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23 Comments

    • ON: Mon Sep 29th 05:01 AM
      Commented on:
      iPhone Dev Problems: Whining or Real?
      Apple cannot possibly put in writing today a list of all potential products for tomorrow that it or its selected partners may be working on to warn off developers. It's practically (and likely legally) impossible to do on a rolling basis. What happens when a developer submits an app similar to what Apple had been working on? Does Apple publicly say, "Sorry, we're about to introduce a similar app soon," thereby pre-announcing their (or their partner's) product plan to the rest of the world? You think that's realistic for a company like Apple? I explore this in:

      Resolved: Apple is right to curate the App Store
      counternotions.com/200.../

      Look, same stuff was regurgitated when pundits were demanding that Apple "open" up iPod/iTunes to third parties by cross licensing WM/Real and FairPlay. Had Apple listened to that chorus, it likely wouldn't be around today. Same with Flash or Java on the iPhone. Apple has a right to protect its own platform in a very competitive market for strategic reasons.
      View article »
    • ON: Thu Sep 25th 06:14 AM
      Commented on:
      Will Google Phone Be Good for Carriers?
      Its manufacturer HTC called it "The most exciting phone in the history of phones." I compiled a list of all software, hardware and service flaws of G1 and asked the question, "Would Apple have been utterly crucified and AAPL have tanked if the iPhone came out with so many shortcomings?" in:

      The Big List: 30 critical issues with Google G1 phone
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      View article »
    • ON: Wed Sep 24th 18:29 PM
      Commented on:
      9 Feature Comparisons: G1 vs. iPhone
      Its manufacturer HTC called it "The most exciting phone in the history of phones." I compiled a list of all software, hardware and service flaws of G1 and asked the question, "Would Apple have been utterly crucified and AAPL have tanked if the iPhone came out with so many shortcomings?" in:

      The Big List: 30 critical issues with Google G1 phone
      counternotions.com/200.../
      View article »
    • ON: Wed Sep 24th 04:18 AM
      Commented on:
      Android: It's No iPhone, But It's Close
      Its manufacturer HTC called it "The most exciting phone in the history of phones." I compiled a list of all software, hardware and service flaws of G1 and asked the question, "Would Apple have been utterly crucified and AAPL have tanked if the iPhone came out with so many shortcomings?" in:

      The Big List: 30 critical issues with Google G1 phone
      counternotions.com/200.../
      View article »
    • ON: Tue Sep 16th 06:40 AM
      Commented on:
      Apple's "Anti-Competitive" iPhone App Store Draws Developer's Ire
      “Some developers demand Apple try to communicate better, lest they assume the worst of the platform vendor. While that sounds plenty reasonable at face value, given the curatorial demands on the fledgling state of the App Store platform and Apple’s overall reliance on product-plan secrecy, we shouldn’t realistically expect Apple to ‘open up’ anytime soon,” as I explain in:

      Resolved: Apple is right to curate the App Store
      counternotions.com/200.../
      View article »
    • ON: Sun Sep 7th 19:01 PM
      Commented on:
      Nokia Is the Smart(phone) Bet - Barron's
      I explored the 10 factors it'll take to compete with the iPhone, and Nokia possesses very few of them:

      Who can beat iPhone 2.0
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      View article »
    • ON: Thu Sep 4th 04:35 AM
      Commented on:
      Seeing an End to the iPod's Hegemony
      "Microsoft has been hammering at Apple's door with Zune"

      I don't know if you care, but MSFT sold 2 million Zunes compared to Apple's 150+ million. You call that "hammering at the door"?

      I don't know if you remember, but Apple replaced the iPod mini, the then best-selling player in the world, with the iPod nano which quickly became best-selling player. You think Zune, one of the most spectacular CE flops of all time, is going to challenge Apple?

      Do you care to cite a single instance of a digital subscription business as remotely popular and lucrative as the iTunes business?

      Do you care at all that you cited Mr. Enderle as an "analyst" on Dell without disclosing the fact that he's paid by Dell as a consultant on this very project?

      Finally, do you really have anything new to say?
      View article »
    • ON: Tue Sep 2nd 02:16 AM
      Commented on:
      Meet Chrome - Google's Windows Killer
      Google Chrome as an OS? Unfortunately we have seen that movie some years ago. Remember the web-surfing appliances of yesteryear like Sony eVilla or 3Com Audrey and Kerbango? How about Compaq iPaq or Netpliance I-opener? Didn't think so:

      Why Google Chrome is not a "Windows Killer"
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      View article »
    • ON: Mon Aug 25th 04:55 AM
      Commented on:
      Apple: An Antidote to iPhone Complacency
      A year and a half later, we don't see another player getting close to the iPhone. Why? It's hard. Indeed, I explored at least 10 factors that any player hoping to catch the iPhone must have even to pull even in:

      Who can beat iPhone 2.0?
      counternotions.com/200.../
      View article »
    • ON: Thu Jul 31st 05:47 AM
      Commented on:
      Why Is Dell Trying to Compete With the iPod?
      Nearly a year ago I explored the absurdity of Dell's brand repositioning campaign:

      Dell: “Apple has become the conformist company”
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      View article »
    • ON: Mon Jul 21st 23:28 PM
      Commented on:
      Apple Plays the Conservative Card Despite Record Quarter
      When one is risk modeling AAPL for the near future, it's also informative to go back to 2005 and explore how Apple risk modeled its iPhone product despite some serious odds, as I explained in:

      iPhone: The bet Steve Jobs didn’t decline
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      View article »
    • ON: Sat Jul 19th 15:24 PM
      Commented on:
      Apple Feels 'Max Pain'
      Sometimes folks do not quite realize just what a huge risk Jobs & Co took in 2005 to start the iPhone project. I explored 15 bet-the-company level risk factors in:

      iPhone: The bet Steve Jobs didn’t decline
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      View article »
    • ON: Wed Jul 16th 04:42 AM
      Commented on:
      Apple's 3G iPhone Appears Profitable
      Apple's iPhone success and margins were certainly not a given in 2005 when the project started. I detailed the risks Apple took then in:

      iPhone: The bet Steve Jobs didn’t decline
      counternotions.com/200.../
      View article »
    • ON: Fri May 9th 06:01 AM
      Commented on:
      iPhone (Apple) vs. BlackBerry (RIM): Which Do Consumers Love Most?
      I examined 10 factors that put Apple in an unassailable position in the mobile platform wars and reviewed the weaknesses of iPhone competitors, including RIM, in:

      Who can beat iPhone 2.0?
      counternotions.com/200.../
      View article »
    • ON: Thu Apr 17th 16:26 PM
      Commented on:
      Wanted, Dead or Alive: The iPhone Killer
      I examined 10 factors that put Apple in an unassailable position in the mobile platform wars and reviewed the weaknesses of iPhone competitors in:

      Who can beat iPhone 2.0?
      counternotions.com/200.../
      View article »
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