The race to establish the future leading platform for provisioning mobile services is ongoing. This leading platform will be the one that extracts maximum value from the network externalities present in the market (a winner-takes-all dynamic typical for platform business models). After looking at a handset-centric service platform (iOS), an aggregator-centric service platform (Android) in [...]
With the rise of touch screen smartphones two industries are being disrupted at once. Personal computing is moving rapidly beyond the PC, and mobile communications is now as much about social networking and other internet applications as it is about voice and texting. The disruption, in both cases, is being led by the general-purpose computing [...]
Business transformation is the fate of any paradigm provider of communications services. In an effort to turn predicament into triumph, telecom operators and other communications providers are moving across value chain boundaries and transforming into a business that can exercise control and exploit scarcity in the markets where they create and claim value. To paraphrase [...]
A long day’s journey into night. All life’s performances — talent, love, sex, hope, energy, reputation, memory and confidence — are stripped off as the protagonist walks offstage into a collosal collapse, a terrifying meltdown, into that “most unreal of all things”: suicide. The Humbling is the story of a retired actor struggling to summon [...]
Capital, whether it is tangible or intangible—such as IPR, is the residue of past labor. For technology companies with a great past but not such a great future (e.g. Nortel, Motorola, Kodak) their current market value of debt and equity appears to fall short of the current value of their patent portfolios alone. This divide [...]
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