amazon Launching Their Own App Store For Android Too.
No surprises here. Amazon, a retailer, is building a retail experience for apps. They are taking Android and throwing away Google’s app store and a few other things as well and making their own tablet while at it.
Maybe they’ll put Bing on it and Facebook too.
