J. M. Manness'  Instablog

Android is Dead? - The Series

Android is in its death throes! Well, this may be overstating a bit, but I do believe that the Smartphone OS landscape will be very different in 4 years - and that Android OS, by Google (GOOG), will be the loser.

My basic thesis is that Windows Phone 8 (WP8) from Microsoft (MSFT) and BlackBerry 10 from Research in Motion (RIMM) will take massive market share from Android, and Apple's (AAPL) iOS will maintain or slightly gain market share. (See Part 1 and Part 2 for the basic rationale, and Part 3 for my market share predictions up to 2016.)

This page describes the individual articles in the series. Links to new articles will be added as they appear.

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Android is Dead? Series posts:

In part 1: Why? I put out my thesis and basic arguments.

In part 2: Titans Clash, I note corroborating analysis from a Goldman Sachs report titled Clash of the Titans.

In Part 3: The Numbers, I proposed a 2016 market share scenario, complete with numbers, in which Android had lost significantly to Windows Phone 8, and BlackBerry 10.

In Part 4: New Contender Windows Phone 8, I discuss the new Windows Phone 8 operating system, and a couple of particular devices.

In Part 5: Number of Players , I addressed criticism that 4 was too many players in the market.

In Part 6: Nokia Triumphs, I discuss Nokia's recent success with it Lumia models.

In Part 7: WP 8 Ratings, I discuss the high ratings that the WP8 phones received.

In Part 8: Samsung Strikes Back: The new Galaxy S4 appears.

In Part 9: Is Google "Nefarious"?, I discuss potential repercussions of the revelation that Google Play sends purchasers' personal data to all apps developers.

Disclosure: I am long AAPL.

Additional disclosure: I may initiate long or short stock or options positions in any of the stocks mentioned.

To avoid criticism, do nothing, say nothing, be nothing.

ELBERT HUBBARD

Google & Privacy - The Series

(click to enlarge)

Google (GOOG) has had several issues regarding customer privacy over the years. This series of articles will explore these issues, past and present, including some of the legal actions taken by the FTC and the European Union.

The watchdog group The American Consumer Institute Center for Citizen Research states in its study:

In terms of conduct, Google has had an ongoing string of alleged instances that are raising public concerns, including: the unauthorized collection of consumer passwords, emails and other personal information (Wi-Spy); knowingly advertising illegal online products; the bypassing of the iPhone privacy settings to collect online information on consumer without their knowledge or permission; as well as other issues.

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Here I have a preliminary list of the topics I will cover. As articles get posted, I will update this with links, or changes.

1. The Issues
2. Street Scanning Issues
3. Buzz - A Disaster
4. Browser Issues
   1. Safari Workaround Fiasco
   2. Chrome Data Not Cleared
5. GMAIL Reading
6. DuckDuckGo - An Alternative
7. FTC & Manipulating Internet Searches
8. European CNIL Case
9. Wrap Up

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The articles relate to (MSFT) (AAPL) (NOK) (YHOO) (YELP) (ORCL) among others.

Disclosure: I am long AAPL.

Additional disclosure: I may open long/short options positions in AAPL or other mentioned companies within the next 72 hours.