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  • Has Apple Peaked? [View article]
    Apple will be the first 1 trillion dollar market capitalization company and a few years from now it will pass the 2 trillion mark. I'll give you (2) reasons to look no further, my two children ages 7 and 8. There is no substitute for their iPods, it is simply an apple ipod, there is no conversation of what kind of cell phone their friends have it is just an "iphone", and no other. It isn't "dad when can I have a certain phone?" It's "dad when do I get an iPhone?" other brands don't even exist. At school, they all use macs and some ipads. They tell me the older kids (teenagers) have the really cool ipad. Apple has made sure that all their products work seamlessly together (I think this is the ecosystem everyone talks about), but for Joe regular guy that means his wife & children have no difficulty going from ipod, to iphone, to ipad, to imac to itv without disruption or having to call tech support. My 7 year old can navigate apples iOS like he was born with it, enough said.
    Aug 29, 2012. 04:06 PM | 6 Likes Like |Link to Comment
  • Nokia: The Market Is Missing The Point [View article]
    Read the article below by Tomi Ahonen. He is rated by Forbes magazine and most wireless mavens as the top Power Influencer in Mobile. He speaks the world over and has more top selling books on mobile than anyone else.
    Mar 1, 2012. 08:05 AM | 1 Like Like |Link to Comment
  • Why History Should Worry Apple [View article]
    Great article Stephen, yes every dog has it's day.... Especially in the wireless space. Apple will soon forget (as did Motorola & Nokia) that the carriers worldwide have much more to do with the success of the handset manufactures. Having spent 20 years working for handset manufactures I can attest to this first hand. We toppled Motorola in the mid/late 90's and then got knocked off our perch six years later. Due to what? Exactly the same thing Motorola suffered from; arrogance, the we are invincible attitude, we know more than our customers (that is the 200 plus worldwide carrier customers not Joe consumer). So Apple will get there, and it will be easy to do. They know the consumer, who needs the "carrier community". Read the article below in the LA Times, hits this point head on.
    Feb 22, 2012. 05:16 PM | Likes Like |Link to Comment
  • Microsoft, Nokia Have A Real Chance Of Disrupting The Smartphone Market [View article]
    Good article...
    Verizon reported a 5% drop in their margins this past quarter and the CFO explained it was the cost of subsidizing the iPhone. Every network CFO is faced with same issue on the high cost of each additional iPhone that is put on the network. There are tier 2 operators here in the US that turned down the iPhone because the numbers didn't work (they can't make money on it). Apple has become the 800 lb gorilla in the room, they dictate terms and pricing because they can. The public demand for the phone is that strong. Operators/carriers hate being in this position from a finacial standpoint and from a standpoint of having such a strong vendor control so much. They have every incentive to promote the new Nokia Lumina phones prominently which you will see with AT&T this Spring. It will be up to Nok/MSFT to catch some of that cool factor that Apple has bottled up until now.
    Jan 16, 2012. 03:07 PM | 2 Likes Like |Link to Comment
  • Microsoft, Nokia Have A Real Chance Of Disrupting The Smartphone Market [View article]
    Good article...
    There is a Credit Suisse report out on the reason why Verizon's margins dropped 5% this past quarter; the amount they have to subsidize the iPhone. Every CFO of any major operator is struggling to deal with cost of adding iPhone's to their network and make money doing it. There are tier 2 operators here in the US that won't carry the iPhone because they can't make the numbers work.
    So adding to your argument, the carriers are in desperate need to find a strong 3rd ecosystem to pit against the 800lb gorilla. Apple dictates terms and pricing to operators because they can, consumers demand the phone that much. No operator wants to be put in that position, so you will see a strong push by carriers to prominently display the new Nokia lumina phones so they can gain traction in the market.
    Jan 16, 2012. 02:51 PM | 3 Likes Like |Link to Comment
  • Why You Shouldn't Jump Into The Shark-Infested Waters Around Nokia [View article]
    Two good articles below, shows the dramatic incline of MSFT apps into their marketplace (same trajectory iOS had year 1 and beating Androids growth).
    Second article shows the CTR or click thru rate for each OS. The average user may not understand or care for CTR, but for developers it's key when using advertising over app purchases for revenue.
    Dec 23, 2011. 08:52 AM | 1 Like Like |Link to Comment
  • Why You Shouldn't Jump Into The Shark-Infested Waters Around Nokia [View article]
    Poor analysis. Android went from zero apps to 35K apps its first year, year two they had 125K and so on. Same path for iOS app #'s, APPL just started earlier. MSFT/Mango OS year one now has 35k and by the end of year two in 2012 they will be north of 100K. Nokia's new Lumina 800 and 710 phones come preloaded with some many cool apps already. All social networks apps are integrated very tightly. As far as what is cool? That is up to the each given carrier and what phone they are going to promote and subsidize each promotional period be it HTC, MOT, Samsung, etc. If you look at the pipeline of handsets that are coming out in 2012 from LG, Samsung, HTC, and Nokia the committed to MSFT/Mango it is very substantial. MSFT OS/Mango will gain a very substantial market share in 2012 and even more so in 2013. Nokia will benefit from this market share move in OS's. Is this just a North American point of view here? Over 100 operators/carriers in EMEA & APAC; Europe, India, China and S. America have committed to Nokia's new smartphones w/MSFT. Operators/carriers have a pretty good business reasons to promote MSFT/NOK, no one likes to be in a duopoly environment such as the one iOS and Android now have.
    Dec 18, 2011. 08:42 AM | 3 Likes Like |Link to Comment
  • iPhone Market Share: The Rest of the Story [View article]
    Nokia has alway and will always be a clear leader in wireless technology. They make more 3G handsets than anyone, and when 4G or LTE arrives they will lead that also. Technology prowess?? Why can't you multi task on the iPhone. Seems simple enough, like look at an email attachment, listen to fm radio, and take a call or surf the web. Yet on the Nokia N900 (maemo OS) and the Nokia N97 (symbian OS) you can multi task with ease.
    Nokia is the patent leader in wireless technologies along with Ericcsson, there is not a wireless operator in the world that doesn't look to Nokia as a pillar of the industry. Economies of scale? This is actually funny that you question this. Every global manufacture ideally wants to hone and improve this, be it Mercedes, Samsung, Apple, or Nokia. Nokia's four nearest competitors together don't manufacture what Nokia does on a quarterly basis. From batteries, to screens, chipsets, to the entire supply chain Nokia has a tremendous scale advantage.
    $100 smartphones vs $300 & $500 smartphones? Nokia's strategy has always been to address all markets, high to mid to low. Apple gave them a wake up call at the highend which is being address. Yet your looking at things through a very PC centric view. Only 800 million or so people have PC access, the other 2.7 billion people that have cell phones in emerging economies don't have PC capabilities or for that matter running water. So your view of what a smartphone must do (very PC like) isn't the view of a person in an emerging economy has, they have never been on a PC. This person is going to be thrilled at their first experience on the web via a Nokia smartphone, be it priced at $100 or $75... For developed nations, Nokia will have their $300 to $600 smartphones as they do know with 40% market share. Let me know if I can clear up how a manufacture can take their OS, and hardware platforms down stream to the masses.. or you can just watch Nokia do it over the next three years.
    Feb 9, 2010. 01:28 PM | 1 Like Like |Link to Comment
  • iPhone Market Share: The Rest of the Story [View article]
    You make a valid point, the only models Nokia has to compare to the iPhone sales numbers (peer to peer) would be their just launched N900. That being said, it has never been Nokia's strategy to compete in one category, be it high end smartphone, low end smartphone or any other category. It is this strategy which will allow them to drive their econmies of scale across all their smartphone platforms and drive the segment much lower in price. Which is beautiful, seeing that only about 10% of the current 3 billion cell phone users can afford a $500 iphone. That leaves about 2.7 billion users to upgrade to a Nokia smartphone.
    Feb 8, 2010. 04:11 PM | 1 Like Like |Link to Comment
  • iPhone Market Share: The Rest of the Story [View article]
    Nokia made $1.33 billion in the past quarter....
    You might try reading a little before you blurt out such false statements. Nokia has alway had the lions share of profits in the mobile phone arena, just view the past 16 quarters for all the top phone manufactures and you will see this picture. Only Apple, since they join the race two years ago has Nokia size profits.
    Feb 8, 2010. 03:52 PM | 2 Likes Like |Link to Comment
  • iPhone Market Share: The Rest of the Story [View article]
    Good analysis Stefan. One point or trend I would comment on that you will see in 2010, 2011 and onward is Nokia's ability to move the smartphone segment down stream. You will see their market share increase constantly throughout 10 and 11 because of this ability. This is their strategy behind revamping the Symbian OS in late 2010. They will have smartphones in almost all segments by 2011, even sub $100. Currently N900 (maemo OS), N97 mini at the high end, X6, X3, 5800, E72, E75 and others in the mid-teir. Q3 and Q4 they will have the first entry tier smartphones on the market and by Q1 2011 a full line up of entry level smartphones for all emerging economies. Hence, Nokia will be selling to a much wider audience than Apple and Rimm and they will be able to exploit their economies of scale as they do with "dumb phones". How many buyers in emerging economies like Africa, India, and China are going to purchase a $500 Iphone or $300 Rimm vs a $100 Nokia? You will see this trend take the hockey stick curve of growth in Q1 2011 and beyond. Thanks for the good read.
    Feb 8, 2010. 08:30 AM | 5 Likes Like |Link to Comment
  • Ignore Nokia at Your Peril [View article]
    Excellent article Bruce. As I read the comments above it is apparent that the NA apple lovers disagree, thats a good thing. NOK's been humble by the fruit company at the high end smartphone segment and this has been a good experience for their upper management. King of the hill too long and you get complacent, that is not NOK's demeaner anymore. You hit the nail on the head with a billion new computers/smartphones every year in 24-36 months, and NOK's strategy of revamping Symbian to drive down the smartphone penetration into the sub $100 market will be realized early in 2011. Their Maemo OS will compete with fruit co., and others in the higher end which accounts for only 10-15% of the total global share of handsets. Yet the real kicker is the app store you pointed out, in all emerging economies NOK's app store is already passing fruits and more developers are jumping on board. Thanks again for the good read.
    Feb 5, 2010. 12:01 PM | 2 Likes Like |Link to Comment