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Category: Platforms

Cloud/Competition/CompSci/Economics/Futures/Intel/internet/Microsoft/Networks/Oracle/Platforms/Policy/SAP/Strategy/Uncategorized

Economics and Platform Architecture (Part 1)

Posted on February 27, 2013 by Jonathan

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...

Apple/ARM/China/Competition/Futures/Intel/Microsoft/Platforms/Policy/Strategy

Microsoft’s Pivot – A Plan to Dominate “Devices and Services”

Posted on October 25, 2012 by Jonathan

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...

Competition/Economics/Networks/Platforms/Policy/Uncategorized

The Network Carrier Dilemma

Posted on June 3, 2012 by Jonathan

This article in Forbes magazine about network equipment providers enabling network carriers to expose service APIs (Application Programing Interfaces) started a...

Apple/ARM/Cloud/Competition/Futures/Gadgets/Intel/Microsoft/Oracle/Platforms/SAP/Strategy

2012 Predictions

Posted on January 2, 2012 by Jonathan

Just for fun – and in no particular order – here are some technology industry predictions for 2012.

Cloud/Competition/Platforms/Strategy

Intel’s ARMageddon II

Posted on October 27, 2011 by Jonathan

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...

Competition/Economics/Futures/Gadgets/Microsoft/Platforms

Chemical Reaction Dynamics as a Model for Technology Platform Competition

Posted on June 7, 2011 by JM

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...

Microsoft/Platforms/Strategy

Microsoft’s Nokia Nightmare

Posted on June 4, 2011 by JM

Last week saw a lot of speculation regarding Microsoft’s possible acquisition of Nokia’s mobile devices business. The rumor was quashed by Stephen E...

Cloud/Futures/Gadgets/Microsoft/Platforms/Strategy

Intel’s ARMageddon

Posted on January 7, 2011 by Jonathan

In ten years we’re going to recognize this week as the moment Intel ceded its leadership position in the global chip business. Microsoft’s decision ...

Futures/Microsoft/Platforms/Strategy

Sinofsky’s Power Play

Posted on January 6, 2011 by Jonathan

At CES yesterday we may just have witnessed the first public exposure of an internal power play for the future leadership of Microsoft.

Cloud/Futures/Microsoft/Platforms/Strategy

Why Sarah Friar is Wrong About Microsoft’s 2011 Growth Prospects

Posted on December 14, 2010 by Jonathan

Goldman Sachs’ analyst Sara Friar is at it again.

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