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Platformonomics TGIF #137: August 7, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Summer is flying by… News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle We’ve written at length about the financial risks of Oracle’s Hail Mary scramble…
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The Baby Bills Are Back
First it was Forbes, and now Goldman Sachs is raising the idea of splitting up Microsoft. When the Department of Justice proposed splitting Microsoft asunder, the company resisted it tooth-and-nail. Ten years later, it isn’t a crazy idea and could be done on Microsoft’s terms. It might just be the best way to unlock value…
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So Who is Giddy About Windows Phone 7?
Windows Mobile is a dinky business for Microsoft but it has assumed a much greater symbolic role as a lens to judge the company’s future prospects and its ability to compete outside of the traditional PC business (the inexplicable lack of a Windows tablet is more significant as the iPad is cannibalizing laptops but doesn’t…
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The Hole in Android and Google’s Double Pony Problem
Android is on fire and Gartner predicts it will be the number two mobile operating system worldwide this year, surpassing Apple and RIMM, but behind the seemingly immortal Symbian. Google embraced the ubiquity strategy and it is working. But they’re getting a free pass on whether it makes money on the assumption that Android handset…
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Do Not Call – What Part of That is Unclear?
Nothing like having the whole household awoken by a robocall early on a Sunday morning. The Do No Call law is a huge success. Over 190 million phone numbers are registered (including mine). That is truly impressive given it is opt-in. The law has been expanded a couple times since it was introduced, making registrations…
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A Perfect Match
I have been asked for perspectives on the EU investigating IBM for mainframe malfeasance. Other than saying how nice it is to see these two fine organizations keeping each other busy, I really don’t have much new to say beyond our last installment on this topic 18 months ago. The glacial pace is probably fine…