When will the migration from PCs be complete?

IBM Digital Analytics Benchmark (report is here) has published, for the fourth year in a row, US online shopping traffic data with a split between mobile and fixed online traffic. It reveals a pattern of consumer behavior which is quite startling: people seem to prefer to shop using mobile devices. The data is shown below:

Cracking the China code: Microsoft vs. Apple

In 2011 Microsoft’s CEO bemoaned that revenue in China was about 5% of what it obtained in the US. Yesterday Apple’s CEO suggested that revenue from China will overtake the US in the near future. The contrast is even more stark when one considers the time and effort each company has made in China. Microsoft has … Continue reading “Cracking the China code: Microsoft vs. Apple”

The Post-PC era will be a multi-platform era

Windows Phone Marketplace has reached 25,000 apps. That’s an impressive figure given that so few devices have actually been sold. Compared with Android which is activating half a million devices per day, Windows Phone seems like a rounding error. According to Gartner, 3.6 million smartphones using a Microsoft mobile OS were sold in the first … Continue reading “The Post-PC era will be a multi-platform era”

Google vs. Android Part V

When I began the series of posts on Google vs. Android I put forward some questions about the business logic of Google becoming an operating system supplier, especially as that role can be seen as being counter-productive to Google’s strategy. I noted three strategy costs associated with a zero priced systems software bundle. A opportunity … Continue reading “Google vs. Android Part V”

What's a Post-PC device?

Microsoft’s Steve Ballmer argues that the tablet computers (aka slates, media tablets or iPads) are PCs. Steve Jobs argues that they are post-PC devices. There are analogies to trucks, cars and various metaphors for what these new devices symbolize. Some argue that because the iPad needs a PC, it’s not a post-PC device. But how … Continue reading “What's a Post-PC device?”

In memoriam: Microsoft's previous strategic mobile partners

Microsoft’s new “strategic partnership” with Nokia is not its first. For a decade the software company has courted and consummated relationships with a variety of companies in mobile and telecom. Here are the ones I can remember: LG. In February 2009 Microsoft Corp. signed a multiyear agreement for Windows Mobile to be included on devices … Continue reading “In memoriam: Microsoft's previous strategic mobile partners”

The PC clones of the post-PC era

Since I spend most of my time thinking about what will happen, at the end of each year, rather than looking forward I like to look back to see how wrong I’ve been. The great thing about being wrong is that you learn something. Especially if you use a foundational theory to tie concepts together. … Continue reading “The PC clones of the post-PC era”

Which size really matters? Market Share vs Profit Share

One of the most hotly debated subjects in the mobile phone business is the importance of market share. It’s also a topic of lore in the PC industry. Briefly the two arguments are: Market share matters more because it drives network effects which ultimately drive competition out of the market, creating the opportunity for monopoly … Continue reading “Which size really matters? Market Share vs Profit Share”

Just in Time

The iMac launched May 6 1998, exactly 20 years ago. It is not the most significant computer to ever exist. It was a clear descendant of the original Mac which established the “all-in-one” desktop computer category. That category, to which it still belongs, is a modest segment. The last time Apple reported portable sales separately … Continue reading “Just in Time”

Apple Remarks to Investors in FQ1 2018 Earnings Conference Call, Categorized and Annotated

The following is a transcript of the comments from Tim Cook (CEO) and Luca Maestri (CFO) at Apple’s Q1 2018 Earnings Conference Call February 1, 2018. I color coded my interpretation of the comments into four categories: Grey: Background and promotional commentary Red: Strategy and signals of what management considers important and may include data beyond … Continue reading “Apple Remarks to Investors in FQ1 2018 Earnings Conference Call, Categorized and Annotated”