Best Buy Betting Big on Mobile
June 29, 2009
Best Buy to Target 15% Cellphone Share | online.wsj.com
Best Buy’s stated goal of 15% mobile phone market share is aggressive and likely unattainable but mobile is an area of growth that Best Buy should continue to pursue.
Palm is Back! Not Yet But They’re on the Right Track
June 10, 2009
Apple: $99 iPhone and New $199 3GS | www.wirelessweek.com
Palm’s new Pre device, along with its webOS software, gives the company its best (and maybe last) chance to survive and regain significant presence in a category it defined and once dominated.
June 8, 2009
Ford to Face Tougher Rivals Following U.S. Rescue | online.wsj.com
The WSJ article focuses on the immediate and medium term financial improvement that GM and Chrysler will enjoy as a result of the U.S. taxpayer bailout. But this does not necessaily translate into sales. Toyota and Ford still have the potential to take significant market share from GM and Chrysler. If you can't sell the cars to consumers, then profits are not in the cards.
Pre-Paid Versus Post-Paid - the Next Chapter
May 19, 2009
Is prepaid growth an illusion? | telephonyonline.com
The increase in pre-paid mobile customers makes sense given the current economic conditions but the mobile industry, especially in the US, was built on post-paid or contract subscribers, and will not become pre-paid driven.
May 4, 2009
Germany's Edscha to be Sold in 2-4 Months | uk.reuters.com
While we see most of the press regarding the fate of Chrysler and GM, there are many Tier suppliers to the automotive OEM's that will be transformed in the next several months as well. How can these targets for acquisition be best recognized?
Automotive Manufacturers Will Sell Where the Buyers Are - So Follow the Market Maturity
April 22, 2009
China Influence Grows With Car Sales | www.nytimes.com
As emerging market consumers grow their incomes, and as their countries grow their road infrastructure, the automotive companies will be there to provide vehicles. With very high populations in China, India, and Russia without vehicles, the markets are ripe for offering vehicles to those who have the income to purchase at all price points.
Wireless Spending Under Scrutiny but Mobile is Here to Stay
March 24, 2009
60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com
Mobile expenditures may come under scrutiny but ultimately consumers will continue to spend on wireless, and mobile operators need to properly segment their users to maximize profits and position themselves for future growth.
Support for Automotive Suppliers Means More Than Just Incidental Support for GM, Chrysler, and Ford
March 23, 2009
Auto Suppliers TARPed, But Questions Remain | www.forbes.com
Although it may not be transparent to many Americans, automotive Tier suppliers are usually linked to multiple OEM's. The failure of some of these Tier suppliers could interrupt component supply not only to GM and Chrysler, but to Toyota, Volkswagen, Nissan, Hyundai, and others. So, it is crucial that these suppliers are supported and find appropriate financing during these very tough economic times.
Mobile Video - Not a Slam Dunk
March 16, 2009
A Tough Sell: Movies on Small Screens | www.nytimes.com
Mobile video is appealing but has obstacles to mass adoption.
Nokia: Beware of the Laptop Market
March 16, 2009
Nokia considering entering laptop industry | www.reuters.com
In the quest for future growth, Nokia is considering entering the laptop market. While the idea has some appeal, Nokia should avoid this strategy.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011