Archive | February, 2010

MWC 2010 Barcelona

Here’s what stuck out of the media storm. Wholesale Applications Community is an effort by operators to offer a standard (neutral) widget/app store framework across a range of phones regardless of make or operating system, and regain some of the control, value add (and profit) recently lost to Apple and Google’s Android. The initiative is [...]

Continue Reading

The Year of the Tiger

Happy new year, China! It’s the year of the tiger. But the more interesting question is: is this the year of the bull or the bear? I’m a China bear, for a few reasons: 2009 growth of 9% while exports drop substantially in line with a crash of world trade and weak US/EU consumption + [...]

Continue Reading