Economics and Platform Architecture (Part 2)
Part I in this series of articles outlined the impact that the economics of scarcity has had on both software architectures and the structure of the computer in...
Category: Competition
Economics and Platform Architecture (Part 1)
The underlying economics of computing resources have always had a profound impact on development of computing architecture and in-turn the structure of the comp...
How ‘Do Not Track’ Will Transform Internet Business Models
Imagine a world where all internet browsers are required to present users with a simple question: “Do you want your online browsing activity tracked, reco...
Microsoft’s Pivot – A Plan to Dominate “Devices and Services”
We are currently witnessing a major pivot in Microsoft’s core business model. It is starting to become clear that – as Steve Ballmer recently announ...
Why Microsoft Shareholders Should be Very Concerned
This weeks Partner’s conference has once again exposed Microsoft’s complete lack of any credible consumer strategy. On the one hand Ballmer claims h...
The Network Carrier Dilemma
This article in Forbes magazine about network equipment providers enabling network carriers to expose service APIs (Application Programing Interfaces) started a...
2012 Predictions
Just for fun – and in no particular order – here are some technology industry predictions for 2012.
Intel’s ARMageddon II
Back in January of this year I published an article about the threat the ARM processor architecture would pose to Intel in the high margin – highly profit...
Chemical Reaction Dynamics as a Model for Technology Platform Competition
In various corporate meeting rooms at Samsung, Microsoft, HP, RIM and Google eager teams of engineers, marketing folks and freshly minted MBAs are trying to fig...