-
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…
-
Fixations
Microsoft (market cap $182 billion) is fixated on Google. Google (market cap $122 billion) is fixated on Facebook. Facebook (market cap ~$3 billon) is fixated on Twitter. Who or what is Twitter fixated on? Revenue? Uptime? Oprah? Rolling up the $300 billion in market cap chasing them?