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Broadcast Media Platform Proliferation Report
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Most of today's technology leaders would say that smartphones represent the most dynamic, and most strategic, sector on the global economic landscape. Just as the...
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In our first transcript on MALT, we laid the foundation for the concept that the smartphone platform is the most important real estate in technology. Here, in the second...
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This week I am pleased to share a private transcript of my recent conference call with UBS and selected clients, in which we take a deeper dive into the MALT...
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This circus-like competitive swirl is not about who has the coolest widget. It is only, and all, about whose business model best fits the markets and the offerings.
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Killer apps are applications that are so compelling that they either amplify or defy the rules above, driving huge market share to the platforms where they appear.
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The smartphone OS is the most strategic real estate in the world today, the low-bank waterfront (in a pre-global warming sense) of the technology real estate portfolio.
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Wherever one turns these days, from Steve Jobs' quotes and Apple releases to Intel's earnings projections, the same headlines leap out: "PC Sales Decline," "Computer...
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This week's Special Letter breaks one of our cardinal rules right out of the gate: until now, we have never allowed companies to talk much about themselves or their...
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We each have a job to do in this world of technology driving economics, and, for the most part, it's head-down and incremental improvements that define our days. But...
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