August 25, 2010
Many analysts are predicting doom for WindowsPhone 7. Will the window of opportunity slam shut on MSFT in the mobility space?
Valuation of Nortel's LTE Patent Portfolio
July 22, 2010
Nortel Patent Auction Benefits LTE Market | www.isuppli.com
We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.
July 22, 2010
Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.
Ramifications of Harbinger's $7B LTE pact with Nokia Siemens
July 22, 2010
Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com
A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.
February 16, 2010
Microsoft Unveils New Mobile Windows With Games, Music Features | www.businessweek.com
It used to be called "vaporware" back in the early days of computing, when a vendor announced a new product or feature without actually being able to fulfill. Now it's coming to the mobile space, thanks to Apple and Microsoft, both who have recently announced mobile products without actually being able to deliver. Will consumers lose patience and choose other mobile options?
Jobs Pulls out another Rabbit with iPad
January 27, 2010
AAPL announced iPad (comments from Press Conference) 1/27/2010 | live.gdgt.com
Comments from AAPL's press conference announcing the iPad. Jobs presents another compelling offer. Expect iPad to be the "it" gadget of 2010.
Worst case, Google to gain great learning from the Nexus One experiece.
January 5, 2010
Google's Nexus One Set for Jan. 5 Unveiling? | www.internetnews.com
Google will realize great experience from their foray into the mobile world with Nexus One - and possibly more.
Comments on Google's Nexus One Launch
January 5, 2010
Google’s Nexus One Is Bold New Face in Super-Smartphones | ptech.allthingsd.com
Google has been selling their own unlocked Android device for developers for some time now. Today's announcement simply opens up the purchase option to the average consumer with the new Nexus One by HTC. This will be an interesting learning experience for Google...
Microsoft - Losing Ground in Mobile
December 17, 2009
Apple's iPhone exceeds Windows Mobile in US Usage | www.appleinsider.com
During 2009, Microsoft lost significant ground and may never recover in the MOBILE space.
December 14, 2009
AT&T Price Moves May Backfire | www.businessweek.com
AT&T has taken a pounding in the Press and in the blogging community recently over iPhone/network issues and remarks from execs. I've spent years tackling difficult customer service issues for tech companies including AT&T Wireless. This is the kind of problem companies want - the root of the problem being a wildly successful iPhone. There are better ways to handle the recent challenges.
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