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AT&T is Bluffing - Tiered Smartphone Data Pricing Unlikely

December 11, 2009

Analysis of:AT&T Price Moves May Backfire | www.businessweek.com

AT&T has made noise lately about potentially introducing tiered pricing to discourage excessive smartphone data consumption. Though it is wise to increase consumer awareness of data consumption, tiered or metered data pricing risks derailing explosive smartphone and mobile application growth. AT&T knows this, and is bluffing. Instead, AT&T may soon introduce less intrusive methods to throttle heavy data users.

Google's (GOOG) Chrome OS Undermines Microsoft's (MSFT) Potential For Growth

July 9, 2009

Analysis of:Introducing Google Chrome OS | googleblog.blogspot.com

Google has at last announced their intentions to move into the operating system space, setting their sites directly on Microsoft. Google is cutting off Microsoft first in the netbook space, the one area of the PC market that has been showing healthy growth. In time, Google's Chrome OS will force Microsoft to change how they compete in their bread-and-butter corporate Windows / Office market as well.

When Battleships Collide (Microsoft & Yahoo)

February 6, 2008

Analysis of:A Giant Bid That Shows How Tired the Giant Is | www.nytimes.com

Rather than increasing competitive pressure on Google, the Yahoo / Microsoft deal may actually prove to be the best thing that has ever happened to Google. Microsoft is crashing into Yahoo at ramming speed, and the collision will sink or cripple both of them - leaving Google the only battleship afloat. Microsoft and Yahoo will both be paralyzed waiting for this deal close, one way or the other. If Microsoft does succeed, it will be at least a year before the merged company is working efficiently. And a year in Internet time might as well be an eternity.

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