reinharden

Google Mobile: Winners and Losers

Let's not forget Symbian (and by extension the owners of Symbian).
04.5% - Samsung
08.4% - Siemens
10.5% - Panasonic
13.1% - Sony Ericsson
15.6% - Ericsson
47.9% - Nokia
Their investments in Symbian have arguably decreased in value due to the gPhone consortia.

UIQ and the various companies that invested in UIQ similarly are definitely square in the sights of the gPhone.


There's no doubt that Windows Mobile / Windows CE / whatever the other Windows-based phone OS's are are losers in the sense that they'll be negatively impacted. But it's definitely not clear whether or not they're losers in the sense that they've lost. So I agree that this has yet to be determined.

reinharden

Ten Thoughts On The iPhone

> 9. Likely to cannibalize iPod sales.

Would you say that the $499 and $599 iPhones are cannibalizing the $79 iPod Shuffle, the $149 to $249 iPod nano, or the $249/$349 regular iPod?

With a $499 and $599 price point, I'd say they fit the product line pretty well and certainly make me want to move further upscale. I'm not overly concerned about cannibalization at this point.

reinharden